Version 1.0.32 - Released May 20, 2022 - Known issues fixed, improvements and new features added as follows:
Note: Some of these changes were implemented as Hot Fixes during the development cycle. They were fixed on separate dates, but weren't published about until the official release. Our development team is constantly releasing new changes to better serve great customers like you!
# | Changes | Revision |
| 1 | ADDED | Custom List Views - The ability for Order Time users to save custom list columns and filters on record screens for future use |
| 2 | ADDED | New Button on the Sales Order, Select Items to Ship |
| 3 | ADDED | Create "Can Make" Reports in the Report Builder |
| 4 | ADDED | Extended Accounting Integration Role Restrictions (Disallows the Role's ability to Un-Sync/Remove from Sync) |
| 5 | ADDED | New Button to Close an Open Sales Order from a Ship Doc |
| 6 | ADDED | Added a preference to automatically allocate orders. Ideal for synced orders from another sales platform |
| 7 | ADDED | Quick BoM Report: New Button for Assemblies on a Sales Order or Quote line item to quickly see the Bill of Materials and their Inventory Status |
| 8 | ADDED | Global Search (BETA) |
| 9 | ADDED | Create a Period Closing Date to Lock Transactions (Locks the Undo Transaction Ability) |
| 10 | ADDED | New Button - Recalculate Pricing on the Sales Order when the Price Level for a Customer Changes |
| 11 | ADDED | Ability to create Vendor RFQs - Request For Quote |
| 12 | ADDED | Control the ability to view Item Stats, controlled via Role Exceptions on either Inventory or Inventory by Location Status |
| 13 | ADDED | Work Order Component Import |
| 14 | ADDED | Added the Location Filter to the Reorder Analysis for Production |
| 15 | ADDED | Ability to move line items up and down for the Receiver |
| 16 | ADDED | Ability to move Components up and down on Work Orders and Disassemblies |
| 17 | ADDED | Ability to change the Work Order or Purchase Order Status on the Sales Order Dependency tab |
| 18 | ADDED | On the Create New Batch Fulfillment screen you can now filter by any Status with the type of Approved |
| 19 | ADDED | Beta version of our integration with OpenCart Ecommerce |
| 20 | ADDED | Added Invoice Date field for Value Adjustment. This field is used when a Bill is created in accounting |
| 21 | ADDED | Add items to an Open Receiver and choose which Purchase Order to link |
| 22 | ADDED | New Preference in General > Advanced, Clear custom field data when duplicating a document (Quotes, SO, PO, Customer, Item) |
| 23 | ADDED | When creating linked Work Orders from a Sales Order there is a checkbox to pre-populate the quantities |
| 24 | ADDED | Two new Date Filters added to Reports - Tomorrow & Specific Days of the Week |
| 25 | ADDED | Added an Image Column to the Items tab on a Vendors page |
| 26 | ADDED | Ability to map the standard SKU in QuickBooks to a Custom Field from the Accounting Import |
| 27 | ADDED | New Preference: Load Can Make on Sales Order and Quote Line Items. Use the Can Make Column on those documents |
| 28 | ADDED | Ability to see the Associated PO Number when looking at the Receivers Tab on a specific Vendor (Column needs to be added) |
| 29 | ADDED | Ability to add a Class on Items within the Sales Order |
| 30 | ADDED | New Preference: Change (Purchase Order) status to Sent after sending an email |
| 31 | ADDED | Ability to create linked Purchase Orders from a Repair Order, to purchase items needed for a repair |
| 32 | ADDED | New Import: Import Price Levels by Item for bulk purchases |
| 33 | ADDED | Ability to set a different Unit of Measure for each Vendor on the Item-Vendor tab |
| 34 | ADDED | New property in the B2B Config to Include Can Make products |
| 35 | ADDED | New Preference: Turn off autocomplete hover selection |
| 36 | ADDED | New Alert for changes in Promise Dates, if that happens, a task / event is created with the due date of the Promise Date |
| 37 | ADDED | Ability to select the BoM Version for Linked Work Orders |
| 38 | ADDED | Ability to see the Payment Source for a Payment on the Payment List (Helps for Ecommerce Users) |
| 39 | ADDED | New API Endpoint: BoM Component |
| 40 | ADDED | New API Endpoint: Ship Doc Line Item |
| 41 | ADDED | New API Endpoint: Ship Doc Package (Package info only, no item or details) |
| 42 | ADDED | Beta version of our integration with Squarespace Ecommerce |
| 43 | ADDED | Price Level Option, Customer Item Volume Percentage Discount |
| 44 | ADDED | Additional Fields added to the Work Order Import: Quantity, Status Type, Promise Date |
| 45 | ADDED | Bulk Component Replace/Add/Subtract |
| 46 | ADDED | Ability to Import Adjustment Line Items |
| 47 | ADDED | Added Support for Styles in the Receiving and Vendor Return Form Templates |
| 48 | ADDED | Made it so that the Lot / Serial Number on the Item Inventory tab can be edited |
| 49 | ADDED | New Payment Gateway: CardPointe Payment Gateway |
| 50 | ADDED | New Preference: Production > Advanced > Create more Work Orders than what is on the Sales Order |
| 51 | ADDED | New Column Added to the Item, Customer and Vendor List: Account Integration ID |
| 52 | ADDED | Purchase Order Easy Import added as a quick way to import line items into a Purchase Order |
| 53 | ADDED | New Ecommerce Setting to use Available or Net Available |
| 54 | ADDED | New Preference: Show Ship Doc instead of Sales Orders when one or more payments are applied |
| 55 | ADDED | New Preference: Add Open Sales Order Items to Ship Docs |
| 56 | ADDED | Ability to add to a Receiver from an existing Purchase Order |
| 57 | ADDED | New warning when voiding a Sales Order that has Dependencies |
| 1 | IMPROVED | You can now add Emailed or Printed to your Page Layout for Purchase Orders, Sales Orders, Ship Docs and Receivers. They are automatically checked when you email or print (Create PDF) the document. |
| 2 | IMPROVED | Enhanced the Audit Trail Report to show Documents created by Integrations |
| 3 | IMPROVED | Ability to quickly update a custom Report Name |
| 4 | IMPROVED | Ability to Bulk update BoMs when Components are Replaced/Added/Subtracted with the Bulk Component change |
| 5 | IMPROVED | Display tracking number on Ship Method Pop Up |
| 6 | IMPROVED | Repair Order - Return to Inventory automatically adds the cost to the item |
| 7 | IMPROVED | Added Customer PO field on the Item Transactions table for use in Item Ledger Reports |
| 8 | IMPROVED | Sorting is alphabetic in the Group list when changing and Item Group |
| 9 | IMPROVED | Ability to have the home currency displayed on forms |
| 10 | IMPROVED | Kit Items on a Sales Order can now use the Open Quantity field for each item |
| 11 | IMPROVED | Improvements to URL Field Types for better validation |
| 12 | IMPROVED | Increased the range of the Item Markup Price Level Type so that you can go higher than 100% |
| 13 | IMPROVED | Made it so that quantities for kits on the Ship Doc show the same way they do on the Sales Order |
| 14 | IMPROVED | Linked Purchase Orders add Items in same order as they appear on the Sales Order |
| 15 | IMPROVED | Filter by Item Group when bulk replacing Components on BoMs |
| 16 | IMPROVED | Display customer name as well as the dependent Sales Order on the Purchase Order Report |
| 17 | IMPROVED | Added the Cost property to Package details on a Ship Doc |
| 18 | IMPROVED | Added Quantity column to the Dependency Item Tab on a Sales Order |
| 19 | IMPROVED | Ability to see all Open Carts from the B2B Portal in the Carts List and make a Sales Order from one of them |
| 20 | IMPROVED | Improved the handling of QBO Disconnections and the Sync Queue |
| 21 | IMPROVED | Each Report section can now be Collapsed or Expanded for easier readability |
| 22 | IMPROVED | Icon added next to the Doc Number on a Payment Request page to show that it is a link to the documen |
| 23 | IMPROVED | Enhanced Ecommerce to allow matching the Item SKU to something other than Item Name |
| 24 | IMPROVED | Lot Number entry has an input box for Quantity |
| 25 | IMPROVED | QBO Integration updated to support additional Custom Fields |
| 26 | IMPROVED | Enhancement to have separate dates for Inventory Valuation, Receiver Date & Valuation Date |
| 27 | IMPROVED | New button to delete an entire Kit from a Ship Doc |
| 28 | IMPROVED | Can add a custom description for each Attachment |
| 29 | IMPROVED | Can add a custom description for each Item Image |
| 30 | IMPROVED | Added Batch Status change to Vendor Return list |
| 31 | IMPROVED | The QuickBooks Desktop Sync Tool is now capable of handling more than one QB File for customers with multiple companies |
| 32 | IMPROVED | Ability to switch Line Numbers on a Work Order |
| 33 | IMPROVED | Ability to sort Available Lot / Serial Numbers by Date |
| 34 | IMPROVED | On the Item Details Page you can now use the On Quote tab to see Items on Quotes |
| 35 | IMPROVED | Sales Order Easy Import has been updated to allow you to map the Price Level, Shipping Address and Billing Address |
| 1 | FIXED | Fixed an issue with Reorder Points by location Imports causing errors |
| 2 | FIXED | Fixed multiple issues with Allocations, Allocation Percentages, and Allocations with Kits |
| 3 | FIXED | Fixed an issue with Custom Calculated SO line Item Fields. |
| 4 | FIXED | Fixed an issue with Inactive Doc Statuses causing lists to fail |
| 5 | FIXED | Fixed issue where custom fields not in page layout would lose data |
| 6 | FIXED | Turned off auto complete from browser on date drop downs |
| 7 | FIXED | Fixed issue with auto-allocating Ship Docs from Receivers |
| 8 | FIXED | Fixed editing customer when customer is set a parent of other customers |
| 9 | FIXED | Fixed issued with Lot/Serials on Customer Returns |
| 10 | FIXED | Fixed issue when deleting SO Items that had been allocated |
| 11 | FIXED | Fixed issue with Pending Returns counting as double inventory |
| 12 | FIXED | Fixed issue with stuck syncs when QBO security token expires |
| 13 | FIXED | Fixed issue with missing Promise Dates |
| 14 | FIXED | Fixed issue with custom calculated fields when the denominator equals 0, it caused an error. Now, if the denominator is 0, we set it to 1 by default |
| 15 | FIXED | Fixed issue with HTML in Item description making line Items not editable |
| 16 | FIXED | Fixed ability to use Arrow Keys when editing line items |
| 17 | FIXED | Fixed issue with splitting unallocated WOs |
| 18 | FIXED | Fixed issue with UPC field in Label designer |
| 19 | FIXED | Fixed an issue where updating the quantity on the original Work Order after doing a Drill Down wouldn't make the appropriate updates to the new Work Orders from the Drill Down |
| 20 | FIXED | Fixed an issue where the Purchase Order line would throw an undefined error for UPC labels |
| 21 | FIXED | When an email fails to send via GMAIL integration, no errors were shown to the user |
| 22 | FIXED | When changing line/bin/serial # qty or cost on a receiver with charges the values did not include the charges |
| 23 | FIXED | Issues with Sales Tax not properly calculating for Proxy Customers |
| 24 | FIXED | Fixed an issue where pre-defined views/filters from the quick links area weren't staying when you click to go to the next page of results |
| 25 | FIXED | Fixed an issue where Yes / No custom fields weren't able to be filtered on a report properly |
| 26 | FIXED | Fixed an issue where Invalid hex characters were stopping PDF printing |
| 27 | FIXED | Fixed an issue where the new setting to reduce net available in B2B by what is in the carts was not working properly |
| 28 | FIXED | Fixed an issue where line item custom fields were not importing from TrueCommerce EDI Document 850 |
| 29 | FIXED | Fixed an issue that caused Payment Requests when Paid to show a date of 1/1/1900 |
| 30 | FIXED | Fixed issue with allocating non-inventory items |
| 31 | FIXED | Fixed issue with deleting a Signature from a Ship Doc |
| 32 | FIXED | Fixed issue with Voided Sales Orders not deallocating stock |
| 33 | FIXED | Fixed an issue where some discount percentages were showing 4 decimals |
| 34 | FIXED | Fixed an issue that caused drop-down lists on Repair Orders to break |
| 35 | FIXED | Fixed issue with the Repair Order template not bringing in all the data and notes from the Repair Order |
| 36 | FIXED | Fixed an issue that caused Ship Docs that were created from Receivers to appear blank |
| 37 | FIXED | Fixed an issue where Roles restricted to certain Locations were still able to Create documents in other Locations |
| 38 | FIXED | Fixed an issue that caused Auto-Complete drop-downs to break when using an exchange rate with a comma |
| 39 | FIXED | Fixed issue with appending customer notes with Memo from the B2B Portal |
| 40 | FIXED | Fixed issue with hovering over a Kit in a Sales Order that caused an error |
| 41 | FIXED | Fixed an issue where editing the name of an attachment wouldn't save |
| 42 | FIXED | Fixed an issue that caused the Quantity to be uneditable on the Reorder Analysis |
| 43 | FIXED | Fixed an issue that caused some Customer Returns from Ship Docs to have no line items |
| 44 | FIXED | Fixed an issue where Customer Returns that errored out during processing would still be there as a Refund and would be unable to be deleted |
| 45 | FIXED | Fixed issue with the Price level with the Type "Customer Item by Percentage" causing the Adjust button to stop working. Also added a new price column in the Price Level screen. |
