Release Note 4.0.89

Enhancements

• The Effective Date verification across the system when posting details to the GL has been enhanced. It now considers the Start Date and End Date of the accounting period set up in the Company. If the Effective Date falls outside this period, users will receive the following notification: "The selected Effective Date is not within the GL Cut Off Date range”.

• New hyperlinks across the application have been added for the parameters: Invoice #, Purchase Order #, Serial #, Part #, Vendor # and Customer #. When clicking on it, the user will see the details in view mode in a new tab.

AP Inquiry

• The Print List under the Gear option has been updated to consider the filters applied by the user in the grid.

Customer Profile

• We have improved page layout to optimize the use of blank spaces. 

• Tabs now follow a consistent design aligned with the rest of the product.

• A new pagination for the grid in the Customer Profile Invoices for Department page for better navigation has been added.

Invoicing

• Deleting parts that had been backordered with Parts WIP turned on are now writing into GL the reverse process.

• A new hyperlink (Map) has been added in the Ship To Customer box to allow users seeing the route from the Sale Branch address to the Ship To address in View Mode.

• A new option has been added under the Service 1 tab to allow users seeing the PM detail related to the Serial # typed in. The PM button will be enabled only if a match is found. Upon clicking on it, the PM details will be opened in View Mode in a new tab.

• The E button has been enhanced to be enabled only if the entered serial # is a valid one. Upon clicking on it, the Serial # detail will be opened in View mode in a new tab.

Journal Entry

• The journal posting logic has been enhanced to follow the Out of Balance condition the Account Field has setup:

  • When the Actual Field value selected is set with balance equal 0, then the system will allow posting.

  • When the Actual Field value selected is set with balance equal 1, then the system will not allow posting at last the user making the action has the permission to do it.

Purchase Order

• A new Branch filter on the Purchase Order main page has been added, allowing users to filter the list by branch.

Users

• A new user type has been added to the User setup page: Barcode User. This new user type is intended for an upcoming proposal.

Reports

• The Parts Demand 12 Mo Report within the Part group has been updated. The required parameter Warehouse is now a selector, allowing users to select a single warehouse only instead of all. 

Data Access

• New permissions were added for the following endpoints:

  • WIPLabor

  • WIPList

  • WIPMisc

  • WIPParts

  • WIPView

  • Technician Warehouse

Issues Resolved

Parts

• Users can now view the Sales History for a part upon accessing the Sales tab.

• The logic for the All Warehouses checkbox in the Old Hist and Open Orders tabs within the Inquiry tab has been corrected. Previously, the checkbox functioned in reverse.

Customer Profile

• The sorting function for all grids in this system now works correctly.

• A pagination issue in the Equipment Tab that was preventing users from interacting with the list has been fixed.

• Sales Groups parameters are now properly retrieved from the Company setup.

AR Inquiry

• The issue that was clearing the form when clicking the Refresh button has been solved. Now, provided parameters remain intact, and the list updates correctly to display records that match the criteria.

AP Inquiry

• The Refresh button was fixed due to an issue where users had to click twice to see the history records.

Reports

• The Equipment History-By Bill To report within the Equipment group has been fixed due to issues in which for specific date range blank pages were printed.

Purchase Order

• The internal error users were facing when receiving equipment with Dealership P.O. # parameter setup has been solved.

Journal Entry

• The logic that was validating AP and AR Invoices in the journal detail to be valid has been removed. Users can now post a journal with no valid AR or AP Invoices on it.

• Some adjustments were made when creating a journal to avoid the Account Filed parameter from being sent as null.

AP Invoice Entry

• The issue that prevented users from creating a new AP Journal after completing a previous one has been resolved. Users can now seamlessly add AP Invoices to a journal, create a new journal, and continue adding AP Journals without any interruptions.

Invoicing

• Tax Code is now updated when changing the Zip Code on the Ship To Address manually.

• The issue that was setting Equipment as taxable when it should not, has been addressed.