Release Notes 4.1.7

Enhancements

• Added handling for a new concurrency scenario to prevent users from updating a work order in the Invoicing module while it is also being updated in the Dispatch module.

Invoicing

• Improved Quote Conversion to reduce timeouts when converting quotes with more than 100 detail lines.
• Paid on Date and Check # are now referenced when a payment is received before invoicing.
• Updated the Section tab to allow users to create sections from a repair code.

AP Invoice Entry

• Updated the PO Import and Allocation functions to apply currency conversion when adding AP distributions.

Purchase Order

• The Receiving Pick Ticket is now sent to the Parts Receive Email Address configured for the department associated with the work order where the part is received.

AP Payment

• Updated the Manual Payment posting logic to consider foreign currency when creating transactions in the GL.

Dispatch

• Users can now make bulk updates to parameters in the Not Dispatched and Dispatched tabs.

Customer and Customer Profile

• Updated the AR Comments permission to control whether users can update AR Comments.
• Added the ability for users to update AR Comments from the AR tab in Customer Profile and from the AR Comments tab in Customer.

Inspection Setup

• Users can now flag questions as safety.

AR Statement

• Updated details within the monthly group to sort by Invoice Date.

Parts

• Optimized the Copy to Warehouse function to reduce high CPU and memory usage.

Reports

• Updated the AR Aging Summary (Invoice Date) report under the AR group to use the Date In parameter when calculating aging.
• Updated the query for the Equip Inv Value As Of Date report under the Equipment group to include two new fields: Account Type and Account #. In addition, the Journal and Description fields are no longer printed on the report.

Issues Resolved

• Resolved conversion rate rounding issues in the AR Deposit, AP Invoice Entry, and AR Inquiry modules.

Purchase Order

• Resolved an issue that set the Order Date to null when updating the cost or quantity of a part.
• Fixed an error displayed to users when changing the cost of a part with a negative quantity.

AP Invoice Entry

• Applied several fixes to the distribution grid to address lag when loading the grid and missing scrolling.

Customer

• Resolved an issue where the Tracking function did not display information correctly due to the Assigned Based on Zip Code function.
• Improved the Assigned Based on Zip Code function to better manage ZIP code assignments in tenants with a large volume of customers.

Invoicing

• Corrected an issue where the default AR Terms were not displayed when creating the initial document. Cash, Check, Discover, Visa, MasterCard, and American Express are now displayed by default.
• Addressed an issue that was preventing users from removing a part that was from a split back order.
• Fixed an issue where Unit # was not populated during invoice creation when the serial # and customer were selected before Sale Information.
• Resolved an issue where the pink coloring was removed from BO parts even when they had not yet been received.
• Fixed issues in the Picking List report that caused thousands of pages to print incorrectly.

Journal Entry

• Addressed an issue that prevented full comments from being displayed in the General Journal report. Comments are now printed at the bottom of the report.
• Fixed an incorrect message prompted to the user when trying to add journal details using a depreciation group with a null value in the last modification time parameter.
• Removed the AR Invoice # validation when adding journal details using the manual creation or the import journal function.

GL Inquiry

• Resolved an issue where Summary View remained active when users switched to searching by a criterion other than Account #.

Reports

• Fixed an alignment issue in the totals for the AP Aging with History Flag report under the AP group.
• Fixed an issue in the Department report parameter for the WIP - Cust, By Br, Dept and WIP - By Branch, By Dept reports that prevented users from entering values with more than two digits.