v1.17

Version 1.17 Release Notes

Release Date

September 19, 2024

New Features

Work Order Flexibility from Sales Orders: The ability to manually Add to WO from Sales Order Line Items has been added. Users can now add specific lines to a Work Order without needing the Auto WO trigger on the Item Level.
Auto Work Order Improvements: We added an Auto Work Order prompt at the time of Sales Order publishing to better inform the end user that a Work Order is being triggered. This prompt allows the user to continue or cancel the Auto Work Order. Note: After publishing, use the Add to WO button to include lines on a linked Work Order!
Assembly Backordering: Users can now override the auto-backordering of component parts and place an assembled part on backorder instead. This allows the user to backorder an assembly if that part can be purchased directly.
Taxable Flag on Location Level: Added the ability to modify the taxable status of a specific Customer Location, which will override the Customer's taxable status.
Customer and Vendor Contacts and Locations Summary Tables: These summary tables were added to the Customers and Vendors modules, including the ability to mass delete and restore.
Print Labels with Work Order Build Creation: Users can print labels when creating a Work Order Build. This option is included in the same popup when printing a WO Build.
Print Item Labels from Inventory Dashboard: Users can now select and print Item Labels from the Inventory Dashboard.

Improvements

Secondary Processing (SP) PO Links: Linkage information between SP Work Order Build and their associated Purchase Orders has been added for greater visibility.
Work Order Improvements: When closing a Work Order Build, you can now select the Location to place the final product rather than going to the Lot and Moving after Closing the Build.
Credit Card Terms and Payment Methods Updates: Provided greater flexibility and visibility by adding checkboxes to Payment Terms and Payment Methods to specify when to trigger the Credit Card (Stripe) integration.
Removed Manual Closing of PO Receipts: We are working on allowing updates to published PO Receipts when inventory is mis-received. The first step is to remove the ability to close PO Receipts manually.
Manual Address Override: Added a Manual Override button when entering an address for Locations for easier address input when the address isn't available as an auto-fill through the Smarty integration.
Billing Account Editable on Purchase Orders: We removed the auto-lock on the Billing Account field for Purchase Orders to allow greater flexibility when sending to Vendors. This lock remains on Sales Orders based on requirements for Shipping and is always editable in the Admin Shipping area.
Added Qty Picked and # Boxes Option to Picking Slips: The blank boxes on the printed Picking Slips can be toggled on/off in the Admin Settings area, under Global Customer Settings .
Form & Table Updates: Various minor updates based on user feedback to forms and field functionality and placement.
Import File Updates: Updates & improvements made to various Import Files based on user feedback.

Bug Fixes

Custom Reports First Day of Month Exclusion: Fixed an issue where the first day of the month wasn't included by default in some custom reports.
Custom Unit Pricing Rules Updates: Improved ability to utilize Custom Units on Pricing Rules, ensuring proper conversions when appearing on Order and POs.
Lock Payment Amount on AR and AP Dialogs: Fixed a regression where the Payment Amount on the Receive Payment (AR) and Pay Bills (AP) popups recalculated whenever a user adjusted a line on the popup.
Estimated Cost Updates: Estimated costs on Orders and Quotes were updated to ensure proper conversion based on Custom Units and Component Usage. This only affected the estimated GP% on Orders and Quotes, all subsequent transactions were found to be precise based on costs of parts shipped.

Deprecated Features

None

Known Issues

No reported breaking issues at this time