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24.0102 (scheduled for initial testing on 01/02/24)

Author: support 2 Reference Number: AA-02953 Created: 2023-11-27 08:19 Last Updated: 2024-02-16 13:57 0 Rating/ Voters

24.0102 (released 01/02/2024)

Date  Task #   ========
Type
========		 Screen
(or Report Name)		 Description Request by Customer Links to Additional Info
01/02/2430401New FeatureShipping & Receiving Design new Batch Dispatching & Invoice Printing for Elite Extra Orders on the Ship/Rec > To Dispatch screen.Quality  
01/02/2430794BugReportsINVOICES/CREDIT REPORT > Cannot download the report to excel.TipTop  
01/02/2430793BugEmail Email not working for some users. Quality  
01/02/2430786BugImport Wizard Fix issue on Invoice Line item import. ALL
 
01/02/24 30791BugInvoice Payment It's not allowing users to apply credit to an invoice when clicking the arrow. Not working on the 23.1212v. Quality 
01/02/24 30787BugReports User with report security to ALL but with Security type sales, but the account's report screen is empty. Fender Bender
 
12/29/2330785NewCustomer DetailUpdate the tax rate for these customers on ORLANDO BODY PARTS account. OBP 
12/29/2330778New FeatureFind PartShip to & bill to address dropdown. make that header background on blue color. It should disable to the user while selecting from dropdown. it shows undefined error.ALL  
12/29/2330771BugFind PartsADDRESS TYPE: SHIP TO, LINK TO: -- When searching for customers on the find parts screen with a customer and link to a bill to the customer, it does not auto-populate on the Bill to the fieldFender Bender  
12/28/2330767New FeatureDashboardREMOVE CLOSED from the TOP LEFT Pie Chart.ALL 
12/28/2330773 BugShipping and ReceivingTo Dispatch -->  Driver List OverflowingALL 
12/28/2330737Bug Transactions- ALL DROP DOWN LIST (Find parts screen/SOPO screen, etc > When searching for customers, the header on the drop should not be selectable.
- When creating new orders from the Find parts screen and there's some partial items in backorder, the status of the order shall start with 'NEW' right now showing 'Waiting to be purchased' by default and the save and submit button is missing.		ALL 
12/28/2327371Bug Reports 23.1212v When clicking the Add to Favorite, the popup asks to remove the report to Favorite list even though its not yet been added and goes in loop.ALL 
12/28/2330678New FeatureCredit Memo Do not allow the Credit Memo line-item NET Price to be MORE than the related Invoice line item price. When ANY of the QTY fields are changed, OR the List, Unit, Net or Discount fields are changed, check to see if the CM line item is LINKED to an INVOICE.  IF SO, DO NOT Change, or allow the user to change the NET price to be MORE than the related Invoice NET PRICE. Quality  
12/27/2330713New FeatureReportsNeed a set of SALES ORDER REPORTS by Vendor.  Please duplicate the following reports and add By Vendor in the report name.
Fitz 
12/27/2330746BugShipping and Receiving- (Other Warehouse ex. M2121 > In Route Screen) Move to Status > Dispatch > It should not go to the Main warehouse dispatch but to the original warehouse's dispatch screen.
- On the popup>the message defaults to CLOSE status. It should give the correct status name where it will be transferred.
- TRANSFER AND SHIP >When changing the status of the Sales Order manually from the SO screen to In Route, it disappears on the Shipping and receiving screen. It should appear on the In Route/In the Rack of the (Main Status)		Quality 
12/27/2330760Bug 
When click you click Log Out from the gear icon, it redirects to 1place.cloud/home/logout and shows the "Your connection is not private" message on the screen.Alliance 
12/27/23 30145BugShipping and ReceivingIn Route/In the Rack (M2121 warehouse) > S230629-0163 >It shows duplicated lines on the In Route screen.Quality 
12/27/23 30770New FeatureItem DetailUpdate Price from QBO to SQL DBVaillant 
12/27/23 30140BugFind PartsWhen selecting an item and changing the Net price before the quantity, the Net Price amount updates to List Price Amount. It should retain the new price enteredQuality 
12/26/2330556BugStock TransfersPlease change the FetchTransferAndShipOrdersToReceive api to NOT return any data if it has already been received.  EXCEPTION: If the Transfer has already been received return this error: 'This transfer has already been received'ALL 
12/26/23 30763BugImport Wizard Error when importing Item List. Alliance 
12/26/23 30761BugReports - Ran the report at a custom date range: January 1, 2023 to August 31, 2023, clicked Run Report, and after a few seconds it gave the 'Undefined Error'.
- After clicking OK on the error pop up message, it gives a blank page, I clicked on the 'Back To Reports', but gave me a blank screen.		Alliance 
12/22/2330750 New Feature
MAKE 1place LOGIN PROCESS more redundant and less reliant on Domain Name and/or SSL Cert.ALLSee KBA 02956
12/20/2330729New FeatureItem DetailMake a way to duplicate a part and all related records fields, vendors, prices, catalog, etc.  (DO NOT DUPLICATE THE INVENTORY QTYs, Sales History, PO History, or Logs)Quality 
12/20/2330754Bug Item Catalog When user click "NO" on that duplicate popup. it should close that popup screen but shows invalid another popup like "add new catalog"  
12/20/23 30753BugItemsManually added items(item number) are not shown in the item catalog table.  
12/20/2330761Bug Reports - Ran the report at a custom date range: January 1, 2023 to August 31, 2023, clicked Run Report, and after a few seconds it gave the 'Undefined Error'. I tried to run in a custom date 01/01/2023 to 01/31/2023, still get the same error. I tried to run in a custom date 11/01/2023 to 11/30/2023, it shows a report.
- After clicking OK on the error pop up message, it gives a blank page, I clicked on the 'Back To Reports' to go back to the report list, but gave me a blank screen.		Alliance 
12/20/2330697BugQBO After sync, almost all Invoices are unpaid in 1place, but they are paid in QBOVaillant 
12/20/2330719Bug QBO Sync Issue: Not all invoices/data are synced to 1place. When I click sync for Invoices, loading stops at 90-95% and it freezes. Maybe that's the reason some Invoices in QBO are not in 1place.Vaillant 
12/19/2330756Bug ReportsThis report on the 23.1212 is not showing all parts with available stock.  
12/19/23 30752BugItem Detail- When the user enters a "from" range year only (i.e. year range = 87), the year should be displayed on the year listing. Currently, an error popup is displayed to the user that says "Please select a valid year range.
- If the user makes edits to the year range, those changes are not currently being updated
- When the user makes any changes in the edit function, the "Save" button should turn red to indicate that changes have been made.
- To prevent unintended changes, the year listing field should be disabled.		  
12/19/2330751BugEmail SettingsTest connection button is not working.  
12/19/2330748Bug Inventory AdjustmentSomeone or something is adjust/deleting the inventory stocks. From the audit log, 'Inventory' user was the one who made the changes around 4AM BUT according to MRF no one was working at that time. Date and time is 11/30/23 3:58 AM and 11/30/23 3:57 AMMRF 
12/18/2330400BugShipping and Receiving - Additional issues slowing down their end of day dispatching.
- Some shipped via count on the dispatch screen (main warehouse) shows correct for some filters, but some give wrong count.		Quality 
12/18/2330738BugItem CatalogsWhen loading the items to add it is missing the category, subcategory columns.TipTop  
12/18/2330722BugSales Order PO Need to manually update POLink and SOlink values to create Invoice. Reliable 
12/15/2330706BugSpecial Order - When creating a PO from the SOPO screen, when manually entering in the vendor and item, the click proceed, the popup to create PO does not show the vendor (or is blank)
- After POs are created for items in backorder, the status of the line item does not change to ‘Waiting for Delivery From Vendor’.		Quality 
12/14/23 30732 New FeaturePrice ControlChange the pop up: The lowest authorized price is $2,202.00.  Please press Cancel and change the price. Or, ask your Manager to enter an Over-ride passcode below to proceed  
12/14/2328905New FeatureFind PartsModify the PROMPT USER option (if same Year, Make, and Model is already on a QUOTE).Quality 
12/14/2330714New FeatureSales Order - Add a permanent tab called 'Sales Order Back Orders.
-  Add another 2 COLUMNS on that same new tab that shows the related PO Date and the # Days On Order.		Fitz 
12/13/2330730
Item DetailsPlease check all Currency fields to make sure they have a least 2 decimal places.ALL  
12/13/2330718New FeatureItem DetailsAdd the Bin # to the drop down list as a column to the right of the Qty in Stock. Add the Vendor as a column to the right of the PO#.  Push all of those fields to the left so the drop down list columns have more screen spaceALL
 
12/13/23 27371New FeatureReports Move the All reports to the TOP and auto select it and auto display the full list of reports.Quality 
12/12/2330728New FeatureAPIBe able to sort the subcategories from front to end. Orlando 
12/12/2330537BugOs ScanTrying to pick multiple items, same item but on different sales order, but it just takes me back to the picking screen and no confirmation pops up.ALL 
12/11/23 29726Bugitem Details Item Split > The Date Received should not update based on the date it was split.Quality 
12/11/23 30727BugShipping and Receiving Page number and next page button  is not visible.ALL
 
12/11/23 30718New FeatureItems- Move some fields to the left so the drop down lists for Receipt can be wider.
- On the Receipt drop down list please show a HEADER for each column
- Make sure the drop down list has these columns (Receipt ID, Qty in Stock, PO #, Vendor, Bin #)		ALL
 
12/11/23  30726     
12/08/2327371BugReports Add another section under the Custom Reports called All Reports   (this will display ALL reports in Alphabetical Order).Fender Bender 
12/08/2329727BugSales OrderSales Rep field >When changing the Bill To/Ship To Address on the Sales Order, the Sales Rep changes to the Sales Rep value of the Customer. IF the setting (Auto fill the Sales Rep field with the currently logged-in user name) is enabled, it should retain the Sales Rep who is currently logged in even if the Bill To/Ship To address is changedQuality 
12/08/2330723BugReports
Fix issue on export excel file for Invoices / Credits by Item (w/ Item Qtys) report.
Fender Bender 
12/06/2330711Bug Reports TOTAL SALES BY ITE, (BEST TO WORST $) > Sort the Total Amount from Largest to Smallest > There are items in the report that are showing duplicates.Fitz 
12/06/2330710BugReportsInvoice/CreditsBad requests and undefined error when generating reports. Reliable 
12/01/2330708New FeaturePacking SlipMove the Bin column (per sales order and per item) right beside the Item Number column.Plastic 
11/30/2330693BugItem Assemblies- When an item ASSEMBLY field is set to true, when you open the Item Detail screen it is auto selecting the Assembies (Bundle) tab.  It needs to auto select the Dashboard like the item items. 
- When the item assembly field is set to true, then if the item is EDITED, when trying SAVE the item, even when the Assembly Type has a valid value, it prompts the user to select the Assembly Type again		ALL
 
11/30/2330702BugReports > Invoice/Credits- Sales History - 2 Year Comparison by Item (Alpha): there are 3 same report titles, delete the other 2
- For correction: Invoices / Credits by Entered By Person (Totals) should be Invoices / Credits Entered By Person (Totals).
- Report titles should be grouped.		Reliable 
11/30/2330688BugSettingsChange decimal Place settings. On PO settings change the label to read: Number of Decimal Places - for Cost fields (2.4).  Then make sure all places where a COST is displayed (PO costs, Sales Trans costs, Item detail Stock/Financial tabs) uses this setting. On the Sales settings, general 'Number of Decimal Places - for Price fields (3.2) - make sure the Item Detail 'prices' and Sales Transaction Prices use this setting.ALL 
11/29/2330689New FeaturePrice Change POPUP on PRICE Change, fix label The lowest authorized price is %150% Please press Cancel and change the price. Or ask your Manager to enter an Over-ride passcode below to proceed.  REMOVE THE % in front of the value shown above.  The first sentence should read: The lowest authorized price is 150%.ALL  
11/29/2330649New FeatureReportsNEW (ITEMS) REPORTS: Items - Inventory Count Sheet (By Category / SubCategory with Fixed Bin Locations)Fitz 
11/29/23 30077BugAll Transactions-Delete"Reason for delete" popup not working properly.  
11/29/2330627BugSettings DO NOT ALLOW TAB >Keeps resetting the check marks/ not saving the settings.   
11/29/2330696New FeatureW-9Make the date automate on the W-9 field to current date when creating a new customer account only if tax exempt with a tax ID number.  
11/29/2330654BugInvoice / Credit Memo
This is not working on version 23.1031. On Credit Memo's, when the Qty Returned is entered show this prompt to the user: 'Do you want to return this item back to stock? Please type YES or NO in the field below.
Quality  
11/29/2330687Bug Navigation Bar Fix Find Parts button overlapping the other 3 buttons.   
11/28/2330682BugSales OrderSales Order List > New Tab Wizard > Unable to add Field Source or Line ItemAlliance 
11/28/2330683BugShipping and ReceivingThere are orders from other warehouses that does not appear on the Dispatching screen.Quality  
11/28/2330691BugSales-PricingChanging the Unit Price, when there is a Discount, is not calculating the NET price properly. ALSO when changing the NET PRICE, when there is a DISCOUNT IS NOT resetting the Discount to 0.ALL 
11/28/2330677New FeatureQBODont flag users, when saving new records--IF the master QBO turn on setting = False.  
11/27/2330480New FeatureSales TransactionOn the Settings > User Security > Edit User > Do Not Allow (tab) -- under the setting called 'User Cannot Change Freight Charges', make a new setting called 'User Cannot View or Edit Line Item Options'.  Then when the Q, SO, I, CM are opened, if the setting is true, the gear icon for the line items will become disabled.Quality 
11/24/2330690BugSales Transaction Manager Override popup not accepting a valid manager over ride passcode.ALL 
11/23/2330684BugSales OrderUnable to create a customized/ new tab using either of the following conditions and its values for Field SourceAlliance 
11/23/2328648BugCustomersStore more than 2 email addresses or increase the amount of characters in the field.ALL 
11/22/2330681Bug Import Wizard Fix issue on invoice import header. IPC  
11/22/2330679BugItemsITEM STOCK TAB > RETURNING ITEMS FROM CM > Remove the extra decimals that appear for the number of stock returned in the Notes section.ALL 
11/22/2330646BugSales OrderSALES REP FIELD >DEFAULT SALES REP FROM CUSTOMER DETAIL >When entering an order from the Sales Order screen and selecting a Customer, the customer's default sales rep does not automatically fill in. Impact 
11/21/2330652Bug Credit MemoTested on version 23.1116: the amount is clickable, can edit the amount, but once the 'Apply Credit' button is clicked it reverts back to the amount of the credit memo.Reliable  
11/21/2330536BugInvoice Should be able to date payments prior to the current date. For this version 23.0926, a pop will appear ("warning Please select the valid Payment date") if the payment is dated prior to the current date.Reliable  
11/21/2330669BugCredit MemoNET PRICE ON THE CREDIT MEMO issue. When the Net Price in the Find Parts screen or sales order is changed after the manager override, the Unit price should also get updated to base on the Net Price and When you change the Net price on the Find parts screen after the Manager override, the new price did not bring over to the sales order.Quality 
11/20/2330671BugShipping and ReceivingWAITING FOR DELIVERY FROM VENDOR and WAITING to be purchased. When changing the status of the order with these statuses if the item is in backorder or has PO, it should not be included in the sales order update.Quality 
11/20/2330658New FeatureItem DetailIn the PO's tab, transactions related to PO is sorted in chronological order, in which the screen only have columns for Qty Order and Qty Received. Khozem suggested that it would be better to have a column for Qty Back Order.Reliable
 


24.0102 Version Releases History

Version #Date Released
24.0102b2024/01/04
24.0102a2024/01/03
24.01022024/01/02




24.0102 (Known Issues, and Fixed in Version #)

Fixed in Version #  Date  Task #   ========
Type
 ========		 Screen
(or Report Name)		 Description Requested by
Customer		 Links to Additional Info
24.0102b02/13/2430838Bug Shipping and Receiving (other warehouses) > When moving orders from In Route to To Dispatch, it does not appear on the dispatching screen but when you search for the part it shows up. And when you try to dispatch them, an error occurs.Quality 
24.0102b02/05/2430941 BugSales OrderShipped via --> When updating a shipped via on SO, a popup appears asking if the user wants to update the delivery fee. However, the tab and enter functions are not working.  
24.0102b02/05/2430902BugInvoice Add new --> When a user adds a service-type item to an invoice, the quantity of ordered items is displayed in the 'Qty BO' field.ALL
 
24.0102b02/05/2430811BugUserCloud documents-->Unable to Sign in to cloud drive account.  They are receiving an error message and cannot access their cloud documents.ALL 
 
30940BugItems Stock tab-->When trying to adjust quantities in the Stock tab, the Tab and Enter functions do not work for the Additional Cost, Bin, and Lot/Serial Num columns.  
 01/24/24 30938BugSales OrderWhen the User adds an Item and enters Qty order =0 on the line item, it changes the status "New" to "To print & pick". We should not allow to change the Status for empty values.  
24.0102d01/19/2430906BugInvoice Service and Non inventory shows Back order Quantity in Invoice.
 
24.010201/22/24

30856BugSales OrderSales order can cause a total mismatch when editing the price and quantity of an existing order, as tax calculation does not work properly at that time. This mismatch occurs when clicking on the print button.  
 01/22/2430918BugSettingsGenral sales setting--> Manual Tax code calculation not working properly.  

01/22/2430752BugItem DetailWhen the user enters a "from" range year only (i.e. year range = 87), the year should be displayed on the year listing. Currently, an error popup is displayed to the user that says "Please select a valid year range.  
24.0122a01/23/2430930BugAll TransactionsDropdown not selecting properly. When selecting from the dropdown list, the header column is auto-selected instead of values such as customers, vendors, and items.  
 01/22/2430928Bug Final step. BUG: After looking at list of items that need to be purchased, the QTY TO BUY gets auto filled in.
1--Need a button on filter called: Set All Qty To Buy To 0. 2--When I manually change all of the Qty to Buy to 0 except 2 items, to test making the PO, it still tries to make a PO with ALL of the items on the list. 3--When user changes some of the Qty's to Buy to 0 or some other number, and then clicks the Show ALL button on footer it wipes out the values the user changed. 4--When the Replenish Stock screen is first opened it checks for any items on Sales Orders that are not Invoiced. There is a POPUP message that reads: You have x Sales Orders that have a total of x unique items on Back Order. Do you want to include these items in this Stock Replenishment analysis? If Yes please type YES in the field below and then click OK to continue		  
 01/22/2430927BugSales Order POThere is a new checkbox of the footer of the line items that does NOT appear unless you click the Show Item Vendors.Quality 
24.012301/23/2430919Bug Items Item adds new--> When the "Price level" button is clicked, a screen pops up. During that time, the new screen background turns black.ALL 
24.012301/23/2430915 BugSales Order When the user selects "Bill to customer" from the dropdown list, an "undefined" error appears. ALL
 
24.012301/23/2430907Bug Credit Memo Unable to create a new credit memo. when the user selects a customer from the dropdown list. it shows an undefined error. ALL 
 01/19/2430906BugInvoiceUnable to create a credit memo for service type item. it shows an Invalid popup. ALL 
 01/19/24
30908BugCredit MemoWhen the user before returns an item line total gets updated. ALL 
 01/09/24 30858BugReplenish StockMin/Max--> When using the min/max analysis method to run a calculation for replenishing stock, the user encounters an undefined error.ALL  
 01/09/2430857Bug Replenish StockPast sales history-->On the "Filter for Item" & "Filter for Category" tabs allow you to search on empty values. ALL 
 01/24/2430944BugSales Order SALES ORDER STATUES >When manually changing the statuses on the line item, it reverts back to old status. Quality 
 01/24/2430943Bug To Pick and PrintTO PRINT AND PICK SCREEN > The Combined Printing ticket on the 24.0102b is stuck on loading. Quality 
 01/24/2430942BugCredit MemoWhen returning 1 part out of 3 items on an invoice it created an empty Credit memo. It didn't bring over the selected item to return.Quality  
 01/23/2430935BugPricing Control- The Price needs to recalculate each time from the original price.  If admin gives OK, then user changes the price again, the admin needs to RE-OK the price again.  This way the user cannot give 20%, then 20%, then 20% more, etc
- Also when the Price Controls pops up, please ROUND the 'lowest price' that we show the user to 2 decimals.  It should not show MORE or LESS than 2 decimals, and also put commas in the totals to the left of decimals every 3 digits.		Quality 
 01/22/2430929Bug Transactions SUBTOTAL bug: Create a Sales Order > Add an item that has $0 price. Save the Line.  Go back and change the price, now it doesn't UPDATE the SUBTOTAL and TOTAL Fields.ALL 
 01/09/2430856Bug Sales OrderEdit-->Sales order can cause a total mismatch when editing the price and quantity of an existing order, as tax calculation does not work properly at that time. This mismatch occurs when clicking on the print buttonALL  
 12/29/2330779Bug Find Parts SO -->SOBO-->When user alter an Qty order Net Price and Unit price back into item list price. ALL
 
 12/29/2330790 BugCustomersAdd new-->In one source, payment methods added by customers do not reflect in QBO after syncing.ALL
 
24.0102b01/04/2430789BugCustomer/Vendor/ItemAfter adding a new customer/vendor/Item, the page doesn't navigate to the detail screen and gets stuck.ALL  
 12/29/2330788BugPurchase OrderQuickBooks --> when the user create an PO(QBO) and bill as Paid. after syncing with OneSource those bills and Qty received are not update properly.ALL 
24.0102b01/19/2430901BugQuote/Sales Order- When editing line items such as quantity, net prices, and unit prices for an existing order, the changes are not saved and do not update the subtotal When the "Save" function is doesn't no turn "RED".
- Also, as of 1/19, steve tested to try to break the Sales Order SubTotal.  When using version 24.0118 the SubTotals get WAY WAY off. For zTest McDonalds HB, sold 2 of HO1000101 at $80 Each. 2 separate line items.  BOTH TIMES it HUNG for several minutes.  Then the SUBTOTAL came in at $102,400.		ALL 
        





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