Enhancements

Automated AR Statement

• Removed logic that excluded credit and deposit invoices when calculating the total AR Balance of a customer during automated AR Statement execution.

AP Invoice Entry

• Updated AP Invoice recurrence logic to better control the number of occurrences and the creation of new AP invoices.

AP Payment

• Improved Auto Check payment logic to better handle AP recurrence after a payment is processed.

Purchase Order

• Improved the Auto Stock function to prevent ordering parts with a quantity of zero.

Equipment

• Added a new filter criterion, Dual Fuel, to the Type of Power field in Advanced Equipment Search.

Invoicing

• Added validation to prevent unit creation when Ship To information is missing.
• User message: “Customer is required to create an Equipment record. Unable to create the unit.”
• Added validation to prevent the creation of internal units when Expense Information is provided.
• User message: “Creation of Equipment on Internal Work Orders is not allowed. Please create Equipment for Internal Work Orders on the Equipment page.”
• Added unit creation restrictions to ensure the unit creation flow aligns with validation rules enforced in the Equipment module.
• Improved the Quote to Order and Quote to Existing Order functions to prevent conversion when the customer is over their credit limit or when the existing document is pending credit approval.

Company

• Updated the setting Capture Branch & Department for GL Transactions to write Branch and Department into GL transactions when the setting is required/ask.
• This change impacts only Journal Detail entries and AP Invoice posting logic.

Reports

• Updated the Customer Sales By Ship To (Date Range) report within the Sales group with the latest changes in version 3.0.
• Improved CSV and Excel export options for the Work in Progress by Tech report to ensure exported data matches the report preview.

Issues Resolved

Journal Entry

• Fixed an incorrect message displayed to the user when adding journal details from a depreciation group.

AR Statement

• Fixed an issue where monthly invoices were cut off when continued onto a second page in the AR Statement.

Parts

• Resolved an issue where demand and sales values did not update correctly when selling partial quantities.

Equipment

• Fixed an issue where the Age parameter was incorrectly defaulted when creating a unit from Invoicing.
• Fixed an issue in the Change function where specifications of the new unit were not copied correctly from the original unit.

Chart of Account

• Fixed an issue in the Replicate function where the new account was not added to the GL table for the remaining months in the current fiscal year.

Invoicing

• Resolved a visualization issue in the invoice preview where two labor records in the same section net to 0 hours.

Department

• Solved an extra confirmation message displayed after submitting charges in a department.

WIP

• Fixed the Copy functionality due to missing Bill To # and Rental Status when pasting copied information into a document.

Reports

• Fixed an issue in the Bank Reconciliation report where incorrect totals were displayed for selected parameters.