Release Notes 4.0.101

Enhancement 

Vendor

• The Import Vendor feature has been enhanced with a new template for more accurate data capture. An improved error handling has been implemented to provide clearer feedback during the import process. Additionally, performance optimizations have been made to ensure faster and more reliable imports. 

AR Deposit

• Improved validation logic for Check # and Check Amount fields to reduce unnecessary verification issues during AR Deposit creation.

Journal Entry

•  AP Invoices created from Journal Entries now correctly populate the Currency field.

Invoicing

• Users can now assign a Purchase Order to multiple selected miscellaneous items. 

• Some logic related to the Import Mobile Part function that was preventing the user from using the Additional Fields button in the Parts tab has been adjusted.

• A new Disposition has been added to differentiate deleted Quotes from deleted Orders.

• The Post function now writes the Branch/Dept information in the transaction if the new setting in Company requires Branch/Dept and the accounts used are classified as Sale, Cost, Expense, or Asset (with Cash Account set to false).

AP Payment

• The Void Misprints feature is no longer available to users.

• Unbuilt checks that had discounts applied are now properly reflected in the General Ledger.

AP Invoice

• A new validation ensures the Vendor # used in an AP Invoice matches the Vendor on the associated Purchase Order. Users will be prompted with the message: The Vendor # on the selected PO # does NOT match the Vendor # entered for this invoice.

Parts

• The Import Part feature has been enhanced with a new template for more accurate data capture. An improved error handling has been implemented to provide clearer feedback during the import process. Additionally, performance optimizations have been made to ensure faster and more reliable imports.

Customer

• A new permission titled Salesman Commission Setup has been added to the Accounting group to control access to the Salesman Setup section.

• The Import Customer feature has been enhanced with a new template for more accurate data capture. An improved error handling has been implemented to provide clearer feedback during the import process. Additionally, performance optimizations have been made to ensure faster and more reliable imports.

Reports

• Users can now export the following reports to CSV or Excel formats:

  • Profit and Loss – 12 Month Trend (Financial group).

  • WIP – By Branch, By Department (Service group).

• The Shipper Bill of Lading report (Transportation Log group) now consistently displays the Weight value, regardless of the Unit Type associated with the Serial #.

Issues 

Invoicing

• The payment modal now correctly appears when closing invoices with the AR Term American Express.

• Resolved an issue where Salesman information was not being set on new Inspection Work Orders.

• Corrected the taxability logic applied to existing labor details when using the Add Dept Charges function.

• Null values for the Contract End Date are now allowed, resolving issues when saving Rental Contracts.

• Fixed an issue with the Invoice Print Option: Suppress Part # on Invoice that caused Part #s to appear incorrectly on the invoice report.

AP Payment

• Fixed an issue where Currency was being set to null for voided payments.

Equipment

• Fixed an issue where using Select Recent Equipment redirected users to the Activity Management section. 

• Resolved an issue preventing users from updating the Make field for serial #s containing a “/” character.

Parts

• The real price is now correctly displayed in the History Log tab.

Users

• The issue with the Warehouse box not being displayed when accessing the user detail page has been fixed.

Dispatch

• Resolved a UI issue where the Van/Mech value was incorrectly displayed in the Not Dispatch tab when selecting records via row click or checkbox.