Release 1.080 - July 2022

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Release 1.080 - July 2022

Enhancements and New Features

 

Invoicing Change: Summary Screen Reformat

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The summary screen that is presented when clicking Done on the fill and ship screen has been consolidated to reduce the number of dialog box prompts.  The following new features have been added to the summary screen:

Users can select the Charge button in the lower left to add, delete, or modify Charges applied to the invoice.

Users can select to view PDF, Fax, or Email in the upper right.

Users can select to Batch (mark as R status) or Invoice.  Selecting Batch will ignore the output options selection.
 

Purchase Order Change: Print PO Screen Reformat

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The summary screen that is presented when clicking Print PO has been consolidated to reduce the number of dialog box prompts.  The following new features have been added to the summary screen:

Users can select the Charge button in the lower left to add, delete, or modify Charges applied to the purchase order.

Users can select to view PDF, Fax, or Email in the upper right.

 

Additional Charge Options Enabled on Purchase Order
Purchase Order Register change

CR4048

Additional charge type features have been enabled for Purchase Orders, please consult with the support team to review new options.

Purchase Order register has been updated to include the GL breakdown on later pages of the PDF.
 

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Flat Selector Change to Drop Down Menu

CR4061

All flat selectors clip0412  will be replaced with standard drop down menus clip0413.

Left and right arrow keys can still be used to change options, up and down arrows can be used to change options, typing first letter of selections can be used.

Note that keystroke patterns may change as the menu will no longer 'wrap' by continuing to push right or left to cycle through all options.

Examples below.

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Batch Invoice - Additional Print Option when Emailing

CR4058

Option added to batch invoice when sending emails to include all invoices in the PDF.  When unchecked only customers that would receive an email will have a pdf generate, when checked all invoices will be included in the PDF.

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Price Key Priority Option

CR4114

Price keys can now be flagged as a primary price key in customers > Master Maintenance > Pricing

If an item exists on multiple price keys:
Primary price keys will get priority.

If an item exists on multiple primary price keys:

Lowest price will be used.

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Negative Availability Warning - Yellow Highlight for Existing Lines

CR4146

Order line warning for items with negative availability will now display when order is loaded.  Previously would only show when line was initially added to the order.

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Inventory Inquiry - Will Display Orphaned / Deleted Lots if Qty is not Zero

CR4095

Orphaned or Deleted lots would previously be hidden in the inventory inquiry.  Lots will now display if a quantity remains in the lot and allow for lookup in adjustments to correct quantities in the orphaned or deleted lot.

 

Warehouse Column added to Fill and Ship

CR4152

Warehouse column can be displayed in fill and ship screen.
To view add secured resource: View F/S Warehouse Column

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Physical Count Routine - Scanning Enabled for Lot Control Clients

CR4157

When scanning items with lot control enabled the system will attempt to find lots based on embedded lot and serial number.  Please be aware if quantities have been manually moved to different lots without scanning and relabeling this may result in quantity being returned to original lot.  This will only occur with lot control items.
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Additional Security Resources Added

CR4183

Additional resources have been added to control tabs and display of information.  To re-enable tabs please add the resource to the user security role in System > Security > Roles

Item File Tab:Charges

Item File Tab: Tags

Item File Tab: Uom

Customer File Tab: Charges

Customer File Tab: Customer Item

Label Type

Certification

Mobile Categories

Item Tags

 

System Stability Improvements

CR4106

Item file override correction when changes are made to catch weight item: weight in stock will not be affected.

CR4122

Ability to post work orders with zero cost in and zero cost out enabled for select clients.

CR4130

System will now obey option to disable initial display of order guide / history.

CR4131

Same item on order warning improved to trigger on add line and guide.

CR4138

Option to print transaction date vs line date for expected dates in DBA report.

CR4140

Inventory > Files > Lot Data > Re-Print Lot Labels utility now functional.

CR4150

File transfer backup utility improved to allow for tracking of imports of same file name.

CR4154

PLU screen corrected to allow paging back to first page.

CR4156

Clover connect debugging enhancements and tokenization correction.

CR4161

Restored stock column to PO F5 item search.