Enhancements and New Features
Default Date Needed to Next Delivery Day
CR3958
If you would like the date needed to default to the next valid delivery day please add the following resource to your user role:
Default date needed to the next delivery day
If you would prefer the system to ignore delivery days when creating the default date needed please be sure the following two resources are not enabled:
Default date needed to the next delivery day
Enforce Delivery Day and Date Needed Rules
Pick Ticket Only Comment
CR3907
An additional comment field will be added to the order entry comment button to allow for a comment that will only print on the pick ticket while still having invoice comments.
ACH Payment Capability Added to Mobile Pay
CR3964
An ACH payment option has been added to the existing credit card payment capabilities for Food Connex. Your customers can access a mobile friendly website that will display open invoices and allow them to pay those invoices by credit card or ACH. You must have a free Card Connect account to utilize Credit Card and ACH payment options.
Inventory Transactions - Re-Open Transaction Beta
CR3827
Clients may request the support team enable beta testing of:
Secured Resource: Un-Post Inventory Transactions
With this utility enabled and the resource assigned to a user role a user will be able to un-post an inventory transaction. The re-opened transaction can then be changed and reposted. A new button will be available on closed inventory transactions.
When a transaction is un-posted:
•A General Journal Entry will be created opposite that of the originally posted transaction.
•On order and allocated values will be recalculated for items on the transaction to include any quantities on the now open transaction.
•Posting history records will show the values being reversed.
•Average cost may be recalculated.
Transactions should only be unposted if they are still within the current open accounting period in QuickBooks. Unposting a transaction that is in a closed accounting period will result in general journal transactions that cannot be sent to QuickBooks requiring the user to re-open a close accounting period or manually clear and enter the general journal entry.
After un-posting a transaction it can be treated as an open transaction. Cost and quantity corrections can be made and the transaction can be re-posted.
Sales transactions (invoices) are not currently included in the un-post utility.
Inventory Valuation - Back Dated Reporting - Beta Release
CR3955
Reports > Inventory > Valuation
A new feature has been added to allow selecting an 'as of' date for inventory valuations. Users should be able to see accurate valuations back to January 1st, 2021.
To view an as of / backdated report select the Back Date Report option in the upper left.
Enter the Back Date Value.
•By default the report will show the value based on the cost at the time of the back date entered.
•Users may uncheck the 'Use Historical Cost' option to see the value based on current item file costs.
•The Lot Cost option will always display the current cost for the displayed lot.
Inventory Valuation - General Ledger Entries for Item File Changes
CR3919
Changes to the item file for standard weight, case conversion, catch weight status, and billing unit of measure should only be done when there is no stock for the item, and no open transactions for the item. If the item file change override is used illogical stock quantities, history, and values can be created. If the override is used and the inventory value would be different after the change a general journal entry will be created to affect the inventory and inventory adjustment account for the difference. Previously this entry was not created creating a discrepancy between Food Connex and QuickBooks inventory valuations.
Invoice Post Screen - Additional Columns: PO# and Route
CR3934
System Stability Improvements
CR3633
Corrected allocation calculation and prevented a system administrator warning when deleting work orders with group items.
CR3733
An additional attribute type has been added to prevent printing of labels in WOs if attribute is not answered.
CR3197
Formula price formulas will enforce having a cost basis selected before saving.
CR3977
Order entry order lookup will reset to page one when additional search terms are added.
CR3677
Corrections to configuration descriptions and names have been made.
CR3972
Inventory transactions have been added to change tracking inquiry.
CR3744
PO weigh mode feature disabled on closed POs.
CR3947
Credit memos will force a positive price on screen.
CR3953
Bill of Lading will utilize the Invoice Date rather than Order Date
CR3979
An additional check is being made to prevent illogical dates in order entry.
CR3982
A mobile version number is being attached to order to help track users that may have out of date pages.
CR3936
Date needed has been added to the shipping verification form.
CR3986
Purchase orders must have a vendor assigned before being saved or having line items added.
CR3962
PO worksheet generation times have been improved.
CR3965
Excel output date fields will now recognize as dates in Excel.