| Version # | QA Tested | Module | Description | Support Request # |
|---|
| 26.0331 | YES | Find Parts | BUG FIX: Resolved an issue where stock information would not display after clicking the Show Stock button in Find Parts. The stock details now appear correctly on the screen. | SR-2761 |
| 26.0331 | YES | Bin Management | BUG FIX: Resolved an issue where the Bin Locations Import Wizard would get stuck on the loading screen during import. | SR-2019 |
| 26.0331 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where Print Preview on Print and Pick Selected would hang with the loading icon. Users can now successfully preview picking documents after selecting users, routes, and orders. | SR-2947 |
| 26.0331 | YES | Vendors | BUG FIX: Resolved an issue where viewing a PO from the Vendor Details screen opened a blank page. POs now display correctly when accessed from the Vendor > Purchase Order tab. | SR-2882 |
| 26.0330 | YES | AR Receive Payments | BUG FIX: Updated AR Receive Payments, AR Aging, and AR Statements to display all open balances, including those for inactive customers, ensuring full visibility of outstanding amounts. | SR-2639 |
| 26.0330 | YES | Customer Detail | BUG FIX: Resolved an issue where marking a customer Inactive and then attempting to reactivate them caused an undefined error. Customers can now be reactivated without errors. | SR-2883 |
| 26.0330 | YES | Customer Portal | UPDATE: Enhanced image display in the Customer Portal to support improved zoom with better quality. There are no specific size or format requirements, and the system handles scaling automatically. The same image can be used for both thumbnail and full-size views. | SR-2665 |
| 26.0330 | YES | Find Parts | BUG FIX: Resolved an issue where Tax Recalculation would trigger multiple times on Find Parts and Sales Order screens and not save on the first attempt. | SR-2018 |
| 26.0330 | YES | Item List | BUG FIX: Resolved the export issue from Item List > Custom Tab that previously showed a “site can’t be reached” error. A progress bar with a cancel option has been added for item record downloads. Note: For very large datasets (e.g., over 200k records), errors may still occur due to volume limits. A full fix will require server-side file generation instead of HTML rendering. | SR-2815 |
| 26.0330 | YES | Invoices | BUG FIX: Resolved an undefined error when using Save Layout for All Users button on the Invoice screen. | SR-2852 |
| 26.0330 | YES | User Security | BUG FIX: Reviewed and corrected the “Do Not Allow” settings so they now accurately enforce restrictions as described. Specifically, users are prevented from modifying invoice fields (dates, line items, quantities, prices) but are still able to print, reprint, or email invoices. | SR-2888 |
| 26.0330 | YES | Reports | BUG FIX: Resolved an issue where the Invoices/Credits by Customer report would not download to Excel after selecting the export option. The download now triggers correctly. | |
| 26.0330 | YES | Customer Detail | BUG FIX: Fixed an undefined error that prevented changing customers from Inactive to Active. Updates now work correctly both on the Customer Detail screen and via the Import Wizard. | SR-2872 |
| 26.0330 | YES | Sales Order/Invoices | BUG FIX: Resolved issues where Category and Item # columns appeared merged, field checkboxes could not be toggled, and the Layout Designer Close button was disabled. Fix applies to both Sales Order Detail and Invoice Detail screens. | SR-2880 |
| 26.0326 | YES | Bin Management | BUG FIX: Resolved an issue in Bins Import Wizard where uploads were incorrectly processed as invoices/credits, failed to import, and redirected to the wrong screen. | SR-2495 |
| 26.0326 | YES | Import Wizard | BUG FIX: Updated the Delivery Zip Code Import Wizard to support both add and update functionality, preventing duplicate records during import. | SR-2862 |
| 26.0325 | YES | AR Receive Payments | BUG FIX: Resolved an issue where credits would not open in the Receive Payments screen and returned a Bad Request error. | SR-2837 |
| 26.0325 | YES | Created By Process | BUG FIX: Added support to populate the CreatedByProcess field for all transactions across key sources (FindParts, Sales Orders, Quotes, Customer Portal, Scanner, and integrations such as CCC, PartsTrader, and OPSTrax) to improve reporting accuracy. | SR-2773 |
| 26.0325 | YES | Customer Detail | UPDATE: Added Default Printed Transactions in the Customer Detail > Communications tab, allowing users to define default print options for Quotes, Sales Orders, Invoices, and Credit Memos. Also added a new Sales Defaults section in Settings to manage system-wide default print preferences instead of relying on last-used selections. | SR-2354 |
| 26.0325 | YES | Quotes | BUG FIX: Resolved an issue causing undefined errors when creating quotes on versions 0323 and 0324. Users can now create quotes without errors. | SR-2839 |
| 26.0324 | YES | Sales Order | BUG FIX: Resolved an issue where the Sales Order Delivery Date was not consistently saving, causing some orders to be created without a delivery date. | SR-2829 |
| 26.0324 | YES | Reports | BUG FIX: Resolved an issue where running the Sales History – 2 Year Comparison by Customer (ALPHA) report for “Last 365” days exported an Excel file with detailed invoices and credits instead of the summarized data. The Excel export now matches the report view for all date ranges. | SR-2492 |
| 26.0324 | YES | User Security | BUG FIX: Resolved an issue where updating a user’s settings was not applying changes to other linked (copied) users. Settings now correctly propagate to all related users. | SR-2225 |
| 26.0323 | YES | Find Parts | BUG FIX: Resolved an issue where clicking “Reset Item” in Find Parts (Standard Layout) prevented new or repeated searches from displaying results. The screen now refreshes properly without needing to reopen the page. | SR-2510 |
| 26.0323 | YES | Invoices | BUG FIX: Resolved an issue where the Invoice # was not displaying in the Payment Details tab and required additional clicks to view. The Invoice # now displays correctly, and the Payment Details print setting is retained after saving. | SR-2525 |
| 26.0323 | YES | Labels | BUG FIX: Resolved an issue where label design changes were not being saved on the Dispatch screen. The Save button now properly activates when modifications are made, ensuring label updates are retained. | SR-2762 |
| 26.0320 | YES | Customer Portal | BUG FIX: Resolved an issue where searching for parts in the Customer Portal (via part number or Year/Make/Model) returned an undefined error. | SR-2706 |
| 26.0320 | YES | Customer Portal | BUG FIX: Resolved an issue where customers were unable to print Credit Memos from the Customer Portal. | SR-2755 |
| 26.0320 | YES | Invoices | BUG FIX: Resolved an issue where users could type comments on invoices but received an error when saving. Comments can now be saved properly according to user permissions. | SR-2424 |
| 26.0320 | YES | Purchase Order | UPDATE: Updated the PO functionality and KBA to ensure proper enforcement of editing, deleting, and adding rules. | SR-2631 |
| 26.0320 | YES | Users | BUG FIX: Updated the system so that for new companies, the Dashboard is visible by default for all new users, instead of being hidden. | SR-2518 |
| 26.0319 | YES | Credit Memo | BUG FIX: Fix: Resolved an issue where the Show Payment Details option on Credit Memo printing was not saving and therefore not appearing on printed documents. | SR-2754 |
| 26.0319 | YES | Find Parts | BUG FIX: Resolved an issue in Find Parts where Sales Orders could be created without Bill To and Ship To by restricting selection to active customers only. | SR-2787 |
| 26.0319 | YES | Integrations | BUG FIX: Added validation to prevent integrations from creating quotes or orders for customers marked as Inactive. | SR-2372 |
| 26.0319 | YES | Labels | UPDATE: Redesigned label storage to use existing tables with added versioning, ensuring the latest label is always used and preventing loss of designs. The Save Label button now activates on changes, and users can optionally save previous versions, view version history, and restore or revert to earlier label designs as needed. | SR-2276 |
| 26.0319 | YES | Sales Order | BUG FIX: Resolved an issue where customer orders were created without prefixes despite having a default warehouse assigned. | SR-2727 |
| 26.0319 | YES | Sales Order | BUG FIX: Resolved a stored procedure error that prevented creating Sales Orders in versions 0323 and 0324. Users can now create SOs without errors. | SR-2841 |
| 26.0319 | YES | User Security | BUG FIX: Fixed an issue where creating a new company caused User Security to display incorrectly (modules showing random codes). | SR-2769 |
| 26.0319 | YES | Vendor Detail | BUG FIX: Resolved an issue where users were unable to save vendor contact information even with full permissions. Contact updates now save correctly. | SR-2760 |
| 26.0318 | YES | Item Detail | BUG FIX: Added a dropdown for Default Bin Location on Item Detail, displaying bin locations from the Warehouse Bin Locations table in alphabetical order. | SR-2650 |
| 26.0318 | YES | Item Detail | PDATE: Updated the Stock tab to hide multi-warehouse-related buttons when the Multi-Warehouse functionality is disabled in settings. | SR-2650 |
| 26.0318 | YES | Item Picture | BUG FIX: Fixed an issue where uploading item images using the template would fail with a “path format not supported” error.
Added a Default checkbox column in the Item Detail > Picture table.
Updated layout to reposition Picture ID before the Updated By/User/Date fields. | SR-2695 |
| 26.0318 | YES | Labels | UPDATE: Added a new field for Received Date in all labels, and the related logic has been completed. | SR-2725 |
| 26.0318 | YES | Labels | UPDATE: Enhanced PO label printing by adding larger font size options (34, 36, 38, 40, 42) to improved readability of Item Numbers when printed. | SR-2723 |
| 26.0318 | YES | Sage Integration | BUG FIX: Resolved an issue where the AP Bill Upload button was not working in Purchase Orders. | SR-2667 |
| 26.0318 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where items were being picked from reserved “On Dock” bins. The system now prevents selection from reserved bins during picking. | SR-2717 |
| 26.0317 | YES | Credit Memo | BUG FIX: Updated reporting for Credit Memos created from Customer Portal orders so the Created By reflects the 1Place user who created the original Invoice, instead of the Customer Portal user. | SR-2694 |
| 26.0317 | YES | Invoices | BUG FIX: Resolved an issue where the PO Box option was being automatically checked on invoices. The default behavior has been corrected, and existing invoices have been updated to uncheck the PO Box option where applicable. | SR-2550 |
| 26.0317 | YES | Invoices | BUG FIX: Prevented duplicate Invoice and Sales Order numbers by adding a unique index to the Invoice and SalesOrder tables. | SR-2696 |
| 26.0317 | YES | Item Details | BUG FIX: Resolved an issue where the Put Away function (scanner) was not recording the user in the Transaction Log. | SR-2697 |
| 26.0317 | YES | Reports | BUG FIX: Resolved an issue where the Sales Tax Liability Summary report was not exporting data to Excel. The file now downloads correctly with complete data. | SR-2669 |
| 26.0317 | YES | Sales Order | BUG FIX: Added validation to check for duplicate Customer PO numbers per customer when creating Sales Orders or using Find Parts. A warning prompt now appears if a duplicate PO is detected. | SR-2685 |
| 26.0317 | YES | Stock Transfer | BUG FIX: Fixed the issue preventing transfers from updating correctly after being sent and received. Transfers that were previously stuck in “In Route” status now properly move to Invoice & Receiving once the transfer process is completed. | SR-2164 |
| 26.0316 | YES | Item Details | UPDATE: Added functionality so that when images are uploaded via URL, the first photo is automatically set as the Default image to display on the Find Parts screen. | SR-2653 |
| 26.0316 | YES | Item Details | BUG FIX: Resolved an issue where certain logins were missing tabs on the Item Detail screen. Tabs and settings are now properly displayed and configurable. | |
| 26.0316 | YES | Sage Integration | BUG FIX: Resolved an issue causing errors during API recalculation with Sage Intacct. | SR-2727 |
| 26.0316 | YES | Sales Order List | BUG FIX: Resolved an issue where the “Contains” filter condition for the SOStatus field was not functioning correctly in the New Tab Wizard. | SR-2683 |
| 26.0316 | YES | Sales Tax | BUG FIX: Resolved discrepancies between the Sales Tax Liability Summary and Detailed reports, and addressed incorrect tax calculations for unregistered jurisdictions. Customers outside applicable states have been updated to Tax Exempt with a default Federal Tax ID, ensuring accurate tax reporting and compliance. | SR-2778 |
| 26.0316 | YES | Customer Details | BUG FIX: Resolved an issue where customers set as Bill To only were incorrectly populating both Bill To and Ship To addresses on Quotes, Sales Orders, and Invoices. The system now correctly assigns the Bill To address and pulls the linked Ship To customer where applicable. | SR-2313 |
| 26.0316 | YES | User Security | BUG FIX: Updated Custom Security behavior so that changes made to a user with a Custom security type are automatically applied to all linked users. | SR-2308 |
| 26.0314 | YES | Item Catalog | BUG FIX: Resolved issues with incorrect year ranges, missing models, and incomplete catalog data after rebuild. Items now reflect accurate year coverage and display all applicable models for proper search results.
Also fixed issues where some items (e.g., KI1000212) were missing catalog data, and corrected item description formatting, including spacing, removal of extra parentheses, and restoration of proper CAPA/Non-CAPA and Diamond Standard suffixes. | SR-2467 |
| 26.0312 | YES | Credit Memo | BUG FIX: Resolved an issue where users were unable to view the credit receipts and payment info and access the Give Cash Back or Apply Credit to review how a payment was applied on a Credit Memo. | SR-2664 |
| 26.0312 | YES | Scanner | BUG FIX: Resolved an issue where the scanner displayed the wrong Default Bin Location. The scanner now correctly references the Default Bin Location by Warehouse table instead of the old Item Detail Default Bin field. | SR-2636 |
| 26.0311 | YES | AR Aging Summary | BUG FIX: Resolved an issue where credit memo amounts were showing as zero when exporting the AR Aging Report to Excel. The exported file now correctly includes the actual credit memo amounts. | SR-2615 |
| 26.0311 | YES | AR Receive Payments | BUG FIX: Resolved an issue where an undefined error would occur after selecting a customer in the AR Receive Payment screen. | SR-2632 |
| 26.0311 | YES | AR Customer Statements | BUG FIX: Updated the Excel Statement email export so that all Ship To locations for a single Bill To customer are included in one file and one email. This eliminates the previous behavior of sending separate emails for each Ship To, while still distinguishing the different Ship To locations within the statement. | SR-2615 |
| 26.0311 | YES | Invoices | BUG FIX: Resolved an issue in version 0305 where AR users, including admins, were unable to access the Edit Payment button under the Payment Info tab in invoices. The button is now accessible to all users with proper permissions. | SR-2558 |
| 26.0311 | YES | Sales Order | BUG FIX: Resolved an issue where users could not select a specific receipt to sell or ship in the Stock Selector. The “Required Quantity already fulfilled” message now only appears when the quantity has actually been met, allowing proper receipt selection | SR-2445 |
| 26.0311 | YES | Send Email | BUG FIX: Resolved an issue where users with print rights could not select Email Document unless the setting “User cannot make changes to Invoices & Credit Memos after printed” was unchecked. Email document access now works correctly with proper permissions. | SR-2399 |
| 26.0309 | YES | AR Receive Payments | BUG FIX: Resolved a critical error that occurred when applying payments in AR Receive Payments. The issue, caused by an outdated fetch stored procedure, has been fixed. | SR-2556 |
| 26.0309 | YES | Item List | BUG FIX: Fixed issues with the Vendor Items Import Wizard where uploads would timeout or get stuck, and where some vendor records were being created with blank item numbers. The upload function now processes updates reliably and ensures all item numbers are populated. | SR-2572 |
| 26.0309 | YES | Item Detail | BUG FIX: Resolved an issue where removing inventory from Item Detail > Stock > Adjust Inventory Stock would cause the Save button to grey out and not save the record. | SR-2566 |
| 26.0309 | YES | Item Detail | BUG FIX: Resolved an issue where uploaded image URLs were not displaying in the Customer Portal. Images now appear correctly when uploaded via URL. | SR-2540 |
| 26.0309 | YES | Item Detail | BUG FIX: Resolved an issue in Item Detail > Vendor Tab where changes to Vendor QIS did not trigger the Save button and QIS Last Updated was not saving correctly. | SR-2573 |
| 26.0309 | YES | Quotes | BUG FIX: Fixed an issue where creating a Quote would result in an undefined error, preventing the quote from being created. | SR-2397 |
| 26.0309 | YES | Reports | BUG FIX: Resolved an issue where totals and counts were incorrect in the Invoices/Credits by Created By report. | SR-2097 |
| 26.0309 | YES | User Security | BUG FIX: Resolved an issue in versions 0304 and 0305 where changes made in User Security could not be saved. | SR-2559 |
| 26.0306 | YES | AR Receive Payments | BUG FIX: Updated the Total Balance display to show the actual total balance due across all records, instead of only summing the amounts shown on the current page. | SR-2492 |
| 26.0306 | YES | Customers | NEW FEATURE: Added a new Merge Customer function allowing users to merge one customer into another, re-linking all related records (contacts, transactions, AR data, etc.) and removing the original customer.
Supports both single merge and batch merge via upload (with downloadable template).
Includes validation rules to prevent invalid merges (e.g., Bill To/Both into Ship To) and avoid duplicate records via API.
Handles Bill To / Ship To / Both logic to ensure correct reassignment of customer relationships.
Provides guided prompts and warnings to ensure proper setup before merging. | SR-2123 |
| 26.0306 | YES | Find Parts | BUG FIX: Resolved an issue where selecting the Category dropdown after pre-filling Year/Make/Model would freeze the page and eventually display an “undefined” error. The issue has been fixed across all affected versions, and the Category dropdown now loads correctly. | SR-2546 |
| 26.0306 | YES | User Settings | BUG FIX: Resolved multiple issues in User Settings, including the persistent loading icon appearing on every screen, inability for admin users to edit accounts, and random lines appearing within the module security. | SR-2552 |
| 26.0305 | YES | AR Aging Summary | BUG FIX: Resolved an issue where running the Accounts Receivable (AR) Aging Summary report would return a “Bad Request” error. The report now runs correctly and returns expected results. | SR-2521 |
| 26.0305 | YES | Customer List | BUG FIX: Resolved an issue where the Customer List screen would display an endless loading spinner. | SR-2534 |
| 26.0305 | YES | Descartes | BUG FIX: Resolved an issue where the Sync window would still appear on the Dispatch screen when creating invoices, even if the Descartes integration was disabled. | SR-2522 |
| 26.0305 | YES | Item Cost | BUG FIX: Standardized the costing logic for returns and invoicing:
-When items are returned to stock, the system now uses the Invoice Unit Cost only, with Added Cost set to $0, since the invoice unit cost already includes any additional costs.
-When creating an Invoice from a Sales Order, the invoice line now inherits the Unit Cost from the Sales Order line item instead of recalculating using the item’s Weighted Average Cost.
-Cost calculation logic across Credit Memo creation scenarios (from scratch, from Invoice, from Scanner, and from Customer Portal) has been reviewed and aligned to ensure consistent costing behavior. | SR-2327 |
| 26.0305 | YES | Payments | BUG FIX: Fixed an issue where payments applied to Sales Orders were not correctly reflected on the corresponding invoices. Payments now properly update both the Sales Order and its invoices, ensuring balances are accurate. | SR-2511 |
| 26.0305 | YES | Item List | UPDATE: Added a new Ecommerce column to the Item List Import Wizard, allowing users to include eCommerce-related data during item imports | SR-2293 |
| 26.0304 | YES | Customers | BUG FIX: Resolved an issue where the Show/Hide Column settings panel would incorrectly appear on top when adding a new customer. | SR-2532 |
| 26.0304 | YES | Labels | BUG FIX: Fixed an issue where using Ship From Different Lot or Bin could create duplicate lines and labels for the same item. The original pick is now properly replaced, preventing duplicate label printing and avoiding unintended inventory adjustments. | SR-1927 |
| 26.0304 | YES | Parent Company | UPDATE: Added support for ParentID and ChildID fields in the Customer Import Wizard, allowing import and updates for parent-child customer relationships. | SR-1927 |
| 26.0304 | YES | PartsTrader Integration | BUG FIX: Fixed the issue where items without a Quality Indicator did not use the configured Default Quality Indicator, causing the Third Party Part Type Code to not be returned. The integration now correctly applies the default value when the Quality Indicator is missing. | SR-2378 |
| 26.0304 | YES | Sales Order | BUG FIX: Resolved an issue where switching bins after printing labels would not update the bin on the label and incorrectly reset the Qty Ship and Qty Ordered to 0, causing inventory lines to appear missing. The process now updates bins correctly without altering item quantities or inventory records. | SR-2327 |
| 26.0304 | YES | User Security | BUG FIX: Updated the User Security screen so that clearing the Version # no longer removes the existing list filters, keeping the user list filtered as expected. | SR-2309 |
| 26.0304 | YES | User Security | BUG FIX: Resolved multiple user security issues affecting Invoice, Credit Memo, and Sales Order screens where users with proper permissions were unable to perform actions such as selecting documents to print/email or accessing certain fields and buttons. Security rules were updated to align with the defined user rights. | SR-2231 |
| 26.0304 | YES | Warehouse Shipping Priorities | BUG FIX: Fixed the issue where orders were not following the configured warehouse shipping priorities. Orders now correctly evaluate warehouse priority before selecting the fulfillment location. | SR-2269 |
| 26.0303 | YES | Catalog | BUG FIX: Resolved an issue where adding new items from the Catalog would get stuck on the loading spinner. The feature now loads new items correctly in all affected versions. | SR-2339 |
| 26.0303 | YES | Integrations | BUG FIX: Resolved an issue where setting Number of Delivery Days = 3 was incorrectly treated as overnight in integrations. Delivery days now map correctly based on the configured value. | SR-2354 |
| 26.0303 | YES | Printer Connect | BUG FIX: Updated 1Place Printer Connect so that it now prints invoices correctly in addition to manifests. | SR-2414 |
| 26.0303 | YES | Stock Transfers | BUG FIX: Resolved an API-related issue where transfer warehouse priorities were not being followed correctly. The API now properly checks warehouses in the configured order (e.g., 94TX → 92TX → 93TX) when stock is unavailable. | SR-2286 |
| 26.0302 | YES | Descartes Integration | UPDATE: Updated Descartes integration to populate the original invoice number on InvoiceNum, Return Reason Code, and Customer PO # fields. | SR-2471 |
| 26.0302 | YES | Shipping and Receiving | BUG FIX: To Print and Pick. Resolved an issue where printing picking documents would remain stuck on the loading screen and not proceed to the preview. | SR-2239 |
| 26.0227 | YES | Credit Memo | BUG FIX: Fixed an issue where returned items were still being marked as Reserved even when the setting to reserve items on CM returns was disabled. | SR-2406 |
| 26.0227 | YES | Customer Portal | BUG FIX: Fixed an issue where transfer orders created through the Customer Portal were not appearing in Shipping/Receiving > To Print & Pick. Orders now display correctly for processing. | SR-2443 |
| 26.0227 | YES | User Secuirty | BUG FIX: Resolved an issue where a recent update caused User Security module access to become incorrect. User accounts now retain the proper module permissions after updates. | |
| 26.0226 | YES | Catalog | BUG FIX: Fixed the issue preventing CAPA parts from being generated when the Cert column was set to C. The system now allows CAPA items to be created even if the item already exists in 1place, and the items display correctly in the Catalog Management screen. | SR-2361 |
| 26.0226 | YES | Customer Portal | BUG FIX: Fixed the issue causing category and subcategory differences between the Customer Portal and the Find Parts screen. Categories are now aligned to ensure consistent filtering and navigation across both areas. | SR-2354 |
| 26.0226 | YES | Sales Order | BUG FIX: Fixed the issue where the Gear button on the Sales Order print screen was not functioning. The button now works as expected, allowing users to access print options. | SR-2402 |
| 26.0226 | YES | Sales Order Import | BUG FIX: Fixed the issue preventing Sales Order Line Items from importing when the Taxable field was missing from the Excel file. Because this field does not allow null values, the import was failing even though it displayed “Imported Successfully.” The Taxable field is now clearly marked as REQUIRED, and imports process correctly when the field is included. | SR-2300 |
| 26.0225 | YES | Customer Portal | BUG FIX: Fixed the issue affecting the ability to print from the Customer Portal. Customers can now successfully print documents directly from the portal as expected. | SR-2212 |
| 26.0225 | YES | Descartes | BUG FIX: Fixed the issue preventing Descartes conversions due to the ModifiedBy field being saved as username instead of user ID. Customer detail pages now display correctly, and the Descartes integration works as expected. | SR-2398 |
| 26.0225 | YES | Error Log | UPDATE: Added search functionality to the Error Log, allowing users to search by Error # or by description for faster and more efficient troubleshooting. | SR-2280 |
| 26.0225 | YES | Integration | BUG FIX: Resolved an issue where integration processes (including CCC) could intermittently slow down or freeze, resulting in timeout errors. Performance and timeout handling have been optimized to improve stability across all integration customers. | SR-2392 |
| 26.0225 | YES | Invoices | BUG FIX: Fixed the issue preventing invoices from being properly cleared when duplicate payments were recorded. Invoices that were previously marked as paid in OneSource and later re-recorded in 1place have been corrected to eliminate balance discrepancies. | SR-2337 |
| 26.0225 | YES | Quotes | BUG FIX: Fixed the issue preventing users from printing quotes in versions 0.220 and 0.224. | SR-2404 |
| 26.0224 | 26.0224 | AR Receive Payments | BUG FIX: Fixed the issue where users could not sort AR Rec Payments by Tran #, Invoice Date, Invoice Total, Previous Payments, or Balance Due.
Sorting now works correctly both before and after clicking the All link. | SR-1188 |
| 26.0224 | YES | Bin Management | UPDATE: Removed the Bin Counts button from Warehouse > Bin Management. Clicking on a row now displays the items in that bin in a subform dropdown, similar to viewing stock on the Item Detail page, but grouped by bin instead of by item. | SR-1307 |
| 26.0224 | YES | Customers | BUG FIX: In version 0.224, an issue preventing users from creating new customers has been resolved. Users can now add customers normally, and all customer information saves correctly. | SR-2405 |
| 26.0224 | YES | Customer Portal | BUG FIX: Fixed the issue where sub-categories displayed options not related to the selected category after choosing Year, Make, and Model. Sub-category results now properly filter based on the selected category, ensuring only relevant options are shown. | SR-2326 |
| 26.0224 | YES | Invoices | BUG FIX: Fixed the issue preventing the invoice header from displaying when printing invoices in version 26.0223. Invoices now print with the correct header information. | SR-2360 |
| 26.0224 | YES | User Security | BUG FIX: Fixed an issue where User Security was not loading due to large data volumes. Implemented pagination for the Users list and optimized company mapping retrieval to improve performance. | SR-2356 |
| 26.0224 | YES | User Security | BUG FIX: Added a “Check for Module Updates” button on the Modules tab and removed the automatic update check when opening the tab. | |
| 26.0223 | YES | Invoices | BUG FIX: Fixed the issue where invoices appeared to delete successfully but still remained in search results. Invoices now delete properly and no longer appear after removal. | SR-2333 |
| 26.0223 | YES | Item | NEW FEATURE: Added a new function to merge one item into another, consolidating inventory, pricing, logs, and all references across quotes, orders, invoices, credit memos, and POs. | SR-2124 |
| 26.0223 | YES | Reports | BUG FIX: Fixed an issue where running the Inventory Valuation report by History for specific date ranges could produce an Undefined Error. The report now generates correctly for any selected date range. | SR-1886 |
| 26.0223 | YES | Scanner | UPDATE: Updated the Return Reason dropdown in the scanner Return Reason 2/2 screen to display both the Return Code and Description. The dropdown now shows the code and the description beside it in parentheses. | SR-202 |
| 26.0220 | YES | Bin Management | BUG FIX: Fixed the issue where certain bin locations were not showing available inventory. Inventory now displays correctly for all locations when viewing line items in Bin Management. | SR-2282 |
| 26.0220 | YES | ECom Integration | UPDATE: Added a new IsShippable field to items, allowing PartsTrader Retail to identify which parts are shippable. Users can now enable the Only Quote/Sell Items Marked as ‘Shippable’ option in the PartsTrader Retail integration settings. The API has been updated to respect this flag, rejecting quotes or sales orders for items not marked as shippable. Existing items with SpecialOrder = True have been updated to set IsShippable = True. The IsShippable field is also included in the API output under the Ecommerce element. | SR-2119 |
| 26.0220 | YES | Scanner | UPDATE: Updated Inspect Return (1 of 2) in the scanner to display the full list of parts currently in the Returns area, making it easier for users to review and process returned items. | SR-204 |
| 26.0219 | YES | Credit Memo/Refund | BUG FIX: Fixed the issue where the Credit Refund line was missing for certain Credit Memo Refund transactions. Refund payment details now display correctly in the Payment Info tab on the Credit Memo screen. | |
| 26.0219 | YES | Customer Portal | BUG FIX: Fixed the issue where Custom Pricing Templates were not being applied to orders placed through the Customer Portal. Pricing now reflects the correct template settings. | SR-2241 |
| 26.0219 | YES | Default Bins | BUG FIX: Fixed the issue where the Default Bin Location setup page was not displaying all locations and was not functioning as expected. All bin locations now load correctly, restoring proper support for the put-away process. | SR-2209 |
| 26.0219 | YES | Delivery Date | UPDATE: Moved the “We Make Deliveries On” setting to General Sales Settings and updated the label to display on one line as “We Make Deliveries” (dropdown).
Enhanced the Estimated Delivery Date logic:
If the calculated delivery date falls on a weekday (Mon–Fri), it remains unchanged.
5 Days (Mon–Fri): Saturday and Sunday deliveries move to Monday.
6 Days (Mon–Sat): Saturday remains the same; Sunday moves to Monday.
7 Days (Mon–Sun): No changes; weekend dates are allowed. | SR-2064 |
| 26.0219 | YES | Labels | BUG FIX: Fixed the issue where the UT and PO fields were not printing correctly on labels and were displaying as an apostrophe (') regardless of field size in versions 2120 and 2122. The fields now print properly as expected. | SR-2233 |
| 26.0219 | YES | Scanner | UPDATE:Updated the scanner process so that when returned items are placed back into stock in the Returns area, the ItemStock notes will display “Waiting to be Restocked.” | SR-205 |
| 26.0219 | YES | Scanning Reports | UPDATE: Added a new Item Returns report under Warehouse > Scanning Reports. The report includes the following columns: Date/Time, Scan User, Item, Invoice/CM #, Price, Good for Stock (Y/N), and Return Reason Code. Users can filter the report by Date Range, Scan User, Good for Stock, and Return Reason Code. | SR-279 |
| 26.0218 | YES | Credit Memo | BUG FIX: Fixed an issue where a credit memo could be automatically marked as Paid when the Returned Quantity was changed from 0 to 1. The payment status now updates correctly based on actual payment activity. | SR-2255 |
| 26.0218 | YES | Customer Portal | BUG FIX: Resolved a critical issue where portal users could access the full Customer List and customer details by clicking the logo or directly navigating to the Customer List URL.
The root cause was identified in the invitation workflow, where new portal users were automatically assigned all System User Security objects by default, unintentionally granting access to unnecessary screens.
The invitation process has been corrected to apply only the appropriate permissions. In addition, all existing portal users’ security settings have been reviewed and updated to remove unauthorized screen access. Additional safeguards have been implemented to prevent cross-customer visibility going forward. | SR-2216 |
| 26.0218 | YES | Descartes | BUG FIX: Updated the invoice export process to send the Ship-To Customer ID instead of the Bill-To Customer ID, ensuring the correct customer information is used for shipping in Descartes. | SR-2252 |
| 26.0218 | YES | Descartes | BUG FIX: Resolved an issue where invoices were not automatically uploading to Descartes upon creation as intended. Automatic export now triggers correctly based on the configured integration settings. | SR-2238 |
| 26.0218 | YES | Descartes | BUG FIX: Fixed the issue preventing the Picture tab from displaying for certain users on newer versions of 1place. User profile tabs now load correctly based on permissions and version settings. | SR-2114 |
| 26.0218 | YES | Partslink | UPDATE: Updated the Partslink data to ensure proper functionality and data alignment. | SR-2261 |
| 26.0218 | YES | Reports | UPDATE: Added a new report called Lost Sales by Date, allowing users to review lost sales data filtered by a selected date range. | SR-1556 |
| 26.0218 | YES | Scanner | Updated Count by Item in the scanner to allow users to scan items that are not currently showing in stock. Added color coding similar to Count by Bin for easier visual tracking. | SR-2088 |
| 26.0217 | YES | Invoice | BUG FIX: Updated date editing behavior so that when a user has Edit rights and GL Lock Dates/Costs is set to False, the Invoice Date is now editable as expected. | SR-2169 |
| 26.0217 | YES | User Settings | BUG FIX: Fixed an issue where changes to module settings for users were not saving. Updates now persist correctly after clicking Save and Close. | SR-1763 |
| 26.0216 | YES | Sales Order | BUG FIX: Fixed an issue where selecting a stock line auto-filled an incorrect (excessive) quantity. The selector now defaults to the Sales Order line quantity when available. Additionally, the Warehouse field in the Sales Order header is now locked once line items are entered to prevent inconsistencies. | SR-2196 |
| 26.0213 | YES | Import Wizard | BUG FIX: Fixed an issue where the Item Cross Reference upload process was not functioning correctly. Imports now process and save as expected. | SR-2150 |
| 26.0213 | YES | Subscription Info | UPDATE: Company Settings > Subscription Info. Updated the pricing table to reflect revised pricing for the Standard, Pro, and Enterprise plans, including updated base package and per-user rates. | SR-2162 |
| 26.0212 | YES | Find Parts | BUG FIX: Fixed an issue where searching for certain item numbers (e.g., Item #2416) could fail and disable the search button.
The problem was resolved at the database stored procedure level (FetchQPCAutoBodyItemSearch_2025_08_18) and is effective in version 25.0818 and later. Search performance and results now return correctly. | SR-2142 |
| 26.0212 | YES | Scanner | UPDATE: Enhanced the Pick to Cart screen so the Item # now links directly to the item’s photo (Item Picture URL), allowing users to quickly view product images during picking. | SR-1419 |
| 26.0212 | YES | Statements | BUG FIX: Fixed the issue where statements displayed inaccurate balances when partial credit memos were applied. The Balance column now reflects correct amounts, ensuring statement accuracy. | SR-2202 |
| 26.0211 | YES | Descartes | BUG FIX: Descartes Integration - Time Window: Updated the invoice export so the Time Window field is now sent as blank to Descartes. This allows routing to default to the standard customer delivery window (e.g., 08:00–17:00) and prevents incorrect time values from impacting route optimization. | SR-2180 |
| 26.0211 | YES | Find Parts | BUG FIX: Fixed an issue where the Model dropdown displayed all models after selecting Year and Make. The list is now correctly filtered to show only models related to the selected make. | SR-2174 |
| 26.0211 | YES | Find Parts | BUG FIX: Fixed an issue where in-stock items were not turning green or being added to the Quote or Sales Order when clicking Add to Order, while out-of-stock items were added correctly.
Items now add properly regardless of stock status. | SR-2175 |
| 26.0211 | YES | Integrations | BUG FIX: We resolved an issue that was preventing parts and inventory from uploading to CCC.
The account name now correctly matches CCC’s requirements.
Users can now successfully save a Fax number in the integration settings (even a placeholder like (999) 999-999).
These fixes ensure that all parts and inventory uploads sync properly with CCC. | SR-1899 |
| 26.0211 | YES | Pick Labels | BUG FIX: Added a new Customer PO Barcode field to picking labels, with support for multiple label sizes to ensure proper formatting and scanning. | SR-2146 |
| 26.0211 | YES | Scanner | BUG FIX: Fixed an issue where the Scanner could display different bin locations than shown in Item Details, while Check Stock by Bin reflected the correct data. Bin location data is now consistent across all screens. | SR-2187 |
| 26.0210 | YES | Purchase Order | BUG FIX: Fixed an issue where creating a new PO and selecting a vendor could load an existing PO instead of allowing a new one to be created. New POs now remain unique and do not display prior vendor orders. | SR-2140 |
| 26.0210 | YES | Sage Integration | BUG FIX: Fixed the issue where updating the cost of an inventory item from a returned Credit Memo did not update the Inventory Adjustment Ledger. Cost updates now correctly reflect in the general ledger when inventory cost is modified after receipt. | SR-1207 |
| 26.0210 | YES | Sales Order/Invoice | BUG FIX: Fixed the issue where Sales Orders with the Back Order setting set to No allowed invoices to be created even when no line items were shipped. The system now properly validates shipment status and only allows invoice creation when at least one line item has been shipped. | SR-2161 |
| 26.0210 | YES | Sales Order | UPDATE: Updated date editing behavior so that when no invoice exists and GL Lock Dates/Costs is set to False, the Sales Order date remains editable as expected. | SR-2167 |
| 26.0210 | YES | Scanner | UPDATE: Completed and aligned both Bin Transfer functions to work similarly to the previous Scan version, while incorporating the new UI and features where applicable.
Updated the workflow so Step 3 automatically skips to Step 4 when there is no PO to select or only one PO available. | SR-1540 |
| 26.0209 | YES | Customer Pricing | BUG FIX: Fixed an issue where certain items displayed only the fixed cost instead of the actual price on the Find Parts screen. Prices now correctly reflect the customer-specific pricing bracket. | SR-1811 |
| 26.0209 | YES | Descartes | BUG FIX: Resolved an issue where many orders were uploading to Descartes without the ShipStage (Shipped Via) value. The export now properly sends the configured Shipped Via field to ensure accurate routing and delivery handling. | SR-2052 |
| 26.0209 | YES | Record Numbering | BUG FIX: Fixed an issue where changes to Record Numbering settings could not be saved due to a missing Save button. Prefix settings now save correctly and are applied as expected. | SR-2135 |
| 26.0209 | YES | Reports | BUG FIX: Fixed the issue where certain users were unable to download the Invoices & Credits reports to Excel. Report exports now function correctly for all users with proper access permissions. | SR-2116 |
| 26.0209 | YES | Reports | BUG FIX: Fixed the issue where exporting the Invoice/Credits report to Excel generated a corrupted file. Exports now complete successfully and open correctly in Excel. | SR-2125 |
| 26.0209 | YES | Reports | UPDATE: Added Invoices / Credits by Customer (Full Invoices) report that generates full invoice and credit copies by customer. To protect system performance, report generation is limited to a maximum of 5,000 invoices per run. If the selection exceeds this limit, users will receive a “Record set Too Large” warning prompting them to narrow their criteria. Performance has also been enhanced with pagination and user-selectable page sizes to reduce loading delays during preview and PDF generation. | SR-1605 |
| 26.0209 | YES | Sales | BUG FIX: Fixed the issue where manually updating the Entered By field was also overwriting the Created By field. The Created By field now retains the original user as intended, and API/Integration processes have been aligned to ensure it is populated correctly. | SR-2141 |
| 26.0209 | YES | Scanner | BUG FIX: Fixed an issue where users were unable to scroll to view the full page of data during the Bin Transfer process. | SR-2111 |
| 26.0209 | YES | Users | UPDATE: Aligned the import and export templates and added two new columns: Copy from Parent and Copy from User. During import, the system can now copy all security and module settings from either the Parent template or a specified existing user, with safeguards to ensure stability and proper validation. | SR-1432 |
| 26.0209 | YES | Warehouse | BUG FIX: Fixed an issue where Statuses were missing in Warehouse Settings. | SR-2165 |
| 26.0208 | YES | Invoice | BUG FIX: Adjusted the invoice barcode size to ensure it prints fully and scans reliably without being cut off. | SR-2138 |
| 26.0208 | YES | Printer Settings | BUG FIX: Redesigned printer preferences so that the default company printer settings now apply to all users.
Defaults have been moved to the Print Settings section, ensuring each user starts with the company-wide default. | SR-1890 |
| 26.0208 | YES | Sales Order | BUG FIX: Added the ability to double-click the Sales Order # label to edit the Sales Order number on the fly, provided no invoice exists, no line items have been entered, and the user has permission to edit Sales Orders. | SR-2168 |
| 26.0206 | YES | Customer Statements | UPDATE: Added a Customer Payment Terms column between the customer email and customer balance. The column is now also included in the search filter, allowing users to quickly filter customers by payment terms. | SR-2121 |
| 26.0206 | YES | Find Parts | BUG FIX: Fixed an issue where users could receive a “Please select at least one line item to proceed” message even after selecting items with quantities. | SR-2113 |
| 26.0206 | YES | Invoices | BUG FIX: Resolved an issue where the print time on invoices could be incorrect due to an unassigned or incorrect warehouse time zone. Once the warehouse time zone is set, the print time now displays accurately. | SR-2115 |
| 26.0206 | YES | Labels | BUG FIX: Fixed an issue where using Ship From Different Lot or Bin could create duplicate lines and labels for the same item. The original pick is now properly replaced, preventing duplicate label printing and avoiding unintended inventory adjustments. | SR-1927 |
| 26.0206 | YES | Scanning Report | BUG FIX: Fixed an issue where unknown users could appear in scan reports. Scan activity is now correctly attributed to the appropriate user. | SR-2095 |
| 26.0206 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where orders created from Quotes could fail to appear in the To Print queue at the picking warehouse. These orders now display correctly for printing. | SR-2049 |
| 26.0205 | YES | Credit Memo | BUG FIX: Updated behavior so that when a Credit Memo is created from the Scanner and linked to an invoice, the Created By field now inherits the Invoice Created By value for accurate attribution. | SR-2050 |
| 26.0205 | YES | Descartes | BUG FIX: Updated the Origin DC field export to send the warehouse 4-character code instead of the warehouse name, removing the “– Warehouse” suffix for cleaner and more accurate mapping in Descartes. | SR-2101 |
| 26.0205 | YES | Ecomm | BUG FIX: Fixed an issue where exporting data files could return a Bad Request error. The export process now retrieves records in separate calls, improving performance and reliability when opening the Contact, Delivery, Part, and Inventory tabs. | SR-161 |
| 26.0205 | YES | Find Parts | BUG FIX: Fixed an issue where the LSP$ (Last Sale Price) column was not displaying values. The column now correctly shows the last sale price for each part. | SR-1739 |
| 26.0205 | YES | Purchase Order | BUG FIX: Fixed an issue where a portion of a Purchase Order could be duplicated during the receiving process, resulting in incorrect on-dock inventory quantities. Duplicate item receipts have been identified and addressed, and safeguards have been added to prevent duplicate receiving on the same PO items. | SR-2043 |
| 26.0205 | YES | Sales | UPDATE: Added a new option under Settings > Customer Portal > FindParts Settings to set the default Created By user for online orders. The system now respects the Entered By value and prevents it from being overwritten for Customer Portal orders. This update has been tested and is working as expected. | SR-2051 |
| 26.0205 | YES | Scanner | BUG FIX: Fixed an issue where Transfer Bin activity was posting to the wrong column in the Scanning Report. Transfer activity now correctly records under the Transfer Bin column instead of Putaway Return Items. | SR-2096 |
| 26.0204 | YES | Integrations | BUG FIX: CCC Integration. Added new response fields CompanyContactName and CompanyPhoneNumber to ensure company name and phone information are returned correctly when using real customer IDs. | SR-1945 |
| 26.0204 | YES | Integrations | UPDATE: Updated fallback customer behavior so that sales orders created using the Fallback Customer are set to Pending status | SR-2080 |
| 26.0204 | YES | Invoice | BUG FIX: Fixed an issue where printing an invoice could result in an error. | SR-2059 |
| 26.0204 | YES | PartsTrader Integration | NEW FEATURE: Added a new PartsTrader (Retail) integration. The existing integration has been renamed to PartsTrader (Wholesale), and a separate PartsTrader (Retail) settings menu is now available, allowing Wholesale and Retail integrations to be configured independently. | SR-2057 |
| 26.0204 | YES | Replenish Stock | BUG FIX: Fixed an issue where the Replenish Stock tab displayed inaccurate quantities even after using Recalculate Qty in Stock. Stock levels now refresh correctly, providing accurate recommendations for replenishment. | SR-1994 |
| 26.0204 | YES | Test Mode | BUG FIX: Fixed an issue where the Test Mode link at login was not working unless the 1place domain was manually copied. | SR-1382 |
| 26.0204 | YES | User Security | BUG FIX: Fixed an issue where changes to module security and security group assignments on the Edit User screen were not saving and would revert after Save & Close.
User access updates now persist correctly. | SR-2085 |
| 26.0203 | YES | AR Receive Payments | UPDATE: Notes entered on the Received Payments Screen are now added on the Payment History screen and included in the Excel export for easier reference and reporting. | SR-1699 |
| 26.0203 | YES | Replenish Stock | BUG FIX: Fixed an issue where Past Sales History analysis could calculate incorrect Qty In Stock (QIS) values affecting replenishment recommendations. | SR-2021 |
| 26.0203 | YES | Scanner | BUG FIX: Resolved an issue where PO scans were not registering in 1Place when users had a different warehouse selected in the Scan App, even though the warehouse ID matched the PO. The mismatch prevented items from being shifted. The issue has been corrected, and PO receiving and put-away scanning is now working as expected. | SR-1935 |
| 26.0202 | YES | Admin | BUG FIX: Fixed an issue where the Admin Companies page could be accessed without authentication when directly navigating to the URL. Login is now required before accessing the admin site. | SR-2035 |
| 26.0202 | YES | Company Version | BUG FIX: Fixed an issue where the Current Version for the company was not visible on the Users screen. | SR-1786 |
| 26.0202 | YES | Descartes | BUG FIX: Improved the batch invoice export experience when submitting to Descartes. A progress indicator now displays immediately upon export, and a completion summary shows which invoices were successfully exported and which failed (with reasons). The export process now properly returns and displays the GPS Link ID when successful. | SR-1846 |
| 26.0202 | YES | Emails | BUG FIX: Added missing email templates.
Fixed an issue where sending emails to customers was not working. | SR-1754 |
| 26.0202 | YES | Integrations | UPDATE: Removed unused integration options (BigCommerce, WooCommerce, Magento, and UPS) from the Integrations navigation to streamline the menu. | SR-1751
|
| 26.0202 | YES | Parent Company Mode | UPDATE: Implemented synchronization of Items, Catalog entries, Item Vendor Items, and Item image URLs from the parent company to child companies. | SR-1221 |
| 26.0202 | YES | Shipping and Receiving | BUG FIX: In Route Status - Fixed an issue where column repositioning was not saving correctly.
Fixed an issue where selecting a single label to print would print all labels for the order.
Corrected the Delivery Date so it no longer defaults to the Sales Order creation date.
Resolved an issue preventing Zone selection.
UPDATE: In Route Status - Added a dropdown option in the Select Your Name section. | SR-1754 |
| 26.0202 | YES | Reports | BUG FIX: Fixed an issue where the exported Sales Tax Liability Detail Report Excel file could not be opened after download. The report now generates a valid Excel file that opens correctly. | SR-1756 |
| 26.0130 | YES | Customers | BUG FIX: Fixed an issue where the Federal Tax ID entered in Customer Detail settings was not displaying in the Federal Tax ID column on the Customer List screen. | SR-2000 |
| 26.0130 | YES | Customer List | BUG FIX: Fixed an issue where searching by Phone Number on the Customer List was not working. | SR-97 |
| 26.0130 | YES | eCom Imports | BUG FIX: Fixed an issue where Sales Orders created via ECOM import could select an incorrect part (e.g., CAPA variant) instead of the exact part number specified in the load file.
The system now strictly processes the part number provided in the import template. | SR-2010 |
| 26.0130 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where Route and Bin information was missing on several tabs. | SR-260 |
| 26.0130 | YES | Tax Codes | BUG FIX: Resolved multiple issues affecting tax code handling, including missing customer tax codes, incorrect tax code mismatch warnings during order creation, and duplicate tax codes in the sales tax table. Tax codes are now properly calculated, validated, and applied, allowing Customer Portal and Find Parts orders to be placed without errors. | SR-1931 |
| 26.0130 | YES | User List | BUG FIX: Fixed an issue where the company version list in the user selection popup was not sorting alphabetically. | SR-29 |
| 26.0129 | YES | Descartes Integration | UPDATE: Invoices are exported to Descartes only if their Shipped Via value is included in the allowed list configured under Integrations > Descartes settings. | SR-1989 |
| 26.0129 | YES | Sales | BUG FIX: Fixed an issue where the Created By and Entered By fields could be mixed up. Previously, the system inserted the logged-in user as Created By when creating a Sales Order → Invoice or Invoice → Credit Memo. Now, the Created By value from the previous transaction is correctly carried forward, while Entered By and Sales Rep are set appropriately. | SR-475 |
| 26.0128 | YES | Catalog | BUG FIX: Fixed an issue where importing a PTypes list from Excel using the export format from function #5 was not working. The import process now correctly reads and adds PTypes from the Excel file. | SR-1937 |
| 26.0128 | YES | Invoice | UPDATE: Increased the size of the barcode for invoice numbers in the top-right corner to improve scan reliability. | SR-1879 |
| 26.0128 | YES | Sales Order/Invoice/Credit Memo | UPDATE: Updated field population logic for new and converted records. For newly created Quotes, Sales Orders, Invoices, and Credit Memos, Created By and Entered By now default to the logged-in user (or default integration/portal user), and Sales Rep auto-fills from the customer when available. When records are created from another record (e.g., Quote → Sales Order, Sales Order → Invoice, Invoice → Credit Memo), Entered By and Sales Rep are carried over from the source record for accurate tracking. | SR-1340 |
| 26.0127 | YES | eCom Imports | BUG FIX: Fixed an issue where Sales Order Transfers were not appearing in the correct Pick From warehouse on the Shipping & Receiving screen. | SR-1954 |
| 26.0127 | YES | Picking Ticket | UPDATE: Picking Tickets. Added Qty In Stock as an optional column on printed Picking Ticket documents, allowing visibility without requiring the With All Bin Locations format. | SR-1912 |
| 26.0127 | YES | QBO Integration | BUG FIX: Fixed a syncing issue related to QuickBooks Online settings. | SR-1997 |
| 26.0127 | YES | Sales Order | BUG FIX: Updated sales order numbering to consistently apply the warehouse prefix based on the Default Sales Order Warehouse setting on the integration page. This ensures sales order numbers are generated consistently. | SR-1820 |
| 26.0127 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where, after the 26.0127 update, the item counts shown in parentheses were incorrectly displaying as 0 and zone filters are missing. | SR-1979 |
| 26.0123 | YES | AR Receive Payment | BUG FIX: Resolved an issue where a payment could be applied multiple times if a user was unable to complete a revert due to missing Delete permissions.
Additional safeguards have been reinforced to prevent duplicate application of the same payment. Users should be on the latest version and have appropriate permissions to ensure proper revert functionality. | SR-1932 |
| 26.0123 | YES | Integrations | UPDATE: Ecom Imports. The Auto Ship option is now a dropdown allowing users to select: Do Not Auto Ship, Ship From All, or a specific warehouse. Orders will only ship from the selected warehouse. If inventory isn’t available, the shipped quantity will be 0 and the backorder will match the order quantity. | SR-1776 |
| 26.0123 | YES | Sales Order | BUG FIX: Fixed an issue where a system error could occur when changing an order’s status to Delivered. | SR-1916 |
| 26.0123 | YES | Sales Order Payment | BUG FIX: Fixed an issue in version 26.0122 where sales order payments could not be applied. | SR-1917 |
| 26.0123 | YES | Scanner | BUG FIX: Returns / Put Away to Bins: Fixed multiple issues affecting the final stages of the put-away process.
Item scanning now correctly registers when pressing Enter, popup selection windows only appear when multiple POs exist, and keyboard navigation (including Enter) now advances properly through the final steps of the workflow. | SR-1801 |
| 26.0123 | YES | Receive Payment | UPDATE: Enhanced the Search functionality to allow searching by Transaction Numbers and all other numeric fields. | SR-297 |
| 26.0122 | YES | AR Receive Payment | UPDATE: Added a clearer popup message when attempting to revert a payment without proper permissions, indicating that the Revert action requires Delete rights in AR → Receive Payments user security settings. | |
| 26.0122 | YES | AR Receive Payment | BUG FIX: Added additional validation to prevent posting a payment when the invoice customer does not match the payment customer.
This ensures payments cannot be incorrectly posted under the same Payment ID. Users will now be blocked from proceeding in this scenario, helping avoid posting errors. | SR-1883 |
| 26.0122 | YES | Customer Portal | BUG FIX: Enhanced the Send Invite workflow to use the designated email template configured under Settings > Customer Portal > Email Notifications to Users.
Updated the activation link to direct users to a branded activation page while securely maintaining the unique activation token.
The activation experience now includes a branded confirmation page after password setup, guiding users to sign in and bookmark the Customer Portal for future access. | SR-1892 |
| 26.0122 | YES | Descartes | BUG FIX: Enhanced invoice export controls to better manage which orders are sent to Descartes. Added improved filtering to prevent non-delivery orders (e.g., Diligent, CPU, Ecommerce) from being exported and strengthened warehouse/location mapping to ensure invoices upload to the correct Descartes location, including support for satellite delivery centers. | |
| 26.0121 | YES | API | BUG FIX: API / Integrations. Updated fallback customer handling so that when an order is created, Ship To contact, company, and address details (Address, City/State/Zip) are correctly populated in the Ship To fields for CCC, PT, and OPS orders. | SR-1837 |
| 26.0121 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where the Ship/Rec screen could become unresponsive or locked, preventing warehouse staff from printing picking labels or invoices. The underlying query handling has been optimized to prevent multiple stuck sessions. | SR-1910 |
| 26.0120 | YES | Scanner | BUG FIX: Inspect Returns. Fixed an issue where items marked as Good for Stock during the inspect return process were not being returned to inventory, even though the return was completed and converted to a credit memo. | SR-1853 |
| 26.0119 | YES | API | BUG FIX: Credit Memo.Fixed an issue where the DoReturn process did not apply the Credit Memo prefix defined by warehouse in Settings > Record Numbering during scanner return processing. | SR-1792 |
| 26.0119 | YES | Invoice/Credit Memo | BUG FIX: Fixed an issue where invoices with applied credit memos could appear to be paid twice, resulting in incorrect negative balances.
Payments and credit applications are now reflected accurately on invoices and receipts. | SR-1835 |
| 26.0119 | YES | Item Details | UPDATE: Item Details > Catalog Tab - Moved the Manage Catalog button to the right of the Add New Row button for improved layout and usability. | SR-1743 |
| 26.0119 | YES | Record Numbering | BUG FIX: Fixed an issue where record numbers and dates could advance to the next day prematurely, causing confusion about the actual invoice date. | SR-1818 |
| 26.0119 | YES | Record Numbering | BUG FIX: Improved Define Prefix by Warehouse behavior to fully respect existing Record Numbering settings. When a record type is set to Manual, record numbers (such as Customer and Sales Order numbers) remain user-editable, even when warehouse-based prefixes are enabled. | SR-1842 |
| 26.0119 | YES | Sales Tax | BUG FIX: Fixed an issue where the Calculate Sales Tax button was not functioning as expected. | SR-1782 |
| 26.0118 | YES | Custom Pricing | BUG FIX: Fixed an issue where markup pricing was not calculating correctly. | SR-1810 |
| 26.0114 | YES | Credit Authorization | BUG FIX: Fixed an issue where scanning an invoice and its parts during the return process would display “part is not available for return.” The Credit Authorization was being created without any parts populated, requiring manual entry. Parts are now correctly included, allowing returns to be completed without manual input. | SR-1791 |
| 26.0114 | YES | Descartes | UPDATE: Added a new option “Export each item unit as a separate delivery”. When enabled, each unit on an order is exported as an individual delivery in Descartes. For example, an order with 2 of Item X and 3 of Item Y would create 5 separate deliveries. | SR-249 |
| 26.0114 | YES | Scanner | BUG FIX: Resolved an issue in version 26.1222 where clicking Done could trigger an error message. The Done action now completes properly and disables further processing as expected. | SR-1765 |
| 26.0114 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where selecting Needs Review or To Cancel / Restock could result in undefined errors | SR-1779 |
| 26.0114 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where selecting the New status could result in an error. | SR-1707 |
| 26.0113 | YES | Credit Memo | BUG FIX: Fixed an issue where a newly created credit memo could be incorrectly marked as Paid even when no payments had been applied. | SR-1729 |
| 26.0113 | YES | Descartes | UPDATE: Added an Export Selected to Descartes button when Descartes integration is enabled. Users can now select all invoiced orders not yet submitted to Descartes in a single action, which highlights the selected orders and moves them to the top of the list for easier review and export. | SR-1525 |
| 26.0113 | YES | Find Parts | BUG FIX: Fixed an issue where the Delivery Date was not carried over when creating a Sales Order from the Find Parts screen, which could impact Descartes uploads. | SR-1620 |
| 26.0113 | YES | Scanner | BUG FIX: Fixed an issue where adding bins per warehouse was not saving (v25.1223). Updated bin logic so the Default Bin Location now reflects the warehouse-specific default instead of the item-level default. The Default Bin Location has been moved above the bin table into its own highlighted row for clearer visibility. This enhancement has also been applied to Inventory → Move Bins for consistency. | SR-1549 |
| 26.0112 | YES | Credit Memo | BUG FIX: Fixed an issue where imported credit memos were created without the required “C” prefix in the credit memo number. | SR-1715 |
| 26.0112 | YES | Descartes | UPDATE: Added support for Loading Zone / Loading Order by introducing a new item-level field used during invoice export.
The Delivery Loading Order value is now stored per item and is included when invoices are exported to Descartes, ensuring the correct loading sequence per invoice line item. | SR-1638 |
| | | E | | |
| 26.0112 | YES | Integrations | BUG FIX: Fixed an issue where imported line items were not displaying the correct Item Number in the Item Number field. | SR-1676 |
| 26.0112 | YES | Integrations | BUG FIX: Car-Part EXPORT - Fixed an issue where the NumbersMap.cap file could contain invalid OEM numbers (e.g., extremely large scientific notation values). | SR-1674 |
| 26.0112 | YES | Payment Terms | BUG FIX: Fixed an issue where a customer’s Payment Terms could revert to a previous value after modifying a sales order or invoice. | SR-1705 |
| 26.0112 | YES | Printer Connect | BUG FIX: Fixed an issue where printers were not automatically populated from Settings > Sales > General when printing orders. | SR-1703 |
| 26.0112 | YES | Printer Connect | BUG FIX: Fixed an issue where the number of print copies would occasionally double automatically (approximately every 5–10 print jobs). | SR-1721 |
| 26.0109 | YES | API | BUG FIX: API: Updated the Quotation to automatically calculate List, Unit, Discount, Net, and Line Total when no pricing details are submitted. This ensures accurate pricing even if no values are provided in the request. | SR-1698 |
| 26.0109 | YES | Find Parts/Sales Order/Quote | BUG FIX: Fixed an issue where Find Parts > Create Sales Order or Create Quote could time out in some versions (0108, 0107, and earlier). | SR-1697 |
| 26.0109 | YES | Integrations | BUG FIX: ECOM IMPORTS (Generic) - Fixed an issue where duplicate orders could be created for the same Customer PO # and Order Source. Imports now fail with a warning when duplicates are detected. | SR-1649 |
| 26.0109 | YES | Printer Connect | BUG FIX: Fixed an issue where multiple documents could occasionally print to the wrong printer or with incorrect quantities. Each print job is now correctly sent to the selected printer with the proper number of copies. | SR-1696 |
| 26.0109 | YES | Sales Order Import | BUG FIX: Fixed an issue where the Sub Total could be calculated incorrectly during import. | SR-1687 |
| 26.0108 | YES | AR Aging Summary | UPDATE: AR Aging Report: Updated the report to show inactive customers with remaining balances. Inactive customer rows are now highlighted with a light gray background for easy identification. | SR-1271 |
| 26.0108 | YES | Customer Portal | BUG FIX: Fixed an issue where users could receive a permission error after entering the vehicle year and selecting the make during vehicle lookup. | SR-1658 |
| 26.0108 | YES | Descartes | UPDATE: Enhanced the API export to include additional fields such as Ship-to State, Ship-to Route, Delivery/Pickup type, Customer PO #, Tax (VAT) amount, Confirmation # (Invoice Number), and Return Reason Code. | SR-1326 |
| 26.0108 | YES | eCom Imports | BUG FIX: Updated the import process so the Ship To name in the name and address fields now reflects the imported ShipToCompany value. | SR-1653 |
| 26.0108 | YES | Integrations | UPDATE: Sales > Integrations > Ecom Import (Generic). Added a new Sales Order Status column, allowing a specific default Sales Order Status to be assigned per Order Source using a drop-down list of available Sales Order Statuses. | SR-1668 |
| 26.0108 | YES | Integrations | BUG FIX: Ecom Import (Generic) - Ship-To phone numbers are now added to the Sales Order comments because this field is not available on the Sales Order screen, ensuring the information is always visible and retained on imported orders. | SR-1665 |
| 26.0108 | YES | Integrations | BUG FIX: ECOM IMPORTS (Generic) - Fixed an issue where orders with the same PO # but different Order Sources could be incorrectly combined, and where the Ship To Phone value could be missing. Orders are now uniquely grouped by both Order Source and Order Number during import. | SR-1664 |
| 26.0108 | YES | Payments | BUG FIX: Fixed an issue where invoices with multiple payments could display incorrect values for Total Previous Payments, Amount Received, and Amount Paid. All applied payments are now correctly reflected across the invoice and payment screens. | |
| 26.0108 | YES | User Security | BUG FIX: User Security - Fixed an issue where Company Version updates could not be saved (save button was missing) and, in some cases, the User Security screen would fail to load in certain versions. | SR-1652 |
| 26.0108 | YES | User Security | BUG FIX: User Settings: Fixed an issue where users were unable to access User Settings after a version update (KSI-TX). | SR-1580 |
| 26.0107 | YES | AR Customer Statements | UPDATE: Updated the Balance column to display the net amount due per transaction, calculated as Amount − Amount Applied. | SR-1617 |
| 26.0107 | YES | AR Receive Payments | BUG FIX: Fixed an issue where clicking the magnifying glass for a Credit Memo would not open the credit memo correctly and could result in an error in a new tab. | SR-1647 |
| 26.0107 | YES | Customer Portal | UPDATE: Customer Portal - Hidden the Balance Forward statement option on the portal. | SR-188 |
| 26.0107 | YES | Invoice | BUG FIX: Fixed an issue where applied discounts caused invoices to incorrectly show a balance due. Total Paid and Balance Due are now calculated from InvoicePaymentLineItems instead of the Invoice header, ensuring discounts are reflected correctly across invoices and credit reports. | SR-1606 |
| 26.0107 | YES | Shipping Labels | BUG FIX: Fixed a critical issue where opening a label, making changes, and then clicking Save or Cancel could unintentionally delete the label. All automatic delete logic has been removed to ensure label designs are never deleted by system actions. Labels can now only be removed by users manually deleting individual fields, preventing accidental data loss and warehouse disruptions. | SR-1637 |
| 26.0107 | YES | User Security | BUG FIX: Fixed an issue where clicking the X to clear or change the version for a single user was unintentionally clearing the version values for all users on the screen. Only the selected user’s version is now affected. | SR-1629 |
| 26.0106 | YES | Sales Order Import | BUG FIX: Fixed an issue where imports using Sales Order Header + Lines (1 File) could complete successfully but fail to create sales orders. This occurred when certain mapped fields (such as Item Price and Item Quantity) were not processed correctly. | SR-1576 |
| 26.0106 | YES | Scanning Report | BUG FIX: Fixed issues affecting the accuracy and reliability of the Scanning Report | SR-1636 |
| 26.0105 | YES | Customer Portal | UPDATE: Added a Show/Hide Left Navigation Menu option, allowing users to toggle the visibility of the portal’s left-hand menu. | SR-1524 |
| 26.0105 | YES | Descartes | UPDATE: SHIP/REC > Descartes: Added visibility into Descartes export status on the To Dispatch screen. A new field, GPS Link ID, was added to both Sales Orders and Invoices to store the Descartes GPS link returned after export. This field is now available as an optional column on Ship/Rec > To Dispatch, allowing users to quickly confirm whether an order or invoice was successfully exported to Descartes. | SR-1494 |
| 26.0105 | YES | Sage Integration | UPDATE: Added new default settings that allow each Sage Intacct integration component to be individually enabled or disabled. When a component is disabled, related buttons and columns are hidden or adjusted accordingly on the associated screens. | SR-1418 |
| 26.0105 | YES | User Security | BUG FIX: Fixed an issue where the User Security screen would not open in versions 1220, 1223, and 1230. The screen now loads correctly. | SR-1613 |
