21.0.20.46 (Released On: 3/9/20)
| Accounts Receivable Aging Report - Update made to display warning message with erroneous lines when exporting to excel. |
| Inventory Value Report - Adjustment to report page breaks when three or more criteria are selected. |
| Point of Sale - Fixed an issue so that POS orders posted to AR are not included in Cash Tendered for the POS batch. |
| Product Import - Improvements made to handle duplicate MFG numbers. |
| Radio Frequency Scanners - Corrected an issue when trying to override a Product Number as the UPC, leading to a continual prompt about overriding. |
21.0.20.45 (Released On: 2/20/20)
| Advanced Report Writer - Added field Ship To Info Flat to the OH table. This is a single value field that contains the entire Ship To address. |
| Customer Master - Sub Account Ledger updated to include totals by ship to. |
| Dashboard - Refined invoice count reporting. |
| End of Month Closing and Journals - Correction made to date formats in warranty reports. |
| Essendant Import - Updates made to default fields. |
| Global - Additional logging added to upgrade process. |
| Product Analysis - Restored links to purchasing matrix, pricing matrix and salesman commission matrix. |
| Product Master - Control record has been created to prevent changing or merging product numbers. |
| Radio Frequency Scanners - Modified order pulls on Job List to allow fully staged orders to be removed (if the Job List defaults to SO Staging). |
| Salesman Commissions Statement - Changes made to prevent an error while saving as xls or csv. |
| Salesman Commissions Statement - Total lengths have been expanded to handle reporting over one million in monthly sales. |
21.0.20.44 (Released On: 2/5/20)
| Accounts Receivable Cash Receipts Posting - No longer required to collect Billing Information when bypassing credit card processing. |
| Advanced Report Writer - Time formatted fields have been corrected in CSV exports. |
| Customer Due To Buy Report - Improvements made to improve report when run for All Customers. |
| General Ledger Journal Entry - Requesting reports for periods in closed G/L years will no longer return error. |
| Global - Improved speeds with open order lists. |
| Projected Purchase Order - If the receiving warehouse needs a products, it will load regardless of the "suppress products replenishable by receiving warehouse" option. |
| Radio Frequency Scanners - Modified Code Lookup to support serial number inquiries up to 27 characters. |
| Sales Order - POS Deposits on Open Orders will now be accounted for when utilizing the Credit Hold system. |
| Salesman Commissions Statement - Choosing the Show Totals Page Only will generate a document even if one of selected salesmen doesn't have any transactions. |
| Stock Transfer Entry - Auto Warehouse Replenishment will not transfer items if the product's max has been reached. |
| Vendor Rebate Report - Fixed an invalid string which caused the Vendor Rebate Report to freeze when attempting to export. |
21.0.20.43 (Released On: 1/15/20)
| Projected Purchase Order - The Average Monthly Demand on the overall product level will now be the sum of all warehouses. |
| Sales Order - Update to correctly attach and send Quote document to each email recipient. |
| WebCom - Changed SellerCloud GetOrders API request to use Orders_GetOrdersReadyToShipOptimized |
21.0.20.42 (Released On: 1/7/20)
| Calendar - Correction made to prevent rounding reminder notification times. |
| Inventory Adjustment - Corrected bin quantity display issue when primary bin was empty (WMS). |
| Invoicing - Changes made to accurately pull alternate cost onto invoice. |
| Main Form - Fixed an issue to convert output to MD4 for the year. |
| Phantom Monitor - Job, Re-Index Customer A/R File, re-scheduled to run Saturday 01:00 AM as to not interfere in generating customer statements. |
| Physical Inventory - Physical ID will now print on the Physical Variance Report. |
| Pivot Views - Corrections made to use the correct UOM when company is set to use FIFO. |
| Pricing Price Change - Changes made to allow saving future product level rollups. |
| Pricing Price Matrix - Updates made to correctly apply ship to category pricing. |
| Product Serial Number Inquiry - Restored the ability to edit/remove serial numbers in warehouses utilizing WMS, with the exception of serials in the SHIP, STAGED, or XFEROUT bins. |
| Projected Purchase Order - Changes made to validate minimum P/O quantity when projecting recommended purchase dollars. |
| Purchase Order - Revisions made to correctly handle OK and Cancel options when reconverting a Request for Quote. |
| Radio Frequency Scanners - DOCK bin wasn't being removed when quantity went from negative back to zero in Bin Transfer. |
| Sales Order - Item group totals will correctly omit price of products when quantity ordered is zero. |
| SellerBridge - Changes made to use the imported Unit of Measure. |
21.0.20.41 (Released On: 12/19/19)
| Accounts Receivable Aging Report - Updates made to AR Aging Detail when sorting by Salesperson. |
| Advanced Report Writer - Added secondary tables to RF.KPI dictionary table. |
| Calendar - Updates to fix sporadic issue populating event reminders. |
| Custom Fields - Changes made to UDF's to allow removal of duplicate entries. |
| Customer Job - Countries can be entered on the Job Master screen to allow Canadian Zip Codes to be entered. |
| Customer Master - Customer Master will no longer remove customer part number information upon editing. |
| Customer Master - Changes made to allow SDS sheets and Images to be accessed from root path and its subfolders. |
| Customer Ship-to - UPS Ship To account numbers will correctly import through UPS integration. |
| Dashboard - Task list on the Calendar tile will now sort by task start date. |
| Dashboard - Updates made to improve Sales Variance calculation on the Sales and Profit Detail. |
| Invoicing - Now suppressing POS invoices with no inventory shipments from overnight fax/email delivery (when sending POS Invoices in Overnight batch). |
| Main Form - Adjustments made to improve system speed. |
| Physical Inventory - Variance report export was not displaying Physical ID's for secondary bin locations. |
| Projected Purchase Order - Option added to company master to allow sales order internal line comments to transfer to purchase order external line comments. |
| Radio Frequency Scanners - Corrected reporting issue with Bin Transfers in the RF.KPI file. |
| Radio Frequency Scanners - Fixed display issue with remaining Avail Putaway qty in PO Receiving. |
| Radio Frequency Scanners - Bin Transfer was factoring UOM Qty incorrectly when returning to the Qty field by pressing Esc in the To Bin field. |
| Radio Frequency Scanners - Corrected intermittent issue that prevented the Corp Variance report from printing during Bulk Receiving. |
| Radio Frequency Scanners - Serial Number Pattern Matching (based on Primary Vendor) will now apply to WMS, warning users of Invalid Patterns upon scan. |
| Radio Frequency Scanners - Corp ASN Variance Report will now print to the same printer as the PO Receiving Ticket (the Warehouse Pick Printer set in the Branch). |
| Sales Order - Changes made to handle an intermittent quote error message. |
| Sales Order - Multi-Shipment invoices will be populated from header of the sales order instead of the first shipment's invoice header. |
| Sales Order - On new orders, changing Point of Sale customer to an Active customer will no longer keep the order as Point of Sale. |
| Sales Order - After adding items through shopping cart, cursor focus will be on a new line. |
| Sales Order - Scanned lines will be prevented from spawning into new orders when changing the Order Warehouse (for Whse Order Spawn feature). |
| Sales Order - Speed enhancement updates. |
| Shipping Confirmation - Re-ship confirming a Serialized Return will no longer confirm RT-Bin Discrepancy |
| Stock Receipts - Update to allow return receiving with serialized products to be split. |
21.0.20.40 (Released On: 11/21/19)
| Accounts Payable Invoice Entry - Moved initial cursor focus to 'Pay-To Vendor' field. |
| Advanced Report Writer - Changes made to allow ARW Custom Forms to a Non-PCL printer. |
| Inventory Inquiry - Improvements made to increase speed. |
| Invoice Inquiry - Ship to address will be correct on child account invoices. |
| Phantom Monitor - Update made to restart the phantom monitor after server has been restarted. |
| Product Master - Changes made to handle ", character combination in .csv exports. |
| Projected Purchase Order - Forecasting for products with Purchase History Link will consider linked product's age. |
| Radio Frequency Scanners - The F3-List will refresh the data to ensure it always have accurate information in PO Receiving. |
| Sales Order - Drop ship cost in Cost by Warehouse environment will be based on the warehouse that corresponds to the branch on the sales order. |
| Sales Order - Restored ability to use scale button to populate credit invoice amount when amount due equals the invoice amount. |
| Sales Order - Correction to print more than thirty characters of internal note when company master flag is enabled. |
21.0.20.39 (Released On: 11/13/19)
| Customer Extensions - Added restrictions to prevent generating custom reports without filling in required fields. |
| Dashboard - Update to handle infrequent Overflow error. |
| Mail - Resolved issue adding departments to new internal messages. |
| Physical Inventory - Can now preload Serial Numbers into the freeze, eliminating the need to manually enter the serials. Enabled with Company Master setting "Pre-Load Serial Numbers on Physical Inventory" |
| Radio Frequency Scanners - Added F3-Labels button to UPC Master, allowing for immediate label printing. |
| Radio Frequency Scanners - Can now print the Variance report prior to posting the receiver, with the F8 key. |
| Sales Order - Restored functionality to Auto Attach Orders. |
| Sales Order - Component Quantity to Pick updated to seven characters. |
| Sales Order - Removed Ship Via Update Warning Message when starting new orders with product first. |
| Sales Order - Restored ability to select returns from multiple credit card POS transactions, when not utilizing Cayan integration. |
| Sales Order - When quantity pick logic is disabled through the company master, item procurement designation will be retained after updates to the branch or warehouse. |
| Stock Receipts - Corrected an intermittent GL Description display issue when entering AP invoices. |
| Truck Manifest - Restored the ability to move orders between trucks with the Add Orders button. |
21.0.20.38 (Released On: 10/31/19)
| Dashboard - Update to allow Open Orders and This Week's Sales Dashboards to be filtered by Salesperson. |
| Physical Inventory - Physical Inventory Variance Report will populate the Inventory Adjustment Cost Column defaulted in the Company Master. |
| Procurement Forecast Assignment - Fixed problem reading forecast parameters. |
| Sales Order - Correction made to allow use of newly created price matrices the same date they had been created. |
21.0.20.37 (Released On: 10/29/19)
| Dashboard - 12M Sales Grid will now load when user is linked to multiple salesperson accounts. |
| Dashboard - YTD Sales Variance Detail will be able to be filtered by Primary Vendor. |
21.0.20.36 (Released On: 10/28/19)
| Automatic Backorder Release - Updating a Credit Hold Status Order to a POS order will release the order from Credit Hold Status. |
| Company e-Commerce - Default Customer PO Number will now populate at check out. |
| Company e-Commerce - Improvements made to increase speed. |
| Company e-Commerce - Update to retain newly saved shopping lists. |
| Company e-Commerce - Update to allow total warehouse inventory to be displayed to customer if no default web branch is found. |
| Credit Card Processing Screen - Update to ensure accruate returns through Cayan by allowing only one invoice with a credit card payment to be linked to one return. |
| Dashboard - Drop Ship items will be included in Sales/AR KPI, although Sales/Inventory KPI does not include SP or Drop Ship items and should not be expected to match Sales Journal Report. |
| Dashboard - Invoice Due Date column added to Accounts Receivable Details grid. |
| Dashboard - Updated number format in 12M grids to consistently display dollar amounts with two decimals. |
| Global - Update to correctly display the GL Account Description when suffixing is involved. |
| Inventory Value Report - Adjustment to report page breaks when three or more criteria are selected. |
| Invoice Inquiry - Update to allow commission changes on invoices, regardless of a product's scanned quantities. |
| Kit Production - Corrected sporadic issue duplicating work orders with kits added as components. |
| Price Rollup Schedule - Update to Price Rollup Phantom Job to include Vendor RollUp combinations. |
| Product Analysis - Correction to prevent demand recalculation from duplicating components after a unit of measure change. |
| Product Master - Update to correctly preserve FIFO layers after doing a product change or merge. |
| Projected Purchase Order - Update to restore pop up while hovering over demand bar graph. |
| Quick Order - Users with multiple salesperson codes will now receive QuickOrder acknowledgements. |
| Radio Frequency Scanners - SO Return will now ignore Consumable items. |
| Radio Frequency Scanners - Bin Transfers were not auto-refreshing the Job List upon completion. |
| Radio Frequency Scanners - Now preventing Bin Transferring serial numbers from the RT- bin. |
| Radio Frequency Scanners - Can now preload serial numbers into Bin Count with new Company Master setting WMS - Preload Serial Numbers in Bin & Product Count. |
| Radio Frequency Scanners - Auto BO During SO Load option was setting BO quantities to negative when using multiple shipment cycles. |
| Sales Order - Manually sending an Order Confirmation will bypass the Ordered By when that contact has no email address and instead use the Customer Master contact data. |
| Sales Order - Ship To Dollar Limit now recalculates when changing Ship To's or when saving the order. |
| Sales Order - New Company Master Flag added to Suppress Serial Number prompt in sales order entry. |
| Sales Order - Sales Order Audits will now properly record line item procurements. |
| Sales Order - User will be prompted with a warning message when a customer or ship to change updates the ship via. |
| Sales Order - Update to display pricing formula in detail tab of pricing box. |
| Sales Order - Correction to functionality of company master flag, "Suppress P/O Requisition Emails" |
| Sales Order - Co-op% will now update at the time a contract is changed on the order. |
| Sales Order - When returning an item in a POS order, when selecting a method of payment, the cash tendered will now correctly request $0. |
| Sales Order - Changing a line item procurement will now correctly update the shipping warehouse. |
| Sales Order Staging - New column for Label Quantity. Makes it easier to see how many labels will print, and allows for label reprints without having to change the staged qty. |
| Salesman Commissions Statement - If an item is set as Non-Commissionable, the cost of the item will no longer be included in the totals. |
| Stock Receipts - Default branch stock transfer printer will now be selected. |
| Stock Receipts - Splitting Stock Receipts will no longer adjust bin level inventory. |
| Stock Receipts - The DOCK bin was not being removed from the LOT on vendor returns. |
| Truck Manifest - Restored the ability to move orders between trucks with the Add Orders button. |
| Truck Manifest - Now suppressing drop shipments from unscheduled orders section (left hand side). |
| Truck Manifest - On Hand quantity updated to round decimals if longer than allotted six characters. |
| Warehouse Assign Pick By - Restored ability to assign pickers to Completed orders. |
| Warranty Claim - Denials will now post to correct GL. |
21.0.20.34 (Released On: 9/18/19)
| Advanced Report Writer - Added fields to OH table for Customer PO Limit & Customer PO Balance. |
| Advanced Report Writer - Corrected display issue with Time field from BIN.AUDITS table. |
| Dashboard - Review accounts receivable current, future, and aging totals by salesperson. Filter the view by customer and territory, or drill into a specific customer ledger and invoice. |
| Email - Subject lines containing ampersands (&) were getting prefixed with a ^ symbol. |
| Essendant Import - Option to include a space between the prefix and SKU fields by default. Please contact DDI to enable. |
| Johnstone Product Exclude - Option added to exclude the Product Mater TAXABLE field from updating via STRANS/SPRODTRANS files sent by Corp. |
| Kit Production - Disassemble on Receipt (kit production) was creating a negative demand for the component inventory. |
| Pricing Price Book Report - Correction to allow Report to be run with Discount Percent and Gross Profit Percent display columns. |
| Product Master - Now hiding the Stock Value & YTD Avg GP% if user does not have access to SEE COST & GP. |
| Purchase Order - PO document will now print 'Return Goods' instead of 'Purchase Order' when all products on order are returns. |
| Purchase Order - Linked PO quantities will not be changed with the sales order if the UOMs or Qty Ordered differs between the orders, when using Company Master Override Linked S/O Quantity on P/O. |
| Radio Frequency Scanners - PO Receiving supports Advance Ship Notices (ASN) to receive from, validate against, and print variance reports. |
| Radio Frequency Scanners - Redesigned Bin Count for better overall usability. Now includes a F3-List to see all items in the bin and what has been counted. |
| Radio Frequency Scanners - Corrected issue of Multi-Order Load getting stuck on 'Nothing Available to Load' message. |
| Radio Frequency Scanners - Expanded bin field to 11 characters in PO Receiving. |
| Radio Frequency Scanners - Corrected pick sequence issue when picking an item with multiple units of measure from a secondary bin. |
| Radio Frequency Scanners - Fixed issue preventing Serial Numbers from being Bin Transferred. |
| Radio Frequency Scanners - Bin Transfer will now suppress the Primary Bin display if the primary is a system bin (DOCK, STAGED, etc). |
| Sales Order - Corrected attachment issue when sending to multiple recipients and auto attaching orders. Additionally, can now use the Send button to send Custom Templates. |
| Sales Order - Corrected issue with Spawn New S/O by Warehouse, which was not spawning orders if customer was not set to B/O Allowed. |
| Sales Order - Orders with large amounts of special order items and item groups were intermittently causing Inform to crash. |
| Sales Order - Added new Company Master setting Print MFG Part Number on Price Quotes. |
| Sales Order - Repair data now prints on Price Quotes. |
| Shipping Confirmation - Removed the 'Archive Copy' text from the Invoice when using Instant Post. |
Corrections and Adjustments
| Accounts Payable Cash Disbursements Journal |
| Added a display voids only option. |
| Accounts Payable Check Print |
| Added column for AP Invoice notes and ability to right-click edit. |
| The Pay Invoice button in Accounts Payable Invoice Entry now only displays the vendor selected. |
| Accounts Payable Invoice Entry |
| Added a record lock if invoice is selected for check print. |
| Added notes tab. |
| Improved accuracy of landed cost calculation. |
| Refined landed cost calculation. |
| Accounts Payable Non Vendor Check |
| Corrected to use Branch A/P Bank G/L as default bank account. |
| Accounts Receivable Aging Report |
| New Company Master flag, "Roll over aging buckets on the cutoff day." |
| Accounts Receivable Cash Receipts Posting |
| Corrected an issue with printing receipts. |
| New screen called Cash Receipts Invoice Entry. Allows you to apply payments towards invoice numbers and not customers. You then go to Cash Receipts Posting to do the final posting. |
| Accounts Receivable Customer Statements |
| The default email address has been updated to be the customer contact marked accounting when run manually. |
| Advanced Report Writer |
| Added field to CUSTOMER file for Cust LYR Current Month Sales. |
| Added field to OH table for Last Assigned Picker. |
| Added fields to OH table for Staged By Name & Scanned By Name. |
| Added new dynamic date criteria <PRIOR TO ### DAYS AGO>. This will display records older than the number of days entered. |
| ARW Warehouse specific commitments field now considers transfers |
| Created an option <Prior to x days ago> in the selection criteria |
| Fixed a SplitterDistance error that was coming up when scaling in and out in the Advanced Report Writer screen. |
| Improved consistency of criteria option choices. |
| New dictionary fields for GMROI current and previous twelve months, overall or by warehouse, and TURNS by warehouse added to the Inventory File. |
| Taxable Merchandise and Non Taxable Merchandise fields added to Invoice file. |
| Advanced Report Writer Reports |
| Update to specific scripts. |
| Automatic Backorder Release |
| Added new Company Master setting 'WMS |
| Backorder Release will now release orders Ship Confirmed from Inform (when using WMS). |
| Update to correctly release assemblies after components are fully available. |
| Updated to reflect the correct backordered quantity on partially scanned orders. |
| Bank Reconciliation |
| Corrected a reporting issue for temporary saves. |
| Correction to include journal entries on the final report. |
| Fixed a display issue in the Bank Reconciliation Final Report. |
| Fixed issue with saving offset journal entry to another bank. |
| Update to correct an issue with voiding checks cut to pay Line of Credit Vendor. |
| Calendar |
| Added a refresh to calendar after an Inform 2 screen is closed. |
| Tasks linked to a contact updated to also appear on the activities tab of the customer. |
| Company Access Levels |
| Added tool-tip description of access levels. |
| Company Cayan Setup |
| A Merchant Site ID can now be entered multiple times for the same branch. |
| Company e-Commerce |
| Created a control record to maintain default Web Order Ship Via code. The Ship Via requested by the user will be noted in Special Instructions. |
| Company Master |
| New flag, "Print Internal Line Comments on S/O and Worksheet," to allow internal comments to be printed on internal sales order and worksheet documents. |
| Company Ship Via |
| Preventing both Pick Up & Delivery options from being selected simultaneously. |
| Company User Master |
| New checkbox in the User Master to allow clearing the warehouse in the Sales Order screen by user. |
| Company Warehouse |
| Added option to preset the number of shipping labels to print from WMS Options. |
| Adjustment to field position/display. |
| Contact CRM |
| Update made to clearing displayed records. |
| Update made to correctly populate Merchant Name under Accounts on Vault tab for storing payment information. |
| Customer Master |
| Correction to restore hyperlinks to miscellaneous charge code in customer master and final tab of sales orders. |
| Customers with an Inactive status should not receive mailers. |
| Improved loading price contract tab. |
| Improvement to Average Pay Days calculation. |
| New Company Master flag, "Set all Open Sales Orders to POS when Customer Status is Changed to POS (Y/N)," will change open orders to a Suspended Point of Sale Order. |
| Customer Salesman |
| Custom Fields are now available for the SALESMAN file. |
| Dashboard |
| Corrected an intermittent issue with the variance calculation. |
| Fixed the "Object reference not set to an instance" error in the YTD Sales Variance Dashboard. |
| Improved graph accuracy on Inventory Trend detail tile. |
| Renamed the Grid Headers in In House vs Direct Dashboard to be more consistent. |
| Update to accurately display data with or without filters in YTD Sales Variance dashboard. |
| Update to preserve dashboard tile layout when logging out. |
| End of Month Closing and Journals |
| Improvement to division billing for A/R. |
| Epod React |
| The ePod application will no longer crash and lose signatures if there are no available licenses during the synchronization process. |
| Essendant Import |
| Clarified the final results. |
| Image download enhanced to be more fault tolerant. |
| Executive Performance Summary |
| Current year gross profit percentage has been added to Year Over Year Performance tab. |
| Now accounting for FIFO systems when using GL Cost. |
| Fast Product Entry |
| Product hyperlink restored in duplicate manufacturer number error. |
| Forecast Setup |
| Added ability to set a Safety Stock % by Warehouse Rank. This can be set in the Forecast Parameters and will override product level safety stock. |
| General Ledger Inquiry |
| Added detail option to Trial Balance Report. |
| Update to restrict Hand check numbers from having a V as the last character. |
| Global |
| Case sensitivity in upgrade path has been adjusted. |
| Correction to CSV exports. |
| Improvement to populating new row within the grid. |
| Inform and related screens will no longer shrink when DPI on PC is set to higher than 100% scaling. |
| Sales order audit did not show signatures being updated. |
| Update to error logging. |
| Update to the average cost recalculation. |
| Web Help Links and Local Help File updated. |
| Inventory Bin Allocation |
| Clicking the magnify glass on the right side of grid will show assigned bins and entering 2+ characters of the bin name will activate partial search. |
| Improved Bin Allocation grid layout. |
| Inventory Cut Material |
| Improvement to Average and Landed Cost Calculations. |
| Refinement to average cost calculation. |
| Invoice Inquiry |
| Invoice Voids will now restore the Lot & Lot Qty back to Inventory. |
| Invoice Reprint |
| Corrected an issue printing customer's Sold To address with a Parent A/R account. |
| Invoicing |
| Added a more user friendly error message for failed overnight transmissions. |
| Update to correct issue with multiple invoice copies. |
| JS Corp |
| Ritchie v520 is now a DC processed warranty supplier for JS Corp. |
| Uniweld v463 is now a DC processed warranty supplier for JS Corp. |
| Kit Production |
| Required Quantity has been extended to display up to eight decimal places. |
| Main Form |
| ESC key will now open a prompt requesting to close all tabs when focused on Mainform. |
| Update to prevent duplicate department codes. |
| Mobi Order |
| Product search corrected to omit inactive products. |
| Phantom Monitor |
| Improvements made to Signature Update process. |
| No longer sending an email for AP invoices open over 90 days. |
| Physical Inventory |
| Bin Discrepancy during Save was not factoring UOM's properly (for WMS users). |
| Added the Physical ID as a column to the variance report export when using WMS. |
| Pricing Price Change |
| Beta Price Change Screen. |
| Correction to maintain selected C/L Column when Clearing All Rollup formulas. |
| Price Change screen will now save Product Rollup Formulas correctly. |
| Stored future price/cost will not be cleared if the price change is for now and a different column is chosen. |
| Update to correct saving Price Rollups. |
| Update to correctly reflect the existing future cost/price. |
| Pricing Price Matrix Import |
| Update to allow new templates to be saved. |
| Product Analysis |
| Lots in Product Analysis will now show the default UOM instead of lowest UOM. |
| Sales Orders tab will display orders with lines expanded when products are on multiple lines of the order. |
| Update to correctly display promise date on Analysis/ Sales Order tab. |
| Product Bin Locations |
| Now limiting Pick Sequence field to 5 numeric digits (the max supported by WMS). |
| Zone field added (for zone based order picking in WMS). |
| Product Import |
| Added a multi select option to the Warehouse field; warehouse specific fields will be loaded into all selected warehouses. |
| For new products, costs will import into all warehouses when set to copy all new product costs to all warehouses (and maintaining cost by warehouse). |
| Updated to correctly import to all listed warehouses when multiple warehouses are entered. |
| Product Lots |
| Lot Bins & Lot Bin Qtys were getting overwritten when editing Lot Master. |
| Product Mass Change |
| Primary Vendor can be selected as a change field. Current Primary will then become Secondary. If cleared, secondary will become primary. |
| Product Master |
| Corrected an issue with assembly products on the bin audit screen. |
| Refined averaging of landed cost calculations. |
| The process of changing a Product's number will no longer remove the customer part number. |
| Update corrects an intermittent description display issue. |
|
Improvement to ranking new products with assigned purchase history links.
|
| Product Product Import |
| Added ability to import to Carton Quantity field. |
| Update to handling dragged data columns dropped into mapped columns fields. |
| Update to improve importing CSV files. |
| Product Rank |
| Preventing any Re-evaluation # of days field entry when not in Edit mode. |
| Product Re Index Search |
| Product search by product line only has been updated to be case sensitive. |
| Product Serial Number Inquiry |
| Added the following details to the Product Serial Number Inquiry page and the Sales Order > Repair Item > Serial Number Search Results: Repair Item, Repair Model, Repair Manufacturer Part Number. |
| Invalid Warehouse Error added when attempting to add Serial numbers to wireless warehouses. |
| Projected Purchase Order |
| Added an option, "Low Priority," to the Purchasing tab of Vendor Master to be used as a sortable field in the Summary Results screen. |
| Correction to include new items with max stock quantity in PPO. |
| Fixed a display issue in the Projection Results screen when displaying minimum P/O Value and Freight Value. |
| New Company Master flag: Display all open sales orders in Projected P/O. If this flag is set to Y, then linked sales orders that are either To Ship or B/O will be displayed in SO Commitments box. |
| Projected PO will now recognize the Display Zero option when projecting for Open Sales Order Only. |
| Rounding Overybuy Value and Rounding Overbuy Qty have been added to the field chooser. |
| Stock Transfers created from a Projected P/O "Consolidated Purchase Order" will be excluded from the "Consolidate Stock Transfers" routine. |
| When the option to Auto Link Sales Orders is used and the company flag to Display All Sales Orders is set to Yes, then the system should only link those Sales Orders that have an open Back Order. |
| Purchase Order |
| Added "Show Products Collapsed in P/O" option to the Defaults tab of the Branch Master. |
| Configure Inform to round prices to two decimal places. If you want to implement this feature, contact Customer Care. |
| Corrected an issue with a space in the quantity field. |
| Correction to currency calculation when used through procurement. |
| Disable Last Cost Update option added to Header/Other tab. This field can be controlled by Access Level, "Change Disable Last Cost Update." |
| Improvement to update the final tab totals as the products are updated on the detail tab. |
| Purchase Orders will now correctly use the vendor box quantity. |
| Update to correct an intermittent issue printing sales order information on receiving ticket. |
| Update to correct decimal display issue on Pricing box Contract tab. |
| Update to field chooser. |
| Quick Order |
| Fixed an issue in QuickOrder when searching for customer with Null status. |
| Made database changes to support QuickOrder Fast Customer. |
| Option to Auto Print orders at time of creation has been restored. |
| Radio Frequency Scanners |
| Added a warning message to Bin Count when adding a new bin to a product. |
| Added ability to select a Warehouse during Login and Branch Change. Printer defaults are tied to the logged in branch, and orders can be picked/received based on the logged in warehouse. |
| Added access level for UPC Master and Product Keywords. These will hide the options from the Main Menu and the new PO Receiving beta screen. |
| Added Lot Control to Bin Transfer |
| Added Lot Control to Code Lookup. |
| Added the Assigned Picker name to Code lookup when searching for Sales Orders. |
| Answering No to the Excess Qty message will now put the cursor back into the Qty field. |
| ASN Serial Number variances will warn during receiving, and print on the variance report. |
| Authenticating number of DC users. |
| Auto BO During SO Load option was setting BO qtys to already shipped lines when on multiple shipment cycles. |
| Auto BO option will now ignore Consumables. |
| Bin Audits will now support Multi-Order Staging/Loading by displaying all the order numbers in the Reference column. |
| Bin Count now records the Last Counted Date. |
| Bin Transfer |
| Can now default to number of Shipping Labels to print (set in Warehouse). If set to 0, user must manually enter a quantity. |
| Can now navigate back through Bin Transfer fields with the Esc key. (Does not yet apply to Job List transfers). |
| Can now reprint Ship Confirmations from Multi-Order Load (for orders previously ship confirmed). |
| Clarified the Bin Transfer putaway message when product isn't in DOCK or SPCL-PO. |
| Code Lookup now supports converted or inventory adjusted serial numbers. |
| Completed lines were having the Cancel Balance checkbox cleared upon subsequent shipments. |
| Completion rate in Truck Load now excludes backorders for a more accurate percentage. |
| Corrected an issue when killing a stock transfer scan was not putting serials into PULLED bin when products had more than one serial number. |
| Corrected display issue with On Stock Transfer quantity in PO Receiving. |
| Corrected issue when Bin Transferring multiple serial numbers simultaneously was creating a bin quantity discrepancy. |
| Corrected the Scan rate calculation in Code Lookup, for orders that have generated backorder spawns. |
| Corrected the 'Serials Not on ASN' message from appearing on non-ASN PO's (in beta PO Receiving). |
| Correction to products by passing the DOCK in PO receiving in specific situations. |
| Correction to Shipment Confirmation Print prompt. |
| ESC key will bring you back to previous field in Bin Transfer from Job List. |
| F1 Bin option for direct putaway now applies to serialized inventory. |
| F1 Bin override was being ignored in PO Receiving if product didn't already have a primary bin (when option to bypass dock and receive direct to primary was enabled). |
| Fixed issue with BO Qty calculation on subsequent shipment cycles when back ordering from the List function during SO Staging/Loading. |
| Floor Location during SO Load will prompt prior to printing Ship Confirmation, which allows the location to print on the document. |
| Floor location from previous shipment cycles was displaying in SO Load. |
| Improved handling of Serials/Lots during order picking. Pickers will be sent to the orders pre-selected serials/lots if available. |
| Improved speed and overall performance of beta PO Receiving. |
| Improved the clarity of the Bin Transfers in the Job List. |
| Integrated ASN's into receiving. |
| Items on DOCK were not appearing on the Job List for bin transfer putaway. |
| JS Corp Receivers were creating blank bin locations when the same item existed on multiple PO's. |
| Now preventing scanning an item if the order gets Ship Confirmed from Inform mid-pick. |
| Now supporting 27 digit Serial Numbers in PO Receiving, Bin Transfer, SO Staging, & SO Load Truck. |
| Now suppressing the Currently Assigned warning when the user picking the order is the assigned user. |
| Now suppressing the F4-BO button in SO Staging (can only set backorders from SO Load). |
| Option to Assign Floor Location During SO Load now applies to Truck Load as well. |
| Order picking was not prompting for serial numbers. |
| Order Pulls in Job List are now excluding Ship Complete orders (that contain BO qtys), and Customers on Hold or Legal status. |
| Picking a partial quantity, then exiting the order, then returning to the order and over scanning, will now update Qty Ship with the total scanned amount. |
| PO Receiving (beta) will now prompt to Print Stock Transfers during update when set to release consolidated stock transfers from receiving. |
| POS Invoices were not prompting to print when not using Instant POS Post. |
| Preventing ST Picking on a transfer completed via stock transfer consolidation. |
| Preventing the STAGED bin from Exceeding Qty when manually scanning product into Qty field. |
| Prompt to print shipping labels wasn't displaying when picking POS orders. |
| Proof of Delivery document was printing instead of the Invoice document when using Instant Post. |
| Putaway system was not handling UOM factors correctly. |
| Quantity Received was not factoring correctly for products with multiple units of measure (in beta PO Receiving). |
| Redesigned Bin Count for better overall usability. Now includes a F3-List to see all items in the bin and what has been counted. |
| Removed the PO Putaway screen, can optionally be re-enabled by DDI Support. |
| Restored F3 List on previously picked staged orders. |
| SO Load was backordering serialized items when quantity was greater than 1 (in POS orders). |
| SO Staging & SO Load will now allow you to pick orders for alternate warehouses, so long as the order has lines shipping from the warehouse the user is logged into. |
| SO Staging & SO Loading were not prompting for prints, labels, floor location, spawns, etc when using F3 List to pick from. |
| SO Staging now updates the Staged By user, date, and time (useful for reporting purposes). |
| SO Staging will now update the Pieces count when printing shipping labels. |
| Special orders were not going into the SPCL-PO bin in beta PO Receiving. |
| Special Orders will bypass the SPCL-PO bin and the label print if the linked order has already been shipped. |
| ST Picking was preventing picking serialized items when WMS was not set to maintain serials. |
| Zone Picking! Assign a Zone to your bin locations. At the start of order staging/loading you can choose which zone to work in to break up the pick sequence. |
| Sales Order |
| Added a warning message when trying to convert a quote to a sales order while the quote is locked by the system or open by another user. The conversion will be blocked until the quote is released. |
| Added ability and access level for deleting tracking numbers. |
| Added an option, Reprice, to right click menu, to reprice a line item after changing the contract on the header tab. |
| Adjusted Lot selection display for better clarity. |
| Altered storage location of repair item's serial number. |
| Average cost and average cost GP% fields added to Field Chooser. |
| Backorders will now print correctly on a spawned Sales Order when Quantity Pick Logic is disabled. |
| Changing line item warehouse is now prevented once an order has been RF Staged/Loaded. |
| Choosing an Auto Quotes file outside the IMPORTQT folder will no longer generate a Write Failure Error. |
| Company Master Flag added: "Suppress Duplicate Product Message in Sales (O)rder, (Q)uote, or (B)oth." |
| Company Master flag, "Clear Ship Via for backorders" has been updated with an additional option, Yes/No/Reset, Y to clear or R to reset to the default ship via. |
| Consumable Repair items now carry Serial # over to Quote when converted from SO to Quote |
| Corrected a minor issue with point of sales orders posted to accounts receivable displaying in Ledger. |
| Corrected intermittent issue with fast key menu displaying. |
| Correction to allow individual line items to be selected/deselected on the 'Copy Products from Order' Screen. |
| Correction to keep original recurring line item schedule order open if all quantities have not been shipped although no items are scheduled for delivery. |
| Correction to prevent declined B2C orders from being intermittently generated in Inform. |
| Correction to retain repair serial number after quote box is checked. |
| Correction to update an assembly's quantity to ship after updating the quantity ordered. |
| Creating a Credit order (from the Invoice Inquiry) for a Lot Control item, the lot quantity will now default as negative. |
| Editing an order with item groups was creating bin discrepancies on orders that were already scanned. |
| Fixed an issue where products with commas would slow down the index when searching. |
| Fixed an issue where the hover information in the Sales Order Entry screen would display historical sales information for users who didn't have the correct access level. |
| Fixed an issue where the line item number was not displaying correct information if resorted. |
| Fixed an issue where WMS enabled companies would have the detail grid locked after a Sales Order was Ship Confirmed. |
| Fixed an issue with warranty tags not being validated correctly with Instant Post. |
| Fixed issue where BO Spawn generates an order for already scanned items. This occurred if orders were scanned prior to enabling BO Spawn. |
| Fixed issue with editing a drop ship order with duplicate consumable items. |
| Fixed issue with spawned orders getting suspended due to zero cost/sell. |
| For AutoQuotes, you now choose your file from a local path rather than relying on putting file into IMPORTQT folder. |
| Functionality to select contracts from the pricing window detail tab has been corrected. |
| Improved searching for special products. |
| Improvement to the recurring line item schedule spawn status. |
| Improvements made with handling Image URLs. |
| Line Item Schedule Recurring Orders will update product's commitments when spawned order is generated. |
| New flag, "Default Recurring Order Frequency option in S/O" added to Company Master. |
| New option to import items in sales order entry. |
| On Shelf quantity has been added to the Inventory Detail Grid Field Chooser. |
| Partially Completed POS Orders marked for delivery will also appear on Truck Manifest. Use with company flag, "Remove Completed POS Orders on Truck Manifest After # of Days." |
| Pointed to Sales Order button after saving an order. |
| Prices can be recalculated by changing the values in the G/P % or Alt G/P % columns. |
| Qty Scanned will no longer effect the printed Sales Order & Worksheet. |
| Quote option, "Suppress From Web," corrected to save if selected. |
| Refinement to multiples of box quantities with decimals. |
| Ribbon Modified to include Warehouse field. |
| Sales History Price Hover updated to refresh when customer is changed while in New mode. |
| Sales Order print-out will no longer print "SAME" instead of the full address in the Ship-To box. |
| SO Print will now sort products by Pick Sequence, when sorting by Bin Location and using Bin Level Inventory (WMS). |
| Special Instructions from a converted quote will no longer transfer to Invoice when the flag is set to N. |
| Text in the quantity shipped column will now be right justified. |
| The Clear and Require Branch flag will no longer default a branch. |
| The default warehouse on the header will replace Drop Ship warehouse if the linked DS PO is deleted. |
| Update to align with Cayan API changes. |
| Update to Inform 1 to ensure the displayed address aligns with the address printed on the sales order document. |
| Update to maintain customer's default print settings. |
| Update to prevent duplicate spawning of semi-annual recurring orders. |
| Update to prevent voiding orders with scanned assembly component quantities. |
| Update to speed of index search for products loaded with commas. |
| Updated to allow imports for .txt file type. |
| When the warehouse is changed, lines that are not marked price override will be repriced. |
| Sales Order Inquiry |
| Improved search logic. |
| Improvement to searching with customer and partial job name. |
| Improvement to searching with customer and partial job name. |
| Sales Order Staging |
| New buttons for Stage & Unstage All to quickly set quantities. Also added Qty Ship & Qty BO column. |
| Shipping Confirmation |
| Corrected bin discrepancy error when zeroing out the defaulted primary bin quantity, adding a secondary bin, and not removing the primary bin from the selection. |
| Corrected bin discrepancy issue caused by re-ship confirming a product with multiple lots (WMS). |
| Sporadic Demand |
| Restored functionality of the filter. |
| Updated to clear the maximum qty exp date field if there is no max qty. |
| Stock Receipts |
| Added a column for the MFG Number. |
| Adjustment to the variables in average cost calculation to ensure on hand is factored by correct UOM. |
| Corrected intermittent issue with freight field when editing a receipt with a foreign currency vendor. |
| Editing a received PO and backordering a serialized product was clearing all received serials from the PO. |
| Fixed issue with serials being cleared from inventory when editing an existing stock receipt and adding new serials to that receiving (in WMS warehouses) |
| Lot Exp Date was displaying the Mfg Date when re-editing a stock receipt. |
| Lots were being duplicated upon receiving when lot data was not in sequential order. |
| Making adjustments to stock receipts was re-adding already received lot numbers to the DOCK bin. |
| Making adjustments to stock receipts was re-adding already received serial numbers to the DOCK bin. |
| Now preventing completed ASN's from being received in more than once. |
| Now printing the Lot Number & Qty on Receiving Tickets. |
| Received quantity wasn't hitting DOCK when product was auto-received into Showroom Whse. |
| Refinement to Average Cost Calculation. |
| Split Receivings corrected to maintain original Rcvd by Inititals. |
| System will no longer allow to link a Stock Receipt to a vendor other than the one assigned to that Purchase Order. |
| Stock Transfer Entry |
| Fixed an error being received when clicking on a Sales Order Hyperlink. |
| New Company Master Flag, Spawn New Transfer for B/O items after Shipment Confirmation. |
| Qty Scan was being lost when consolidating transfers for Serialized items (when not maintaining serial numbers). |
| Truck Manifest |
| Completed POS Orders marked for delivery will appear on Truck Manifest. Added Company flag, "Remove Completed POS Orders on Truck Manifest After # of Days." |
| Fixed an issue where orders weren't getting properly updated with truck information, causing duplicate orders in the manifest. |
| No longer receiving an Instance Reference error when adding an order to a truck. |
| Un Invoiced PO Report |
| Corrected column headers and date field formatting for Excel Export. |
| Warehouse Job Dispatcher |
| Added the new Put Back & Putaway jobs. |
| Warehouse Order Picking Progress |
| Corrected calculation of Open number of lines. |
| Correction to display ship confirmed orders as complete. (Non-WMS) |
| New screen: Order Picking Progress, located in Warehouse menu. |
| Now suppressing orders when no lines are shipping. |
| Orders for customers on Hold or Legal status will now be hidden. |
| Orders with misc charges and no line items will now be suppressed |
| WMS Warehouses were not displaying Complete Percentage in real time. |
| Warranty Claim |
| Selecting product Replacement was not adding the DOCK bin to the PRODUCT (when using WMS). |
| WebCom |
| Added hostkey authorization to the sFTP process. |
| Correction made to handle arguments without a value. |
| Improved upload control for filenames with blank or missing arguments. |
| Now handling webcom smtp passwords that have special characters. |
| WMS Bulk Receiver |
| Added ability to Search and Add PO's from ASN file. |
| Adjusted Qty column will no longer default to zero. |