21.0.22.24 (Released On: 1/12/21)
| Automatic Backorder Release - ABR Stock transfer tickets will print at the branch assigned in branch record. |
| Customer Master - Customer Merge will update open items. |
| Customer Ship-to - Vendor Ids tab added to Customer Ship To file and EDI Number field moved to Information tab. |
| Fast Receipt - Posting Payments on accounts will use the POS G/L setup in branch master. |
| Global - Print jobs will print with the correct orientation. |
| Inventory Adjustment - Corrected calculation of scanned workorders for WOPULLED bin qty verification (WMS). |
| Inventory Adjustment - Disabled picked bin qty validation for warehouses not utilizing WMS. |
| Invoice Inquiry - Corrected calculation issue with rebate contract GP amounts for assembly components. |
| Invoicing - Ship To phone numbers will print on invoices when control record is enabled by DDI. |
| Invoicing - Updated logic relating to returns of assembly products and their components. |
| Phantom Monitor - ABR job will properly release records. |
| Price Rollup Import - Single digit months entered in the default current effective date field error corrected. |
| Pricing Customer Margin Price Update - Corrected typo in margin percent message. |
| Radio Frequency Scanners - Added support for Lots with F2-Putaway in Bulk Receiver. |
| Radio Frequency Scanners - Added support for Purchase Order Line Item Cost Validation to Bulk Receiver. |
| Radio Frequency Scanners - Auto BO feature will no longer restore backorder quantities on line items set to zero. |
| Radio Frequency Scanners - Bulk Receiver is now compatible with Inform setting to validate AP invoice pricing. |
| Radio Frequency Scanners - Priority Order Pulls were intermittently not appearing at the top of the job list. |
| Radio Frequency Scanners - Stock Transfer Picking now supports Serials by Warehouse. |
| Radio Frequency Scanners - WMS now supports multiple label printers. During login use F3-Printers to select an alternative label printer for the session duration. |
| Re Index Commitments - All open POS orders will be included with inventory commitment re-index. |
| Sales Customer Order Pad - Corrected date formatting on Customer Price Analysis Report. |
| Sales Order - Assembly components with serial numbers added through shipment confirmation will not prevent the order from being edited. |
| Sales Order - Auto Ship Confirm with Qty Pick Logic flag enabled for Non-WMS users. |
| Sales Order - Correct intermittent issue displaying the product status color in the sales order detail grid. |
| Sales Order - Fixed intermittent error message "The calling thread must be STA" that occurred when hovering over products. |
| Sales Order - Line items were getting duplicated if WMS scanned and adding to Item Groups. |
| Sales Order - Negative component quantities can be entered. |
| Sales Order - Net Price Sales History Hover will display all Ship To's for Manual Ship to. |
| Sales Order - Point of Sale option disabled for Bill for Backorder sales orders |
| Sales Order - Swap Committed Qty feature can now be used for items with Procurement Links with Company Master setting 'Allow Swap Committed quantities for all Procurement types except Drop Ship'. |
| Sales Order - Update to display net price sales history tool tip. |
| Sales Order - Updated logic for Copy Order and Copy Quote as relates to the Change Product Assembly access level. |
| Sales Order - Updated tabbing order in sales order entry. |
| Sales Order Inquiry - Number of Rows limited to 5000. |
| Shipping Confirmation - STAGED bin was not getting cleared when Ship Confirming serialized inventory. |
| Vendor Master - Records on the Attachments/eDoc tab need to be removed using the [x] |
21.0.22.22 (Released On: 12/11/20)
| Customer Mass Change - 'Ecomm Allow for Quote Entry' has been added for Ecommerce Pro. |
| Fast Receipt - Negative quantities restricted. |
| Fast Receipt - Posting Payments on accounts will use the POS G/L setup in branch master. |
| Forecast Setup - Default Safety Stock Percent working with ranked items. |
| General Ledger Inquiry - Reference Column expanded. |
| Johnstone Send - JS LSP transmission updated to send multiple substitutes. |
| Price Contract - Speed improvements loading and saving contracts. |
| Product Master - Accommodations made to account for commas in folder names. |
| Product Master - Corrected search in image field on web options tab |
| Projected Purchase Order - ROQ quantities are now recalculating when "Project with Min" is unchecked and "Project with Min" is set in forecast parameters. |
| Purchase Order Delivery Confirmation - The Delivery Date can be edited and saved for lines of the same product on a PO that are not assigned to a Container. |
| Radio Frequency Scanners - Bin Replenishment jobs are now factored based on Display UOM. |
| Radio Frequency Scanners - Bulk Receiver was getting record locked by linked sales orders. |
| Radio Frequency Scanners - Inventory Adjustment will now prohibit modifications to the SHIP, STAGED, XFEROUT, & WOPULLED bins. |
| Radio Frequency Scanners - Now sorting products by Primary Bin on the Job List for Inventory Adjustments & Replenishments. |
| Radio Frequency Scanners - Pressing Esc on the F3-List will now exit the order, instead of reverting back to a previously scanned product. |
| Radio Frequency Scanners - Preventing backorder spawns for previously completed line items. |
| Sales Order - Added security level for Bill Allowance, the POS allowance feature. (BILL ALLOWANCE). |
| Sales Order - Added security level for Bill For Backorder button on final tab of sales order. (BILL FOR BACKORDER). |
| Sales Order - Added security level for Swap Committed Quantities. (SWAP COMMITTED QTY IN SALES ORDER ENTRY). |
| Sales Order Inquiry - Clicking Reset clears all search criteria including Job Name. |
| Sales Order Inquiry - Searching for Open orders with a specific Product and Ship Via correctly returns only the orders with the specified Ship Via. |
| Shipping Confirmation - Serial Number Review will now list the same line multiple times, once for each bin (WMS). |
| Vendor Rebate Report - Corrected blank report issue. |
Corrections and Adjustments
| 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. |
| Accounts Receivable Aging Report | Added option in the Company Master to print Customer Statements and A/R Aging Reports grouped and subtotaled by Sub-Account only. |
| Activity Entry | Refinements made to the creating and saving of new tasks or events on the Calendar. |
| Advanced Report Writer | TOT.AVAIL field in PRODUCT file will match product analysis. |
| New Field, AUDITS_PO added to the PO File. | |
| Corrected issue that caused new report headers to default as underlined and strikethrough. | |
| Images with a background will display properly on reports. | |
| Added a Service Tag Serial field to the INVOICE table, for faster filtering on repair history. | |
| Improved dynamic date range report criteria. | |
| Automatic Backorder Release | Refined logic for Automatic Backorder Release to prevent the releasing of negative quantities. |
| 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 | Fixed an event syncing issue with Google calendar synchronization. |
| User field no longer part of tab order. | |
| Company Control Sequence Numbers | New SP* Products can be imported with 8 digits, and changes made accordingly to the Control Sequence Numbers Master. |
| Company e-Commerce | Shipping amount is correctly displayed for POS orders when POS instant post is on. |
| Session starts are optimized to load more quickly. | |
| Company Miscellaneous Charge | Added Tax Service Category field to Miscellaneous Charge. |
| Company Ship Via | Added Locker Integration ID field to Ship Via record. |
| Company Warehouse | Added a checkbox for Prompt For Put Away to the WMS Options tab. |
| Configure Google Synchronization | Updates made to the verification process which may require re-authentication. |
| Contact CRM | Entered By User and Entered On Date populate for newly created Customer and Vendor Contacts. |
| Add Saved Shopping List fields to the Contact Audit. | |
| Customer Job | Added a Detail tab view to Orders/Quotes in the Customer Job screen. |
| Customer Mass Change | Added Default ShipTo field. |
| Customer Master | On account order deposits are correctly reflected in the customer's credit limit balance. |
| Improved save time. | |
| POS Allowance in S/O Added to General Tab Sales Order Invoice/Options box. | |
| Flag label on Credit tab of the Customer Master changed from "Point of Sale Only" to "Point of Sale Status Only". | |
| POS Allowance in S/O Added to General Tab Sales Order Invoice/Options box. | |
| Customer Ship-to | Vendor Ids tab added to Customer Ship To file and EDI Number field moved to Information tab. |
| Dashboard | Refined AR totals on Sales/AR Graph. |
| Improved display of GP% and restored filter functionality. | |
| Lines Fill Rate KPI grid displays data corresponding to the date ranges selected. | |
| Updated YTD Sales Variance KPIs' Sales Variance % calculation. | |
| 12M Sales Grid displays correctly. | |
| End of Month Closing and Journals | Added option to run Sales Tax Journal reports on Use Tax. |
| 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. |
| 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. | |
| General Ledger Journal Entry | Attachments module added to the Journal Entry Screen. |
| Global | Updated web links. |
| Landed Cost incorrect in Product Master | |
| 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. |
| Now restricting negative inventory adjustments for warehouses using WMS. | |
| RT- bins were getting cleared when performing adjustments. | |
| 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. |
| Invoice Inquiry | Now allowing Serial Numbers to be edited in WMS warehouses. |
| Invoicing | Add AR terms code to the field chooser in sales-> invoicing-> invoicing screen. |
| Promise Date will now only print for BO items only (applies to POS and account invoices). | |
| Sales Order Ship Date does not clear if a payment is posted and nothing ships. | |
| Orders with tax service calculation error will be suspended within the billing batch. | |
| Kit Production | Added 'Recalculate Used' button to reset the used column quantities. |
| Main Form | Fast Click icons will retain their positioning after logging out. |
| Parcel Pending Locker Integration | Add Locker Recipient field to SOE Header tab |
| Physical Inventory | Physical Inventory Entry & Worksheet screen correctly reflects "Picked" and "On Shelf" numbers. |
| Point of Sale | Modified order picking of POS orders to prevent SHIP bin from being lost during invoice posting. |
| 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 Analysis | On Shelf quantity is rounding to 2 decimal places in Product Analysis |
| with WMS flags disabled qty scanned column is still visible on product analysis/transfers tab | |
| Added Qty Scanned column to Stock Transfers tab. | |
| Commitments will be updated immediately after product merge. | |
| Product Import | Refinements made when matching on Vendor Part Number. |
| Updated Product Import for Secondary Price Groups. | |
| Product Master | Add an option in the Units of Measure Setup grid to set up UOM Quantities based on the base (top row) UOM instead of the prior row UOM. |
| Enabled roll up options for Kit Production items. | |
| Bin Audit will refresh data when changing warehouses on the Bins view. | |
| Options & Accessories added to Product Audit. | |
| Added a Min/Max Qty for Primary & Showroom bin locations, to be paired with WMS Job List. | |
| Projected Purchase Order | From Warehouse Monthly Average Demand now available in the Projected Stock Transfer screen in the Field Chooser. |
| Object reference error using filter on status column in products section of projected purchase order projection results tab | |
| 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. | |
| On P/O Future has been added to the Field Chooser. | |
| 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. |
| Added access level CHANGE TERMS IN P/O. | |
| Added Purchasing Rebate % to PO screen Field Chooser. | |
| 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. | |
| Saving vendor part numbers will not cause index error. | |
| Additional Warning added when deleting items with stock transfer links from consolidated PO's | |
| After item has been deleted from Consolidated PO with links to ST, the item will be removed from the associated Stock Transfer. | |
| Line items of a Consolidated PO update with new Stock Transfer numbers when the original Stock Transfer spawns. | |
| Purchase Order Inquiry | Confirmation Prompt added before running an inquiry with less than one parameter. |
| Purchasing Matrix | Purchasing Rebate % field added in the Purchasing Matrix screen. |
| Radio Frequency Scanners | Add Bin Replenishment to the Job List |
| Added validation to prevent the same serial from being scanned twice on the same order (when not maintaining serials in inventory). | |
| Adjusted record lock update timing to prevent duplicate picks when Inform Ship Confirming and scanning at the same time. | |
| Improved serial picking logic to support adding serials to inventory on-the-fly and allow for serials to be picked from alternate bins. | |
| Multi-transfer is allowing the same transfer number multiple times | |
| Now allowing for Qty counts larger than 5 digits in cycle count screens (contact DDI Support to enable). | |
| Shipping Labels were not spooling to printer. | |
| Added verification that prevents consolidated transfers from being picked. | |
| Adjusted pick logic to better handle spawned orders that have been STAGED. | |
| Can now putaway as you receive with new Putaway system. | |
| Can now receive Stock Transfers by Truck. | |
| Inventory adjustments were adding bin qtys from virtual RT- locations into the new on hand. | |
| Scanning POS Orders was abruptly updating when picking multiple serial numbers, or an item from multiple bin locations. | |
| Serial Numbers can now be maintained in inventory by warehouse, overriding the Company default. | |
| Corrected issue where Qty could be double picked for stock transfers when loaded on multiple scanners and simultaneously scanned. | |
| Removed prompt to print receiving ticket when linked Sales Orders are locked during update (in Bulk Receiver). | |
| Removed unnecessary error messages from Transfer Picking. | |
| RF.KPI transaction log now records Receiver record deletion. | |
| Variance Report now available to all Receivers (for Johnstone companies). | |
| Added validation to Stock Transfer Picking to prevent picking unscanned but Completed transfers (such as transfers closed via consolidation). | |
| Adjusted RF.KPI to more accurately record the 'END OF PICK' for sales order picking. | |
| Bulk Receiver can now support 6+ digit qty entry (contact DDI Support to enable). | |
| Now preventing showroom bins at zero qty from being removed during bin count. | |
| Receivers were not posting when there was no default Warehouse Pick Printer set in the Branch. | |
| Showroom bins at zero qty were getting removed by the Job Que update. | |
| Adjusting timing of transfer BO spawn when utilizing multi-pick. | |
| Job List was displaying orders with nothing to Stage. | |
| Job List will now exclude Stock Transfers when there is no available inventory to pick from. | |
| Job List will now suppress orders/transfers when there is nothing available to pick (based on the pick logic). | |
| 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). | |
| 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 | Display Multiple Misc Charges in the body of a standard Quote |
| Object reference not set to an instance of an object when adding a line item to a quote with item groups | |
| POS records are getting created with no value, no payments. Everything is zero. | |
| Rebate G/P $ on Sales Order Detail is correctly factored when the Price UOM is different from selling UOM. Rebate G/P % added to Field Chooser. | |
| Refined the logic for populating the Salesman field during Sales Order Entry. | |
| Scanned Assembly Component data is being cleared from orders | |
| shipping warehouse on procurement tab appears to be retained when more is selected. | |
| System allows a user to paste into the Transfer Number field under the Procurement Tab in Sales Order Entry | |
| Added a warning message when changing the Invoice Date further than 30 days from today's date. | |
| Added an Access Level for the Invoice Date field. CHANGE INVOICE DATE IN SALES ORDER ENTRY. | |
| Copy Quote will only copy valid expiration dates. | |
| Corrected an intermittent display issue on the drop down pricing window. | |
| Corrected issue where SHIP bin was cleared when converting a partially shipped & partially staged order into a POS order and taking payment. | |
| Correction to pricing box to retain additional pricing options including after cost and price are overridden. | |
| Improvement made to Backorder Commitment schedule. | |
| Partially completed sales order lines cannot be substituted. | |
| Prevent the voiding of POS orders with split payment deposits. | |
| Preventing the same warehouse from being used more than once when procuring a stock transfer. | |
| Quote Numbers with 2-character prefix are no longer truncated when printing the Quote. | |
| Refinement made to Post to A/R logic for POS orders. | |
| Returns made with Credit Invoice button will be generated with correct pricing. | |
| Updated Purchasing logic for each individual component of an assembly depending on the availability of each. | |
| 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 | |
| Commit Backorder Quantity option added to the right-click detail menu. | |
| Serial Number Review screen correctly displays the Qty column. | |
| Added Product Warehouse Rank to Field Chooser in Sales Order entry screen. | |
| Corrected error when changing customer before first save | |
| Corrected issue where SHIP bin was cleared when converting a partially shipped & partially staged order into a POS order and taking payment. | |
| Lines with bin data will be prevented from Swap Commitment Qty | |
| New Allowance tab added to Final POS Screen. | |
| 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. | |
| PO Numbers will be transmitted through Cayan transactions without spaces. | |
| Refinements made to the credit hold check. | |
| When tax service calculation fails for POS Orders, error is displayed and user cannot enter any payments or save the order. | |
| Addressed error messages pertaining to the Price Drop Down Button. | |
| 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. | |
| Refinements made to the credit hold check. | |
| Updates made to prevent duplicate stock transfers. | |
| Access Level applied to the editing of Misc Charge taxability. | |
| Bill for backorders will now be available to orders when some line quantities are "To Ship" | |
| Corrected error preventing bypassing serial entry when taking POS payments. | |
| Data in Quantity Backordered column for components displays correctly after saving the order. | |
| Dropship cost override process refined. | |
| Option added to set promise date for multiple products through right click detail menu. | |
| POS orders will not invoice freight until the first shipment. | |
| Refinements made to the required payment calculation after applying POS deposits. | |
| Updated Purchasing logic for each individual component of an assembly depending on the availability of each. | |
| When tax service calculation fails for POS Orders, error is displayed and user cannot enter any payments or save the order. | |
| A single line item can be linked to multiple stock transfers. | |
| Return items will only allow "Requesting PO" or "No Link" procurement types. | |
| Added additional safeguards to prevent linking multiple sales orders to a drop ship PO. | |
| Correction to allow zero to be entered in the the 'Quant Per' column. | |
| Grid added to procurement tab to allow multiple shipping warehouses. | |
| Moved access to view product assembly components to the Field Chooser. | |
| Overwriting Qty Ship on a scanned line (WMS) will not effect the Bin & Bin Qty on the order. | |
| POS Orders with products requiring serials will invoice correctly. | |
| Revisions to improve POS Cayan linked refund workflow. | |
| Transfers with decimals can be procured. | |
| Sales Order Inquiry | Restored the display of Manual Ship To address information. |
| Shipping Confirmation | Serials scanned via SO Staging were being dropped from the order during Ship Confirmation (WMS). |
| Corrected issue of bin qty not moving into SHIP for products with multiple serial numbers (on systems that don't maintain serial in inventory). | |
| Cancelled serial required items were not transferring to the PULLED bin when serial numbers are not required. | |
| Sporadic Demand | Added Primary Bin Location field. |
| Added Primary Bin Location field. | |
| Stock Receipts | The Serial/Lot drop down is now hidden when Splitting a Stock Receipt. This data is automatically allocated by the system and therefore not modifiable by the user. |
| When enabled, ABR will release products together after completing stock receipt instead of after each line item. | |
| Stock Transfer Entry | Generated Stock Transfer Requests will clear out after saving the transfer |
| Now preventing deletion of Spawned line items. | |
| Now preventing deletion of Spawned line items. | |
| Preventing bin discrepancy when picking item from multiple bins and then edit/saving the transfer. | |
| Updates made to correctly print generated transfers on assigned default printer. | |
| Stock Transfer Receiving | Added Access Level DELETE STOCK TRANSFER. |
| Receiving "unscanned" transfers will now deduct from the PULLED bin before it deducts from the Primary Bin. | |
| 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. | |
| System Users and Locks | Improvements made to ensure completion of tasks. |
| Improvements made to ensure completion of tasks. | |
| Updated System Users and Locks to remove from the list of users those users who have been logged off using this screen. | |
| Truck Manifest | Adjusted pick sheet to display 10 digit sales order numbers. |
| 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. |
| Vendor Rebate Report | Correct 'File Open' Error. |
| Warehouse Job Dispatcher | Add job type RP Replenish |
| Warranty Claim | Branch will be required when entering warranty claim. |
| Improvements made to Warranty Denial workflow. | |
| Improvements made to Warranty Payment workflow. | |
| 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. |
| WebCom | Correction to fix sporadic fax error. |
| Who Bought What Report | Updated to allow pipe characters in product descriptions. |
| WMS Bulk Receiver | Added ability to Search and Add PO's from ASN file. |