| Version # | QA Tested | Module | Description | Support Request # |
|---|
| 26.0629 | YES | Warehouse Shipping Priorities | BUG FIX: Resolved an issue where Warehouse Shipping Priorities were not being followed correctly when selecting inventory from alternate warehouses. The system now properly evaluates available stock and prioritizes warehouses according to the configured shipping priority rules, ensuring eligible warehouses are selected and displayed correctly in inventory transfer recommendations. | SR-3834 |
| 26.0626 | YES | Reports | UPDATE: Added Ship To Address and Ship To Customer Number columns to the Invoice/Credit Memo report. Also resolved an issue where the Source of Order column was not displaying data, and it now reports the correct values. | SR-3652 |
| 26.0625 | YES | Integration | BUG FIX: Added a new CCC Integration option to continue searching the Cross Reference table when an initial part match is found but none of the matched items have inventory available. This ensures additional cross-reference matches are evaluated, improving part matching accuracy and increasing the likelihood of returning in-stock alternatives. | SR-3782 |
| 26.0625 | YES | Menu Bar | BUG FIX: Resolved an issue where the left navigation menu would intermittently expand beyond its intended width on various screens, causing layout and spacing inconsistencies. The navigation bar now maintains a consistent width, ensuring proper alignment of menu highlights and page content across the application. | SR-2743 |
| 26.0625 | YES | Reports | BUG FIX: Updated the inventory report (Inventory Valuation) export to ensure the Bin column is exported as text. This prevents Excel from automatically converting bin locations into date formats, preserving the original bin values and improving data accuracy. | SR-3805 |
| 26.0624 | YES | Cash Management | BUG FIX: Resolved multiple issues on the Cash Management (1 Step Process) > Final Reconciliation & Deposit screen. Fixed the Select All checkbox, Search functionality, Total Amount and Total Amount Selected calculations, and the Make Deposit process. The screen now functions correctly, allowing users to complete reconciliation and deposit workflows successfully. | SR-3816 |
| 26.0624 | YES | Item Catalog | BUG FIX: Resolved an issue where new Item Catalog entries created from the PartsLink table did not place the Year at the beginning of the description. Catalog descriptions now follow the correct formatting when imported from PartsLink. | SR-3840 |
| 26.0624 | YES | Replenish Stock | BUG FIX: Resolved an issue in Replenish Stock that could cause the process to fail with an undefined error. Users can now run stock replenishment successfully without encountering the error. | SR-3828 |
| 26.0624 | YES | Reports | BUG FIX: Resolved an issue that prevented the Invoice/Credits by Date (Totals) report from being exported to Excel. The report now exports successfully while preserving the report data and totals. | SR-1469 |
| 26.0624 | YES | Sales Order | BUG FIX: Resolved a user interface issue where the Show/Hide Columns popup opened above the Gear button, causing part of the window to be cut off. The popup now displays in the correct position and is fully visible on Sales Transaction screens. | SR-2986 |
| 26.0624 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where 4×2 labels could not be printed from the Shipping & Receiving > To Print & Pick screen, causing the print process to remain in a loading state. Label printing now completes successfully while maintaining support for configured label fields. | SR-3841 |
| 26.0623 | YES | Reports | BUG FIX: Resolved an issue where the Item Stock Report displayed an incorrect "As Of" date on the screen while the exported report showed the correct date. The report now consistently displays the current "As Of" date in both the application and exported output. | SR-2954 |
| 26.0622 | YES | Find Parts | BUG FIX: Updated the Find Parts settings so the "Prompt User if the Same Customer Calls Back..." option is hidden whenever Display Find Parts in Standard Layout is enabled, ensuring only relevant settings are shown for the selected layout. | SR-3514 |
| 26.0622 | YES | Reports | BUG FIX: Updated the Inventory Valuation (Current) and Inventory Valuation (Historical) reports to include the report headers when exporting to Excel. Exported files now display the Company Name, Report Name, and Report Date, matching the information shown in the on-screen report. | SR-2956 |
| 26.0622 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where accessing the Shipping & Receiving > To Invoice & Dispatch screen could result in an undefined error. The screen now loads correctly and users can proceed with invoicing and dispatch operations without errors. | SR-3793 |
| 26.0618 | YES | Credit Memo | UPDATE: Added a new setting under Sales > Invoice/Credit Memo Settings that allows users to enable or disable automatic assignment of returned items to the Returns Area bin location. When enabled, items returned to stock through a Credit Memo are automatically placed in the Returns Area, making them easy to identify and scan for relocation to their proper bin locations. This enhancement does not automatically change the item's reservation status. | SR-3146 |
| 26.0618 | YES | Customer Statements | BUG FIX: Resolved an issue where Customer Statements failed to send when multiple email addresses were entered in the recipient field. Statements can now be successfully emailed to multiple recipients. | SR-3792 |
| 26.0618 | YES | Import Wizard | UPDATE: Enhanced the AR Payment Import process by optimizing performance, implementing batch processing, and improving database efficiency to better support large import files. Additional validation was added to prevent duplicate invoice payment creation, and duplicate payment records were removed to ensure successful and reliable payment imports. | SR-3791 |
| 26.0618 | YES | Partslink | BUG FIX: Resolved an issue where new items created through the PartsLink Wizard were incorrectly marked as non-taxable. Newly created items now apply the correct taxable setting by default. | SR-1497 |
| 26.0618 | YES | Purchase Order | UPDATE: Updated the Purchase Order print layout to include additional spacing and display the Purchase Order Number on the second and subsequent pages, improving readability and providing consistency. | SR-1579 |
| 26.0618 | YES | Sales Order | UPDATE: Updated the Packing Slip print layout to include additional spacing and display the Sales Order Number on the second and subsequent pages, providing a consistent multi-page format similar to the Invoice print layout. | SR-1561 |
| 26.0617 | YES | Scanner | BUG FIX: Resolved an issue in ScanBeta v0611 where return reason codes were not being accepted during the return process. Return reason code validation has been corrected and the selected codes now process as expected. | SR-3773 |
| 26.0617 | YES | Shipping and Receiving Screen | BUG FIX: Resolved a display issue on the Shipping & Receiving > Pending screen. The screen now loads and displays pending records correctly. | SR-1788 |
| 26.0616 | YES | Purchase Order | BUG FIX: Resolved an issue in v26.0316 where the total amount displayed on the Purchase Order List did not match the total shown within the Purchase Order detail screen. PO list totals now accurately reflect the values calculated on the corresponding Purchase Orders. | SR-2780 |
| 26.0616 | YES | Sales Order | BUG FIX: Updated the Order Source field to use only values defined in the Order Source Settings table. Manual orders created through Find Parts now default to Phone, ensuring the field is never left blank. The available Order Source list has been standardized to approved values, and manual entry has been disabled so users can only select from the predefined list. | SR-3682 |
| 26.0616 | YES | Scanner | UPDATE: Add the ability to filter records in the Scanner Items on Dock section by Item Number or PO Number. This will make it easier for users to quickly locate specific items and improve dock management efficiency. | SR-2017 |
| 26.0615 | YES | Catalog | UPDATE: Updated the Item Detail > Catalog tab so the Category and SubCategory dropdown lists dynamically display distinct values based on the selected Year Listing, Make, and Model, similar to the behavior on the Find Parts screen. Added refresh buttons next to both fields to allow users to manually reload and update the available Category and SubCategory options. | SR-2366 |
| 26.0615 | YES | Import Wizard | BUG FIX: Resolved an issue in v26.0608 where the ParentCustomer field was not being updated during customer imports, even though the import process completed successfully. Parent Customer relationships can now be imported and updated correctly when valid Parent Customer identifiers are provided. | SR-3749 |
| 26.0615 | YES | Import Wizard | BUG FIX: Resolved an issue where the Customer Import Wizard attempted to fetch and update Sales Tax Rates during customer imports, resulting in import errors. Customer imports now bypass sales tax rate updates and process successfully without modifying tax rate data. | SR-3612 |
| 26.0615 | YES | Item List | UPDATE: Added a new Item Receipts record source to the Item Lists > Items Custom Tab. All fields available on the Item Receipts List, including the new Reserved field, can now be selected and displayed. Filtering, sorting, and Excel export functionality have also been enabled to support reporting and analysis of reserved inventory. | SR-3209 |
| 26.0615 | YES | Item List | BUG FIX: Resolved an issue where the Bin Location column in Item List custom views displayed a generic bin instead of the item-specific bin location. The field now correctly shows the corresponding bin location for each individual item line. | SR-3132 |
| 26.0611 | YES | Invoice and Credit Memo | UPDATE: Consolidated Return Reason Codes and Item Adjustment Codes into a single configurable table, allowing administrators to define which reason codes are available for Credit Memos, Customer Portal, Scanner, and Item Adjustments. The settings screen has been updated with new visibility options, improved layout, resizable columns, and streamlined data entry.
The Item Adjustments screen now uses the shared Reason Code list, requires users to select a valid reason before saving, and replaces the previous Adjustment Reason Code field. Dropdowns throughout the system now display only the reason codes applicable to their respective screens.
The Item Adjustments report has also been enhanced with a Reason Code column, separate User Notes, and new filtering options for Reason Code and Warehouse to improve reporting and analysis. | SR-2553 |
| 26.0611 | YES | Scanner | BUG FIX: Receiving > Return Items > Request Credit. Updated the Reason dropdown behavior so it no longer defaults to the first available option. The field now defaults to "Select One", and users must choose a valid reason before they can proceed. This helps prevent accidental selections and improves data accuracy. | SR-3706 |
| 26.0610 | YES | List | BUG FIX: Resolved an issue where exporting records from Customer Lists, Custom Wizard Tables, and other data tables could fail, displaying an incorrect record count and redirecting users to an error page. Export functionality has been corrected and selected records now export successfully across supported lists and tables. | SR-3745 |
| 26.0609 | YES | Catalog | BUG FIX: Resolved an issue where the Make and Model filters in Manage Catalog were not being applied correctly, causing unrelated models to appear in the list of items available to add. Filter results now properly reflect the selected Make and Model criteria. The Year Range filter was also reviewed and confirmed to be functioning correctly. | SR-2365 |
| 26.0609 | YES | Customers | BUG FIX: Resolved an issue that prevented certain inactive customer accounts from being reactivated. Customer records can now be successfully reactivated without generating errors. | SR-3758 |
| 26.0609 | YES | Sales Order | BUG FIX: Updated the Sales Order print document to display the Bill To Customer Number instead of the Ship To Customer Number. This ensures the correct customer number is shown on printed sales orders when the Bill To and Ship To customers are different. | SR-1833 |
| 26.0608 | YES | AR Receive Payments | UPDATE: Enhanced the customer search functionality on the Receive Payments screen by adding Company, Customer #, Phone #, Address, and Address Type columns to the standard customer search results. Added a new Default Customer Search Method setting under AR & GL Settings, allowing users to choose between Company Name, Phone #, Customer #, or Search All Columns as the default search method. The Receive Payments screen now dynamically adjusts displayed columns based on the selected search method and supports searching across all available customer fields when Search All Columns is selected. | SR-3181 |
| 26.0608 | YES | Users | BUG FIX: Resolved an issue where attempting to add a user after reaching the licensed user count generated an error. License validation has been corrected, and support was added to accommodate the requested additional user account. | SR-3702 |
| 26.0605 | YES | Item Details | BUG FIX: Resolved an issue in v26.0528 where accessing Default Bins by Warehouse from the Item Detail > Stock tab resulted in an undefined error. Users can now successfully view and manage default bin locations for each warehouse. | SR-3683 |
| 26.0605 | YES | Reports | BUG FIX: Resolved a calculation issue in the Invoices/Credits by Customer (Item Vendor) report where invoice totals were being counted multiple times across vendors, resulting in inflated report totals.
The report now correctly allocates amounts by Item Vendor and calculates accurate invoice and summary totals | SR-3628 |
| 26.0604 | YES | Help Button | BUG FIX: Reviewed Help buttons across the application to ensure they are properly linked to the correct Knowledge Base articles. | SR-3660 |
| 26.0604 | YES | Labels | UPDATE: Added a new 4×6 (Landscape) label layout option, allowing users to print labels in landscape orientation to better accommodate their labeling and printing requirements. | SR-3356 |
| 26.0604 | YES | Reports | BUG FIX: Resolved an issue where the Invoices/Credits Payment Details report could not be downloaded. The report now generates and downloads successfully. | SR-3585 |
| 26.0604 | YES | Reports | BUG FIX: Resolved an issue in v26.0527 where the Cost values displayed in the Inventory Valuation Historical report did not match the values exported to Excel. The report and exported file now use consistent cost calculations and display the correct values. | SR-3633 |
| 26.0604 | YES | Reports | UPDATE: Added new reporting capabilities for Customer Portal return requests, Credit Authorization requests in 1place Scan, and all returns across all sources. The reports include key return details such as Item Number, Quantity Returned, Reason Code, Request/Order Date, Driver Name, Original Invoice Number, and Credit Memo Number to improve return tracking and reporting. | SR-3395 |
| 26.0604 | YES | Sales Order | BUG FIX: Resolved an issue in v26.0604 where opening a Sales Order could result in a Bad Request error. Sales Orders now open correctly without generating the error. | SR-3725 |
| 26.0602 | YES | Customers | BUG FIX: Resolved an issue where the Customer Record Number was incorrectly skipping or jumping to the next number in the sequence.
Customer numbering now follows the configured numbering logic correctly when creating new customer records. | SR-3617 |
| 26.0602 | YES | Sales Order | BUG FIX: Resolved an issue where enabling Define Prefix by Warehouse caused Sales and Credit Memo numbers to ignore the configured numbering format and generate incorrect values.
Document numbering now correctly follows the selected number type and formatting rules while applying warehouse-specific prefixes. | SR-3251 |
| 26.0602 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where the Waiting to Be Purchased list count did not match the total displayed on the left-side counter. Also added a Customer PO column option and a magnifying glass button to quickly open the related Sales Order. | SR-1669 |
| 26.0602 | YES | Reports | BUG FIX: Resolved an issue in the Total Sales by Item (Ascending Order) report where the Warehouse filter was not being applied correctly. The report now properly filters results based on the selected warehouse. | SR-325 |
| 26.0601 | YES | AR Receive Payments | BUG FIX: Updated the duplicate payment validation to prevent unnecessary warnings when entering values in the Check / CC # field for credit card payments. The duplicate payment warning is now displayed only for check payments, helping prevent the reuse of duplicate check numbers while eliminating unnecessary popups for recurring credit card transactions. | SR-3375 |
| 26.0601 | YES | Integrations | BUG FIX: Updated the Integration Mapping Tables to display the correct integration names. References to CCC PartType have been replaced with the appropriate OPSTrax PartType and PartsTrader PartType labels in their respective mapping screens. | SR-3646 |
| 26.0601 | YES | Reports | BUG FIX: Added a Customer Ship-To State column to the existing Invoice/Credits report, allowing users to filter, group, and export invoice and credit data by the customer's shipping state. | SR-3473 |
| 26.0601 | YES | Sales Order Lists | UPDATE: Expanded filtering capabilities on Sales Order Lists to support filtering by all available columns, including SO Status, Order Source, Invoice Date, and other list fields. Added support for date range filtering to make it easier to locate and analyze Sales Orders based on specific time periods. | SR-125 |
| 26.0601 | YES | Special Notes | UPDATE: Added a new Sales Order setting that controls how Item Special Notes are displayed when an item is added to a Sales Order. Users can choose to never display notes, show them embedded on the Sales Order screen, or display them as a popup message. Also updated the field label to indicate that Special Notes can be displayed on both Find Parts and Sales Order screens. | SR-2060 |
26.0529
(26.0608)
| YES | Invoices | BUG FIX: Resolved an issue where the Qty Rtn field was locked on imported invoices, preventing users from creating manual return authorizations. Users with permission can now enter return quantities and process returns as expected. | SR-3328 |
| 26.0529 | YES | Lists | BUG FIX: Added a Created Date column to the Vendor, Quotation, and Purchase Order (PO) lists, allowing users to view and filter records based on when they were created. | SR-318 |
| 26.0527 | YES | Item Details | BUG FIX: Added a confirmation prompt when users click Recalculate All Qty’s in Stock. Users must now type YES to proceed, helping prevent accidental execution of the long-running process. Also added a Cancel button to the progress screen so users can stop the recalculation while it is running. | SR-3489 |
| 26.0527 | YES | Item Details | BUG FIX: Removed the Default Bin Locations tab and related column filter settings from Item Detail, since the same functionality is now available through the popup form/button interface. | SR-3590 |
| 26.0527 | YES | Reports | UPDATE: Added date range selection functionality to the Invoice / Credits by Item Category (Summary) report. | SR-3433 |
| 26.0526 | YES | Item Details | BUG FIX: Resolved an issue on Item Details > Financial where the List Price and OEM Price fields were incorrectly rounding decimal values. Entered values now retain the correct precision without unwanted rounding changes. | SR-3498 |
| 26.0526 | YES | Item Details | BUG FIX: Renamed the existing Special Notes field to Special Sales Notes to better reflect its use on the Find Parts screen. Added a new optional Additional Notes field on Item Detail, supporting up to approximately 1,000 characters of text. Also added AdditionalNotes to the Item Detail Import Wizard for both import and update operations. | |
| 26.0526 | YES | Item Details | UPDATE: Added a new Patented checkbox to Item Detail > Other Details for internal use. Also updated integration mapping support to recognize DSC (Diamond Standard CAPA) quality indicators as CAPA parts across the applicable integrations. | SR-3207 |
| 26.0526 | YES | Import Wizard | BUG FIX: Added support for the following fields in the Item Import Wizard for both import and update operations: YearRange, eCommerce, Shippable, and Patented. | SR-3369 |
| 26.0526 | YES | Record Numbering | BUG FIX: Updated the Use Sales Order Number for Invoice # functionality to properly handle record prefixes. When converting a Sales Order to an Invoice, the system now applies the configured Invoice prefix and removes the Sales Order prefix when both prefixes are defined. If no Invoice prefix is configured, the original Sales Order number and prefix are retained. This ensures consistent numbering and reduces confusion between Sales Orders and Invoices. | SR-3430 |
| 26.0526 | YES | Reports | BUG FIX: Resolved an issue where reports such as the Invoice/Credit Report would fail to download to Excel and remain stuck spinning without generating the file. Excel exports now complete correctly. | SR-3308 |
| 26.0526 | YES | Auto Job | UPDATE: Added a new automated maintenance job to delete records from the Integrations > Requests table that are older than a configurable number of days. This helps reduce database size and maintain system performance by automatically removing outdated integration request records. | SR-3589 |
| 26.0525 | YES | Sales Order | BUG FIX: Investigated and resolved an issue where backorders were still being created even though the Make a Backorder setting was disabled. Updated the validation logic to properly respect the company backorder setting during order processing. | SR-3516 |
| 26.0522 | YES | Support Tickets | NEW FEATURE: Added a Support Tickets feature under Settings > Support Tickets. Customers can view support requests related to their company, search and filter tickets, review SR details and work logs, and track ticket status. Additional functionality, including saved filters, prioritization, and expanded ticket management features, will be added in future updates. | SR-336 |
| 26.0521 | YES | Customer Portal | BUG FIX and UPDATE: Implemented multiple Customer Portal enhancements based on user feedback:
Fixed the MAKE and MODEL dropdowns to always display in alphabetical order.
Changed the default Items/Page setting to 50.
Updated the results grid so the header row remains visible while scrolling.
Investigated and improved the upper-right Search field behavior to properly support searching by relevant fields such as Description, Item #, and OEM #. | SR-3552 |
| 26.0521 | YES | Item Details | BUG FIX: Resolved an issue where the EXP DATE was intermittently missing from the Item Detail > POs section. Expected dates now display consistently when available. | SR-3523 |
| 26.0521 | YES | Labels | BUG FIX: Resolved an issue in v26.0519 where using the Zone filter caused transfer and ship order label data to not display correctly on printed labels.
Labels now properly show the related transfer and shipping information when filtered by zone. | SR-3565 |
| 26.0521 | YES | Reports | BUG FIX: Resolved an issue where custom fields such as Sales Tax were not available when exporting the Invoice/Credit Detail Report to Excel. The report now properly supports the Sales Tax field and custom column exports. | SR-3297 |
| 26.0520 | YES | AR Receive Payments | UPDATE: Added the ability to search the Payment History tab on the Receive Payments screen by Invoice # or Credit Memo #, along with performance optimizations for faster results. | SR-3544 |
| 26.0520 | YES | Scanner | UPDATE: Added support for assigning additional warehouses to Scanner users for Inspect Returns. Users can now select which assigned warehouse to process the return into, and inventory will be returned to the selected warehouse. | SR-3462 |
| 26.0519 | YES | Merging Accounts | NEW FEATURE: Added support for two distinct customer account management processes: Account Merge and Account Adoption.
The Account Merge process is designed for consolidating duplicate customer records by moving invoices, credits, payments, API settings, contacts, and portal users into a primary account while preserving the primary account’s pricing, tax settings, payment terms, shipping methods, and customer information.
The Account Adoption process supports parent/child customer relationships by allowing one customer account to serve as the billing account for another. Child accounts retain their own customer records, shipping addresses, contacts, portal users, API settings, and account preferences, while billing and statements are managed through the designated parent account. Statements can also be separated by shipping location. | SR-3100 |
| 26.0519 | YES | Shipping and Receiving | Resolved an issue where Sales Orders containing transfer items were being marked as complete too early. The # of Items on Order now correctly counts quantities across all warehouses, preventing premature syncing to Descartes. | SR-3406 |
| 26.0519 | YES | Shipping and Receiving | Resolved an issue where cancelled Sales Order lines (Qty Ordered changed to 0) were still included in the # of Items on Order count. The dispatch screen now updates totals correctly based only on remaining active quantities. | SR-3406 |
| 26.0515 | YES | Scanner | UPDATE: Completed functionality for the existing All Sales Orders, Single Order, and Customer Pickup options in Shipping > Picking > Pick Orders and Cart to Staging. Also added a new setting to define which Shipped Via value represents Customer Pickup.
Added a new Shipping Options section in Settings and moved the Customer Pickup Shipped Via setting into that section.
Fixed UI alignment issues where checkbox descriptions were not displaying correctly beside their checkboxes.
Updated scanner prompts and instructions for improved clarity.
Also resolved issues when the same item appears on multiple lines of the same Sales Order, improved handling for “All Orders” workflows, and added a Back button for easier scanner navigation. | SR-3280 |
| 26.0514 | YES | Reports | BUG FIX: Resolved an issue where the Invoice/Credits (Open) Report was incorrectly including fully paid invoices and credits. The report now properly filters and displays only open balances. | SR-3352 |
| 26.0514 | YES | Credit Memo | BUG FIX: Resolved an issue in v26.0512 where users were unable to delete Credit Memos or Return Authorizations. Delete functionality now works correctly. | SR-3481 |
| 26.0514 | YES | Customers | BUG FIX: Resolved an issue where the Zip Code on a new customer record would change after saving and confirming the sales tax code. The entered zip code now persists correctly without being overwritten. | SR-3484 |
| 26.0514 | YES | Sales Order | UPDATE: Enhanced the Packing Slip / Order Acknowledgment print layout by adding a new Row Padding option under Print Settings. Users can now adjust spacing between line items from 4px to 10px for improved readability and clearer separation of item descriptions. | SR-2859 |
| 26.0514 | YES | Scanner | BUG FIX: Resolved an issue where scanning a new part number not already in the Count by Bin list would disappear without being added. New items are now properly added during the counting process | SR-3482 |
| 26.0513 | YES | AR Customer Statements | BUG FIX: Resolved an issue in v26.0507 where the Customer Statements screen failed to load correctly and features from v26.0427 appeared missing. Fixed a layout conflict caused by the newly added Payment Term field, where the File Type field merged with the From Date field when Distribution Method = Email. Screen positioning and workflow have now been corrected. | SR-3445 |
| 26.0513 | YES | AR Receive Payments | BUG FIX: Resolved an issue where payment imports were incorrectly showing balance discrepancies and preventing users from proceeding. The calculation logic has been corrected, and batch processing for database uploads has been optimized for better performance. | SR-3451 |
| 26.0513 | YES | Purchase Order | BUG FIX: Resolved an issue where changing the PO Qty back to 0 did not reset the Line Total to $0. Line totals now recalculate correctly when quantities are updated. | SR-3474 |
| 26.0512 | YES | Scanner | UPDATE: Added support for searching and filtering Return Items by both Invoice # and Sales Order #. The related Invoice # is now also displayed during the return process for easier tracking. | SR-3073 |
| 26.0511 | YES | API | UPDATE: Created a new API to return available quantities for active, shippable items (QtyInStock - QtyReserved), with optional DateTimeSince filtering and restricted access hours based on Mountain Standard Time. | SR-2292 |
| 26.0511 | YES | Catalog | UPDATE: Updated Manage Catalog so users can modify the Make Duplicate CAPA and Make Duplicate Tier Part options before generating item lists. Temporary records are now automatically cleared on page load, with a progress bar displayed during cleanup to prevent old records from appearing by default. | SR-3370 |
| 26.0511 | YES | Customers | BUG FIX: Resolved an issue when adding a new customer where entering a Zip Code caused a duplicate key error in SalesTaxRates. Updated the unique key logic to use the combination of CompanyID, ZipCode, TaxCode, and TaxRate, allowing multiple tax codes/rates per zip code. | SR-3456 |
| 26.0511 | YES | Customer Details | BUG FIX: Resolved an issue where customer RFID/Third Part IDs (Customer Details > API tab) were not saving correctly and would disappear after changing tabs. | SR-3367 |
| 26.0511 | YES | Import Wizard | BUG FIX: Enhanced the Invoice Payment Import process to correctly apply imported payments, ensuring unapplied amounts are handled properly and AR balances remain accurate. Support has been added for negative reversal payments, allowing them to offset previously imported positive payments without automatically converting values to positive numbers.
The Import Wizard instructions for Invoice Type and Total Payment have also been updated for clarity, and the Invoice Payment screen now includes improved action icons and tooltips for deleting, syncing, and reversing payments. | SR-3124 |
| 26.0511 | YES | Purchase Order | BUG FIX: Resolved an issue where the RCVD checkbox could not be unchecked because the value would automatically revert back. The checkbox state now saves correctly. | SR-3411 |
| 26.0511 | YES | SOPO | BUG FIX: Resolved an issue where creating a PO from a Sales Order would hang, return an error, and fail to refresh the screen. The PO creation process now completes properly and updates the Sales Order automatically without requiring manual refresh. | SR-3450 |
| 26.0511 | YES | Wizard Table | UPDATE: Added Customer Type and Customer Sub Type to the filter options in Wizard Tables for Sales Orders, Invoices, and Credit lists, improving filtering and segmentation. | SR-3380 |
| 26.0508 | YES | Scanner | UPDATE: Updated Scanner > Receiving > Return Items > Inspect Returns so returned inventory is added back to the user’s assigned warehouse (scanner warehouse) instead of the Credit Memo warehouse, ensuring inventory is returned to the correct physical location. | SR-3402 |
| 26.0507 | YES | AR Aging Summary | BUG FIX: Resolved an issue in version 26.0505 where the AR Aging Summary calculation could become unresponsive or fail to process after extended loading. | SR-3418 |
| 26.0507 | YES | Customer Detail | BUG FIX: Resolved an issue on the Customer Detail > API tab where deleting one API entry was removing two lines. Also corrected the confirmation message to display “Do you want to delete this API?” instead of “contact.” | SR-3278 |
| 26.0507 | YES | Sales Order | BUG FIX: Resolved an issue where Sales Order numbers were being skipped or duplicated. The system now maintains a consistent and sequential numbering without reuse. | SR-2594 |
| 26.0507 | YES | Purchase Order | BUG FIX: Resolved an issue where error messages appeared during PO receiving even though the receipt process completed successfully. Receiving now processes without unnecessary error prompts. | SR-3376 |
| 26.0506 | YES | AR Statements | UPDATE: Added a new Payment Terms filter to the Statements (View, Print, PDF, and Excel) and AR Aging Summary screens. The filter displays a unique customer-based list of payment terms in alphabetical order and defaults to ALL. The Statements screen layout was also updated by moving the From Date field above the To Date field. | SR-3326 |
| 26.0506 | YES | AR Receive Payments | BUG FIX: Resolved an issue in version 26.0505 where a validation error on the Receive Payment screen was preventing users from processing payments. | SR-3373 |
| 26.0506 | YES | Labels | BUG FIX: Resolved an issue where printed labels did not match the selected bin/zone filter and included picks from unrelated zones. Labels now print only for the bins and picks selected by the applied filter. | SR-3302 |
| 26.0506 | YES | Sales Order | UPDATE: Updated the Unit Cost field behavior for Sales Order line items to support backordered item processing. Users with the appropriate permissions can now edit and save the Unit Cost when no quantity has been shipped, or when shipped quantities exist but the current cost is zero. Once a line item has shipped and a cost has been established, the Unit Cost field becomes locked to prevent further changes. | SR-2884 |
| 26.0506 | YES | Scanner | BUG FIX: Resolved an issue where Count by Bin did not translate scanned cross-reference/KSI numbers to the correct item during cycle counts. The scanner now properly converts and counts the related item. | SR-3295 |
| 26.0506 | YES | SOPO | BUG FIX: Updated the SOPO > Update Item Vendor Cost Prompt functionality to properly respect the Yes / No / Prompt settings and correctly save vendor cost information to the Item Detail screen for future auto-population. Added a new Vendor Item # column, and when the setting is configured to Prompt, users will now be prompted to save the cost if a Vendor Item # is entered. | SR-2959 |
| 26.0505 | YES | Find Parts | BUG FIX: Updated Quick Search (Search by Category) so that selecting a category button automatically clears the Keyword search field, ensuring accurate results. | SR-2173 |
| 26.0505 | YES | Label Designer | BUG FIX: Resolved an issue where labels designed from Sales Order print were not matching those in Shipping & Receiving. Label configurations are now synchronized across both screens. | SR-3294 |
| 26.0505 | YES | Reports | BUG FIX: Resolved an issue where the Inventory Valuation Report was not including all items. The report now correctly includes all inventory records. | SR-3351 |
| 26.0505 | YES | Scanner | BUG FIX: Resolved an issue where removing a user in Scanner > User Security would log out the current session. Users can now be removed without forcing a re-login. | SR-3353 |
| 26.0504 | YES | Scanner | BUG FIX: Resolved an issue where returns could not be created for partial quantities on an invoice line. Users can now process returns for individual quantities (e.g., 1 of 2 items). | SR-3296 |
| 26.0430 | YES | AR Statements | UPDATE: Added a Customer PO# (from Invoice) column to AR Statements, placed to the right of the Trans # column. Adjusted existing column widths to accommodate the change. This update applies to all statement types, including Excel exports. | SR-3267 |
| 26.0430 | YES | Import Wizard | UPDATE: Added Credit Card Number and Authorization Number fields to the Invoice/Credit Payment Import Wizard for import support. | SR-3228 |
| 26.0430 | YES | Purchase Order | UPDATE: Added a Customer PO # column to AR Statements, replacing the previous Type column for improved visibility and reference. | SR-3284 |
| 26.0430 | YES | Sales | BUG FIX: Resolved an issue where markup pricing (%) was not being applied correctly in Find Parts. Pricing now properly calculates as Cost + (Cost × Markup %) and reflects accurately for customers with assigned markup rules. | SR-3304 |
| 26.0429 | YES | AR Receive Payments | UPDATE: Added new AR Import options to either Cancel & Re-Reconcile or Proceed & Force Balance when payments do not match exactly. The system can now automatically handle overpayments/underpayments, add balancing notes, and generate an Excel summary with applied amounts and adjustment details. | SR-3049 |
| 26.0429 | YES | Purchase Order List | BUG FIX: Resolved an undefined error that occurred when applying filters on PO Status in the PO List (including custom lists). Filtering now works correctly when refining results for open or not-yet-received POs. | SR-3276 |
| 26.0429 | YES | Import Wizard | UPDATE: Added support for the Volume field in the Item Import Wizard for both Import and Update processes, positioned between FixedCostForMarkupPricing and ShipLength. | SR-3246 |
| 26.0429 | YES | Sales Order | UPDATE: Added a new Import Line Items option to Sales Orders with support for importing line items into a single order, including optional Auto Ship and Auto Price Calculation features. | SR-3069 |
| 26.0428 | YES | Import Wizard | BUG FIX: Resolved an issue where the Customer Import Wizard was not importing customer lists due to validation and format mismatches. Fixed handling of NULL CreateDate values by removing the field from mapping, and updated the temporary import table to allow NULL DeliveryFee values (aligned with Customer table behavior). Import now completes successfully. | SR-3265 |
| 26.0428 | YES | Item Details | BUG FIX: Item Details > Custom Fields. Resolved an issue where newly added Custom Fields were not appearing in Item Detail, Item List, or Add screens, and where date-type custom fields were not saving. Custom fields now display correctly across screens and persist after saving. | SR-2877 |
| 26.0428 | YES | Item List | BUG FIX: Resolved issues where Export to Excel caused undefined errors or timeouts when exporting reports such as Item List and Stock Replenish List. Export processing has been stabilized and optimized. | SR-3203 |
| 26.0427 | YES | Cross Reference | BUG FIX: ITEM DETAILS > CROSS REFERENCE. Resolved issues where “Modified By” was not updating when users edited cross references and where user changes were being overwritten. Updates now correctly track the modifying user and persist without being overridden. | SR-3068 |
| 26.0427 | YES | Customer Portal | UPDATE: Added support for mass importing Customer Portal users with automatic matching of imported CustomerID values to existing customer records, bulk approval functionality, template-based onboarding emails, and a new CreateNewPassword email variable for password setup links. | SR-2990 |
| 26.0427 | YES | Customer Portal | BUG FIX: Resolved issues with Customer Portal Returns for Credit Memo/RA (Descartes) processing. The system now applies the correct document prefix, calculates the proper Estimated Delivery Date using the same logic as invoices, and uploads the To Return Qty instead of the Returned Qty to Descartes. | SR-3071 |
| 26.0427 | YES | Integrations | UPDATE: Added a new Include Vendor Qty’s in Inventory File option to the CCC FTP Export screen. When enabled, inventory exports will include items with zero local stock if vendor inventory quantities are available. | SR-2973 |
| 26.0427 | YES | Sales Order | BUG FIX: Resolved an issue where invoices marked Tax Exempt still showed tax when printed. The system now automatically unselects tax checkboxes when Tax Exempt is enabled, ensuring accurate print output. | SR-2931 |
| 26.0427 | YES | Scanner | BUG FIX: Resolved an issue in the Putaway process where Step 3 only accepted a Parts Link number after initially scanning a company item number. The system now recognizes and accepts either the company item number or the Parts Link number throughout the entire putaway workflow. | SR-3228 |
| 26.0427 | YES | Scanner | BUG FIX: Resolved an issue where items could be stocked using cross-reference numbers but could not be picked to cart. The scanner now supports cross-reference values for both stocking and picking workflows. | SR-3202 |
| 26.0424 | YES | Customer Detail | BUG FIX: Resolved an issue where unchecking Tax Exempt would revert after saving and reloading the customer. The setting now persists correctly when updated. | SR-3225 |
| 26.0424 | YES | Items Details | BUG FIX: Item Details > Cross Reference tab. Added Modified Date to the Cross Reference section, displayed alongside Modified By User (e.g., Admin 01/01/2001) for clearer tracking of changes. | SR-3116 |
| 26.0421 | YES | AR Customer Statements | BUG FIX: Resolved an issue where Customer Statements were excluding same-day payments, credits, or invoices due to the selected TO Date only using 00:00:00 time. The system now automatically includes the full day range (23:59:59) for the selected TO Date, ensuring all transactions for that day appear correctly on statements. | SR-3180 |
| 26.0421 | YES | Find Parts | BUG FIX: Resolved an issue where clicking Clear All on the Find Parts screen would log users out of 1Place. The button now properly resets filters without terminating the session. | SR-3198 |
| 26.0421 | YES | Item Details | BUG FIX: Added the Shippable and Patented field to the Item Detail screen and Item List Settings. | SR-3188 |
| 26.0421 | YES | Purchase Order | BUG FIX: Resolved an issue where Container Detail data was being cleared after the container was marked as received. Data now remains intact for reference after receipt. | SR-3156 |
| 26.0420 | YES | Customer Portal | BUG FIX: Resolved issues in Customer Portal: Other Settings > Email Templates where the layout became disarranged after selecting Edit and saved templates were not retaining changes properly. Templates now save and display correctly. | SR-2016 |
| 26.0420 | YES | Shipping and Receiving | BUG FIX: Enhanced the Cancel/Restock screen with top-level options for Select All, Unselect All, and Delete & Unship All Selected. The bulk action properly unships, logs, and deletes selected records. | SR-2682 |
| 26.0417 | YES | Invoices | BUG FIX: Resolved an issue where the system incorrectly blocked invoice deletion due to a non-existent payment. Validation now accurately checks for actual payments before preventing deletion. | SR-3129 |
| 26.0417 | YES | Reports | BUG FIX: Resolved an issue where the warehouse filter on the Invoice/Credit Total report was not applying correctly and showed totals for all locations. The report now filters accurately by the selected warehouse. | SR-3171 |
| 26.0416 | KNOWN ISSUE | Credit Memo | Unable to save line item. | |
| 26.0416 | KNOWN ISSUE | Purchase Order | Unable to Send email. Documents to print dropdown are disable.
Unable to create AP bill while click "Sync with Quickbooks online' | |
| 26.0416 | YES | Audit Log | BUG FIX: Resolved an issue where the Audit Log "Turn Off" setting was being automatically enabled after changing versions. The setting now retains its configured value during version updates and changes. | SR-2065 |
| 26.0416 | YES | Customer Portal | BUG FIX: Resolved an issue where Customer Portal transfer orders were adding an extra day to the Estimated Delivery Date. Transfer orders now calculate and display the correct delivery date. | SR-2778 |
| 26.0416 | YES | Quick Search | BUG FIX: Resolved an issue where changing the “Search By” dropdown caused the system to freeze. The dropdown now updates correctly without impacting performance. | SR-3232 |
| 26.0416 | YES | Receive Payments | BUG FIX: Resolved an issue where changing the Customer or Display Filter (All Customers / Customers with Balance) caused popup errors. Customer selection and filtering now work smoothly without errors. | SR-3042 |
| 26.0416 | YES | Receive Payments | BUG FIX: Fixed the Select All button to properly select all records when checked and deselect all when toggled again. | SR-3058 |
| 26.0416 | YES | Scanner | BUG FIX: Resolved an issue where Move Dock Items to Bin did not require scanning each item after selecting a PO. The system now enforces item-by-item scanning before completing the move. | SR-3061 |
| 26.0416 | YES | System | UPDATE: Redesigned how PDF reports are stored. Instead of copying files across versions, all PDFs are now saved in a single centralized folder, improving storage efficiency and cleanup management. | SR-3039 |
| 26.0413 | KNOWN ISSUE | User Security | Unable to edit Shipped via while user have edit rights. | |
| 26.0413 | KNOWN ISSUE | Reports | Invoice/Credit by Customer (Open) Report Displays All Records Instead of Only Open Balance Orders | |
| 26.0413 | YES | AR Receive Payments | UPDATE: Added a new validation to the Receive Payments screen to help prevent duplicate payment entries. Users will now receive a Duplicate Payment? warning message when the same payment number is entered for the same customer within the past 90 days, helping identify potential duplicate payments before posting. | SR-3019 |
| 26.0413 | YES | Item Detail | BUG FIX: Resolved an issue in Item Detail > Custom Filters > Tabs where duplicate entries (e.g., multiple Show Default Bin and Show Picture options) were appearing. Filters have been cleaned up to display correctly without duplicates. | SR-3096 |
| 26.0413 | YES | Item Detail | BUG FIX: Improved the Item Cross Reference Wizard import process by reducing the batch size from 500 to 100 to help prevent performance delays during large uploads. Additional testing was completed against the database, including CAPA files, and cross-reference values were verified to import and display correctly. Further QA testing was also performed for Item Vendor, Item Manufacturer, Notes, and Cross Reference update behavior. | SR-3087 |
| 26.0413 | YES | Record Numbering | BUG FIX: Resolved an issue where warehouse-based numbering in Find Parts was using the Bill-To warehouse instead of the selected warehouse. The system now correctly applies the prefix based on the chosen warehouse. | SR-3103 |
| 26.0413 | YES | Sales Order | BUG FIX: Resolved an issue where editing the line item description (and other fields) would reset the status to NEW. Line item status now remains unchanged when making edits. | SR-3076 |
| 26.0413 | YES | Settings | UPDATE: Reorganized the Settings navigation menu for improved usability, including renaming AR & GL and removing QuickBooks Online Integration (moved to Sales > Integrations), | SR-3067 |
| 26.0413 | YES | Shipping and Receiving | UPDATE: Removed all filters and criteria below the blue title on the Ship/Rec > NEW screen for a cleaner interface. | SR-3077 |
| 26.0409 | KNOWN ISSUE | Record Numbering | Warehouse-based record numbering prefix. Settings → System → Record Numbering →Warehouse Prefix Numbering while creating a Sales Order and accessing Find Parts, the warehouse-based numbering is being fetched incorrectly. The system currently retrieves the numbering prefix based on the Bill-To warehouse instead of the selected Warehouse. | |
| 26.0409 | YES | Customers | BUG FIX: Resolved an issue where the Save button would not create a new customer in version 26.0406. Customer creation now works correctly. | SR-2998 |
| 26.0409 | YES | Customer Details | BUG FIX: Resolved an issue where the search field was missing from the Invoices tab in Customer Detail. The search functionality has been restored to match previous versions. | SR-3059 |
| 26.0409 | YES | Find Parts | UPDATE: Updated the security validation when selecting a customer in Find Parts (Corporate). If a user does not have access rights to the company associated with the selected customer, the system now displays a clearer Missing Credentials message explaining that additional company security permissions are required and advising the user to contact their system administrator. | SR-2988 |
| 26.0409 | YES | Item Details | BUG FIX: Fixed an issue where Receipt ID was not automatically populating when manually adding stock in Item Details > Stock (v26.0407 and earlier).
Receipt IDs are now correctly generated and assigned during stock entry, ensuring items can be properly adjusted. A cleanup process has also been applied to update existing stock records missing Receipt IDs. | SR-3028 |
| 26.0409 | YES | Item Details | BUG FIX: Updated the system to ensure audit and logging fields, such as Date Added, Date Edited, Added By, Edited By, and similar tracking fields, remain read-only at all times, regardless of user security rights or administrator privileges. This includes the Date Added field on the Item Detail > In Stock tab and other applicable screens throughout the system. | SR-2602 |
| 26.0409 | YES | Label Designer | UPDATE: Added Other # field in the label designer and verified functionality through testing. Also fixed the issue with saving the changes on the label. | SR-2896 |
| 26.0409 | YES | Label Designer | BUG FIX: Resolved an issue where added fields and label changes in Label Designer were not saving properly. Fields now persist after saving and display correctly in both the designer and preview. | SR-2962 |
| 26.0409 | YES | Record Numbering | BUG FIX: Resolved an issue where Customer record numbers were not consistently auto-populating and the Next Number field was being cleared or triggering an error popup. The record numbering sequence has now been properly implemented and stabilized on the Customer creation screen. | SR-3032 |
| 26.0409 | YES | Sales Order | BUG FIX: Resolved an issue where the “Item Added to PO” log entry was showing an incorrect time. The system now consistently uses the user’s local time for all fulfillment log entries. | SR-3013 |
| 26.0409 | YES | Sales Order | UPDATE: Added a new setting under Settings > Sales > Sales Orders:
[ ] Prompt to mass set Qty Ordered to 0 for Back Ordered items.
When enabled, and a user changes Qty Ordered to 0 on a non-invoiced SO, the system prompts to reset all backordered items to 0. If confirmed (by typing “ALL”), all qualifying items are updated with no inventory or adjustment impact, followed by a success confirmation message. | SR-3065 |
| 26.0409 | YES | Shipping and Receiving | BUG FIX: Resolved inconsistencies in the “New” status section across locations where item counts did not match actual records. Counts and item listings are now aligned and display correctly per warehouse. | SR-3003 |
| 26.0409 | YES | User Security | UPDATE: Added a new Check for Modules & User Tab Updates button to the Module tab in User Security. This utility checks for missing modules and automatically synchronizes any missing user tabs across all screens, ensuring users have access to all applicable tabs based on their assigned security settings. | SR-2693 |
| 26.0408 | KNOWN ISSUE | User Version | Unable to assign version to users on the admin portal | |
| 26.0408 | YES | Admin | BUG FIX: Resolved an issue with the Show Users screen in Admin.1Place.Cloud and added pagination to display users in batches of 500 records per page for improved performance and usability. | SR-3329 |
| 26.0408 | YES | AR Receive Payment | BUG FIX: Added a date range filter to the Receive Payments screen in the footer of the detail area. Users can now specify Start and End dates (defaulting to 1/1/2000 and today’s date) to filter displayed invoices and credit memos before or after selecting a customer. | SR-2935 |
| 26.0408 | YES | Credit Memo | BUG FIX: Resolved an issue where the Credit Memo numbering field was being cleared, causing CMs to be created without numbers. | SR-3017 |
| 26.0408 | YES | Descartes | UPDATE: Enhanced the Descartes integration by moving pickup creation and updates from the Scanner to the Credit Memo workflow. Added a new setting under Sales > Integrations > Descartes to optionally prompt users to create a pickup after submitting a Credit Memo. A new Upload/Update Pickup to Descartes option has also been added to the More Options menu on the Credit Memo screen, allowing users to create or update pickups based on the scheduled pickup date. The system now validates existing pickups, displays appropriate status messages, and supports automatic pickup creation after Save & Submit when the feature is enabled. | SR-2409 |
| 26.0408 | YES | Purchase Order | BUG FIX: Resolved an issue where PO line items were not saving and totals were not calculating correctly. | SR-3060 |
| 26.0408 | YES | Sales Order | BUG FIX: Resolved an issue where Sales Order numbers were being skipped or duplicated. The system now maintains a consistent and sequential numbering without reuse. | SR-2594 |
| 26.0408 | YES | User Interface | BUG FIX: Reverted the Item Detail screen section styling to the previous color scheme, restoring a consistent appearance across all tabs. | SR-3035 |
| 26.0408 | YES | User Settings | BUG FIX: Resolved an issue where the User Settings screen could become stuck on the loading screen when handling large numbers of users. Added pagination support for environments with more than 200 users to improve loading performance and usability. | SR-2033 |
| 26.0407 | YES | Customer Portal | UPDATE: Added a new Customer Portal setting to automatically create a Descartes Pickup when a customer submits a Credit Memo / Item Return request. When enabled, return requests from the portal automatically generate a pickup request in Descartes, streamlining the return process for customers using the optional Descartes integration. | SR-2835 |
| 26.0407 | YES | Find Parts | BUG FIX: Updated the Last Sale Price (LSP$) behavior in Find Parts to calculate per customer and per item only upon selection. The column now defaults to $0 and displays the customer-specific last sale price when selected; if none exists, it remains $0. System updates to the global Item!LastSalePrice field have been removed. | SR-2375 |
| 26.0407 | YES | Invoices | BUG FIX: Added a print setting on the Invoice Detail screen to allow users to hide the date and time at the bottom of the printed invoice, accommodating customer preferences. | SR-1578 |
| 26.0407 | YES | Purchase Order | BUG FIX: Fixed a layout regression where “Import Line Item” and “Commit Line Item” were incorrectly stacking instead of displaying side-by-side. Restored the previous UI behavior (white button left, blue button right). | SR-2999 |
| 26.0407 | YES | Reports | BUG FIX: Resolved an issue where the Inventory Adjustment report failed to generate due to an error. The report now runs successfully. | SR-2902 |
| 26.0406 | KNOWN ISSUE | Customers | Unable to add new customer. | |
| 26.0406 | YES | AR Receive Payment | BUG FIX: Resolved an issue where the Payment History screen would freeze and continuously show the loading icon. The data now loads properly without delays. | SR-2971 |
| 26.0406 | YES | Customer Details | BUG FIX: Implemented pagination on the Sales History tab in Customer Details to resolve the issue where the data would keep loading indefinitely. Sales history now loads efficiently with large datasets. | SR-2979 |
| 26.0406 | YES | Find Parts | UPDATE: Enhanced the Find Parts screen to highlight the entire row in yellow when an item’s QIS (Qty In Stock) = 0, improving visibility of out-of-stock items. | SR-2376 |
| 26.0406 | YES | Item Details | BUG FIX: Resolved an issue where typed Bin Location values were not saving unless selected from the dropdown. Users can now manually enter or select a bin, and the value (including blank) will save correctly without auto-assignment. | SR-2807 |
| 26.0406 | YES | Shipping and Receiving | UPDATE: Added a new Check / Move to Next Status button in SHIP/REC > In Route for Descartes-enabled deliveries. The process now displays progress updates for each order being processed, along with Cancel and Close options during status updates. | SR-2390 |
| 26.0403 | YES | Integrations | BUG FIX: Resolved issues where imported E-Commerce backorder items were missing Warehouse and Shipped Via values. The Sales Order warehouse is now pulled from Integrations > Ecom Imports > Create Sales Order In, while the default Shipped Via is sourced from the EBay customer’s default Shipped Via setting | SR-2955 |
| 26.0402 | YES | AR Receive Payment | BUG FIX: Added a date range filter to the Receive Payments screen in the footer of the detail area. Users can now specify Start and End dates (defaulting to 1/1/2000 and today’s date) to filter displayed invoices and credit memos before or after selecting a customer. | SR-2935 |
| 26.0402 | | Invoice | BUG FIX: Resolved an issue where comments on invoice line items were not appearing after importing data. Imported comments now correctly display in 1Place. | SR-2987 |
| 26.0402 | YES | Reports | BUG FIX: Resolved errors causing the Item Adjustments report to fail and Sage uploads to get stuck. Performance tuning was applied to ensure reports generate correctly and uploads complete successfully. | SR-2935 |
| 26.0402 | YES | Shipping and Receiving | UPDATE: Added a multi-select filter for the Shipped Via field on To Dispatch/Invoice screens, allowing users to select and filter by multiple shipping methods at once. | SR-2118 |
| 26.0402 | YES | User Security | BUG FIX: Resolved an issue where users with the appropriate User Security permissions were unable to access the User Security screen. Access validation has been corrected to properly honor assigned security rights. | SR-2805 |
| 26.0402 | YES | Vendor Detail | BUG FIX: Fixed an issue where the PO Date column was blank in Vendor Detail > Purchase Order tab, even though dates appeared correctly on the main PO list. Dates now display properly for all POs under the vendor. | SR-2410 |
| 26.0401 | YES | AR Receive Payment | UPDATE: Updated the Credit Memo Refund tab to include additional columns similar to the Payment History tab and added a field to enter a batch number for refunds. | SR-2772 |
| 26.0401 | YES | Find Parts | BUG FIX: Added a new setting under Settings > Sales > Find Parts called Default Order Source for Find Parts. Users can enter a value to auto-populate the Order Source on Sales Orders created from Find Parts; if left blank, the field remains unchanged. | SR-2107 |
| 26.0401 | YES | Import Wizard | BUG FIX: Resolved an issue where the Delivery Zip Code Import Wizard was not detecting the WarehouseCode field, causing the process to get stuck. The import now correctly recognizes the field and completes successfully. | SR-2934 |
| 26.0401 | YES | Invoices | BUG FIX: Resolved an issue where deleting payment lines on invoices/credit memos (imported data) caused an undefined error. Also enabled the Give Cash Back button to allow users to view payment details. | SR-2668 |
| 26.0401 | YES | Item Details | BUG FIX: Resolved an undefined error that occurred when adding inventory due to a missing stored procedure. Inventory adjustments can now be added successfully. | SR-2936 |
| 26.0401 | YES | Sales Order | BUG FIX: Resolved an issue where cancelling “Ship From Different Bin/Lot” would incorrectly change the line item to Back Order / Waiting for Purchase. The item status now remains unchanged when canceling. | SR-2938 |
| 26.0401 | YES | Scanner | UPDATE: Added Other # field in the label designer and verified functionality through testing. | SR-2896 |
