| Version # | QA Tested | Module | Description | Support Request # |
|---|
| 26.0723 | YES | Sales Order | BUG FIX: Resolved an issue where the Sales Rep field could be changed when converting or dispatching a Sales Order to an Invoice. The original Sales Rep is now preserved throughout the transaction lifecycle. | SR-4174 |
| 26.0723 | YES | Customer Details | UPDATE: Enhanced Sales Notes by displaying them on the Customer Details screen in addition to the Find Parts screen. The Sales Notes display on Find Parts has also been refined for improved usability. On both screens, a new expand button (magnifying glass icon) opens a larger popup where users can view, add, edit, or delete Sales Notes, with all changes saved directly to the customer record. | SR-3988 |
| 26.0722 | YES | Item Details | UPDATE: Improved the Adjust Inventory Stock workflow by enhancing the Bin selection field. The dropdown now displays the complete list of available bin locations and supports searching, allowing users to quickly filter and select the appropriate bin. | SR-3843 |
| 26.0722 | YES | Item Details | BUG FIX: Resolved an issue where the Adjust Qtys in Stock button on the Item Details screen failed to open the inventory adjustment form. | SR-4150 |
| 26.0720 | YES | Item Catalog | BUG FIX: Standardized the Year Range format across the Item Catalog to consistently use the xx-xx format (e.g., 98-02, 02-08). All Catalog Manager import and update processes now apply this format, and validation has been added to Item Details, Item Catalog, Add New Item, and other manual entry screens to enforce the format for Auto Parts companies. | SR-4113 |
| 26.0720 | YES | Reports | BUG FIX: Resolved an issue where running the Invoices/Credits by Date report resulted in a "This site can't be reached" error during download. The report download process has been corrected, and database performance was optimized by adding indexes to the Invoice, InvoicePaymentLineItems, InvoicePayments, and SalesOrderLineItemBins tables, improving report generation and download performance. | SR-3787 |
| 26.0720 | YES | Sales Order | BUG FIX: Resolved an issue where the Sales Order Print Preview became stuck on the loading screen after selecting Print > Preview. The print preview process has been corrected to load successfully, restoring normal printing functionality. | SR-4001 |
| 26.0716 | YES | Item Catalog | BUG FIX & UPDATE: Enhanced the Item Catalog search experience by changing the search behavior to execute only when the user presses the Enter key, matching the functionality of the Item List search. Additionally, expanded the search capability to support multiple search terms separated by commas, allowing users to search for multiple item numbers simultaneously using exact, partial, or contains matches. | SR-4112 |
| 26.0716 | YES | Reports | BUG FIX: Resolved issues preventing report drill-down functionality from opening when selecting report details, restoring access to transaction-level information. Also corrected the Cost of Sales calculation discrepancy, ensuring the reported cost aligns correctly with the associated invoice amounts. Additionally, addressed the underlying report execution issues to improve overall report reliability. | SR-3929 |
| 26.0714 | YES | Find Parts | BUG FIX: Resolved an issue where creating a Sales Order from Find Parts incorrectly reduced the Qty In Stock instead of the Qty Available. Inventory is now reserved correctly by reducing the Qty Available while leaving the Qty In Stock unchanged until the item is shipped. | SR-4086 |
| 26.0710 | YES | Reports | BUG FIX: Resolved an issue introduced in v26.0630 where reports failed to display after clicking Run Report. Reports now generate and display correctly across all report types. | SR-3925 |
| 26.0710 | YES | Reports | BUG FIX: Resolved an issue where downloading reports from 1place redirected users to a "This site can't be reached" page. Report downloads now complete successfully without redirect errors. | SR-3863 |
| 26.0709 | YES | Integrations | UPDATE: Enhanced the integration quote process to continue processing all remaining line items even if one or more items cannot be found. Missing items no longer stop the import, allowing valid items to be processed successfully while skipping only the unavailable entries. | SR-3894 |
| 26.0709 | YES | Sales Taxes | BUG FIX: Resolved an issue where importing taxable customers could cause TaxCode1 to be set to NULL. Customer imports now preserve existing tax codes, while sales tax codes and rates are managed separately through the Sales Taxes settings using the Refresh Sales Tax Codes and Refresh Tax Rates for All Customers functions. | SR-3935 |
| 26.0707 | YES | Find Parts | UPDATE: Enhanced the Find Parts screen to allow users to edit the Ship To Company Name and Ship To Address for the selected shipping location. Any changes made are automatically carried over to the resulting Quote or Sales Order, providing greater flexibility for one-time shipping destinations without modifying the customer record. | SR-4006 |
| 26.0707 | YES | Find Parts | BUG FIX: Resolved an issue where setting Phone # as the default customer search method caused the search results to display incorrect columns and prevented searches from working properly by phone number. The search dropdown now displays the correct columns and returns accurate results based on the selected search method. | SR-4005 |
| 26.0707 | YES | Reports | UPDATE: Expanded the Sales History – 2 Year Comparison reporting with new Bill To Customer and Ship To Customer report variations in both Alpha and Best to Worst formats. Added a new Group By filter with options for All, Order Source, and Sales Rep, allowing users to analyze sales history from multiple perspectives.
The Reports screen has also been updated to accommodate the longer report names, and all four reports now support on-screen viewing with the ability to export directly to Excel from the report toolbar. | SR-3896 |
| 26.0703 | YES | Customers | BUG FIX: Resolved an issue on the Customer > Add New screen where entering a valid ZIP Code did not automatically retrieve and populate the appropriate Sales Tax Code and Tax Percentage. Automated tax calculation now correctly assigns tax information based on the entered ZIP Code. | SR-3954 |
| 26.0703 | YES | Customer Portal | BUG FIX: Resolved an issue where Customer Portal orders displayed the Unit Price as the List Price instead of the Net Price. Portal orders now follow the same pricing logic as standard orders, ensuring the Unit Price reflects the customer's Net Price consistently across all order sources. | SR-3911 |
| 26.0703 | YES | Sales Order | BUG FIX: Resolved an issue where the Commit Line Item action on the Sales Order screen did not complete after confirming the Stock Selector dialog. Selected inventory can now be successfully committed and saved to the Sales Order. | SR-3953 |
| 26.0702 | YES | Credit Memo | BUG FIX: Restored the missing Check Number field on the Payment (Give Cash Back or Apply Credit Button) screen to support refund check processing. The payment reference field was then further enhanced to dynamically update its label based on the selected payment method, providing a more flexible and consistent user experience. | SR-3850 |
| 26.0701 | YES | Catalog Management | BUG FIX: Resolved an issue in Catalog Management that could cause an undefined error when opening a catalog. Users can now access catalogs without encountering the error. | SR-3907 |
| 26.0701 | YES | Descartes | BUG FIX: Updated the Descartes integration so that Credit Memo and Return Authorization uploads always send an amount of $0.00. The List Price continues to be included, while the return amount is correctly set to zero since no payment is owed for return pickups. | SR-3915 |
