Enhancements

Invoicing

• Updated Force BO logic in Quotes to calculate Ship and Sell values when details are added to the grid.
• Enhanced the Section tab to improve invoice section management:
  1. Repair codes are now listed in the grid as read-only.
  2. Added a Comments parameter in Section Setup for defining section comments.
  3. Created Sections are now listed in a grid.
  4. Modified the Invoice report to print Comment Sections when details are grouped by section.
  5. Updated the Available Section selector in nested tabs to list sections created in the Section tab.
  6. Modified the Delete Section function to prevent removal of sections tied to an invoice detail.
• Set the Warehouse and Part # fields in the Parts tab to read-only when editing part details.

Enhanced the Close Invoice function to better handle the Avalara error: DocStatus is invalid for this operation.

Vendor Search

• Expanded the Vendor Search function to include Old Name and Sub Name when using the Vendor # field.

Purchase Order

• Added logo configuration options to the PO Print Option settings for the Internal PO, Vendor PO, and Receiving Pick Ticket reports.

Journal Entry

• Modified the Customer # field in journal entry details to automatically convert values to uppercase, regardless of how they are entered.
• Enhanced the Import Journal Detail function to highlight AR and AP required fields in the grid before posting.
• Refined the Delete Journal function to verify posted status before deletion and prevent removal when the same journal is open in multiple tabs.

Sale Code

• Added a character limit message to the Description parameters.

Dispatch

• Renamed the Filter By Date option under the Schedule tab to Jump To. Moreover, the filter was updated to open the Calendar View on the selected date.

PM

• Expanded the Other Reason field to support up to 500 characters.
• Enabled decimal entries in the Est Labor Hours field under the Basic PM tab.

Document Center

• Optimized the logic for adding documents to an AP Invoice to improve performance.

Plaid

• Modified the Post function to request an Effective Date each time transactions are posted.

Parts

• Disabled the Price Disk button in View mode.

Reports

• Improved the Salesperson Commission Summary report in the Accounting group to reduce timeouts when printing.
• Updated the reports below to use the Thru Date parameter for aging calculations:
  1. AP Aging.
  2. AP Aging by Account.
  3. AP Aging By Account by Eff. Date.
  4. AP Aging By Account by Eff. Date Summary.
  5. AP Aging By Account‑Summary.
  6. AP Aging Summary.
  7. AP Aging With History Flag.
• Improved the reports below for better visualization when exporting to Excel or CSV formats:
  1. Equipment Inventory Value Report.
  2. Equipment Inventory With GL Costs.
  3. Equipment Inventory With GL Costs and Date Range.
  4. Equip Inv Value Report As Of Date.

Issues Resolved

• Fixed an issue that prevented users from using Vendor # with a slash symbol when creating AP Invoices or running the Change Vendor # function on the Vendor form page.

WIP

• Resolved an issue that prevented the Invoice button from being enabled when switching to another department after billing from a different one.

AP Invoice Entry

• Fixed a rounding issue in the Total Amount display when importing PO details in the PO Import tab.
• Fixed the sorting issue in the Description column for the AP Distribution grid.

AP Inquiry

• Resolved an issue where the invoice date printed in the Print List report did not match the invoice date shown in the AP Inquiry grid.
• Improved the Invoice # search to run when users click the magnifying glass or press Enter while the magnifying glass option is focused.

Equipment

• Fixed an issue that prevented the Save button from being enabled after changing the Depreciation Account # parameter.

Parts

• Fixed an issue where closing the Replenishment Preview modal triggered the replenishment action.

Inventory Count

• Resolved an issue that prevented the Single Bin tab grid from scrolling when moving to the next part in the list.

Purchase Order

• Fixed an issue that caused extra spacing between parts in the Internal PO report.

Invoicing

• Corrected an issue that displayed an incorrect error message about missing Description and Sell values when running the Import PM Parts tab function.
• Fixed an issue where Open Documents in the Service 1 tab did not refresh when the Serial # was changed.
• Resolved an issue where the Rates/Taxes tab displayed an incorrect Labor Rate when the order was opened using the Auto PM function.
• Addressed an issue that caused incorrect line spacing in the Invoice Report when Rental Variable Charges are included.
• Fixed an issue with the Recent Document selector display when switching focus between open and invoiced documents.
• Fixed an issue in the Rental tab that prevented users from removing a serial # associated with a rental variable charge when it was linked to a different document.

Journal Entry

• Resolved an issue in the General Journal report that caused journal entry details to print on a second page when enough space remained on the first page.

Customer Profile

• Fixed an issue where the Branch selector did not filter the grid correctly based on the selected value.

Inspection Setup

• Resolved an issue where the Section selector did not display all sections in an inspection.

Customer

• Resolved an issue in the Replicate function that removed the original customer.

Reports

• Fixed an issue where the Last PM Invoice value in the PM List by Due Date report in the Service group displayed an incorrect Invoice #.
• Corrected a date range issue in the On Hand Change Report within the Part group that caused the report to print data outside the provided date range.
• Fixed an issue that caused the Sales by Sales Person report in the Sales group to include an extra date after the provided Date To value.
• Corrected an incorrect calculation for the Beginning Balance Total value in the Balance report under the Accounting group.