21.0.22.18 (Released On: 10/6/20)
| Advanced Report Writer - New Field, AUDITS_PO added to the PO File. |
| Advanced Report Writer - Corrected issue that caused new report headers to default as underlined and strikethrough. |
| Advanced Report Writer - Images with a background will display properly on reports. |
| Calendar - Fixed an event syncing issue with Google calendar synchronization. |
| Customer Master - On account order deposits are correctly reflected in the customer's credit limit balance. |
| Dashboard - Updated YTD Sales Variance KPIs' Sales Variance % calculation. |
| Fast Receipt - New Company Master Flag, Fast Receipt Post On-Account A/R, when enabled allows credit card payments to be processed through cayan and posted to that customer's account. |
| Global - Previous days' Inform Logs are organized in Inform\Log Archive folder. |
| Inventory Adjustment - Added new safeguards that require bin quantities for picked bins (SHIP, STAGED, XFEROUT, & WOPULLED) must match against what is scanned for orders. |
| Inventory Adjustment - Now restricting negative inventory adjustments for warehouses using WMS. |
| Inventory Bin Allocation - Now preventing bin transferring in and out of the picked bin (SHIP, STAGED, XFEROUT, & WOPULLED). Also preventing serial number editing from these bins. |
| Inventory Inquiry - UOMs on Invoices print as they are stored in the database. |
| Invoicing - Promise Date will now only print for BO items only (applies to POS and account invoices). |
| Main Form - Fast Click icons will retain their positioning after logging out. |
| Physical Inventory - Physical Inventory Entry & Worksheet screen correctly reflects "Picked" and "On Shelf" numbers. |
| Price Contract - Correct issue saving new ship to specific contracts. |
| Price Contract Report - Speed enhancements. |
| Price Matrix - Price Matrix Net Pricing Report will display the correct price. |
| Price Rollup Import - Module added to import current and future price rollup schedule. |
| Product Master - Bin Audit will refresh data when changing warehouses on the Bins view. |
| Product Master - Options & Accessories added to Product Audit. |
| Projected Purchase Order - From Whse 12M Demand, From Whse 12M Hits, From Whse Qtr Demand, and From Whse Weekly Demand now available in the Projected Stock Transfer screen in the Field Chooser. |
| Projected Purchase Order - On P/O Future has been added to the Field Chooser. |
| Projected Purchase Order - Refined the population of Product Criteria in Projected Purchase Order when projecting P/O from the Critical Inventory screen. |
| Purchase Order - Company Master flag Consolidate lines on P/O by Product when added from (S)pecial Req, (P)rojected P/O, (B)oth, (N)one updated to provide more options for the adding of quantities as new lines on POs. |
| Radio Frequency Scanners - Added verification that prevents consolidated transfers from being picked. |
| Radio Frequency Scanners - Adjusted pick logic to better handle spawned orders that have been STAGED. |
| Radio Frequency Scanners - Can now putaway as you receive with new Putaway system. |
| Radio Frequency Scanners - Can now receive Stock Transfers by Truck. |
| Radio Frequency Scanners - Inventory adjustments were adding bin qtys from virtual RT- locations into the new on hand. |
| Radio Frequency Scanners - Scanning POS Orders was abruptly updating when picking multiple serial numbers, or an item from multiple bin locations. |
| Radio Frequency Scanners - Serial Numbers can now be maintained in inventory by warehouse, overriding the Company default. |
| Sales Order - Added a warning message when changing the Invoice Date further than 30 days from today's date. |
| Sales Order - Added an Access Level for the Invoice Date field. CHANGE INVOICE DATE IN SALES ORDER ENTRY. |
| Sales Order - Copy Quote will only copy valid expiration dates. |
| Sales Order - Corrected an intermittent display issue on the drop down pricing window. |
| Sales Order - Corrected issue where SHIP bin was cleared when converting a partially shipped & partially staged order into a POS order and taking payment. |
| Sales Order - Correction to pricing box to retain additional pricing options including after cost and price are overridden. |
| Sales Order - Improvement made to Backorder Commitment schedule. |
| Sales Order - Partially completed sales order lines cannot be substituted. |
| Sales Order - Prevent the voiding of POS orders with split payment deposits. |
| Sales Order - Preventing the same warehouse from being used more than once when procuring a stock transfer. |
| Sales Order - Quote Numbers with 2-character prefix are no longer truncated when printing the Quote. |
| Sales Order - Refinement made to Post to A/R logic for POS orders. |
| Sales Order - Returns made with Credit Invoice button will be generated with correct pricing. |
| Sales Order - Updated Purchasing logic for each individual component of an assembly depending on the availability of each. |
| Sales Order - With 'Display all open sales order in PPO,' enabled sales order items with linked PO's cannot be selected to be linked to new or existing PO |
| Sales Order Inquiry - Restored the display of Manual Ship To address information. |
| Shipping Confirmation - Corrected issue of bin qty not moving into SHIP for products with multiple serial numbers (on systems that don't maintain serial in inventory). |
| Stock Transfer Entry - Generated Stock Transfer Requests will clear out after saving the transfer |
| Stock Transfer Receiving - Receiving "unscanned" transfers will now deduct from the PULLED bin before it deducts from the Primary Bin. |
| System Users and Locks - Improvements made to ensure completion of tasks. |
| Truck Manifest - Adjusted pick sheet to display 10 digit sales order numbers. |
| Vendor Rebate Report - Correct 'File Open' Error. |
| WMS Bulk Receiver - Added ability to Search and Add PO's from ASN file. |
21.0.22.17 (Released On: 8/31/20)
| Global - Previous days' Inform Logs are organized in Inform\Log Archive folder. |
| Sales Order - Commit Backorder Quantity option added to the right-click detail menu. |
| Sales Order - Serial Number Review screen correctly displays the Qty column. |
| Sporadic Demand - Added Primary Bin Location field. |
| System Users and Locks - Improvements made to ensure completion of tasks. |
21.0.22.16 (Released On: 8/25/20)
| Accounts Payable Invoice Entry - Drop shipped consumable products post to the Non-Inventory GL account on AP Invoice if the Product Line Inventory GL Account is blank. |
| Advanced Report Writer - Added a Service Tag Serial field to the INVOICE table, for faster filtering on repair history. |
| Advanced Report Writer - Improved dynamic date range report criteria. |
| Automatic Backorder Release - Process refined to release merchandise in following order: Linked Sales Order, Linked Transfers, unlinked Sales Orders and unlinked transfer. |
| Business Intelligence - Updated logic for filtering by Primary Vendor in the Lines Fill Rate MTD KPI. |
| Calendar - User field no longer part of tab order. |
| Company e-Commerce - Shipping amount is correctly displayed for POS orders when POS instant post is on. |
| Customer Master - Improved save time. |
| Customer Ship-to - Vendor Ids tab added to Customer Ship To file and EDI Number field moved to Information tab. |
| Global - Previous days' Inform Logs are organized in Inform\Log Archive folder. |
| Invoicing - Sales Order Ship Date does not clear if a payment is posted and nothing ships. |
| Kit Production - Added 'Recalculate Used' button to reset the used column quantities. |
| Point of Sale - Modified order picking of POS orders to prevent SHIP bin from being lost during invoice posting. |
| Purchase Order - Added access level CHANGE TERMS IN P/O. |
| Radio Frequency Scanners - Corrected issue where Qty could be double picked for stock transfers when loaded on multiple scanners and simultaneously scanned. |
| Radio Frequency Scanners - Removed prompt to print receiving ticket when linked Sales Orders are locked during update (in Bulk Receiver). |
| Radio Frequency Scanners - Removed unnecessary error messages from Transfer Picking. |
| Radio Frequency Scanners - RF.KPI transaction log now records Receiver record deletion. |
| Radio Frequency Scanners - Variance Report now available to all Receivers (for Johnstone companies). |
| Sales Order - Added Product Warehouse Rank to Field Chooser in Sales Order entry screen. |
| Sales Order - Corrected error when changing customer before first save |
| Sales Order - Corrected issue where SHIP bin was cleared when converting a partially shipped & partially staged order into a POS order and taking payment. |
| Sales Order - Lines with bin data will be prevented from Swap Commitment Qty |
| Sales Order - New Allowance tab added to Final POS Screen. |
| Sales Order - New company flag, Allow One Time Rebate in S/O, allows a rebate cost, vendor and contract number to be entered on the sales order through the pricing detail window. |
| Sales Order - PO Numbers will be transmitted through Cayan transactions without spaces. |
| Sales Order - Refinements made to the credit hold check. |
| Sales Order - When tax service calculation fails for POS Orders, error is displayed and user cannot enter any payments or save the order. |
| Sporadic Demand - Added Primary Bin Location field. |
| Stock Transfer Entry - Now preventing deletion of Spawned line items. |
| Truck Manifest - Update to correctly reflect weight and volume. |
| Vendor Master - Files can be attached to the Vendor Master where there is an ampersand in the Vendor Number. |
| Who Bought What Report - Updated to allow pipe characters in product descriptions. |
21.0.22.12 (Released On: 7/29/20)
| Activity Entry - Refinements made to the creating and saving of new tasks or events on the Calendar. |
| Company Control Sequence Numbers - New SP* Products can be imported with 8 digits, and changes made accordingly to the Control Sequence Numbers Master. |
| Contact CRM - Entered By User and Entered On Date populate for newly created Customer and Vendor Contacts. |
| Customer Job - Added a Detail tab view to Orders/Quotes in the Customer Job screen. |
| Customer Mass Change - Added Default ShipTo field. |
| Customer Master - POS Allowance in S/O Added to General Tab Sales Order Invoice/Options box. |
| End of Month Closing and Journals - Added option to run Sales Tax Journal reports on Use Tax. |
| Inventory Adjustment - RT- bins were getting cleared when performing adjustments. |
| Product Master - Added a Min/Max Qty for Primary & Showroom bin locations, to be paired with WMS Job List. |
| Purchase Order - Added Purchasing Rebate % to PO screen Field Chooser. |
| Purchase Order - Purchasing Rebate Re-Index added to purchasing menu to be used for updating the PO line items with current rebate percentages stored from the Purchasing Matrix. |
| Purchasing Matrix - Purchasing Rebate % field added in the Purchasing Matrix screen. |
| Radio Frequency Scanners - Added validation to Stock Transfer Picking to prevent picking unscanned but Completed transfers (such as transfers closed via consolidation). |
| Radio Frequency Scanners - Adjusted RF.KPI to more accurately record the 'END OF PICK' for sales order picking. |
| Radio Frequency Scanners - Bulk Receiver can now support 6+ digit qty entry (contact DDI Support to enable). |
| Radio Frequency Scanners - Now preventing showroom bins at zero qty from being removed during bin count. |
| Radio Frequency Scanners - Receivers were not posting when there was no default Warehouse Pick Printer set in the Branch. |
| Radio Frequency Scanners - Showroom bins at zero qty were getting removed by the Job Que update. |
| Sales Order - Addressed error messages pertaining to the Price Drop Down Button. |
| Sales Order - P/O Number and Vendor display correctly on the Sales Order after saving when linking an existing P/O with Procurement Type Special P/O. |
| Sales Order - Refinements made to the credit hold check. |
| Sales Order - Updates made to prevent duplicate stock transfers. |
| Shipping Confirmation - Cancelled serial required items were not transferring to the PULLED bin when serial numbers are not required. |
| Stock Transfer Entry - Now preventing deletion of Spawned line items. |
| Stock Transfer Entry - Preventing bin discrepancy when picking item from multiple bins and then edit/saving the transfer. |
| Stock Transfer Entry - Updates made to correctly print generated transfers on assigned default printer. |
| Stock Transfer Receiving - Notifications are sent to the S/O Writer, S/O Salesman, and Sales Manager Department based on Company Master settings when a Stock Transfer which has items linked to Sales Order is received. |
21.0.22.11 (Released On: 7/8/20)
| Company Miscellaneous Charge - Added Tax Service Category field to Miscellaneous Charge. |
| Configure Google Synchronization - Updates made to the verification process which may require re-authentication. |
| Contact CRM - Add Saved Shopping List fields to the Contact Audit. |
| Customer Master - Flag label on Credit tab of the Customer Master changed from "Point of Sale Only" to "Point of Sale Status Only". |
| Customer Master - POS Allowance in S/O Added to General Tab Sales Order Invoice/Options box. |
| General Ledger Journal Entry - Attachments module added to the Journal Entry Screen. |
| Invoicing - Orders with tax service calculation error will be suspended within the billing batch. |
| Product Analysis - Added Qty Scanned column to Stock Transfers tab. |
| Product Analysis - Commitments will be updated immediately after product merge. |
| Product Import - Updated Product Import for Secondary Price Groups. |
| Purchase Order - Saving vendor part numbers will not cause index error. |
| Purchase Order Inquiry - Confirmation Prompt added before running an inquiry with less than one parameter. |
| Radio Frequency Scanners - Adjusting timing of transfer BO spawn when utilizing multi-pick. |
| Sales Order - Access Level applied to the editing of Misc Charge taxability. |
| Sales Order - Bill for backorders will now be available to orders when some line quantities are "To Ship" |
| Sales Order - Corrected error preventing bypassing serial entry when taking POS payments. |
| Sales Order - Data in Quantity Backordered column for components displays correctly after saving the order. |
| Sales Order - Dropship cost override process refined. |
| Sales Order - Option added to set promise date for multiple products through right click detail menu. |
| Sales Order - POS orders will not invoice freight until the first shipment. |
| Sales Order - Refinements made to the required payment calculation after applying POS deposits. |
| Sales Order - Updated Purchasing logic for each individual component of an assembly depending on the availability of each. |
| Sales Order - When tax service calculation fails for POS Orders, error is displayed and user cannot enter any payments or save the order. |
| System Users and Locks - Updated System Users and Locks to remove from the list of users those users who have been logged off using this screen. |
| Warranty Claim - Branch will be required when entering warranty claim. |
| Warranty Tag - Warranty Tag Cost is set to the historical cost from the "Returned From" Invoice. Upon a GL Reindex historical GL Balances will change in the Warranty Pending GL Account. |
21.0.22.9 (Released On: 6/8/20)
| Company e-Commerce - Session starts are optimized to load more quickly. |
| Company Warehouse - Added a checkbox for Prompt For Put Away to the WMS Options tab. |
| Dashboard - 12M Sales Grid displays correctly. |
| Invoice Inquiry - Now allowing Serial Numbers to be edited in WMS warehouses. |
| Purchase Order - Additional Warning added when deleting items with stock transfer links from consolidated PO's |
| Purchase Order - After item has been deleted from Consolidated PO with links to ST, the item will be removed from the associated Stock Transfer. |
| Purchase Order - Line items of a Consolidated PO update with new Stock Transfer numbers when the original Stock Transfer spawns. |
| Radio Frequency Scanners - Job List was displaying orders with nothing to Stage. |
| Radio Frequency Scanners - Job List will now exclude Stock Transfers when there is no available inventory to pick from. |
| Radio Frequency Scanners - Job List will now suppress orders/transfers when there is nothing available to pick (based on the pick logic). |
| Radio Frequency Scanners - Putaway is now compatible with default F1-Bins and settings such as auto receive to primary bin (by bin transferring from that bin to the putaway bin, instead of DOCK). |
| Radio Frequency Scanners - Stock Transfers in the Job List are now sorted by Warehouse. Additionally can use F-Keys to select multiple transfers for a consolidated pick. |
| Sales Order - A single line item can be linked to multiple stock transfers. |
| Sales Order - Return items will only allow "Requesting PO" or "No Link" procurement types. |
| Sales Order - Added additional safeguards to prevent linking multiple sales orders to a drop ship PO. |
| Sales Order - Correction to allow zero to be entered in the the 'Quant Per' column. |
| Sales Order - Grid added to procurement tab to allow multiple shipping warehouses. |
| Sales Order - Moved access to view product assembly components to the Field Chooser. |
| Sales Order - Overwriting Qty Ship on a scanned line (WMS) will not effect the Bin & Bin Qty on the order. |
| Sales Order - POS Orders with products requiring serials will invoice correctly. |
| Sales Order - Revisions to improve POS Cayan linked refund workflow. |
| Sales Order - Transfers with decimals can be procured. |
| Warranty Claim - Improvements made to Warranty Denial workflow. |
| Warranty Claim - Improvements made to Warranty Payment workflow. |
| WebCom - Correction to fix sporadic fax error. |