Release Notes 4.1.1.0

Date pickers across the product now support the entry formats below: 

MMDDYYYY 

MMDDYY 

MM/DD/YYYY 

MM/DD/YY 

Updated the Packing Slip report to print the watermark: Packing Slip. 

Several improvements were made in the Close Invoice function for reducing lock contention and concurrency behavior within invoicing workflows. 

The auto search in the Journal Name field was updated to query after tabbing or clicking out the field. 

Added ability to filter by inactive vendors in the main vendor list page. 

Internal and Vendor Reports were updated to display the Part Header when part details are added into a purchase order. 

Added new controls in the Recv and Delete button in the Equip tab to avoid wrong data being saved. 

The Inventory Count section was reorganized for a better understanding of the Inventory Count workflow. 

The Capture Tab now only manages the Inventory/Cycle Count capture/recapture logic. 

A new tab called, Count Result, was created to manage the count results after capturing the Inventory/Cycle Count. 

Not Counted, Count Variance and Value Variance reports can be printed now without making filters on the grid. 

Changed the Sort By Bin logic for the Single Entry and Count Results tabs to be by Warehouse, then Bin, then Parts # (in natural order for Part and Bin Location) 

 Sorting options were removed from the grids in the Single Entry and Count Results tabs 

The Print Count Sheet modal was updated with the following changes: 

Bin Location Page Break Column defaults to 0. Users can select from 0 to 50. When the value is defaulted to 0, no grouping is performed in the Count Sheet Report, and no page break is applied. All Parts should print in continual order based on Warehouse, Bin, and Part # (in natural order for Part and Bin Location). 

Include Alt Bin Locations checkbox will not print a line for the part for each alternate bin the part has setup when the checkbox is checked. Instead, it will list all alternate bins as a comment under the part with a label of; Alternate Bins 

Improved the Tracking function to log Credit Limit changes made by the user. 

Added a new static status: Quote. 

Added controls to not allow Completion Status: Quoted to be set on custom statuses.  

Statuses in Project and Phase lists are now following the color set up in the Status configuration.  

Project Name is a hyperlink to allow users to see the project in edit mode. 

Added a new parameter: Target Date. 

Project End Date and Target Date parameters are now required only when the Status changes to one with a category of Completed or Closed. 

File Name parameter is clickable now in view mode. 

The Estimated vs Invoiced Amounts per phase and the Open Sales Documents per phase dashboards were updated to follow the default sorting for phases (from oldest to newest phases, considering the Phase Start Date value). 

Users can now create Quoted Projects by assigning the Status: Quote. 

Projects under the Quote status are now labeled for better identification. 

Quoted Projects can be converted to Regular projects but not vice versa. 

The Project list can be filtered by Quoted Only to trigger Quoted Projects. 

The phases list now displays the Phase Start Date information. 

The phases list is sorted by default from oldest to newest phases, considering the Phase Start Date value. Any filter applied will consider the default sorting. 

Changed the Completed Status to Closed. 

Added ability to redirect the user to the Invoice creation process. 

File Name parameter is clickable now in view mode. 

Added an Edit action for quick access from the view mode. 

Ability to link to a phase not only of Open Orders but Quotes different than Accepted/Cancelled disposition. 

Added a control on the Bill Phase function to consider open quotes when trying to bill a phase or change to a Closed status. 

Project End Date and Target Date parameters are now required only when the Status changes to one with a category of Completed or Closed. 

Updated the Tire Type field to allow users to enter their own value. 

Updated the Inspection Setup to allow users to assign Models to inspections.  This will be used for an upcoming update for the Softbase Service Mobile App.   

A new activity trigger: Technician Dispatch Request was added to support activity creation when Technicians request a work order to be dispatched from the Service Mobile App in an upcoming release of the Mobile App.   

A new activity trigger: Equipment Create Request was added to support activity creation when Technicians request equipment creation from the Service Mobile App in an upcoming release of the Mobile App.   

Activities created from the Equipment Create Request trigger, allow users to create the unit from the activity if it is a new unit. 

The height of the grid was increased for better data visualization. 

The Bill To and Ship To parameters were updated to support the use of wildcard % to make different search criteria. 

Updated reports below to use the AP Invoice Date as the filter and how it is aged: 

AP Aging. 

AP Aging by Account. 

AP Aging by Account – Summary. 

AP Aging Summary. 

Updated reports below to use the Effective Date as the filter and how it is aged: 

AP Aging by Account by Eff. Date. 

AP Aging By Account by Eff. Date Summary. 

Improved the Work In Progress – Parts report to consider Internal orders as part of the open orders. 

Ship To and Ship From Address information is now sent in all transactions.  The Ship From Address will be the Branch Address unless the Sales Document or the Billing Customer on the Sales Document has the “Use Bill To as Avalara Ship From” checkbox set.   

This checkbox is on the Rates/Taxes Tab of the Sales Document and the Tax Codes Tab of the Customer Page 

A new flag, Use Bill To as Customer Code, is available at the tax code configuration to decide whether to send the Bill To as Customer Code or not.  If this isn’t set it will continue to send the Ship To Customer Number on the Sales Document 

A new option, Allow Avalara to manage Exemptions, was added on the Sales Tax Integration page when choosing Avalara as the Tax Provider.  When this is turned on, Softbase will not send any Tax Exempt Reasons from the Customer of the Sales Document and allow Avalara to manage that.  If this isn’t turned on, the Tax Exempt Reason on the Customer of the Sales Document will be sent to Avalara in the Sales Tax calls.   

Fixed the sorting issue in the Account Distribution grid. 

Several issues in date-pickers parameters within the Service 1 and 2 tab were resolved. 

Resolved an issue that was retaining the Make and Model fields in the Service 1 tab from previous work order. 

The Comments column was updated to control the comments column width from a work order. 

Fixed the General Ledger Inquiry report due to incorrect rounding on the totals. 

Resolved an issue in the Purchase Order reports where lines under the headers were not printed. 

Fixed an issue in the Purchase Order field that was triggering the auto search upon typing in a minimum of characters. The search is done after tabbing out the field. 

Resolved the red coloring logic for purchase orders that are closed. 

Fixed an issue that prevented users from saving Company Comments. 

Resolved the As of Date value with 0.00 balance in AR Statements. 

A control was added to prevent the AR Statement from being sent to all customers when a user entered a value in the Customer # field.   

Resolved an issue in the Invoice Detail section where the Due Date value was not properly updated. 

The Amount field in the journal detail was fixed due to a logic that was removed when using the Home key to move to the beginning/end of the value. 

The Retrieve New GL Transaction button was fixed due to alignment issues with the filters Debits, Credits and All. 

Fixed an issue in the Origin checkboxes that was causing the user to see data on the grid not aligned to the filter applied. 

The AP Aging by Account-Summary within the AP group was fixed due to issues in the Account # field in the Report Parameter modal. 

The Sales by Dept, Branch (Date Range) report within the Sales group was corrected due to duplicated invoices being displayed. 

Several reports were fixed due to an issue in the Warehouse selector not displaying all warehouses.