Release Notes 4.1.9

Enhancements

Invoicing

• Improved the main invoicing list page to show the 10 most recent document numbers for the logged-in user by default.   See the following article for more details Using the Invoicing Search Page
• Added a new Status column to show each document's disposition.
• Added a new Status filter so users can view results based on the selected status.
• Updated the part removal logic to prevent users from removing quantities that would result in negative inventory.
• Changed the Select Recent Document # field to trigger the search when users press Enter.
• Upgraded the invoice creation logic to automatically assign Dispatch Priority based on the Ship To configuration for the document.
• Updated the tax code override prioritization logic when flat rates are used on invoices sent to Avalara.

General

• Updated the Country selector across the product to include all countries.

Equipment

• Users can now interact with the files in the Photo tab when in view mode.

PM

• Updated the PM list page with two new filters, Search by Ship To and Bill To, and added a new column to display Frequency Days/Hours.

Quote Management

• Updated the Branch and Department filters to support multi-selection.
• Added new details to the quote card: Writer, Created By, and a pill showing the number of days the quote has been in its current column.
• Added a Customer # filter to search for quotes where Ship To matches the criteria exactly.

Journal Entry

• Updated the General Journal report for better visualization of the printed data.
• Added more controls to prevent journals from being posted twice in different sessions.

Branch

• Added the ability to link a financial division to a branch.  This will be used in the future for functionality that groups and displays data at a division level

Dispatch

• Added a new Private Comments column so users can view that information in the grid.

Customer

• Added a new Customer setup parameter, Default Dispatch Priority, allowing users to define the default dispatch priority per customer.
• Users can now interact with the files in the Images tab when in view mode.

Financial Division

• Created a new module for managing financial divisions in a dealership.  This will be used in the future for functionality that groups and displays data at a division level 

Department

• Refreshed the Department Setup page to align with the new branding and present information more effectively.

Vendor

• Added controls in the Vendor setup functionality to prevent users from adding or updating vendors with wrong expense accounts.

TVH Integration

• Updated the price and availability functionality to retrieve more information when calling TVH and default the requested quantity to 100 for the Parts module only.
• Updated the TVH Punchout visibility to be handled by branches.
• Added the ability to submit orders electronically to TVH.

Issues Resolved

• Solved a problem with the Attention TO field in all Send modals across the product due to an incorrect email auto pullup.
• Resolved an issue in the Standard Tax Code selector across the product when managing a high volume of tax codes.

Roles

• Fixed an issue with the All button that prevented permissions from being selected in bulk.
• Top-level permission folder is now selected when a nested permission is checked.
• Resolved an issue that was preventing users from reusing a deleted role name.
• Addressed the sorting issues in the grid.

Purchase Order

• Fixed a refresh issue in the Parts tab that was causing the generated parts to not be listed in the grid.
• Resolved the issue that was printing the Parts/Equipment headers on the report when only Miscellaneous Charges had been added to the order.
• Fixed the error users were seeing when printing the PO and no logo was set up for the branch.

Invoicing

• Resolved the issue in the close invoice process that was not printing the invoice when the invoice being closed had backordered parts on it.
• Unit # is now populated when selecting Customer and Serial # prior to Branch, Department, and Type of Sale.
• Resolved an issue that duplicated subtotals when the Consolidated Labor and Subtotals for Areas settings were enabled.
• Resolved an unbalance display only issue in the Accounting Distribution modal when using Avalara and the work order was set to use Absolute Sales Tax.
• Solved an unbalance issue in credit documents with parts sold with partial quantities.
• Solved an issue in the Labor grid that was not displaying the correct type when making a labor type update.
• Fixed a taxability issue that was not setting the Zip Code tax when using an internal expense code.
• Resolved the undefined label displayed in the Expense Information.
• Solved an issue that was disabling the Save button after a failure.
• Resolved an incorrect error message prompted to users when running the Quote to Order functionality.
• Fixed an issue in the Picking List report that was not displaying all parts according to the parameters provided.
• Addressed an incorrect placeholder in the Estimation Completion Date parameter under the Service 2 tab.

Parts

• Fixed the Transfer Pick List report due to an issue that was not considering partial quantities.
• Addressed an issue in the Parts Demand chart where partial quantities were not considered.
• Added controls to prevent users from posting the same inventory multiple times.

Document Center

• Addressed an issue that caused a blank page when viewing an uploaded document attached to an AP invoice containing a forward slash.

Invoice Register

• Fixed the selection issue in the grid that was causing the user to see an incorrect order preview.

Labor Ticket Import

• Resolved a time zone issue that caused imported labor entries to have an incorrect date.

AP Invoice Entry

• Added controls to the Delete and Post actions to prevent users from posting a deleted AP invoice or deleting a posted invoice.

Equipment

• Fixed an incorrect error message shown to users when changing the Customer # after navigating from the Invoicing page.

CRM

Leads

• Fixed an issue where the Lead page displayed an error after the user who created the lead was removed.