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Fixed in Version # |
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| 24.0122.58 | 12/19/24 | 32028 | Update | Purchase Order | Margin field
--Please replace calculation using this new formula:
Margin = (List Price - Cost) / List Price
-- Then show the result as a proper % number
Example: Item abc
LP = $35, Cost = $19.84, MARGIN = 43.31% | APS | |
| 24.0122.58 | 12/18/24 | 31361 | Update | Item Catalog | CATALOG MANAGER: Is there a way to make the NEXT page function faster? Lets also add a Show All option. Also, when deleting the Catalog (on Additional Function 3a) the progress bar jumps up each time the count is refreshed...That seems to be a bug. | | |
| 24.0122.58 | 12/18/24 | 32008 | Bug | Sales Order | SALES ORDER STATUS: When receiving parts from PO, the line items are stuck on the WAITING FOR DELIVERY but the Qtys were updated. | Orlando | |
| 24.0122.58 | 12/18/24 | 32013 | Bug | Invoice | DELETING INVOICES: Whenever a user deletes and invoice, the Sales Order still has the invoice linked to and the status for the backordered items can't be manually changed from Moved to backorder to either Waiting to be purchased or Waiting for delivery from vendor. | Orlando | |
| 24.0122.57 | 12/18/24 | 32004 | Bug | Item Detail | Item Receipts > When sorting for Date Received, it will reset the list to the first page and not the current list. When clicking the next button, the Date Received column will go back to not being sorted. | Quickfit | |
| 24.0122.57 | 12/18/24 | 32021 | Bug | Sales Order | PACKING SLIP (1 line per item): When trying to print the packing slip, it does not show the line item table on the print preview. | Plastic | |
| | 12/17/24 | 32009 | Bug | Quotation | QUOTE > SALES ORDER >This Quote Q35315 have 2 sales orders S24085 and S24086 | Orlando | |
| | 12/17/24 | 32015 | Bug | Purchase Order | P1086 - When the PO was tagged as Received, it deleted the Bin # for all items.
(CANNOT DUPLICATE THIS ISSUE) | Quickfit | |
| | 12/17/24 | 32020 | Bug | Invoice | Cannot send Invoice via email option. | Vaillant | |
| | 12/17/24 | 32010 | Bug | Shipping and Receiving | DISPATCH SCREEN > DOWNLOAD MANIFEST for USER ISABEL OSPINA:
When downloading manifest using user Isabel, it redirects to a 'site cannot be reached screen' | Orlando | |
| | 12/16/24 | 32012 | Bug | Reports | Cannot open report Invoice/Credits by sales rep (by orders). version 0122.55. | International Diesel | |
| | 12/16/24 | 32010 | Bug | Shipping and Receiving | DISPATCH SCREEN >MANIFEST >SO#S23230 shows twice on OBP's manifest: Print Preview and Excel | Orlando | |
| 24.0122.56 | 12/16/24 | 31991 | Bug | Shipping and Receiving | 24.0122.53 EDIT or REPRINT MANIFEST:
Option 1. Reprint selected Dispatch >It does not show the orders for the selected Dispatch number
Option 2. Edit the selected Dispatch >Undefined error occured. | Orlando | |
| | 12/16/24 | 31768 | Update | Tax | Changed the Bill to a taxable customer, we should auto check the tax checkboxes for the items. | Orlando | |
| 24.0122.56 | 12/16/24 | 31946 | Udpate | API | API - Item Call
whatever # PartsTrader passed in—one or more parts on this request are not ones they have and its causing that error. | ADS Tampa | |
| 24.0122.56 | 12/13/24 | 31777 | New | Financial Reports | - SQL Table Alteration
- New Screen Design
- Changing all naming from Month end to Financial periods | | |
| | 12/13/24 | 30375 | Update | Customer Portal | - Return a part--> Allow to create CM, without add a Qty Return & reason. After checking the Select all check box on table.
- Return a part-->After creation of CM Qty return, Returned and Line Total field values are not update. | | |
| | 12/12/24 | 32007 | Bug | Customer Portal | - Send Invite options aren't working.
- The customer portal tab's log tables aren't updating properly | | |
| | 12/12/24 | 31974 | Bug | Import Wizrd | INVOICE/CM IMPORT WIZARD: User cannot import files bigger than 20mb so user split the 190k invoices into 3 excel files. The first file had about 60k invoice headers. Only 20,000 imported in (with no apparent errors). | Express | |
| | | 31777 | New | Journal Entry | Issues : Journal Entry Creation
Formatting all columns
| | |
| | | 32001 | New | Item List | - Need to download item list with no sales.
- Download to excel file the new parts from the Add New items (From Catalog Items) screen. | Tiptop | |
| 24.0122.56 | 12/12/24 | 31965 | New | Purchase Order | Be able to change a PO after it is received in full. When a PO is Opened, if the PO has been received in full, check the user security rights for the user. If have DELETE rights then enable the DELETE button on the PO AND enable the Delete ICON on the PO Line item. If the user has EDIT rights allow the PO to be edited, including the line item values.
Then TEST the scenarios in section called: When PO is OPENED AND it is FULLY RECEIVED on KBA 02420. If there are any NEW BUGS send email to Steve and Rachelle and then stop making any additional changes.
| Reliable | |
| 24.0122.56 | 12/11/24 | 32002 | Update | API | Need to change FetchPurchaseOrder and ReceivePurchaseOrder API call like Bin count to find a Item using other Item numbers like PartsLink,Ptype,UPC, etc. | Quickfit | |
| 24.0122.56 | 12/11/24 | 31979 | Bug | Purchase Order | When a PO was tagged as RECEIVED, the Columns were not showing properly. Unchecked boxes for the columns are still showing in the line item field.
The columns always move even after being arranged. Make a way to save the column arrangement for all the line item fields. | Quickfit | |
| | 12/11/24 | 31999 | New | Find Parts | Please add GP field to branch version and also update the server for Autoparts Solutions so they can use the branch version. | APS | |
| 24.0122.55 | 12/11/24 | 31993 | Update | Item Detail | Recalculate Quantity in Stock - When clicked, it recalculated the correct Average cost of the item. Please do the same function for: Recalculate ALL Quantities in Stock to recalculate the correct average cost for all the items that are in Stock.
Please recalculate the average cost for all the items under PO: P1021. | | |
| 24.0122.56 | 12/11/24 | 31895 | Bug | QBO Sync | QBO Customer Sync: The Fed tax ID info is not syncing to QBO's Exemption details (Resale#) field. | Impact | |
| | 12/10/24 | 31987 | Bug | Reports | REPORTS > ITEMS > Total Sales By Item (Best to Worst $) - Custom Date - Not showing the correct Total Sale by Item Count.
Nov 22 - Dec. 31, 2024, only shows 7 for the total sales by item count. When checking the Sales Order Line Items for the same custom date, it shows Sales Order Line Item Count: 303. | | |
| | 12/10/24 | 31923 | Bug | QBO Sync | -- Lots of Invoices/CM and Payments are not synced. User tried to sync using QBO Sync Center but did not work. User used the QBO Sync Comparison screen but did now work also. | IPC | |
| | 12/10/24 | 31994 | Bug | Sales Order | QUICKFIT: SO # 1747 - When changing the status to pending, it won't save it. It would still go back to Closed. The same issue happens with the line items. | Quickfit | |
| 24.0122.55 | 12/10/24 | 31995 | Update | Item Catalog | Update Partslink data for Nov 2024.
Dev server
S3 server
Quality server
Live server | | |
| 24.0122.55 | 12/09/24 | 31993 | Update | Item Detail | Recalculate Quantity in Stock - When clicked, it recalculated the correct Average cost of the item. Please do the same function for: Recalculate ALL Quantities in Stock to recalculate the correct average cost for all the items that are in Stock.
Please recalculate the average cost for all the items under PO: P1021. | Quickfit | |
| 24.0122.55 | 12/09/24 | 31990 | Bug | Shipping and Receiving | 24.0122.53 DISPATCH SCREEN > DISPATCH PRINT SELECTION:
Invoice 2 is not generating/showing up on the Print Preview. | Orlando | |
| | 12/05/24 | 31987 | Bug | Reports | ITEMS > Total Sales By Item (Best to Worst $) - Custom Date - Not showing the correct Total Sale by Item Count.
Nov 22 - Dec. 31, 2024, only shows 7 for the total sales by item count. When checking the Sales Order Line Items for the same custom date, it shows Sales Order Line Item Count: 303. | Quickfit | |
| | 12/04/24 | 31983 | Bug | API | P1021 - It created the line items thrice after receiving the PO in the OSScan.
Delete all duplicate Items with a $0.00 cost. Only the items that have cost should be in this PO. | Quickfit | |
| | 12/03/24 | 31902 | Bug | Item Catalog | Item List > Item Catalog
- Cannot download entire list to excel file. Shows Bad Request. Please make sure it dowloads all columns/fields. | ABW | |
| 24.0122.55 | 12/03/24 | 28701 | Update | Import Wizard | Item - Updated, simplified list. Please change the LIST of fields to be imported on the Import wizard screen, and on the downloadable Excel template (and remove any others that are no longer on this list)
| | |
| | 12/03/24 | 10852 | New | Customer Detail | Please add these extra columns:
On the Quotations form (on the Sales History tab) please add the Sales Order # field to the right of the Quotation # field.
On the Sales Orders form (on the Sales History tab) please add the Quote # and the Invoice # as columns to the right of the Sales Order #.
On the Invoices form (on the Sales History tab) please add the Sales Order # as a new column to the right of the Invoice # column. | | |
| 24.0122.55 | 12/03/24 | 31946 | New | API | API - Item Call
whatever # PartsTrader passed in—please pass that same # back. But also add a new XML value called: TranslatedOEMNumber for the OEM # without any spaces are dashes. | ADS Tampa | |
| 12/02/24 | 31962 | Bug | Reports | REPORTS > ITEMS > Total Sales By Items (Best To Worst $) > Report Period > When changing to a custom date, (Nov. 14 - Nov 30, 2024) it shows, "This report does not contain any data".
--Report options were being shown twice. This is happening on all the reports.
--Total Sales By Items (Best To Worst $) and (Best To Worst Qty) not sorting properly when choosing a custom date. | Quickfit | |
| 24.0122.55 | 12/02/24 | 30732 | Update | Price Controls | Fix UI issue. Where the popup appears with a message like this: The lowest authorized price is 202.5% Please press Cancel and change the price. Or, ask your Manager to enter an Over-ride passcode below to proceed.
Change it to look more like this: The lowest authorized price is $2,202.00. Please press Cancel and change the price. Or, ask your Manager to enter an Over-ride passcode below to proceed.
--Cash Management
--QuickPriceCheck
--Quotation
--SalesOrder | | |
| 24.0122.55 | 12/02/24 | 31973 | Bug | Purchase Order | QUICK FIT: PO Screen - When changing Column Filters, the settings did not apply to all the POs. Also, when I unchecked the box for Duty %, it also unchecked the box for the Sales Order #. | Quickfit | |
| | 11/29/24 | 31492 | Update | Item Catalog | Show (and make editable) the ItemCatalog.CatalogSource field on the Item > Catalog tab, with a drop down list showing the Distinct values in that field for that Company. (This will allow the user to change the value from PartsLink to Customer or something else to prevent that catalog entry from being deleted by the Catalog Manager Function 3a.) | Quality | |
| | 11/29/24 | 31934 | Bug | Quote - Sales Order | QUOTE TO SALES ORDER - When converting a quote with more than 10 items, some items with available stocks are marked as backorder/waiting to be purchased. It's not taking the stock from the inventory. Those stocks that were not taken were returned parts from credit memo. | | |
| | 11/29/24 | 31777 | Bug | Purchase Or | When Un receive the items from PO checkbox not unchecked
when creating BackOrder PO the actual PO page redirected to New PO page
When receive all PO not marked as received | | |
| | 11/28/24 | 30469 | Bug | Reports | - Customer—> it fetches inactive customers while run customer report.
- Customer—> when the user click on the Customize button on setting preference. It shows undefined error.
- Customer—>on report criteria group by option is not working. | | |
| | 11/28/24 | 30044 | Update | User Setting | Users list Should be in alphabetical order based on user name.
--Add a way to see the # of Rows in the list. | | |
| | 11/28/24 | 31777 | New | Financial Periods | Sales, the NET value of the net Credits MINUS the net Debits, for x date range, for all accounts where the account 'detail' = Sales of Product Income
Accounts Receivable, the NET value of the net Debits MINUS the net Credits, for x date range, for all accounts where the account 'detail' = Accounts Receivable (A/R)
Cost of Goods Sold, the NET value of the net Debits MINUS the net Credits, for x date range, for all accounts where the account 'detail' = Supplies & Materials - COGS | | |
| | 11/28/24 | 31969 | Bug | Item Detail | Average Cost Issue: Items w/out PO: Adjust the Average cost based on the Excel file.
Items w/ PO: Adjust the average cost based on the latest PO. | Quickfit | |
| 24.0122.54 | 11/28/24 | 11190 | Bug | List Screens | LIST SCREENS. When press refresh make sure it doesn't reset the tab the user is on. | | |
| 24.0122.54 | 11/28/24 | 31976 | Bug | Import Wizard |
ITEM >UDPATE FUNCTION >Not working. | Orlando | |
| 24.0122.54 | 11/27/24 | 31959 | Bug | Credit Memo | Item#TO1230257-D was returned twice in stock from CM#C22192. | Orlando | |
| 24.0122.54 | 11/27/24 | 31924 | Bug | Sales Order, Purchase Order | Gross Margin% and SALES ORDER PURCHASE ORDER SCREEN > Margin% column.
When manually entering the cost for the line item, the gross margin % is not auto calculating based on the inputted cost. The same with the Margin% column on the Sales Order purchase order screen. | Orlando | |
| 24.0122.54 | 11/26/24 | 31971 | Bug | Purchase Order | When creating a PO, the user could not put the Bin # on the line item but only on the Location field. Even after saving the PO, the user won’t be able to put the Bin #. The user can only put the Bin # after reopening the PO. | Quickfit | |
| 24.0122.53 | 11/26/24 | 31970 | Bug | Shipping and Receiving | DISPATCHING SCREEN
- The manifest is not showing any orders
- Also, the update on S3 affects the Dispatching screen, the print preview window is not showing the invoice generated on that screen on older branch versions. | Orlando | |
| | 11/25/24 | 11831 | Update | Sales Transaction | Ship To - Bill To. When a Ship To customer is linked to a Bill To customer, autofill the Bill To field when Ship To customer is selected on the Find Parts screen. Do the same on Sales Order and Quotes screen (that were not created thru Find Parts). | | |
| 24.0122.54 | 11/25/24 | 31968 | Bug | Settings | SETTINGS > Shipping/Receiving: Duplicate Statuses in the settings. Some functions are being duplicated. Please check everything. | Quickfit | |
| 24.0122.54 | 11/25/24 | 31967 | Bug | Sales Order | SOPOs screen not working - having an error the same as the SO List screen. | Quickfit | |
| | 11/22/24 | 31957 | Bug | Credit Memo | --User made credit memos and applied the payment later then user deleted the payment. When user tried to reapply the credit memo, it could not be applied and says the "payment already applied". | IPC | |
| 23.0122.54 | 11/22/24 | 31964 | Bug | Purchase Order | Cannot create a Back Order PO. | Reliable | |
| 24.0122.54 | 11/21/24 | 31916 | Bug | Invoice | - When trying to add a column, it shows incorrect data. If user adds the QTY RTN column, the description data will show under the QTY RTN field and a different data will appear under the description field. When user tries to show QTY SHIP field then refreshes the page, it will now save. OS ADMIN account works fine, but other accounts, have this issue. | APS | |
| 24.0122.54 | 11/21/24 | 31951 | Bug | Sales Order | Backorder issues > SO#21085, 21805-B1, 21805-B2 > The backordered items on the original sales order got duplicated when moved to the new SO B1, then it triplicate the items from B2 to B3. (COULD NOT DUPLICATE THE ISSUE). | Orlando | |
| 24.0122.54 | 11/21/24 | 31953 | Bug | Audit Log | The download to excel function is not working. | Orlando | |
| 11/21/24 | 31956 | Bug | Find Parts | Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178)
BUG found: When entering a tax exempt Bill to Customer, the Fed Tax ID# is not populating on the Fed Tax ID field. | Orlando | |
| | 11/20/24 | 31768 | New | Sales Tax | Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178)
SALES ORDER, QUOTE, INVOICE, CREDIT MEMO >When you change the ship to customer, the tax still updates based on the ship to. It should not changed when the ship to address is shippped. | Orlando | |
| | 11/20/24 | 31940 | New | Find Parts | Develop GP field in the Find Parts Screen. Show correct computation. | APS | |
| | 11/20/24 | 28257 | Update | Purchase Order | PURCHASE ORDER: Auto fill Default Bin Location.
On Settings > Purchase Orders, add a new option called: [ ] When PO is received, auto fill the 'Default' Bin Location on all PO Line Items where the Bin Location is empty. (Make the default value for this new option to be false).
When the PO is received, check to see if this option is True. If follow the logic above. Also, if there is no bin location insert: No Bin Location
Make sure the Receive PO API is aware of this option as well. | | |
| 24.0122.53 | 11/18/24 | 31955 | Bug | Item Catalog | --When adding Items from the Catalog it's saying "Bad Request". | Bichun | |
| 24.0122.53 | 11/18/24 | 31954 | Bug | Shipping and Receiving | TO DISPATCH >When the orders were updated, the orders did not appear on the In Route status. The supposed Dispatch number is 24-1118 -GERARDO - ROUTE 3-01
Sample orders: I22177, I22138 and I22130 | Orlando | |
| | 11/18/24 | 28257 | Update | Purchase Order | PURCHASE ORDER: Auto fill Default Bin Location.
- On Settings > Purchase Orders, add a new option called: [ ] When PO is received, auto fill the 'Default' Bin Location on all PO Line Items where the Bin Location is empty. (Make the default value for this new option to be false).
- When the PO is received, check to see if this option is True. If follow the logic above. Also, if there is no bin location insert: No Bin Location
- Make sure the Receive PO API is aware of this option as well. | | |
| 24.0122.53 | 11/18/24 | 31950 | Update | Reports | 24.0122.5x (ORLANDO) PACKING SLIP (1 line per line item) The item description is shifted on the Items column. | Orlando | |
| | 11/15/24 | 30454 | Update | Jobs | When adding a new job, if the Customer record has 1 contact, and only 1 contact, please auto select that 1 contact for the job. | | |
| | 11/15/24 | 30429 | Bug | Customer Detail | CUSTOMER DETAIL SCREEN > audit log > old value & new value not showing | Quality | |
| | 11/14/24 | 31777 | New | Financial Periods | A journal entry in QBO is being created but the #'s are NOT appearing and balancing out on the Fin Periods screen | | |
| | 11/14/24 | 31777 | New | Financial Periods | The #'s for Sales and COGS from QBO do not match with QBO figures | | |
| 11/14/24 | 31872 | New | Credit Memo | CREDIT MEMO REFUND > After applying the Give cash back to the customer, the system should automatically calculate the Amount Applied for the refund amount without refreshing the entire screen. | ProParts | |
| | 11/14/24 | 31939 | Update | Reports | ITEM REPORTS > TOTAL SALES BY ITEM (ASCENDING ORDER) - Should have the total of the "total amount" on the bottom part of the page.
ITEM REPORTS > TOTAL SALES BY ITEM (All 3 Reports) --Check ALL Figures from QIS, QBO, QPO, TotalQtySales, and Total Amount. Also, Warehouse info is not showing on the other 2 reports. | Quickfit | |
| | 11/14/24 | 31377 | Update | Shipping and Receiving | (ORLANDO) DISPATCH SCREEN > MANIFEST
>Remove extra spaces in the box, or make the customer column wider so we can maximize the space, and or make the font smaller?
>Add a new column in between the Your Order # and Amount Previously Received called Total # of Pieces.(The Total # of Pieces will be the total Qty Shipped per order, only the ready to be shipped)
>At the bottom table, add Total # of Pieces after the Total No. of Orders and move the other 2 tables to the right. (The Total # of Pieces will be the total Qty Shipped for the entire manifest, only the ready to be shipped)
>Change the name Total No. of Orders to Total # Orders. | Orlando | |
| 11/14/24 | 31931 | Update | Shipping and Receiving | SHIP/REC: Update Statuses for unused statuses.
- On the Pending, To Cancel, To Pack, To Invoice, and To Load/Ship statuses lets remove the header sections, but then put a BLUE header, like on the Waiting to be purchased that says: 'This is a user defined status. You can use it to store or group certain Sales Orders together using this status.'
- On the Pending, To Cancel, To Pack, To Invoice, and To Load/Ship lets REMOVE the NEXT STATUS drop down list, since there is no automated way to move them to the next status.
- Lets remove the Move to Back Order from the Ship/Rec settings. (But make sure that SO line items still get set to that status when a Sales Order line item is copied to a Sales Order Back Order. | | |
| | 11/14/24 | 31667 | Bug | Import Wizard | Item Stock - ITEM-STOCK IMPORT Wizard:
Problem exported items with error to Excel file. I imported 4,669 items. The import process showed 9,338 (which is exactly 2x the # of records imported). That was the first error. Then the process could NOT import 72 of the items. The TAB that showed the 72 items was called: ItemNumber-notFound # (72) but the file had 9,338 records. It should have had 72 records. (Problem is in the Excel File). | | |
| 24.0122.52 | 11/14/24 | 31845 | Bug | Users Setting | User Full Name > When changing the User Full Name, the system will save it but if you log out and log back in, it will revert to the previous user full name. | Quickfit | |
| | 11/13/24 | 31918 | Bug | User Settings | EMAIL SETTINGS: When deleting the email settings for the User, an error pops up and it won't let you save the settings. However, after refreshing the page, the email setting is deleted. (Tested on v. 24.1017 and 24.1024). Tried deleting the Outgoing Mail Server field first then last deleted the E-Mail Provider field, and it saved the changes without the error pop-up. | | |
| | 11/13/24 | 31746 | Bug | Invoice | When deleting invoices, the Invoice ID remains on the Sales Order that prevents it to get invoice again from the SO screen or dispatch screen. | Quality | |
| | 11/13/24 | 31949 | Bug | Item Detail | Transaction Log > Total in Stock not showing the correct value. The QTY Recvd was only 1 but the Total in Stock shows 2. Sample Items: AC1000195, AC1000185, AC1006149. Please check all items. | Quickfit | |
| 24.0122.53 | 11/13/24 | 31942 | Bug | Sales Order | SALES ORDER STATUS >When manually changing the status of To Print and pick to To Cancel/Restock, it goes back to its original status. | | |
| | 11/12/24 | 31717 | New | User Settings | DO NOT ALLOW> USER CANNOT VIEW COSTS, + Vendors and POs.
- New requirement: Need to hide the Line Total and the Totals on the Purchase order screen. | Quality | |
| | 11/12/24 | 31807 | Bug | Reports | TotalQtySales not showing the correct number of sales. | Quickfit | |
| 24.0122.53 | 11/12/24 | 31901 | Bug | Invoice | INVOICE PRINTING- It's still choosing Invoice 2 even when I click Invoice 3. Invoice -Custom Terms & Conditions not showing the information correctly. | Express | |
| 24.0122.53 | 11/12/24 | 31946 | New | API | API - Item Call
If no match is found, then it will look for any dashes or spaces in the item #. If the item being searched for has any dashes or spaces then the item api needs to further search, again, of the same item # without the spaces and dashes. This would prevent us from having to import and maintain the OEM # AND the LONG OEM #.
| ADS Tampa | |
| 24.0122.53 | 11/11/24 | 31944 | Update | Find Parts | Use clicked the Show Sales history (F10) at the bottom. The word History is spelt incorrectly. It shows Sales Histroy. | | |
| 24.0122.53 | 11/11/24 | 31777 | New | Financial Periods | Update the Last Updated field whenever the Period is selected and recalculated.
Add a TOTAL for each of the Fields that gets recalculated, on the fly, each time we select 1 or more periods to be recalculated.
On the Recalc Selected button click it shows 'selected year(s)' in the progress bar. It needs to read: 'selected period(s)' | | |
| 24.0122.53 | 11/11/24 | 31777 | New | Financial Periods | Calculation:
Qb Sales (JE)
Total of all JE's in QBO for that Month, for all GL Accounts that are a SALES type Account. | | |
| 24.0122.53 | 11/11/24 | 31945 | Bug | Shipping and Receiving | DISPATCH SCREEN >Auto create related Invoices for Sales order in this Dispatch > Print Preview >It does not show invoices for the Sales Order on the Print Preview. | | |
| 24.0122.53 | 11/11/24 | 31943 | Bug | Settings | USER SETTINGS > SECURITY TYPE >MODULE SECURITY >When picking the security type for a user, not all screen category is showing on the list. Example: The find parts or Quick Price check is missing. | | |
| 24.0122.53 | 11/11/24 | 31828 | Bug | Find Parts | MODULE SECURITY > QUICK PRICE CHECK/FIND PARTS >All users were not able to access Find parts screen.
Lets SET the Find Parts to be = TRUE for all users that are Sales, Manager, Accounting, Admin.
Its currently is auto setting Find Parts to FALSE when closing the User Security screen. Lets fix that and also make the NOTICE to the user about new screens being added something that gets checked BEFORE the screen is opened, not when the screen is CLOSED. | Orlando | |
| 24.0122.53 | 11/11/24 | 31927 | Update | Purchase Order | (APS) URGENT NEW - PO Line
Please fix Margin List field. Use the formula below to show correct computation.
Data should be displayed in percentage %.
This field should be in Line 1.
Formula: Margin% = 1 - (Cost / List Price) | APS | |
| | 11/08/24 | 31873 | Bug | Credit Memo | (QUICKFIT) Credit Memo > Payment Info > Give Cash Back or Apply Credit:
--Even when the date chosen is greater than the Invoice date, it still gives the date validation error. Example: The Invoice was created on 10/14/2024. Date on the payment date is 10/15/2024.
--If the payment date was changed to 10/16/2024, the date on the "Date Paid" field still shows as 10/15/2024.
--"Last Synced" field is not showing properly on the Payments Screen
--"Give Refund" button is still working even without choosing any Payment Type of Refund. Also, I can still process a refund even after giving a full refund to the order.
--Action(x) is not functioning | Quickfit
| |
| 24.0122.53 | 11/08/24 | 31777 | Bug | Financial Periods | When trying to open the Financial Periods I did not have permission. The popup message to user is NOT connected to Error messages table and cannot be edited.
When selecting ONE period and then clicking the Recalculate Selected Financial Periods is it calculating #s for ALL of the periods (for the QBO columns).
Lets put a darker Vertical Border line to the left of:
Column 5, 7, 11, 15
| | |
| 24.0122.53 | 11/07/24 | 31877 | Update | Reports | Please look at the criteria for ALL reports and make all fields look symmetrical where the left and right sides of the fields are equal, AND were the labels fit properly. | | |
| 24.0122.53 | 11/07/24 | 31777 | New | Financial Periods | When 1 or more Periods are selected, and the Re-Calculate button is clicked, do all of the calculations by period, the oldest first.
Check to see if there are any UN-SYNCED transactions. If so, TRY to sync all un-synced records that affect the GL, such as:
Customers related to any Invoices not synced.
ALL Invoices/CMs not synced. (If the TO Sync checkbox is FALSE, auto update them to TRUE).
ALL Invoice/CM payments not synced. (If the TO Sync checkbox is FALSE, auto update them to TRUE).
ALL Inventory Adjustments not synced. (If the TO Sync checkbox is FALSE, auto update them to TRUE). | | |
| | | | | | | | |
| 24.0122.53 | 11/06/24 | 31933 | Bug | User Settings | When changing some settings, it erases all the module security making user locked out. | | |
| 24.0122.53 | 11/06/24 | 31930 | Bug | Invoices | Shipped via: There are some invoices created from the dispatch screen that lost the Shipped via value on the invoice. | Orlando | |
| 24.0122.53 | 11/06/24 | 31652 | Bug | Find Parts | FIND PARTS SCREEN > When searching between YMM searches and Part# searches, the Net Price and List Price column disappear. | Quality | |
| 24.0122.52 | 11/05/24 | 31925 | Bug | Reports | PO LIne items Report >Date range: 10/1/24-10/31/24 >Won't load or export the report. | Orlando | |
| 24.0122.52 | 11/05/24 | 31928 | Bug | Invoice | PRINT --> When user clicks Print button, it just shows the loading spinner and does nothing. | APS | |
| 11/05/24 | 31774 | Bug | Find Parts | - unable to add GP and MU% columns/fields.
- cannot remove Tax field. | APS | |
| | 11/04/24 | 31915 | Update | Reports | The new report called: Invoices/Credits by Customer, Sales Rep is missing. | | |
| | 11/04/24 | 31920 | Bug | Purchase Order | RECEIVING SPECIAL ORDERS ON PO:
User received item on a PO, it updated the Qty Ship on the sales order however it did not mark the line item received on the PO. | Orlando | |
| | 11/04/24 | 31919 | Bug | Sales Order | The linked Sales Order on the PO, did not update when B3 was created and updated the stock on the original Sales Order.
S19562 was the original order it created a backorder up to B3 linked to P1237. On the PO, it is still linked to the original sales order and when they received it, it updated the Quantity ship on the original sales order S19562 and add it to S19562-B3. | Orlando | |
| | 11/04/24 | 31921 | Bug | Shipping and Receiving | TRANSFER AND SHIP: When picking items from the Other warehouse, the order disappears on the Shipping and receiving screen. | | |
| | 10/30/24 | 21070 | Bug | Import Wizard | Customer > Import and update issue. | | |
| | 10/30/24 | 31913 | Bug | Import Wizard | User attempted to import customers, it's stuck with the progress bar. | | |
| | 10/30/24 | 31912 | Bug | Sales Order | 24.0122.51/52 SO Detail: If user clicks Save and submit button on an imported Invoice, it will not save. | APS | |
| | 10/30/24 | 31911 | Bug | Quotes | The company logo and customer details are printed 2x on top. Please fix, need for goLive customer. | APS | |
| 24.0122.52 | 10/29/24 | 31869 | New | Ebiz | Ebiz payment: Close Email Popup and prompt user the email is sent | | |
| 24.0122.52 | 10/29/24 | 31907 | Bug | Reports | QUOTATION LINE ITEMS REPORT > REPORT CRITERIA > CUSTOMER >When running the report for specific customer, an error occurs. | Quality | |
| 24.0122.52 | 10/28/24 | 31777 | New | Financial Periods | We only update the Last Updated field whenever the Period is selected and recalculated.
Lets Re-Order the Columns based on the columns listed below, by section.
Break all of the process down into Progress Bar sections/tasks. | | |
| 24.0122.52 | 10/28/24 | 31777 | New | Financial Periods | When the Financial Periods screen is opened it should remake the 1 periods and show them all as Open. ALL other columns should remain empty. | | |
| 24.0122.52 | 10/28/24 | 31901 | New | Invoice | Create an additional Invoice for Printing purposes. Currently, we have Invoice, and Invoice 2. Add Invoice 3 for an additional option for Invoice. Also, on the Settings, Add Invoice 3 on the Select Document Type to edit the Invoice - Custom Terms & Conditions (printed on bottom of Invoice). | Express | |
| 24.0122.52 | 10/28/24 | 31904 | Bug | Sales Order | When printed, it does not have the correct total amount because of the incorrect TAX. SO# 1745 | Quickfit | |
| 24.0122.52 | 10/28/24 | 31900 | Bug | Invoice, SO | Printing Options - When clicking the "Preview" button, the screen was just loading and not working even if you refresh the page. It also happens with the Sales Order Print Preview. | | |
| 24.0122.52 | 10/26/24 | 31777 | New | Financial Periods | Validations
- Checking all mismatching columns on table
- checking all values has been calculated correctly
- Error message when creating new record on Closed period status | | |
| 24.0122.52 | 10/25/24 | 31893 | Bug | Credit memo | Cash back feature bugs. | Quickfit | |
| 24.0122.52 | 10/25/24 | 31905 | Bug | User Security | Copy User settings from another User. | TipTop | |
| 24.0122.52 | 10/24/24 | 31894 | Bug | PO, SO | When PO Receive, change the condition checking on ItemType with Upper Case. | TipTop | |
| 24.0122.52 | 10/24/24 | 31869 | New | Ebiz | Add Custom Email Template in Ebiz Payment | | |
| 24.0122.52 | 10/24/24 | 31848 | Bug | Email Services | Implementing the Same in OSO Application | | |
| 24.0122.52 | 10/24/24 | 31051 | Bug | Sales Order | SO --> SO PO --> When creating a purchase order from a sales order and receiving the entire order, select "no" on the auto-ship item popup. If the user tries to ship the quantity partially but is unable to ship while having stock. | | |
| 24.0122.52 | 10/24/24 | 31805 | New | FInd Parts | Add SKU # to the Item # search field. (They can use the UPC Code on the Part # search field to find the Item.) | Quickfit | |
| 24.0122.52 | 10/23/24 | 31849 | Bug | Invoice | INVOICE > Tax-exempt customers are suddenly getting charged of tax on the invoice. Example customer: 1811
Could be the item set to taxable be an issue? | Impact | |
| 24.0122.52 | 10/23/24 | 31888 | Bug | Item Detail | An empty page with an error appears When the user navigates to the detail screen. | | |
| 24.0122.52 | 10/23/24 | 31859 | Bug | Purchase Order | Receiving Partial parts from PO:
- User received 2 parts out of 5, one sold, 1 remaining. Then they received another part on a different date. Today they attempted to receive another one by updating the Qty Received to 4 but it did not add another stock in record. | Orlando | |
| 24.0122.52 | 10/23/24 | 29726 | Bug | Item Detail | STOCK TAB > ITEM SPLIT: The Date Received should not update based on the date it was split. | Quality | |
| 24.0122.52 | 10/23/24 | 29727 | Bug | Sales Order | Sales Rep field:
- When changing the Bill To/Ship To Address on the Sales Order, the Sales Rep changes to the Sales Rep value of the Customer. IF the setting (Auto fill the Sales Rep field with the currently logged-in user name) is enabled, it should retain the Sales Rep who is currently logged in even if the Bill To/Ship To address is changed. | Quality | |
| 24.0122.52 | 10/23/24 | 31798 | Bug | Reports | Invoices /Credits by Sales Rep (Details)NEW
- Make it functional.
- Remove the word NEW from the title of the report. | | |
| 24.0122.52 | 10/22/24 | 31806 | Bug | Reports | "SALES REPORTS BUGS
(Please calculate the TOTAL Cost of ALL Invoices Line Items for 9/1/24 to 9/27/24 to use as a Benchmark of TOTAL COSTS).
In ver 24.0122AW click Reports > Invoices / Credits. Getting error. (Cannot find Table 8)
Invoices / Credits by Date (Totals) most of the dates show $0 cost. Should be showing costs. Total costs should equal the benchmark costs.
Invoices / Credits by Month (Totals). Is the COST right? The Profit and Profit margin are showing 0.
Many (maybe all) of the DETAILED Sales Reports that show each Invoice have DUPLICATE invoices on the report. (See Invoices / Credits as an example).
| Quickfit | |
| 24.0122.52 | 10/22/24 | 31886 | Bug | Invoice | Print > on the Invoice Print (and other transactions), the Net Price field shows 4 decimals. Now, it only shows 2. Please change it back to to show 4 decimals. | Reliable | |
| 24.0122.52 | 10/22/24 | 31817 | Bug | Customer Portal | 24.0122AV >When creating quote from the Customer Portal, the Quote created does not appear on the Quote List screen but can be searched.
>Order Source >When creating orders from the Customer Portal it should auto-fill in the Order Source as 'Customer Portal' | Qaulity | |
| 24.0122.52 | 10/21/24 | 31857 | Bug | Find Parts | GM1002142 - this part shows up on the find parts screen when searching 2019 Chevrolet Suburban- Quality parts | Quality | |
| 24.0122.52 | 10/21/24 | 31884 | Bug | Replenish Stock | When running replenish stock for min/mx its shows error popup. | Plastic | |
| 24.0122.52 | 10/21/24 | 31882 | Bug | Purchase Order | When creating PO from SOPO screen, the descriptions are empty on the PO line items. | Orlando | |
| 24.0122.52 | 10/21/24 | 31883 | Bug | Item Detail | VENDORS -- When adding or deleting a Vendor, it hides the list. You need to refresh the page again to show all the Vendor List. | | |
| 24.0122.52 | 10/18/24 | 31833 | Bug | Shipping and Receiving | Stock Transfer In Route > Show all button does not work for more than 650 records. | Quality | |
| 24.0122.52 | 10/18/24 | 31861 | Bug | Find Parts | Parts# field: when you search up HO1206100 on the find parts screen, HO1206101 comes up also which are 2 different parts. | TipTop | |
| 24.0122.52 | 10/18/24 | 31860 | Bug | Find Parts | 24.0122.50 >FP >View Selected > Undefined Error | | |
| 24.0122.52 | 10/18/24 | 31874 | Bug | Scanner | CREDIT MEMO:
When using the scanner to return parts, it adds back the qty in stock but on the CM, the quantity return is not getting auto-filled in. | TipTop | |
| 24.0122.52 | 10/18/24 | 31853 | Bug | Find Parts | When a customer is selected to auto fill (from the Find Parts settings) auto fill the customer Bill To and Ship To but then reset the focus on the Ship To field and Highlight the Ship To Customer Name so it can be easily changed without having to use the mouse. | Quickfit | |
| 24.0122.52 | 10/17/24 | 31824 | New | Shipping and Receiving | PENDING SCREEN >
Add Invoice column after the Sales Order Column | Quality | |
| 24.0122.52 | 10/17/24 | 31852 | Bug | Quote | When printing a quote on the Print Preview pop-up, it does not show the correct total price from what was on the screen.
If one item is added, it will have the correct price on the Print Preview
If two or more, the total amount shown was the total before the additional items were added. | Quickfit | |
| 24.0122.52 | 10/16/24 | 31777 | New | Financial Periods | When the user tries to CREATE A NEW record (for the screens below) that are in a CLOSED Financial Period:
Give this popup message: "Cannot create record because the related Financial Period is closed."
| | |
| 24.0122.52 | 10/16/24 | 31875 | New | Invoice | Invoice Print - Please make the 'Note to Customer' appear on every page of the Invoice print. If the Invoice print is 3 pages, the note should show on every page. Please make the font smaller (but still readable when printed), maybe pt 5. | APS | |
| 24.0122.52 | 10/16/24 | 31838 | Bug | Item Detail | Item List Price issue.
| Quickfit | |
| 24.0122.52 | 10/16/24 | 31738 | Bug | Reports | Invoices/Credits by Customer & Sales Rep (Detailed)
on 24.0122.50 - an error pops up when trying to run the report. | Impact | |
| 24.0122.51 | 10/15/24 | 31868 | Bug | Replenish Stock | Import is not working properly. Its imports some records only. (Altered the code to delete temp records before the loop). | ProParts | |
| 24.0122.51 | 10/15/24 | 31863 | New | Item List | Item Lists > Item Receipts tab. Be able to search for the Bin #. | Quickfit | |
| 24.0122.51 | 10/15/24 | 31867 | Bug | Shipping and Receiving | Stock Transfers not showing up on Transfer FROM warehouse To Print & Pick. | | |
| 24.0122.51 | 10/15/24 | 31864 | Bug | Shipping and Receiving | Demo User cannot start to pick a new order. It says he is already picking an order but no orders appear.
The COUNTS for most of the Statuses are incorrect. For example, Picking shows 15 but there are no orders that appear. | | |
| 24.0122.51 | 10/14/24 | 31657 | New | Reports | Add ability to filter by Bin # range on a Inventory report. | Quickfit | |
| 24.0122.51 | 10/14/24 | 31823x | New | Sales Order | - When a user manually changes the MAIN STATUS of the Sales Order with several line items in backorder with the PO checkbox is checked (to True), should stay on the Status: Waiting To Be Purchased even after the screen is refreshed. This way we can prevent lose track of items that needs to be ordered.
- When a user manually changes the MAIN STATUS of a Sales Order with several line items in backorder with an updated PO#, it should stay on the Status: Waiting For Delivery From Vendor even after the screen is refreshed. This way we can prevent lose track of items that needs to be received. | Quality | |
| 24.0122.51 | 10/14/24 | 31851 | Bug | Reports | 24.0122AV Invoice/Credit line items:
the entered by column is missing. | Orlando | |
| 24.0122.51 | 10/14/24 | 31847 | Bug | OS Scan | Count by Bin (or Count by Item) is putting the item in stock with cost = $0. (There is a process of trying to get the cost from several sources. However, if it cannot find the cost from the most recent item in stock, or a Vendor cost, or the most recent PO cost, it needs to get the cost from the Average Cost field. | Quickfit | |
| 24.0122.51 | 10/10/24 | 31835 | New | User Security | Miscellaneous fixes and update. | | |
| 24.0122.51 | 10/10/24 | 31844 | New | Settings | PURCHASE ORDER
Number of Decimal Places - for Cost fields can only do 4. Please update so it can do up to 6. | Reliable | |
| 24.0122.51 | 10/10/24 | 31842 | New | New Item Screen | When creating a new Item, the list price only allows 2 decimals. When the decimal is set 5 or 6, decimals on the New Item Screen should be the same. | Reliable | |
| 24.0122.51 | 10/10/24 | 31841 | Bug | Import Wizard | Cannot UPDATE Item List Average Cost. | Quickfit | |
| 24.0122.51 | 10/10/24 | 31777 | New | Financial Periods | Lock the financial records if the period has Closed
Invoice, Credit Memo, Invoice Payments | | |
| 24.0122.51 | 10/10/24 | 31807 | Bug | Reports | ITEM REPORTS.Total Sales By Item (Best to Worst Qty) is showing some Qty's in Stock that are incorrect. | Quickfit | |
| 24.0122.51 | 10/09/24 | 31777 | New | Financial Periods | Open and Closed Text and color
Button : Close Selected Period(s) and Re-Open Selected Period(s)
Change the Status when Button click | | |
| 24.0122.51 | 10/09/24 | 31777 | New | Month End | Financial Periods
- When Recalculating financial records always creating 12 rows
- Insert the values atfirst when Recalculating new values
| | |
| 24.0122.51 | 10/08/24 | 31777 | New | Month End | Update the Same Journal Entry using Period | | |
| 24.0122.51 | 10/08/24 | 31831 | Bug | Replenish Stock | MIN/MAX >When clicking the Show All button, the table disappears.
The next button is not working.
Exporting the file to excel, error popsup | TipTop | |
| 24.0122.51 | 10/08/24 | 31830 | Bug | API | Item: Gets an empty JSON on the response body when searching for some parts. Example: TO2502286. (Customer was using the 0122W version. If use 24.0122AW or greater version it will work fine.) | Orlando | |
| 24.0122.51 | 10/08/24 | 31827 | Bug | Purchase Order | PO LABEL:
The Labels are not showing up on the Print Preview screen | TipTop | |
| 24.0122.51 | 10/07/24 | 31777 | New | Month End | Formatting all Decimal fields
Update the period status
Progress Message for JE Create | | |
| 24.0122.51 | 10/07/24 | 31777 | New | Month End | Creating Journal entries based on the new values | | |
| 24.0122.51 | 10/07/24 | 31828 | Bug | User Security | MODULE SECURITY > QUICK PRICE CHECK/FIND PARTS:
All users were not able to access Find parts screen. | Orlando | |
| 24.0122.51 | 10/07/24 | 31825 | Bug | Shipping and Receiving | To Print and Pick Screen:
When you select lines or select filters, the selected lines should be pushed to the top of the list. | Quality | |
| 24.0122.51 | 10/07/24 | 31826 | Bug | Import Wizard | Cannot UPDATE a list of Item List Prices. | Express Body Parts | |
| 24.0122.51 | 10/07/24 | 31820 | Bug | Find Parts | Search Button is not clickable (by mouse).
If the TAB/ENTER key is used to go to the Search button, then it works. | Quickfit | |
| 24.0122.51 | 10/04/24 | 31777 | New | Month End | Create Journal Entry based on the 1Place and QBO Total | | |
| 24.0122.51 | 10/04/24 | 31807 | Bug | Reports | Item > Total Sales By Item (Best to Worst Qty) is showing some Qty's in Stock that are incorrect. | Quickfit | |
| 24.0122.51 | 10/04/24 | 31822 | Bug | Shipping and Receiving | Stop Number not getting imported | QCP, Elite Extra | |
| 24.0122.51 | 10/03/24 | 31806 | Bug | Reports | SALES REPORTS BUGS
(Please calculate the TOTAL Cost of ALL Invoices Line Items for 9/1/24 to 9/27/24 to use as a Benchmark of TOTAL COSTS).
In ver 24.0122AW click Reports > Invoices / Credits. Getting error. (Cannot find Table 8)
Invoices / Credits by Date (Totals) most of the dates show $0 cost. Should be showing costs. Total costs should equal the benchmark costs.
Invoices / Credits by Month (Totals). Is the COST right? The Profit and Profit margin are showing 0.
Invoices / Credits by Sales Rep (Totals) Are the costs accurate??
Many (maybe all) of the DETAILED Sales Reports that show each Invoice have DUPLICATE invoices on the report. (See Invoices / Credits as an example). | Quickfit | |
| 24.0122.51 | 10/03/24 | 31738 | New | Reports | Create a new report called: Invoices/Credits by Customer & Sales Rep (Detailed)
- It is the same report as the Invoices/Credits by Customer but is grouped by Sales Rep.
- Criteria: Sales Rep, Sort Order (Best to Worst, Alphabetical), Date Range selector.
- Alter excel download function to add # of Invoices column. | Impact | |
| 24.0122.51 | 10/03/24 | 31821 | Bug | Reports | When opening the report screen, an error pops up. | Orlando | |
| 24.0122.51 | 10/03/24 | 31819 | Bug | Shipping and Receiving | The Filter By buttons were showing Shipped Via buttons that did not have any Orders in the list with the same Shipped Via. (It shows Shipped via button for Route 4 but there are no existing orders on the table with Route 4. | Orlando | |
| 24.0122.51 | 10/03/24 | 31818 | Bug | Sales Order | When line items in backorder status is set to Future Delivery, we need to show the line item on the Future Delivery screen on the Shipping and Receiveing screen. | Quality | |
| 24.0122.51 | 10/03/24 | 31816 | Bug | Login Screen | They experience randomly getting kicked out of 1place. I checked the server performance and there were no sudden peaks with the DTU. | Impact | |
| 24.0122.51 | 10/03/24 | 31768 | New | Sales | - Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178) tested on 24.1001v BUG
- SALES ORDER, QUOTE, INVOICE, CREDIT MEMO >When you change the ship to customer, the tax still updates based on the ship to. It should not changed when the ship to address is shippped. | Orlando | |
| 24.0122.51 | 10/02/24 | 31803 | New | Settings | User Security >When the 'Hide Dashboard Screen' box is checked, it should then allow user to select which screen to show (by default--instead of the Dashboard). But, if the HIDE Dashboard is TRUE and the Default screen to show is NOT selected, then show the Customer List by default. | Quality | |
| 24.0122.51 | 10/01/24 | 31016 | Bug | Shipping and Receiving | The S/R screen displays service and non-inventory items. | | |
| 24.0122.51 | 10/01/24 | 30780 | Bug | Find Parts | Find parts--> When selecting a line item on the Find Parts screen, users cannot alter both the net price and discount fields simultaneously. If one field is altered, the other becomes empty. |
| |
| 24.0122.51 | 10/01/24 | 30781 | Bug | Find Parts | Find parts -->Sales order --> List price & net price are changed. when the user alters Qty orders values "After receiving the stock from the purchase order." | | |
| 24.0122.51 | 09/30/24 | 28239 | Bug | Purchase Order | - When items are received into Stock from PO make sure the Add'l / Landed Cost values do NOT influence the 'Average Cost (for Markup Pricing)' (That value should be the weighted average cost of all items in stock for that item).
- Also, when the LAST item is sold from stock do NOT reset to $0. | | |
| 24.0122.51 | 09/30/24 | 27815 | Bug | Sales Order | - Margin % on Sales Order Screen
- The margin % is not calculated properly when inputting new values on the Unit Cost field.
| TipTop | |
| 24.0122.51 | 09/30/24 | 28442 | Bug | Sales Order | Payments > AUDIT LOG not logging Sales Order Payment Deletions. (And maybe not logging Invoice Payment deletions as well) | Quality
| |
| 24.0122.51 | 09/30/24 | 31777 | New | Month End | - 1p Sales (but all fields made in table will have NO spaces).
- Net Sales (Total 1place Invoices - Credit Memo's) + Freight (DO NOT INCLUDE SALES TAXES)
- Qb Sales | | |
| 24.0122.51 | 09/30/24 | 31801 | Bug | Find Parts | Sort the Make and Model to Ascending order. | TipTop | |
| 24.0122.51 | 09/30/24 | 31800 | Bug | Invoice | The line item totals only calculates for 1 item even though from on the SO it shows the correct amount. | Orlando | |
| 24.0122.51 | 09/30/24 | 31799 | Bug | Item | When user clicks the Adjust qty in stock button for item# GM1230465, the screen would load indefinitely. This works fine with an older version.
Prevent the loading error to occur when there are spaces on the bin numbers. | Quality | |
| 24.0122.51 | 09/30/24 | 31809 | Bug | Sales Order | When the form opens up it has the correct date. Then it changes to today's date. | Quickfit | |
| 24.0122.50 | 09/27/24 | 31777 | New | Month End | - Create new table called QBOMonthEnd and Store the calculated values on Database
- Show the Current Year Record at firsttime when they opening Screen
Prev and Next functions
- UI Changes, Validation and ErrorMessages, based on the Year selection | | |
| 24.0122.50 | 09/27/24 | 31804 | Bug | Reports | Invoice number I58908 is not able to print or download pdf because of the number of lines. | IPC | |
| 24.0122.50 | 09/27/24 | 31775 | Bug | Sales Order | Entered by not getting inserted on the Batch create Invoices function on Ship/Rec screen. | QCP | |
| 24.0122.50 | 09/27/24 | 31660 | New Feature | Customer Portal | Item pictures upload. | | |
| 24.0122aw | 09/26/24 | 31797 | Bug | Integration | Ebay - Fix deprecated OAuth Access Call in eBay. | | |
| 24.0122aw | 09/26/24 | 31777 | New | Month End | Journal Entries for that month for the COGS and Inventory. | | |
| 24.0122aw | 09/25/24 | 31744 | Update | Item Details | 24.0122AU ITEM PRICE LEVEL> IMPORT WIZARD: Update record option > We need a validation for the Price levels if they are not in record yet before we proceed to update the data. | Quality | |
| 24.0122aw | 09/25/24 | 31766 | Bug | Replenish Stock | - Past Sales History:
- Selecting the option to show all items. It always end up to an error. Execution time out error.
| Orlando | |
| 24.0122aw | 09/25/24 | 31655 | Update | API | API-Count by Bin, Count by Item.
- Also, be able to scan the item by the Vendor Item #.
- In all cases, when receiving data INTO the API - Item if the Item # is not found as the ITEM NUMBER in the Item table, look for a CROSS REFERENCE of the item # in all of the places listed in the API - ITEM. | Fitz, Quickfit | |
| 24.0122aw | 09/25/24 | 31772 | Update | Import Wizard | ALL IMPORT WIZARD TABLE FIELDS. Make sure any fields that have a NOT NULL have a DEFAULT VALUE, such as 0 for Bit fields and number fields. Ignore this for any REQUIRED FIELDS. | | |
| 24.0122aw | 09/24/24 | 31770 | Bug | Item Details | Manage Catalig - When making NEW Parts, and selecting the Create Duplicate for Capa option it makes the duplicate Part but it also puts (CAPA) at the end of the Part Description it is duplicating. | EBP | |
| 24.0122aw | 09/24/24 | 31753 | Bug | Credit Memo | OLD CMs with zero Returned but stocks were added in record. When you put in the Qty Return for the parts, it created duplicate returns and you choose the option not to return the item in stock the Unapplied amount updates to Amount Applied field and doubles the amount. It also marks the CM PAID even though it has not been applied to any invoices. Please see video and samples CMs below. | Quality | |
| 24.0122aw | 09/23/24 | 31765 | Bug | Import Wizard | Fix issue on customer import.
| Express Body Parts | |
| 24.0122aw | 09/23/24 | 31764 | Update | Invoice | Print - Need to add a bit more space for people to sign? space is too narrow. | APS | |
| 24.0122aw | 09/23/24 | 31761 | Bug | Item Detail | ITEM PRICE LEVEL > IMPORT FUNCTION bug: The import function should only filter those items that match the file. On the 0919v on the dev server it includes all records including the new Price levels on the data validation table. | | |
| 24.0122aw | 09/23/24 | 31760 | Bug | Settings | USER SETTINGS:
- When opening the User setting, there's a blank popup window that appears on top of the screen. When I click ok, a Please Wait appears and redirects me to a different screen
- When clicking the Edit icon, the User Window does not open. | | |
| 24.0122aw | 09/20/24 | 31660 | New Feature | Customer Portal | Item Pictures upload features needed.
[X]. 1. Add an update check box and update the pictures in Server only if the check box is checked
[X] 2. Add Partial Match Items with __ or more characters that are the same. So, In Partial match it will show only the Items that match the required characters
3. Paginate the table.
4. Delete the Unmatched Images from the Server | | |
| 24.0122aw | 09/19/24 | 31757 | Bug | Integration | CCC > FTP FILE EXPORT - The line items in the FTP file are being duplicated and the duplicates are showing CAPA that's why non CAPA items still show CAPA. | ADS | |
| 24.0122aw | 09/19/24 | 21071 | Update | Import Wizard | Update option
- When using the 'Update' option ONLY REQUIRE the ID / Primary Key field. For instance, updating a customer record requires selecting a Customer Number and a Company name. Doing an Update assumes that there is already a properly constructed record. To Update it should only require the user defined Unique # like the Customer #, Invoice #, etc..
- All fields that have a description that starts with: 'This is x value' needs to have a 'the' inserted. For example: This is the x value'.
| | |
| 24.0122aw | 09/19/24 | 31755 | Bug | Item List | Item Receipts > When putting one character in the Search Bar, the page refreshes automatically not letting the user put the next character without refreshing the page. | Quickfit | |
| 24.0122aw | 09/19/24 | 31275 | Bug | Purchase Order | - It seems that there is a mismatch between the total PO and POBO on the list table.
- Added payment terms are not properly updated on the list table.
- The print dates are not being updated correctly.
- The checkbox for drop ship is not functioning properly on the list table.
| | |
| 24.0122av | 09/18/24 | 31721 | Update | Invoice | 24.0122AUv INVOICE > ENTERED BY> When invoices are created from the DISPATCH screen the Entered by should be filled in with the User name who created the invoices. | Quality | |
| 24.0122av | 09/18/24 | 31754 | Bug | Shipping and Receiving | PENDING/FUTURE DELIVERY STATUS: When manually changing the status of the order from Future Deliver screen to CLOSED on the sales order , the orders are still showing on the other warehouse's Future delivery screen. | Quality | |
| 24.0122av | 09/18/24 | 31756 | Bug | OS Scan | Inventory > Count by Bin: When trying to scan item # Ztest10002, this item was successfully saved in the Bin Location and adjusted the quantity in stock, however, item # TO1240268 did not save properly. Also, the quantity of item # TO1240268 was not changed in 1place even though it was changed in OS Scan. This also applied to some items in 1place. | | |
| 24.0122av | 09/18/24 | 31758 | Update | Receive Payments | Exclude the Sales order payments from Credit Memo table from Un applied amount. | | |
| 24.0122av | 09/17/24 | 31751 | Update | Sales Order | Copy over Sales Orders Entered by to Invoice and CM Entered by and Sales rep | QCP | |
| 24.0122av | 09/17/24 | 31750 | Bug | Shipping and Receiving | The batch dispatch stopped printing all the sudden after the first driver "Casey" while on driver "Drew". system kicked everyone out but not the main computer we were dispatching on. We tried multiple times to restart the process but the status of printing was all clear and nothing was happening. | QCP | |
| 24.0122av | 09/17/24 | 31731 | Update | Import Wizard | CUSTOMER IMPORT WIZARD: Add the Reason for Sale to Import and Update on the Customer List table. | Quality | |
| 24.0122av | 09/17/24 | 31748 | Bug | Sales Order PO | Whenever opening a sales order with an old date on the SOPO screen, it shows me today's date on the SO screen. | Quality | |
| 24.0122av | 09/17/24 | 31743 | Bug | Import Wizard | Item List Import Issue | Express Body Parts | |
| 24.0122av | 09/16/24 | 31746 | Bug | Invoices | DELETING INVOICES: When deleting invoices, the Invoice ID remains on the Sales Order that prevents it to get invoice again from the SO screen or dispatch screen | Quality | |
| 24.0122av | 09/16/24 | 31573 | Bug | Sales Order PO | Filter on the SOPO invoiced sales orders with backorders not to appear on the SOPO screen. | Impact | |
| 24.0122av | 09/16/24 | 31741 | Bug | Reports | INVOICES/CREDITS BY PRODUCT: When selecting a period and asked to download a report, it redirects to a screen that says: This site can't be reached. On the report criteria, instead of Customers change it to Items so the user can filter the group by items. | Orlando | |
| 24.0122av | 09/16/24 | 31740 | Bug | Sales Order | Print -->Stock picking Ticket
After Selecting both Bin Location (from Sales Order) and Bin Location (from Item). the bin location from the sales order is shown twice when printing.
When the user prints the packing slip for a single line item, it shows duplicate values.
| QuickFit | |
| 24.0122au | 09/13/24 | 31713 | Bug | Invoice | SYNCING INVOICES TO QBO > Duplicate invoices are created when syncing invoice to QBO. | Impact | |
| 24.0122au | 09/13/24 | 31743 | Bug | Credit Memo | CREDIT MEMO >CMs before they update to the new version has issues with CMs not applied yet to any invoice and are marked as PAID. We need to look for CMs with similar issue and fix it. | Quality | |
| 24.0122au | 09/13/24 | 31739 | Bug | Find Parts / Invoice | Invoice -->.Credit memo --> Freight charges are not applied on the Total.
Find parts --> When user selects a different bill to and ship to customer, after mapping qty and create SO., it shows empty Bill to and ship to.
| | |
| 24.0122au | 09/12/24 | 31734 | Update | Shipping and Receiving | 1. Clear all the Drivers when the ExportIntoELite button is clicked
2. Show the users the Orders failed to sync in EliteExport and Make a Resync button to Sync the failed order to sync again
| Quality | |
| 24.0122au | 09/12/24 | 31723 | Bug | Import Wizard | 24.0122AUv BUG >IMPORT WIZARD >ITEM PRICE LEVELS: Update Existing Records > It gets stuck on the loading window. | Quality | |
| 24.0122au | 09/12/24 | 31727 | Bug | Shipping and Receiving | 24.0122AMv Dispatch >Edit /Reprint Delivery Manifest:
- When downloading the Excel file Manifest, it downloads but there is no data on the Excel file.
- Reprint option, when reprinting the Manifest, it does not show the dispatch number and the Driver's name. | Orlando | |
| 24.0122au | 09/12/24 | 31737 | Bug | Reports | SALES ORDER BY VENDOR REPORT: Orders are showing duplicates (it's showing the same number as the number of line items it has) | Orlando | |
| 24.0122au | 09/12/24 | 31726 | Bug | Sales Order | 24.0122AU > SALES ORDER STATUS: When changing the main SO's status then click on No on the pop-up to ask to update the line items. When refreshed, it does not save the changes instead the SO's main status changes back to its original status. | Quality | |
| 24.0122au | 09/11/24 | 31178 | New | All Transactions | - Add a new option to calculate the Sales Taxes based on Bill To Address.
- Add a new Sales Option in Settings > Sales > Sales Taxes, under the Tax Code Creation Method drop down list called: [ ] Calculate (and maintain) Sales Taxes based on the 'Bill To Address' instead of the (Default) Ship To Address.
- In all places where the Sales Taxes are enforced, updated, maintained, we need to check to see if the option above is checked. If so link all calculations and UPDATES to tax codes to the Bill To address. | Orlando | |
| 24.0122au | 09/11/24 | 31728 | Bug | Shipping and Receiving | PICKING SCREEN: When picking orders, it only allows the user to pick items max of 15 parts and on the older version like 24.0122S, it only allows user to pick a max of 200 items even after clicking show all items. | Orlando | |
| 24.0122au | 09/11/24 | 31708 | Update | List Screens | Which VALUES (like the Source of Order) are coming in as an ID rather than a user understandable value, such as 'CCC'. | | |
| 24.0122au | 09/10/24 | 31720 | Bug | Credit Memo | For old CMs that are created with zero Returned but shows the Line total amount, whenever user attempts to recalculate the line total on the new version, it marks the CM PAID even though the total Returned field is zero.
| Quality | |
| 24.0122au | 09/10/24 | 31719 | Bug | Credit Memo | When clicking on Create Credit Memo > Clicked on Yes for RETURN ENTIRE CREDIT MEMO and Yes for auto-return stock on CM, the Return field are still set to zero. | Quality | |
| 24.0122au | 09/09/24 | 31660 | Bug | Item Details | Item Picture > Issue-- Unable to cancel the upload when it is sent into server. | | |
| 24.0122au | 09/09/24 | 31718 | Bug | Invoice | When creating invoice from the sales order, it sometimes does not bring the warehouse to the invoice which causes issues when creating credit memo. (It should everytime bring over the warehouse to the next transaction form Quote to Sales Order to Invoice to Credit Memo). | Quality | |
| 24.0122au | 09/09/24 | 31715 | Bug | Item List | ITEM LIST > EDIT - On the item list screen, when user clicks 'Edit' button, the list price and oem prices cannot be edited and the prices show '0'. | ADS | |
| 24.0122au | 09/06/24 | 30607 | Bug | Settings | DO NOT ALLOW> USER CANNOT VIEW COSTS, + Vendors and POs.
- #5 Sales Order Purchase Order screen > Vendor Cost - Show vendor cost with this setting on | | |
| 24.0122au | 09/05/24 | 10972 | Update | Item Detail | FINANCIAL (TAB):
PRICE LEVEL table. Need a way to allow user to sort.
| | |
| 24.0122au | 09/05/24 | 31710 | Bug | Settings | (MODULE SECURITY > View Checkbox > When disabling the options for the following, it won't hide it for the user.
Cash Management - Move Cash, Cash Management - Receive & Count Cash, Cash Management - Reconcile Cash, Cash Management - Reconciliation Logs, Month End, Receive Payments | | |
| 24.0122au | 09/05/24 | 31707 | Update | Settings | Each time a USER SECURITY setting is opened the system needs to check the # of screens in the MASTER list of screens and then auto update it to that user, so the user always has every possible screen on the list of screens. | | |
| 24.0122au | 09/04/24 | 31711 | Bug | Purchase Order | When clicking on receive all on a PO, all items are NOT being received. which is causing sales orders to not update properly | Impact | |
| 24.0122au | 09/04/24 | 31709 | Bug | Item Details | Item > PO's: Incorrect QtyOnOrder value shows on item detail. For Example, Item CH1225198 shows QTY on Order says it's 150 but the PO says 100. | Quality | |
| 24.0122au | 09/04/24 | 31712 | Update | API | Item API > Need to show list of Item that match with passing parameter. | ADS | |
| 24.0122at | 09/03/24 | 31174 | Update | Invoice List | - Add a column for Contact field on the Invoice List screen. And the same column on the Show/Hide Setting and make them searchable and sortable.
- Invoice/Credit Memo's Module Security. When the EDIT option (for a user) is enabled, AND IF the Invoice has already been paid, Keep ALL fields locked EXCEPT for certain fields. | Orlando | See 9/3/24 Task Email |
| 24.0122at | 09/03/24 | 31706 | Bug | API | Item > It shows invalid QTYINSTOCK value. Example : 76003J9000.
| ADS | |
| 24.0122at | 09/03/24 | 31689 | Bug | Credit Memo | CREDIT MEMO APPLIED AMOUNT > Not calculating based on the CM application. The used CM amount is not deducted to the Unapplied Amount, which still makes the whole amount available to use to another invoice. | Quality | |
| 24.0122at | 09/03/24 | 31699 | Bug | Credit Memo | User clicked the option not to auto-return the part and the system marked the CM as PAID because of a Total amount of zero and locks the screen. | Quality | |
| 24.0122at | 08/30/24 | 31660 | New Feature | item Details | Item Pictures
- Single Image upload irrespective of the version
- Multi Image upload mapping with file name and Item Number | | |
| 24.0122at | 08/30/24 | 31332 | New Feature | Payments | Testing all Calculations and Issue fixing
- When deleting Credit memo payments in Invoice, credit memo amount will double up the amount
- Apply the payment based on the existing un-applied payments. | | |
| 24.0122at | 08/29/24 | 31651 | Bug | Settings | USER SETTING: When copying user setting from another user, some Module security options disappear.
| | |
| 24.0122at | 08/29/24 | 31332 | New Feature | Payments | Testing all Calculations and Issue fixing
- Add un-applied payment payments on the show / apply credit screen.
- Apply the payment based on the existing un-applied payments. | | |
| 24.0122at | 08/28/24 | 31622 | Bug | Dispatch | Make sorting work on dispatch screen for driver and dispatch and tracking number
| | |
| 24.0122at | 08/28/24 | 31698 | Bug | Purchase Order | Line Item Tab: It shows invalid total record count after line item import. | Astor | |
| 24.0122at | 08/28/24 | 31695 | Update | CCC | CCC not importing List price on Quotes (and possibly Sales Orders?). | ADS | |
| 24.0122at | 08/28/24 | 31697 | Bug | Integrations | Undefined Error when trying to access Integrations>Parts Trader>Warehouse. | ADS | |
| 24.0122as | 08/27/24 | 31694 | Update | CCC | 1.(ADS) Add 0 as prefix for Numberofdelivery field in CCC
| ADS
| |
| 24.0122ar | 08/26/24 | 31609 | New Feature | Find Parts | UPC code to be searchable in the F3 field. | Quickfit | |
| 24.0122ar | 08/26/24 | 31691 | Bug | Import Wizard | Invoice Headers Import function: It allows user to import duplicates and it does not import all records in excel file. | Astor | |
| 24.0122ar | 08/26/24 | 31690 | Bug | Dashboard | Extra vertical bar appearing next to main nav section on left side.
| | |
| 24.0122ar | 08/26/24 | 31692 | Bug | Invoices | When use OPENS an existing Invoice with an date older than today, it shows the invoice date as TODAY's date. | | |
| 24.0122ar | 08/24/24 | 31332 | New Feature | Payments | - Payment Term Missing on Open Invoices
- Testing all Calculations
- Credit Memo Check Calculations | | |
| 24.0122ar | 08/23/24 | 31332 | New Feature | Payments | - Redirect to receive payment screen when clicking on the receipt id from payment info tab
- DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. | | |
| 24.0122ar | 08/22/24 | 31688 | Update | API | CCC File Export & API > ITEM Export for CCC
On the Sales > Integrations > Part Type / Code Mapping TAB, lets make these changes.
- Move the column called: Your Equivalent Part Type Quality Code (see Quality Indicator Field on Item Detail screen) to the far left.
- Rename the moved column to: 'If the 1place > Item Detail > Quality Indicator field is...'
- Rename the column called: API Supplier Part Type Quality Code to 'Then Make the CCC PartType value...'
(add another column with title) 'And Make the CCC Industry Certification value...' (FIELD NAME: APIIntegrationCodeMapping.SupplierIndustryCertificationCode
- Then on the Sales > Integrations > CCC File Transfer (for Export File or FTP File or Email file) when making the file for Part.txt insert the PartType value into Column 5 and insert the Industry Certification value into Column 10.
- On the API for Item, add a new tag called: IndustryCertification and insert the mapped value for the industry certification.
| ADS | |
| 24.0122ar | 08/22/24 | 31332 | New Feature | Payments | - Amount Set Zero when editing Existing Receive payment line item
- Payment terms not showing on Edit Screen.
- Apply the Credit memo amount if partially applied when manually editing the amount paid on invoices
- On the Rec Payments screen, when a value is selected, turn the entire row light green like on the Find Parts line items when they get selected.
- Redirect to receive payment screen when clicking on the receipt id from payment info tab
- DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. | | |
| 24.0122ap | 08/21/24 | 31675 | Bug | Settings | USERS > MODULE SECURITY: The WAREHOUSE option in the Screen Category is not showing.
| | |
| 24.0122ap | 08/21/24 | 31686 | Bug | Reports | INVOICE/CREDIT By Customers Report: The Total Invoice Amount on the downloaded Excel file does not match with the report in 1place. | Orlando | |
| 24.0122ap | 08/21/24 | 31677 | Bug | Credit Memo | When applying a CM partially on an invoice, the Total Unapplied/Applied amount is calculated incorrectly. | Quality | |
| 24.0122ap | 08/21/24 | 31684 | Bug | Customer | CANNOT DELETE CUSTOMER DATA for Express Body Parts (000 Server) without waiting forever. Same issue on 001 server (and maybe 003 server). |
| |
| 24.0122ap | 08/20/24 | 31676 | Bug | Reports | Custom Report > Export - The 'State' column is completely blank. Please fix. | Learning | |
| 24.0122ap | 08/20/24 | 31679 | Update | Credit Memo | Remove the popup 'This Invoice has NOT been paid. Are you sure you want to create a Credit Memo for an Unpaid Invoice?'. | Quality | |
| 24.0122ap | 08/20/24 | 31680 | Bug | Credit Memo | When user returns a part and typed in NO on the popup to ask to put back the item into stock, it still adds it in the record. | Quality | |
| 24.0122ap | 08/20/24 | 31662 | Bug | Credit Memo | - On the 24.0122M, CREDIT MEMO BUG > When deleting a CM on an invoice, the CM amount applied on the CM payment tab would not be deleted, making it appear it was still applied on an invoice. and can no longer be reapplied
- User was able to apply the credit several times (using 23.1116 and 24.0122AM at the same time) | Quality | |
| 24.0122ap | 08/19/24 | 31674 | Bug | Sales Order | PRINT > PREVIEW > PICKING TICKETS: When using the 24.0122AN version, upon printing the stock picking tickets from the sales order, the items got duplicated.
| Quickfit | |
| 24.0122ap | 08/19/24 | 31672 | Bug | Item Detail | FINANCIAL: Price Level > The "X" Icon under the Action tab is not shown correctly.
| | |
| 24.0122ap | 08/19/24 | 31673 | Bug | Customer Detail | When adding a tax code, a POP-UP will appear to verify the tax information and you can click the SAVE button to save that correct tax code. However, even when you click the SAVE Button on the pop-up, it will not be saved automatically. Also, when deleting a customer (without any sales history), the page will be unresponsive, if you wait for the page to load, a POP-UP will appear with the UNDEFINED ERROR. | Quickfit | |
| 24.0122ap | 08/19/24 | 31332 | New Feature | Payments | - Change, when Apply SOME OR ALL of 1 Credit Memo to 1 Invoice, on the Invoice screen, CM screen, or Rec Payments screen--save the Invoice, CM #s in the payment detail. User will be able to go to Invoice and see the CM # that applied $x to it. User will be able to go to CM and see the Invoice # that applied $x to it.
- When a Payment is made that combines 2 or more Credits to pay 1 or more Invoices then we will insert MULTIPLE as the Invoice # or CM# that appears on the Invoice Payments tab and the CM payments tab. Then on the CM Payments > Invoice # column, turn the Invoice # value (such as the Invoice # 1001, or the word MULTIPLE into a link that will open up the Receive Payment screen
- RECEIPT if the value = MULTIPLE, or open up the Invoice screen to the Invoice it paid, if the value is NOT EQUAL to MULTIPLE.
On the Rec Payments screen, when a value is selected, turn the entire row light green like on the Find Parts line items when they get selected.
| | |
| 24.0122an | 08/15/24 | 31665 | Bug | Sales Order | SALES ORDER STATUS ISSUE: When receiving items from a PO, the status won't update after clicking yes on auto ship pop up window
| Impact | |
| 24.0122an | 08/15/24 | 31332 | New Feature | Payments | Show applied invoice number on Credit Memo Payment info tab | | |
| 24.0122an | 08/14/24 | 31656 | New Feature | Item List | Make a way for user to see the items in 1 or more bins, to count or verify.
- On Item List > Item Receipts screen by the Bin #. | Fitz, Quickfit | |
| 24.0122an | 08/14/24 | 31650 | Bug | Settings | USER SETTINGS > DO NOT ALLOW WINDOW:
- When User goes directly to the Module Security window it clears out all the checkboxes setup in the DO NOT ALLOW tab. | Orlando | |
| 24.0122an | 08/14/24 | 31639 | Bug | Sales Order PO | Sales Order Backorder > SOPO screen Cost:
- User manually enters the cost for their backordered items, when the SOs are invoiced from the DISPATCH SCREEN, the costs entered from the original SO should also be on the SOBO for the backordered line item and on the SOPO screen | Orlando | |
| 24.0122an | 08/13/24 | 31626 | New Feature | Settings | USER SETTING >DO NOT ALLOW TAB > User Cannot reprint Quotes
- User cannot reprint sales Orders
- User cannot reprint Invoices
- User cannot reprint Credit Memos | Quality | |
| 24.0122an | 08/13/24 | 31654 | Bug | Integration | The orders from CCC are not coming in correctly. There is an issue with the Third Party Customer ID field. | ADS | |
| 24.0122an | 08/13/24 | 31653 | Update | API | Alter FetchItem and Inventory Bin API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | | |
| 24.0122an | 08/13/24 | 31649 | Bug | Item Details | ADJUST QUANTITY IN STOCK > EDIT RECEIPT >RECEIPT ID DROP DOWN:
- COST >The Cost on the dropdown table shows different Cost amount from the one on the Item Stock table. When Selected it updates the Cost of the first line item and the edited receipt ID. | Orlando | |
| 24.0122an | 08/13/24 | 31332 | New Feature | Payments | - (BUG) Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated, and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00.
- When user clicks CHECKBOX to apply a CREDIT, lets calculate the Amount to Apply (on the selected Credit) based on this logic:
1. If the REMAINING CREDIT < or = the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = REMAINING CREDIT.
2. If the REMAINING CREDIT > the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = NET UNAPPLIED. | | |
| 24.0122an | 08/12/24 | 31636 | Update | Import Wizard | ITEM PRICE LEVEL >Import wizard:
- Import New Records >When importing records that matches with the record in 1place, there should be a data validation to show the item prices that are already exist to avoid any duplication of data.
- When updating records, it should only update those that matches the item number and the MatrixPriceCode and create a data validation for those that does not exist in yet in record. | Quality | |
| 24.0122an | 08/12/24 | 31646 | Bug | Reports | When selecting any report to run the screen would load indefinitely. | Orlando | |
| 24.0122an | 08/12/24 | 31630 | New | API | Item Count API:
- Alter Bin count API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. |
| |
| 24.0122an | 08/12/24 | 31101 | Bug | AP Bill | QBO wont sync PO 8047268. I tried removing data on back end. What is it that makes the PO AP BILL Sync BUTTON get enabled, or disabled? What data changes or PO states locks it up? How do I manually unlock it? | Learning | |
| 24.0122an | 08/12/24 | 31076 | Bug | AP Bill | (IPC) Bug 24.0122c AP Bill sync - User created an AP bill in 1place for PO P6560 and Vendor Invoice # 998419836. It was created in QBO, the QBO AP Bill ID = 17071. it had a wrong amount so user deleted the AP Bill in QBO. User corrected the amount in 1place and tried to sync the AP bill again but it gives an error. As a workaround, user created a Bill in QBO with Vendor Invoice # 998419836. Can we please connect the AP bill from QBO so it syncs properly in 1place? | IPC | (SEE 31086) |
| 24.0122an | 08/12/24 | 30747 | Bug | Invoice | - INVOICE QBO SYNC: There are invoices with items synced to QBO that have not Qty Ordered and Price. Those items usually have special orders and IMPACT syncs their invoices via QBO Sync Center.
- Some orders duplicated the line items after they were invoiced and created duplicate invoices in QBO when synced. Example: I231211-004 | Impact | |
24.0122an
| 08/12/24 | 31585 | Bug | Credit Memo | - There's a paid mark on the CM even though it's not applied to any invoice example: C240719-0025
- Invoice # I240718-0097, we applied credit memo of $33 (C240719-0031), however the credit memo still shows available to be applied again. But when you open the credit memo there is a “paid” stamp. Also on the credit memo it does not show how its paid or to which invoice its applied to. | Quality | |
| 24.0122an | 08/09/24 | 31634 | Bug | Customer List | The customer list on the last tab that shows customer sales it’s not sorting properly. It seems to sort, highest based on what’s on the first page instead of all of the records combined. | | |
| 24.0122an | 08/09/24 | 31618 | Bug | Credit Memo | REDO 24.0122AM version > CREDIT MEMO:
- When a credit memo is applied to an invoice, on the CM payment tab the invoice number where it was applied to is not recorded on the CM payment tab. | Quality | |
| 24.0122an | 08/09/24 | 31332 | New Feature | Payments | - Show receive payment on the invoice and Credit memo screen
- Add receipt number when creating receive payments from invoice screen
- Redirect to receive payment screen when clicking on the receipt id from payment info tab
- Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated, and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00. | | |
| 24.0122an | 08/08/24 | 31641 | Bug | API | API-OBP needs to be able to pull out items with similar item numbers like the find parts. | Orlando | |
| 24.0122an | 08/08/24 | 31642 | Update | API | Check Stocks API: Alter Check Stocks API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | Fitz | |
| 24.0122an | 08/08/24 | 31635 | Bug | Items | Price Levels: Add New Regional List Price feature (to the Price Level table).
- On the Item > Price Level table, add ability for User to add a LIST Price that is associated with the Price Level, that will be copied over to the Q,SO,I,CM, and FP screens when a PRICE Level NET Price is used to calculate an Item Price AND when the LIST price field > $0..
- Change the Price label on Item > Price Levels to read: Net Price and then add a column to the LEFT of the NET Price called LIST Price.
- When the PRICE LEVELS option is used to calculate an item price, if there is a LIST price >0 in the new List Price field, copy that list price over to the Transaction List Price field. However, if the LIST -
- Price field (on the price levels table) is $0 then copy the LIST price from normal LIST price field.
- Lets move the Qty Low and Qty High to the RIGHT of the Discount Off List Price column.
- Added to 0731 and SOURCE versions. | | |
| 24.0122an | 08/07/24 | 31288 | Update | Credit Memo | Add pagination to the CM, along with prev button, next button, and show all options for the line items.
| | |
| 24.0122an | 08/07/24 | 31631 | Bug | Import Wizard | Vendor Items >Update function > Instead of updating the existing records, it adds new record.
- Import new records >When importing new records, there should be a data validation window and list those that are duplicate and/or already exist in 1place. | Quality | |
| 24.0122an | 08/06/24 | 31621 | Bug | Find Parts | Showing this error when searching 'ztest' ship to address on Find Parts screen: Could not find stored procedure 'FetchMultiColumnDropdownFilter_2024_06_25'.
| Orlando | |
| 24.0122an | 08/06/24 | 31589 | Bug | Invoice and Sales Order | SALES ORDER AND INVOICE DATE:
- Seem to be storing midnight UTC, need to check this. Make sure to store the dates Eastern Time (quality's time zone) | Quality | |
| 24.0122an | 08/06/24 | 31616 | New | Integration | CCC
- Made changes on the ftp files. | ADS | |
| 24.0122am | 08/05/24 | 31625 | Bug | Settings | TabPreference/GeneralSalesSettings
- In payment terms table, the column header next to day of month column is not visible.
- Also when saved without entering data, then popup shown wrongly. | | |
| 24.0122am | 08/05/24 | 31624 | | | Receive payments: when tab is continuously pressed in customer input tab, then the page loads infinitely with black screen. | | |
| 24.0122am | 08/05/24 | 31623 | Bug | Quotes | Print > Quotes print setting, 'Note to Customer' section is missing | | |
| 24.0122am | 08/05/24 | 31622 | Bug | Sales Order | Print > 'Note to Customer' section in Sales Order print setting does not allow you to enter any texts.
| | |
| 24.0122am | 08/05/24 | 31620 | Bug | Item Detail | Save button gets an undefined error: Could not find stored procedure 'FetchItem_31_07_2024'. | Fitz | |
| 24.0122am | 08/05/24 | 31598 | Bug | Item Detail | Fixed Cost (ForMarkupPricing):
- Fixed Cost is being updated by new PO costs. The Fixed Cost should not get auto-updated in any way.
- Fix issue notes: Not able to recreate | TipTop | |
| 24.0122am | 08/02/24 | 31332 | New | Payments | Add 2 quick calculation buttons:
- Place a small right hand arrow button to the RIGHT of the Payment Terms. When clicked, regardless of # of days, if the Payment Terms 'could' have a discount, calculate it and insert the Discount Amount, %
- Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00.
- In company field, typed zTEst and then pressed TAB, then it sometimes hangs. When repeating the process again and again it hangs each time. But pressing ENTER does NOT seem to hang.
- We have a few invoices that appear that show $0 due, for zTest (0602 McDonalds Anaheim).
- There is still an issue where the user tries to CHANGE the Discount Amt or % and is being prevented from doing that. We need to remove ALL controls and let the user make any changes to those 2 fields, before or after the eligible discount date.
| | |
| 24.0122am | 08/01/24 | 31615 | New | Dispatch Screen | Show columns Elite Dispatch status and Elite manifested name | Quality | |
| 24.0122am | 08/01/24 | 31208 | New | Sales Order | Allow to add and save Qty Rtn. Before adding Qty order & qt ship enter on line items.
| | |
| 24.0122am | 08/01/24 | 31610 | Bug | Credit Memo | Tried returning and unreturning an item and it gives me a popup 'Cannot Unreceive Item'. I was trying to zero out the Line total because the Returned field was originally zero quantity. | Quality | |
| 24.0122am | 08/01/24 | 31614 | New | Catalog Management | ITEM LIST AND ITEM CATALOG:
- Download the following columns for item list: Item Number, year, make and model and description.
- Download all columns for item catalog. | Quality | |
| 24.0122am | 08/01/24 | 31332 | New | Payments | - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value.
- When selecting a customer with an Invoice that is partially paid, AND has a discount payment term, AND is within the range to receive an early payment discount, then re-calculate the full % and discount and insert into the fields, even if there already is a partial payment applied.
- Be able to Select or Unselect the CHECKBOX using the SPACE BAR OR ENTER keys.
- After saving, when completely saved, clear screen, make a BEEP sound, and set focus on Company name, ready to enter the next Payment.
- There is still an issue where the user tries to CHANGE the Discount Amt or % and is being prevented from doing that. We need to remove ALL controls and let the user make any changes to those 2 fields, before or after the eligible discount date.
- So we had a $200 Credit. We applied $50 toward an Invoice to pay the Invoice in full. Then the Credit Memo no longer showed the remaining $150 open. |
| |
| 24.0122am | 07/31/24 | 31456 | New | Integration | Change all CCC file name in Capital | ADS | |
| 24.0122am | 07/31/24 | 30607 | Bug | Settings | DO NOT ALLOW> USER CANNOT VIEW COSTS, + Vendors and POs.
#1 On the Item List, it only removed the header for the Average cost, not totally removing the column
#2 On the Item Receipt tab, the Cost column still appears on the table.
#3 On the Item Vendors tab, the Cost still appears on the table.
#4 Item Detail screen > Financial tab > last Additional Cost and Service Cost
#5 Sales Order Purchase Order screen > Vendor Cost -working but please double check
(REDO) > Items > Items details > financial tab (anything to do with cost) Also on this tab, they should not be allowed to change the price levels, they must view but not be able to change. | Quality | |
| 24.0122am | 07/31/24 | 31613 | Bug | Import | - The Elite Import Function Is not working
- Change the Elite PDF download path
| Elite | |
| 24.0122am | 07/31/24 | 31611 | Bug | Credit Memo | - There are unapplied credit memos that appears on the Customer credit screen with zero amount. When I clicked on the magnifying glass, it directs me to a bad request screen.
- There's a blank invoice with an existing amount on the payment tab.
- There are CMs with zero unreturned items that has a Line Total amount, we need to clear the Line Total for CMs whose Returned field is zero. | Quality | |
| 24.0122am | 07/31/24 | 31612 | New | API | Alter Bin count API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | | |
| 24.0122am | 07/31/24 | 31332 | New | Payments | - When selecting a customer with an Invoice that is partially paid, AND has a discount payment term, AND is within the range to receive an early payment discount, then re-calculate the full % and discount and insert into the fields, even if there already is a partial payment applied.
- When click CHECKBOX to apply a CREDIT, lets calculate the Amount to Apply (on the selected Credit) based on this logic:
- If the REMAINING CREDIT < or = the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = REMAINING CREDIT.
- If the REMAINING CREDIT > the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = NET UNAPPLIED.
- In company field, typed zTEst and then pressed tab. It then gets hung.
- After saving, when completely saved, clear screen, make a BEEP sound, and set focus on Company name, ready to enter the next Payment.
| | |
| 24.0122al | 07/30/24 | 31606 | Bug | PrinterConnect | 1Place Printer Connect download pdf is not working on Live servers
| | |
| 24.0122al | 07/30/24 | 31599 | Bug | Purchase Order | CHANGING LIST PRICE:
- When changing the List Price for a line item, a popup appears to re-auto-ship the item and it updates the status of the SO line item. | | |
| 24.0122al | 07/30/24 | 31608 | Bug | Find Parts | The 'Find Parts' screen shows a quantity of zero, but in the item detail screen it show a number in quantity in stock. | Quick Fit | |
| 24.0122al | 07/30/24 | 31605 | Bug | Credit Memo | CREDITS THAT ARE NOT EVEN RETURNED YET ARE SHOWING UP AS AVAILABLE ON CUSTOMERS ACCOUNTS. Example: I240717-0358 check the Show/Apply Credits window | Quality | |
| 24.0122al | 07/30/24 | 31602 | Bug | Credit Memo | - Returned CMs not showing on the Find parts screen > Customer Credits window
- When deleting a credit memo, a popup appears saying that there's a related payment related to the invoice even though there's none.
- When applying CM, the Payments tab on the Credit memo is missing the Invoice#, Receipt # and Payment # and it adds another extra line above with zero amount. | | |
| 24.0122al | 07/30/24 | 31332 | Bug | Payments | - Cannot close form, after saving, clicking the Close button.
- After saving, when completely saved, clear screen, make a BEEP sound, and set focus on Company name.
- Deleting WORKS but doesn't get through the progress bar process.
| | |
| 24.0122al | 07/30/24 | 31602 | Bug | Credit Memo | Returned CMs not showing on the Find parts screen > Customer Credits window
| | |
| 24.0122ak | 07/29/24 | 31606 | New | CCC Integration | Change CCC true FTP File name to capital letters. | ADS | |
| 24.0122ak | 07/29/24 | 31600 | Bug | Purchase Order | The screen is stuck from loading and when deleting an item, the screen would load indefinitely and gets stuck. | Quality | |
| 24.0122ak | 07/29/24 | 31604 | Bug | Item Details | ADJUST INVENTORY STOCK:
- SPLIT RECEIPT BIN LOCATION > When you click on the drop down icon, the table does not show the info for the Bin #, PO# and Vendor. | Quality | |
| 24.0122ak | 07/29/24 | 31601 | Bug | OsScan | Gets an error when logging in. | Fitz | |
| 24.0122ak | 07/26/24 | 31332 | Bug | Payments | When DELETE previously made Payment, it doesn't delete.
Make the Payment Terms and Discount DATE un-editable.
When I tried to use 1 or more of the Credits it didn't use them, it just made ANOTHER Credit for the amount not applied.
| | |
| 24.0122aj | 07/25/24 | 31060 | Bug | Sales Order | - Cannot properly Delete Sales Order. (On 24.0122c and 24.0213 version) Created Sales Order, Created Invoice. Deleted Invoice. Said NO to NOT delete the related Sales Order. Encountered 3 issues.
- The Invoice # was still in the Invoice # field, even after it had been deleted.
- When trying to delete the Sales Order it gave popup error: 'Could NOT delete Sales Order because it has 1 or more line items that are shipped.' (It's supposed to just unship them and put them back in stock and delete the Sales Order after the user types YES to confirm.
- After getting the error above I clicked on the Close button (i think...) and then I got a popup that is related to the new Mass Delete form PK created to help mass delete Invoices from QuickBooks Online for - IPC. The message reads: TITLE: Mass Delete Invoices from QuickBooks Online?
Message: This will delete ALL of the transactions in QuickBooks Online (for the Transaction Type selected) in the date range you selected. Do you want to Continue?
| IPC | |
| 24.0122aj | 07/25/24 | 31595 | Bug | Logout | The error page shows up when logging out. | Quick Fit | |
| 24.0122aj | 07/25/24 | 31332 | Bug | Payments | When I tried to use 1 or more of the Credits it didn't use them, it just made ANOTHER Credit for the amount not applied.
When DELETE previously made Payment it doesn't delete. | | |
| 24.0122aj | 07/24/24 | 31429 | Bug | Sales Order | Backorder on an invoiced Sales Order > REPLENISH STOCK (MIN/MAX)
- The backordered line items in an invoiced sales order should no longer be accounted to purchase on the SOPO screen and should not be counted as backorder. There are some old backorders still showing that aren't valid. This causes the replenishment quantities to increase beyond what is actually needed to be ordered. Here are 2 examples: H903-0066 and 110-0128ECC. They run replenishment on min/max - Plastic | Plastic | |
| 24.0122aj | 07/24/24 | 31592 | Bug | API | API:
- When receiving item from API it did not update PO status to received. | Quick FIt | |
| 24.0122aj | 07/24/24 | 31586 | Bug | Import Wizard | ITEM VENDORS >IMPORT WIZARD:
- click on the Item Vendors tab, click the import button, select my file and then click proceed, and error occurred.
| | |
| 24.0122aj | 07/24/24 | 31332 | Bug | Payments | - When QBO Syncing is ON and have 1 or more Invoices that are NOT synced to QBO, and then SAVE the payment, and get prompted to SYNC the Invoice to QBO and answer NO, then it doesn't finish the syncing. When I closed the Popup manually it still didn't SAVE the payment...
- Make the Payment Terms and Discount DATE un-editable. | | |
| 24.0122ai | 07/23/24 | 31591 | Bug | Sales Order | CLOSING SALES ORDER STATUS:
- After typing yes on the popup window that asks to update all line item to close, the screen would load and get stuck. | Quality | |
| 24.0122ai | 07/23/24 | 31210 | Bug | Catalog Managemet | When the user creates an item from the 'Manage Catalog' section, the pricing category is not being fetched. | | |
| 24.0122ai | 07/23/24 | 31225 | Bug | Sales Order | When a user adds a line item and closes the SO without saving the header and list status is not updated.
| | |
| 24.0122ai | 07/23/24 | 31520 | Bug | Invoice and Sales Order | SALES ORDER AND INVOICE ROUNDING ISSUE | IPC | |
| 24.0122ai | 07/23/24 | 31332 | Bug | Payments | - Partial Payment shows duplicates
- On Edit Screen Partial Applied Credit memo Calculation wrong. | | |
| 24.0122ai | 07/22/24 | 31182 | Bug | Reports | Items
- Based on the report criteria, the created date is empty on the report.
- Change the header column name "Manufacturer" to "Vendor".
- Sorting not working properly.
- Change the popup while clicking the print option. it shows "You can only download a pdf with 10 or fewer columns. Please fix and try again."
- The customize option not working on the hide/show column.
- Item(date added) Not working properly.
|
| |
| 24.0122ai | 07/22/24 | 31581 | Bug | Sales Order | Packing Slip > The Bin (From Sales Orders) should be after the Qty Ship Column as it was on the old version.
| Quality | |
| 24.0122ai | 07/22/24 | 31583 | Bug | Credit Memo | The Sales order S240718-0122 with item CH1043120 was originally has 2 Qty Ship items, when user returned the part from an invoice it changed the Qty Ship 2 to Qty Backorder 2. | Quality | |
| 24.0122ai | 07/22/24 | 31587 | Bug | Shipping and Receiving | Kindly fix the 'Shipping & Receiving' screen, it is in gray and cannot proceed. I tried to find something in the settings but could not resolve it. | Quick Fit | |
| 24.0122ai | 07/19/24 | 31154 | Bug | Reports | INVOICES / CREDITS BY SALES REP (TOTALS) report has a few bugs.
- Remove column (and show/hide options) for Average Sale.
- Move Total Cost column over toe the left of the Profit column.
- Move Net Sales over to the left of the Total Tax and change the name to Total Item Sales (and make sure that columns show the total of the SUBTOTAL fields).
- Add a new column called Freight/Other that shows the total of that field on the invoice.
- Add a new column called Total Sales (that
- Add a new column called Total Paid (that shows the totalpayment field for invoices)
- Add a new column called Balance Due (that shows the totalbalancedue field for invoices
- Add Show/Hide options for Total Profit and Total Profit
- When i test showing/hiding columns (using ASMs data it gives an error).
- Please make sure all currency columns have totals. | ASM | |
| 24.0122ai | 07/19/24 | 31578 | Bug | Settings | USER SETTING > DO NOT ALLOW TAB:
- It clears out the checked boxes. Need to make sure it does not clear out. (need to check what causes it) | Quality | |
| 24.0122ai | 07/19/24 | 31580 | Bug | Sales Order | When creating a SOPO transaction under Quick Fit, after creating the sales order, clicked 'Create PO(s)' button, the Sales Order Purchase Orders (to create) screen does not show the line items of the sales order | Quick Fit | |
| 24.0122ai | 07/19/24 | 31332 | Bug | Receive Payments | - When CHANGE the Amount Paid, if the Discount Amount > 0 AND the Amount Paid NOT = to the Net Balance Due, then reset the Discount % and the Discount Amount to 0 and then give this popup: Title: Discount Removed Msg: 'You cannot apply an early payment discount if the Invoice is not paid in full. The Discount will be reset to $0.'
- If manually change the % discount (for early payment) or the Discount $ amount it is losing, it's formatting and NOT updating the Amount Due.
- We have a few invoices that appear that show $0 due, for zTest (0602 McDonalds Anaheim).
- Saving Received payment the syncing process got to the 4th step (35%) and got stuck.
| | |
| 24.0122ai | 07/18/24 | 31573 | Bug | Sales Order | When deleting SOBO, it makes the previous backorder on the original sales order to appear on the SOPO screen | | |
| 24.0122ai | 07/18/24 | 31576 | Bug | Reports | INVENTORY VALUATION - CURRENT >Download to excel not working. | Impact | |
| 24.0122ai | 07/18/24 | 27547 | Bug | Reports | Report 'names' do not match the report name in the report selection list. | | |
| 24.0122ai | 07/18/24 | 31332 | Bug |
| Open Invoice Reports
- When CHANGE the Amount Paid, if the Discount Amount > 0 AND the Amount Paid NOT = to the Net Balance Due, then reset the Discount % and the Discount Amount to 0 and then give this popup: Title: Discount Removed Msg: 'You cannot apply an early payment discount if the Invoice is not paid in full. The Discount will be reset to $0.'
- If manually change the % discount (for early payment) or the Discount $ amount it is losing, it's formatting and NOT updating the Amount Due.
- Opening QBO Sync Center and Receive Payments are BOTH opening TOP of the other, rather than opening a new tab. | | |
| 24.0122ai | 07/17/24 | 31574 | Bug | Reports | INVOICE/CREDITS REPORT:
- After selecting columns (specifically the Additional Cost column) to show on the report, downloading to excel redirects to 'This site can't be reached' | Orlando | |
| 24.0122ai | 07/17/24 | 31567 | Bug | Find Parts | OBP can pull out items with similar item numbers like the find parts. Also they wanted to be able to show their List Price instead of the Net Price. | OBP | |
| 24.0122ai | 07/17/24 | 31571 | Bug | Reports | INVOICE by sales rep (totals) report > Can't download to excel file. | | |
| 24.0122ai | 07/16/24 | 31332 | Bug | Invoice | - Payment Method Validation
- Pop Up Message not closing after saved
- Undefined error when saving Received Payments
- Highlight the Cost when focusing on the price fields
- Un Applied amount calculation
- Tab index on Receive Payments Screen
- Save the Notes field
- Change the Font style for Total Balance Due | | |
| 24.0122ai | 07/16/24 | 31568 |
| Catalog Manager | Fix Part Description, option #2 for new Catalog search records (visible on the Find Parts screen and copied over to the Sales Order). (A few months ago you made a new feature to allow the user to determine HOW the Part Description would be formatted. Option 1 was the original way: Year, Make, Model, Item Description. The New Option 2 was Item Description, Year, Make, Model. That option #2 works perfectly when making a NEW Part. But when making new search Catalog records, which are visible on the Find Parts screen, they appear in the Option 1 format. We need to fix that asap on the latest SOURCE version. | Quickfit | |
| 24.0122ai | 07/16/24 | 31328 | Bug | Shipping and Receiving | CANCEL/RESTOCK SCREEN> SHOW ALL is not working | Quality | |
| 24.0122ai | 07/16/24 | 31091 | Bug | Sales Order | SALES ORDER BACK-ORDER PROMPT:
- When the item on backorder is at the end of the sales order line item that goes on the 2nd page. It doesn't show the NEED for SOBO prompt and auto-creates the SOBO. | | |
| 24.0122ai | 07/16/24 | 31569 | Bug | Customer Portal | QUOTES > SALES ORDER/INVOICE:
- The Qty column alignment should be centered. This also happens when adding new line from the main account.
- On the sales order, the magnifying glass for invoice and quote is disabled.
- When requesting to return a part, user should only be able to create a credit memo one time. Right now, it allows users to create multiple CMs for the same part and invoice. | | |
| 24.0122ai | 07/16/24 | 31570 |
| API | Create API credentials and check it on swagger. | Auto Door Store | |
| 24.0122ai | 07/15/24 | 31456 | Bug | Integrations | CCC Integrations
- FTP Inventory and part file don’t have any file.
- Check ISS Connections
- (Auto door store tempa)File Missing Supplier ID in Delivery File | ADS Tampa | |
| 24.0122ai | | 31520 | Bug | Sales Order | SALES ORDER AND INVOICE ROUNDING ISSUE
On SO S56857, item: CT30-200 has rounding issue but, on its Invoice, I59345, it is correct. | IPC | |
| 24.0122ai | 07/15/24 | 31332 | New | Payments | List the Un applied Payment amount on the Credit Memo table, so that user can apply the over paid amount to the open invoices | | |
| 24.0122ah | 07/12/24 | 31277 | Bug | Item Details | Adjust quantities in Stock -->Edit receipt and Split Receipt Bin Location functions are not working.
Adjust quantities in Stock -->Tab & enter Function not working properly. | | |
| 24.0122ah | 07/12/24 | 31158 | Bug | Customer Details | CONTACTS TAB --> unable to select Title dropdown.
MARKETING INFO-->' Last Campain Method' change to 'Last Campaign Method'. | | |
| 24.0122ah | 07/12/24 | 31565 | Bug | Invoice | When user changes the Qty Shipped change the popup to an input box with this text that allows the user to enter a new Qty Shipped value:
- Changes to the Qty Shipped on an Invoice do NOT adjust the Inventory Levels. (Inventory levels are adjusted on the related Sales Order). If you want to adjust the Qty Shipped on this Invoice (without affecting inventory levels) please enter the Qty in the field below.
- Please also fix the tab order. It is skipping the Item Number field. | Reliable | |
| 24.0122ah | 07/12/24 | 30499 | Bug | Find Parts | Pictures on the item are no longer showing on FP screen (unless I don’t know how to make it work).
- Also, when delete picture (on Item Detail) and replace it with a different (better) version of picture--it just shows the old version. It doesn't seem to delete it the original on the server.
- 2nd issue is it shows the URL on our server in a particular VERSION folder. It would seem that when we change the Customer version to a newer version I think it will break the link to the pictures.. | | |
| 24.0122ah | 07/11/24 | 31183 | Bug | Reports | Purchase order Issues
- Report period dropdown values not working properly.
- On purchase order list table, make warehouse values center alignment.
- Cannot edit a number of columns
- Cannot print or download to PDF because the number of columns is more than 10 and columns cannot be edited. | | |
| 24.0122ah | 07/11/24 | 31159 | Bug | Item Details | - When the user unchecks the Assembly Check box after adding an Assembly type on the detail screen, the type still appears on the screen.
- After checking the vendor tab check box, the vendor tab is not appearing. | | |
| 24.0122ah | 07/11/24 | 31151 | New | Settings | SUBSCRIPTION INFO prices.
- Please change the Pro from $70 to $65 and the Enterprise from $90 to $80 and all related calculations. | | |
| 24.0122ah | 07/11/24 | 31564 | New | Server | 0001 Server Auto Scale Up / Down | | |
| 24.0122ah | 07/10/24 | 31562 | Bug | Reports | When user run TOTAL SALES BY ITEM (ASCENDING ORDER) report it shows undefined error. | | |
| 24.0122ah | 07/10/24 | 31073 | Bug | Credit Memo | User unchecks the 'To Sync' button, the button turns red. But if mouse pointer hovers over the save button, it turns blue immediately even if user does not click yet. If you click the save button, and refresh, the 'to sync' button is still checked because it did not save properly | | |
| 24.0122ah | 07/10/24 | 31184 | Bug | Sales Order | Line item-->Unable to commit line item. user Previews the description tab and closes it. during the time it occurs. | | |
| 24.0122ah | 07/09/24 | 31009 | Bug | Item Details | Item adjusts Quantities in Stock:
- The last added cost will be shown by default in the "On Cost" field."
Fix issue notes:
- First we check latestItemStockCost for that item.
- If no cost exist, then we will check latest PO cost.
- If no cost exist, then we will check first vendor cost.
- If no cost exist on all above scenarios, then we will show 0 on cost fields. | | |
| 24.0122ah | 07/09/24 | 31559 | Bug | | 24.0122AGv Stock Transfers In Route:
- Undefined error: Cannot find table 7. | Stock Transfers | |
| 24.0122ag | 07/04/24 | 31181 | Bug | Reports | Item adjustment
- Based on the 'Report period' values are not shown properly. it display "this report doesn't contain any data".
- Sorting feature is not functioning properly
- Reason/User notes are displayed empty | | |
| 24.0122ag | 07/04/24 | 31557 | Bug | Invoice | Update all invoices and credit memos on IPC those blank warehouse field to master warehouse. | IPC | |
| 24.0122ag | 07/04/24 | 31556 | Update | Purchase Order | Purchase Order screen and print out
- On the screen and print out, column indentation: 'Qty Ord', 'Qty Recd' and 'Sales Order#' should be right indented.
- Print out:
- Columns 'Qty Ord', 'Qty Rec'Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right and right indented
- Should be left indented: 'Vendor #' column | | |
| 24.0122ag | 07/04/24 | 31555 | Update | Invoice | Invoice screen and print out
- On the screen and print out, column indentations: 'Qty Ord', 'Qty Ship', 'Qty BO', 'Prev Shp', and 'Qty Rtn' should be right indented.
- Print out: Columns 'Qty Ord', 'Qty Ship', 'Qty BO', 'Qty Prev Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right.
- Print out, payment section:
- Columns should be right indented: 'Ck/Card #', 'Amt Paid', and 'Amt Applied'.
- Should be left indented: 'How Paid' column
- Columns should have a comma separator every 3rd digit from the right: 'Amt Paid' and 'Amt Applied' | Reliable | |
| 24.0122ag | 07/04/24 | 31554 | Update | Sales Order | Sales Order screen and print out
- On the screen and print out, column indentation: 'Qty Ord', 'Qty Ship', 'Qty BO', and 'Prev Shp' should be right indented.
- Print out: Columns 'Qty Ord', 'Qty Ship', 'Qty BO', 'Qty Prev Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right. | | |
| 24.0122ag | 07/04/24 | 31535 | Bug | Credit Memo | - Find the last version in RELEASE 24.0122 that does NOT use the Setting for Allow User to NOT return the item back to stock--AND DOES keep inventory levels proper. Then send that version # to Steve via email and then make another newer release 24.0122AH that REMOVES the checkbox option in settings, and makes the Returned field on the CM properly return values to stock, when >0 or Remove values from stock when changed from >0 to 0.
- On the latest unrelease SOURCE version, implement the Checkbox option explained in KBA 02531, and implement the code logic in the section called: Required and Optional Columns for Line Items (next to the RTS field).
- | Quality | |
| 24.0122ag | 07/02/24 | 30938 | Bug | Sales Order | When the user adds an item and enters a quantity of 0, the status changes from "New" to "To print & pick". We should not allow the status to be changed. | | |
| 24.0122ag | 07/02/24 | 30066 | Bug | Sales Orders | After Importing a unshipped line item on SO. based on that import line total are not fetching.
Fix Issue Notes:
- We did not make any calculation while importing. We just validate and insert a record from excel file. | | |
| 24.0122ag | 07/02/24 | 31082 | Bug | Reports | Purchase order issues
- PO -->Add a $ symbol before the prices in the PO Amount field.
- PO -->When the user clicks on the 'PO date' header column for sorting, the page hangs and does not respond.
- Purchase orders special orders reports are not displayed based on vendors related to special types.
- Po -->The purchase order (PO) field was not updated with a value during PDF export. | | |
| 24.0122ag | 07/01/24 | 31535 | Bug | Credit Memo | CM Setting >INVOICE>QTY RTN:
- The first popup that asks, 'Do you want to automatically RETURN this item back to stock when the Credit Memo is created? Please type YES or NO in the field below.' and I typed in Yes and created the credit memo, it should auto-populate the Qty Return field on the Credit memo. If NO, then do NOT auto-populate the Qty Returned on the CM. ---Right now, what happens is when I type in NO, when I try to return the part on the CM and answered yes to the 2nd popup 'Do you want to return this item back to stock? Please type YES or NO in the field below' , it does put back the item back into stock. (BUG)
- The first popup on the Invoice screen should only either auto-populate the QTY Returned field and auto return the item to stock ('YES'), or NOT auto-populate the QTY Returned field ('NO")
- The 2nd popup on the CM when inputting the QTY Returned will be the one that will decide whether to put back the item in stock or not. | Quality | |
| 24.0122ag | 07/01/24 | 31114 | Bug | Sales History | SALES HISTORY - 2 YEAR COMPARISON BY CUSTOMER (BEST TO WORST) bugs.
- Its not sorting Best to Worst.
- It needs to NOT show any customers that dont have sales in at least 1 of the 2 periods. | ASM | |
| 24.0122ag | 07/01/24 | 31113 | Bug | Sales History | SALES HISTORY - 2 YEAR COMPARISON BY CUSTOMER (ALPHA) report has bugs.
- Its not sorting alphabetically.
- It needs to NOT show any lines where there are NO sales from at least 1 of the 2 periods. | ASM | |
| 24.0122ag | 07/01/24 | 30075 | Bug | Sales Order | - SO PO—> When the user create PO via SOPO. it need to be update based on SO Qty BO not a Qty order. Bcz if the user made partial Shippement messed up on PO.
- Sales order —> Line item2—> Not fetching the item vendor values on vendor field.
| | |
| 24.0122ag | 06/27/24 | 31545 | Bug | Report | Not all items with stock is showing on the report | Fitz | |
| 24.0122ag | 06/27/24 | 31534 | Bug | Invoice Detail | Invoice payments window > Show/Apply Credits >Add a magnifying glasss next to the CM#. | Quality | |
| 24.0122ag | 06/27/24 | 31543 | Bug | Reports | Items
- When you select Items, the report criteria appears to be glitched showing duplcates.
- When running the Item Stock report, it loads indefinitely. | Fitz | |
| 24.0122ag | 06/27/24 | 31532 | Bug | Credit Memo | When returning items to stock, it does not register the warehouse for the returned item. | Orlando | |
| 24.0122ag | 06/26/24 | 29947 | Bug | Purchase Order | PO Label>Customer PO# - Not showing the data in the Customer PO# field on the label | | |
| 24.0122ag | 06/26/24 | 31207 | Bug | Sales Order | - When the SO header is SAVED where the Status = New, if there are any line items that need to be ordered it is changing the SO Header status to 'Waiting to be purchased'. Lets make it work this way: When the SO header is SAVED where the Status = New, if there are ANY line items that CAN be picked, lets change the SO Header status to the 'next status'. Otherwise, if any of the line items are waiting to be purchased then we will change the SO header status to Waiting to be purchased.
- Header status is not updated properly while creating SOBO. It is currently displaying as 'waiting to be purchased' instead of 'moved to backorder'.
| | |
| 24.0122ag | 06/26/24 | 31531
| Bug | Shipping and Receiving | Change dispatch dropdown from single to multi search. When loading single search it takes more time to load 12k records. | Quality | |
| 24.0122ag | 06/25/24 | 29180 | Bug | Credit Memo | - Must add an item to delete a Credit Memo. If 1--user starts a CM and then changes mind, AND
- if 2--there are no line items lets allow the user to delete and not give any further pop ups. | | |
| 24.0122ag | 06/25/24 | 30078 | Bug | Shipping and Receiving | To Print & pick:
- When the user print stock picking Ticket on preview screen bin location are showing incorrect.
| | |
| 24.0122ag | 06/25/24 | 31475 | Bug | Warehouse | INTERCOMPANY STOCK TRANSFER:
- When clicking on Proceed button, undefined errors popup: Violation of PRIMARY KEY constraint 'PK__StockTra__3214EC272EE72814'. Cannot insert duplicate key in object 'dbo.StockTransfer'. The duplicate key value is (). | ProParts | |
| 24.0122ag | 06/25/24 | 31332 | Bug | Payments | - Receive payments --> Total amount mismatching when partially paid invoice with Discount amount
- Receive payments --> Calculate balance amount after applied the amount to invoices from credit memo | | |
| 24.0122ag | 06/22/24 | 31245 | Bug | Sales Order | SALES ORDER STATUS:
- When changing the MAIN Sales Order STATUS field to CLOSED, a popup will appear and ask, 'Do you want to CLOSE this Sales Order and also set the Status of ALL LINE ITEMS ON THIS SALES ORDER to Closed?' If so, please type YES in the field below.
- If the user types YES set the STATUS of all line items to Closed. If the user presses Cancel then UNDO any changes to the Sales Order Status field. | Quality | |
| 24.0122ag | 06/22/24 | 31383 | Bug | Printing | The invoices were printing the entered by name, but actually viewing the invoice in 1.place its cleared out when trying to print it. | | |
| 24.0122ag | 06/22/24 | 31530 | Bug | Transactions Tab | Fix tab index issue on all transaction module like PO,SO,Invoice.CM and Quote. | | |
| 24.0122ag | 06/22/24 | 31524 | Bug | Sales Order | When creating orders from the Find Parts screen, the Order Source should autofill to Find Parts, and For OPSTrax, PartsTrader, CCC True. | EXCEL/PROPARTS | |
| 24.0122ag | 06/22/24 | 31528 | Bug | Sales Order | 0620 version commit line item not saving. | ABC | |
| 24.0122ag | 06/21/24 | 31527 | Bug | Integration | Add Integrations on Item Details Tab for Excel and ADST | | |
| 24.0122ag | 06/21/24 | 30275 | Bug | Sales Order | I made 1st sales order with ship date 6/3, it added the $10.00 fee. When I made the 2nd sales order for the same customer, with the same ship date of 6/3 it did not add delivery fee which is good, however, continuing on the same 2nd sales order, I changed the ship date to 6/5 or any other date, it is not charging the delivery fee. | | |
| 24.0122ag | 06/21/24 | 31457 | Bug | Printing | - The print bleed in Invoices
- Increase length of the print collation option | | |
| 24.0122ag | 06/21/24 | 31332 | Bug | Payments | - Receive payments-->When users make partial payments via the receive payment screen, it shows duplicate values on the invoice payment tab.
- When manually clicking a checkbox, after changing the Discount % or Amount it is not putting the proper TOTAL Received
- When Syncing with QBO there is a step that reads: Checking all Transaction(s) were synced with QuickBooks Online
- Let’s change this to read: Checking to see if all Transactions have been synced with QuickBooks Online.
- Also, it did not finish syncing with QBO when we had an Invoice that we gave an early payment discount.
|
| |
| 24.0122ag | 06/20/24 | 31495 | Bug | Customer Portal | For Customer Portal email, this email only directs me to 1place.cloud, it used to be a page where I can setup my customer portal password. When we sent the email, and manually activates it and tried to login in, it tells user that the account is not activated and have to click on the activation link. | | |
| 24.0122ag | 06/20/24 | 27816 | Bug | Import Wizard | When updating the Item Vendor, instead of updating the values for a particular vendor, it imports the data and creates another line. | | |
| 24.0122ag | 06/19/24 | 31522 | Bug | Sales Order | On the 24.0122AG version, when I invoiced an order with a backorder the status for the backordered line item did not update to Moved to Backorder. I invoiced the SO from the Dispatch screen. | ProParts | |
| 24.0122ag | 06/19/24 | 31332 | Bug | Payments | - Payment date doesn't fill in automatically, after opening and closing a few times, or switching back and forth between the Receipt and the Log..
- Add magnifying glass to open a Transaction on a new tab.
- Add Receive Payments to the User Security as 'Sales - Receive Payments'
- On Settings > Sales > General > Payment Terms we cannot add a % sign. In the real-world company make payments terms like: 2% 10 Net 30.
- Also on Payment Terms screen the columns are overlapping and not resizable.
- If manually change the % discount (for early payment) or the Discount $ amount it is losing it's formatting and NOT updating the Amount Due.
- When Syncing with QBO there is a step that reads: Checking all Transaction(s) were synced with QuickBooks Online
- Lets change this to read: Checking to see if all Transactions have been synced with QuickBooks Online.
- Also, it did not finish syncing with QBO when we had an Invoice that we gave an early payment discount. | | |
| 24.0122ag | 06/18/24 | 31457 | Bug | Printer Connect | Printer connect issues and customizations.
- After printing 1 batch of Invoices for 1 driver it did NOT update the Status of the Invoice to the Next Status... | | |
| 24.0122ag | 06/18/24 | 31049 | Bug | Purchase Order | PO BO-->We should disable the "Backorder PO" button once all the line items have been received. | ALL | |
| 24.0122ag | 06/18/24 | 31517 | Bug | Print | When clicking the Print and then click the label gear icon, the label design disappears. | Impact | |
| 24.0122ag | 06/18/24 | 31503 | Bug | Invoice | INVOICING from Sales order screen:
- On sales order S240611-0198 , we applied payment to the sales order, and invoiced it.
- When we invoiced it, it took off 3 parts and took off the payment. | Quality | |
| 24.0122ag | 06/17/24 | 31498 | Bug | Purchase Order | RECALC button, error occurs: Column 'Weight' does not belong to table PurchaseOrder. | Orlando | |
| 24.0122ag | 06/17/24 | 31511 | Bug | Items | MIN/MAX: Exporting the records to excel, error occurs. Procedure or function 'FetchReplenishStockExportList' expects parameter '@FromDate', which was not supplied. | TipTop | |
| 24.0122ag | 06/17/24 | 31513 | Bug | Reports | Items
On the list of Reports, user clicks Items, page is stuck on loading. Gear icon spinning only and does not do anything. | MRF | |
| 24.0122ag | 06/17/24 | 31489 | Bug | Find Parts | Check to see if the SHIP TO customer selected is LINKED to a BILL TO Customer. If so, auto fill in the Bill To Customer and highlight the value. Otherwise, do not auto fill. | ProParts | |
| 24.0122ag | 06/17/24 | 29951 | New Feature | Purchase Order | NEED A WAY TO DELETE UNRECEIVED INDIVIDUAL PO LINES.
- Check the AP Bill status when edit Qty Received value
- PO--> when user receive the item manually during that time received checkbox are not enabled automatically. as well sales order auto ship popup is not shown. | IMPACT/RELIABLE/IPC | |
| 24.0122ag | 06/17/24 | 31474 | Bug | Tasks | TASK LIST bugs.
- Be able to sort by Task #
- Be able to SHOW ALL.
- Be able to Export ALL selected. | | |
| 24.0122af | 06/14/24 | 31324 | Bug | Customer Detail | Data changes not getting saved. When user adds, deletes, or changes data on tab x and then clicks on another tab--the data does NOT get saved. When navigating from 1 tab to another, if the RED Save button is enabled then we need to auto save the changes (and sync to QBO if enabled) taking the focus OFF the tab with unsaved data. | | |
| 24.0122af | 06/14/24 | 31454 | Bug | Purchase Order | PO that was created in QBO and synced to 1place does not show the line items. | Vaillant Marketing | |
| 24.0122af | 06/14/24 | 31320 | Bug | Invoice | 24.0122 BUG Invoice > Payments
- Payments does not sync. The checkbox does not save when checked.
| | |
| 24.0122af | 06/14/24 | 31332 | Bug | Payment Info | Need to be able to resize columns on both tabs. | | |
| 24.0122af | 06/13/24 | 31509 | Bug | Dispatching | Have trouble with the dispatching screen printing out one invoice and a manifest. | ProParts | |
| 24.0122af | 06/13/24 | 31501 | Bug | Shipping and Receiving | PICKING SCREEN >When picking over 100 pieces of items and picking a Picker to select all orders, it only filters only up to 15 items and the Show All button disappers. | Orlando | |
| 24.0122af | 06/12/24 | 31494 | Bug | Replensih Stock | PAST SALES HISTORY: The returns or credit memos are not deducted to the total number of quantity SOLD. | Orlando | |
| 24.0122af | 06/12/24 | 31499 | Bug | Credit Memo | On the 24.0122AD version > CREATING CREDIT MEMO:
It automatically adds the qty on the Returned field. | Orlando | |
| 24.0122af | 06/11/24 | 31438 | Bug |
| NEW COMPANY creation wizard isn't inserting some LIST TABs for ITEMS, VENDORS, CUSTOMERS, and maybe others... | | |
| 24.0122af | 06/11/24 | 31482 | Bug | Replenish Stock | MIN/MAX:
- It is still showing items that should have had their back orders deleted after being invoiced. They invoice an order and it should ask us if we want to delete the back order. If the back order is going to ship from another location, we opt to delete the back order.
- part # 922-0DS6. It shows 151 on b/o that should have been deleted when invoiced on sales order # 24002749 | Plastic | |
| 24.0122af | 06/11/24 | 31310 | Bug | QBO Sync Center | 24.0122M: Not selected and To Sync links > When I click on the number links, it directs me to a blank tab. | Impact | |
| 24.0122af | 06/11/24 | 31332 | Bug | Payment Info | Edit Receive Payment and Delete Receive Payment | | |
| 24.0122af | 06/10/24 | 31488 | Bug | Transaction List | SO and Invoice list: Sales Order and Invoices List cannot be downloaded. Shows an error. user needs to download ALL Sales Order list and Invoices List. | Learning | |
| 24.0122af | 06/10/24 | 31478 | Bug | API-Items | Having some issues with the API developed for them, when search for a part link example TO2503286, the results doesn't show the TO2503286C or TO2503286V. | Orlando | |
| 24.0122af | 06/10/24 | 31483 | Bug | Dispatching Screen | DISPATCH SCREEN using 1place admin user account:
When dispatching and updating status, an error occurs: The conversion of a datetime2 data type to a datetime type resulted in an out-of-range value. | ProParts
| |
| 24.0122af | 06/10/24 | 31332 | Bug | Payment Info | Fix the behaviour of the Delete button, when editing data, and the connection to QBO. | | |
| 24.0122ae | 06/07/24 | 31332 | Bug | All Transactions | - When SAVING data, show a progress or spinner.
- Changes on the X button behaviour. | | |
| 24.0122ae | 06/06/24 | 31376 | Bug | ALL Transcations | - Created By: By default, this is filled in with the logged in users’ name. However, if you are creating a Sales Order from a Quote (or an Invoice from a Sales Order) the original Created By user value is retained and copied over.
- Entered By: This is auto filled in with the logged in users’ name. (Even if the Sales Order or Invoice is 'converted' from a Quote or Sales Order, this will auto fill in the logged in users' name).
- Sales Rep: By default, this field remains empty. If the selected Customer has a Sales Rep saved on its record, then that Sales Rep will be auto filled. There is also an option in the settings to auto fill the Sales Rep field with the logged in user that is creating and/or entering the sales transaction. | Orlando | see KBA: AA-02792 |
| 24.0122ae | 06/06/24 | 30634 | Bug | Credit Memo | CREDIT MEMO > When creating a new credit memo from an invoice, it should not auto-populate qty returned to “1”.
| Quality | |
| 24.0122ae | 06/06/24 | 31481 | Bug | Customer Portal | - Create new portal user and check to search to fetch data properly.
- Also check Quote and SO is working or not. | | |
| 24.0122ae | 06/06/24 | 31432 | Bug | Sales Order PO | Margin % column not working.
| Orlando | |
| 24.0122ae | 06/06/24 | 31480 | Bug | Reports | For Item vendors report, there's no report criteria and Date filters.
| TipTop | |
| 24.0122ae | 06/05/24 | 31411 | Bug | Shipping and Receiving | - When select a few Orders, then click NEXT (to show more orders) it ERASES the driver and does NOT retain the selected Orders on the TOP of the list. (It needs to show selected on top of list).
- When click SHOW ALL it is erasing the driver.
- After entering a Sales Order # (in the Find Order field) and press Enter, then 1--Find and Select the Sales Order, 2--Send a Beep signal if it finds and selects it successfully, 3--Display a popup if it does NOT find the Order successfully: Title: Order Not Found. Msg: The Sales Order # you have entered cannot be found.
- Please check the # and try again. 4--HIGHLIGHT the value in the field so it can be SEEN by the User AND easily typed OVER by the user when entering the next Sales Order #. (This field should NOT tab).
- Add a button, to the right of the Refresh button called: Refresh Sort Order (when clicked it will show SELECTED ORDERS on Top, then sort by Stop #.
- Lets remove the FIND Batch ID field but leave the space there (so the searching features are in their own little group). | | |
| 24.0122ae | 06/05/24 | 31477 | Bug | Dispatch | PRINT AND UPDATE STATUS - When clicking this function, it loads and gets stuck.
- When doing stock transfers, the orders from Fairway to Pro is not showing up on the In Route to Warehouse of Pro. | ProParts | |
| 24.0122ae | 06/05/24 | 31476 | Bug | Item Details | MIN/MAX:
Show all button not working. | TipTop | |
| 24.0122ae | 06/04/24 | 31446 | Bug | Invoices | INVOICING SALES ORDERS WITH BACKORDERS:
- When invoices are created the unit cost entered for the backordered line item on the sales order disappears when it's invoiced and moved to SOBO. | Orlando | |
| 24.0122ae | 06/04/24 | 31472 | Bug | Dispatch
| Cannot update the order to the next status. Error: InsertWarehouseBatchesForToDispatch. | ProParts | |
| 24.0122ae | 06/03/24 | 31342 |
| Item Catalog | MANAGE CATALOG > PTYPE FILTER:
- On the Manage catalog Ptypes filter, the parts that are selected not to appear, shows up on the Find Parts screen.
- ADDITIONAL FUNCTIONS > 3a and 3c need to be tested and fixed if not working properly. | TipTop | |
| 24.0122ae | 06/03/24 | 31426 | Bug | Import Wizard | MISSING COLUMNS ISSUE | ProParts | |
| 24.0122ae | 06/03/24 | 31099 | Bug | Sales Order | - After printing the sales order, click on Create Invoice, a popup 'No Item Selected. Do you want to DELETE this line' appears and requires you click yes or no. Even after clicking Yes, it does not delete any lines. This all happens before they can invoice the sales order.
- Fix issue notes:
We cannot re-create this issue. We will test it again after the 24.0122e version is updated on the live server. | Plastic | |
| 24.0122ae | 06/03/24 | 31470 | Bug | Sales Order | SALES ORDER STATUS BUG on SO backorder
- Status line items for the SO backorder that are moved to the SOBO are not updating from Waiting from delivery from vendor to the next status. | Orlando | |
| 24.0122ae | 06/03/24 | 31471 | Bug | Purchase Order | RECEIVED PO LINE ITEMS > EDITING COST
- When editing the cost of a received line item, the Auto ship popup always pops up and when the user clicked on Yes, it keeps updating the status of the order. We should not show the auto ship pop up once the line item is already received. | Orlando | |
| 24.0122ac | 05/30/24 | 31445 | Bug | Invoices | DELETING INVOICES > When deleting invoices, the Sales order still shows it's tied to the deleted invoice number and the line items 'Waiting to be Purchased' can't be seen on the S/R screen. | Orlando
| |
| 24.0122ac | 05/30/24 | 31462 | Bug | Import Wizard | Item List > The Microsoft Access database engine could not find the object 'F:\Production_HOSTING\S2\21.0122Y.
| TipTop | |
| 24.0122ac | 05/29/24 | 31459 | Bug | Invoice / Credits | Downloading invoice/cm list shows a blank page. | IPC | |
| 24.0122ac | 05/29/24 | 31264 | Bug | Customer Portal | - The search by Year Make Model doesnt display any parts now that we have moved the search buttons to left side.
- After Category selected, the Sub Category is not getting selected. | Impact | |
| 24.0122ac | 05/29/24 | 31410 | New Feature | Customer Portal | - Add a SORT ORDER field and icon for the Item Detail > Pictures tab (in the Item Images table).
- Display the picture for the item, using the URL for the picture of the item (with the lowest sort order), usually the one with a 0.
- MOVE the HORIZONTAL search fields from the top of the screen to the left side of the screen and make the search fields section movable by the use in case the area is too wide or not wide enough. | Impact | |
| 24.0122ac | 05/28/24 | 31392 | Bug | Printing | - Elite Batch Dispatching bugs
- Printing Is very Slow.
| QCP | |
| 24.0122ac | 05/28/24 | 31440 | Bug | Purchase Order | Purchase Order (SO-PO)
- I intentionally clicked NO to the first auto ship pop up and clicked YES to the auto ship pop once you clicked save. The pop up message is "It appears that there is 1 or more items on this PO that are linked to Sales Order Back Orders. Do you want to auto ship the Sales Order line items that are linked to Special Order items on this PO?" Upon checking only 1 of the 3 items was auto shipped. It should be all items received be auto shipped.
Fix issue notes:
- Its wrongly called autoship popup method on salesorder save method. Actually we handled everything on line item save. | Reliable | Reference |
| 24.0122ac | 05/28/24 | 31411 | Bug | Shipping and Receiving | - When click Next to see next page getting bug.
- When searching for records (such as Find Order) that is on another page, it is not finding the Order.
- When typing the Order # and press Enter Or Tab, it needs to NOT tab or move the cursor but should do the search and then (if it cannot find it it will display a popup error) retain the focus on the same Find Order field and HIGHLIGHT the previous value entered so it will be very quick and simple to enter ANOTHER Order # to search for. It also needs to INSERT the NEXT STOP #. The First searched and selected Order will have stop # 10 inserted into the Stop # field, the 2nd searched and selected Order will have stop # 20 inserted into the Stop # field, etc..always increasing the stop # by 10.
- After find, the value it needs to select the Order, highlight it, and move it to the list of selected items at the top of the screen so the user can see the selected item(s), sorted in ascending order, by the Stop #, showing all selected items above the non-selected items.
| | |
| 24.0122ab | 05/27/24 | 31455 | Bug | Quotes | Quote total mismatch issue occurs when printing. | IPC | |
| 24.0122ab | 05/27/24 | 31430 | Bug | Sales Order | PROMPT to create a backorder
- When invoicing an order with a Backorder, you have to "SHOW ALL" or it will NOT ask you if you want to create a backorder. It automatically generates one. | | |
| 24.0122ab | 05/27/24 | 31427 | Bug | Quotes | Settings > The page loads indefinitely. | Proparts | |
| 24.0122ab | 05/23/24 | 31444 | Bug | Reports | Some Exception report throws error. | QCP | |
| 24.0122aa | 05/22/24 | 31441 | Bug | Invoice | Customer warehouses are not syncing. User made payment on SO after creating invoice and then processed invoice to credit memo. | | |
| 24.0122aa | 05/22/24 | 31439 | New Feature | Replenish Stock | - REP STOCK (for MIN/MAX SOBO Calculations). Programming Code for Min/Max Calculation Method
- NEW ON 5/21/24: When we calculate the QBO we do NOT use the Item.QtyOnBO field. To Make it more accurate we recalc the # on BO on Sales Orders where there is NO Invoice. | | |
| 24.0122aa | 05/21/24 | 31429 | Bug | Sales Order PO | Backorder on an invoiced Sales Order
- The backordered line items in an invoiced sales order should no longer be accounted to purchase on the SOPO screen and should not be counted as backorder. There are some old backorders still showing that aren't valid. This causes the replenishment quantities to increase beyond what is actually needed to be ordered. | Plastic, Orlando, Impact | |
| 24.0122aa | 05/21/24 | 31134 | Bug | Sales Order | SHIP TO field >Add new customer:
- After inputting information for the new customer and save it, the New name fills in both for the Bill to and Ship to addresses. It should only auto fill the Ship to field.
- After adding the new customer on the ship to, the tab key is only shifting from bill to to warehouse. The tab should go over to the Line items table till the end. | Plastic | |
| 24.0122aa | 05/21/24 | 31428 | Bug | Sales Order PO | SOPO > PO:
- Items for PO created from the SOPO screen did not bring over the description. | Orlando | |
| 24.0122aa | 05/20/24 | 31435 | Bug | Shipping and Receiving | Update Invoiced Stock Transferred Sales Orders from In Rack to Closed | QCP | |
| 24.0122aa | 05/20/24 | 31421 | Bug | Import Wizard | Invoice / Credits > Imported a file with 50,000 records and it took an hour and confirmed all data imported but no data was imported in 1place. | ProParts | |
| 24.0122aa | 05/20/24 | 31434 | Bug | Item Detail | When I try create a new Item, click save then a blank page shows up. | Autodoor Store | |
| 24.0122aa | 05/20/24 | 31433 | Bug | Sales Order | Unable to make payment on the sales order. It shows an execution timeout error. |
| |
| 24.0122z | 05/17/24 | 31379 | Bug | Reports | CUSTOM REPORT is not working. Stuck at loading. | Vaillant | |
| 24.0122z | 05/16/24 | 31424 | Bug | Sales Order | SALES ORDER > PRINT SETTING > LABELS > Settings
- When clicking the gear setting for the label for the first time the label designer table show blank but when you click on the print preview and click the label for the 2nd time the design appear. | Orlando | |
| 24.0122z | 05/16/24 | 31414 | Bug | Reports | INVOICE/Credit and line items report
- Created By column, not showing the value for the credit memo. | Orlando | |
| 24.0122y | 05/15/24 | 31409 | Bug | Sales Order | SALES ORDER PAYMENT > When they Invoiced S240510-0436 with 2 line items, it only brought over one line and the payment from the sales order was not copied to the invoice. | Quality | |
| 24.0122y | 05/14/24 | 31328 | Bug | Shipping and Receiving | CANCEL/RESTOCK SCREEN> SHOW ALL is not working | Quality | |
| 24.0122y | 05/14/24 | 30893 |
| Cash Management | - Will you please update the CASH MANAGEMENT screen ‘data’ to hide all unreconciled payments from 1/17/24 and back?
- I am meeting with him on Friday at 11am MST. Can you join us to help us test/use it/train us.
- Will you please DELETE the Default BIN LOCATION for ALL ITEMS in the ITEMS.
- On the Cash Management screen, when the screen is first opened, please check to see what the OLDEST records are. Then pop this message to the use: ‘You have [x[ days of Cash Receipts to reconcile. Please type in the field below the # of days to KEEP to be reconciled. The rest will be removed from the reconciliation screen.’
(Where X is the # of days of the oldest unreconciled payment from today). (When it hasn’t been in use for weeks or months it usually freezes.
- Please give Quality the very latest version on their server in preparation to run the Batch Printing test with Ray on Thurs 1/18 in afternoon, and Cash Management changes you make on 1/18 for meeting with Tom on 1/19. | | |
| 24.0122y | 05/14/24 | 31359 | Bug | Sales | Come up with a way to avoid and/or warn user if there is a price that is $0. | Quality | |
| 24.0122y | 05/14/24 | 31167 | Bug | Shipping and Receiving | when select a Driver it makes the system do some type of work. It shouldn't do any real work except to COPY the the Name of the driver button clicked over to the Driver field in the top right side. | | |
| 24.0122y | 05/14/24 | 31273 | Bug | Quotes | - Started quote. Changed mind. It would not CLOSE using Close button.
- Deleted a line item. After popup confirmation it HID all line items. Had to close and reopen to make them come back.
- Cannot delete a line when there is no item. It forces you to finish adding a line in order to delete the line. | | |
| 24.0122y | 05/14/24 | 31408 | Bug | Credit Memo | CREDIT MEMO PRINT
- On the Credit Memo detail and print, the first line item total shows $0.0. | IPC | |
| 24.0122x | 05/13/24 | 31406 | Bug | Item Detail | Vendor Tab -> Not opening and throws an error. |
| |
| 24.0122x | 05/13/24 | 31357 | Bug | Reports | Invoice/Credits Line item Report (BUG)
- The columns headers are not matching with the data
- Add Entered By and Created By and Last Modified By Columns on the Report Lists Settings
- Add on Group By: Created By. | Orlando | |
| 24.0122w | 05/10/24 | 31384 | New Feature | Reports | INVOICE/CREDIT REPORT >Report Criteria
- Add on the Group By: Entered By and Created By. | Orlando | |
| 24.0122w | 05/10/24 | 31402 | Bug | Reports | Invoice/Credits Report - Downloading the report to Excel and PDF not working.
| UAB | |
| 24.0122w | 05/10/24 | 31398 | Bug | Customer Portal | Customer Portal issues 24.0122S
- When clicking on the Sales Order and Invoice screen on the left panel, a popup comes up and says I do not have permission to access the page
- Find Sort Order not working on the Customer Portal. | Impact | |
| 24.0122w | 05/09/24 | 31399 | Bug | Customer | When user clicks on a customer, it directs the user to a bad request screen. | Proparts | |
| 24.0122w | 05/09/24 | 31396 | Bug | Audit Log | AUDIT LOG > QUOTE
- Next button on the Quote Audit Log
- Editing Freight/Other not getting logged. | Orlando | |
| 24.0122w | 05/09/24 | 31394 | Bug | Find Parts | Orders created from the Find Parts screen it only moves the 20 characters to Quote.
| Orlando | |
| 24.0122u | 05/08/24 | 31375 | New Feature
| Purchase Order | Total Cubic Square Feet / Volume: - Should calculate the Qty x Volume for each part and show the total.
- DO NOT SHOW the Value of the Total Volume (by default),
- then (2) add a small white button to the right of the field called Calculate. Then when pressed it could do the work to calculate it on the fly. | Orlando | |
| 24.0122u | 05/08/24 | 31393 | New Feature | Item Detail | Add QPC SortOrder column on item list import. | | |
| 24.0122u | 05/08/24 | 31374 | Bug | Shipping and Receiving | - On Picking status, when click the picker it needs to auto filter to that Picker's items being picked.
- On To Dispatch, when click the Driver name it stalls a little. This should only insert the Drivers name in the field and NOT run any other code to slow it down. Show be immediate.
- On the To Dispatch status it is clearing out selected items when click NEXT. If the user selects a Driver, creates a Dispatch #, and then scans or hand types Sales Order numbers and presses Enter it finds and selects the proper Sales Order, but then if click NEXT to see the next page of records it CLEARS selected Sales Orders (and possibly the Driver and Dispatch #...I cant remember on that). | | |
| 24.0122u | 05/07/24 | 31388 | Bug | Sales Order | FIND PARTS SCREEN > SALES ORDER
- When adding new items from the find parts screen to sales order one by one, the unit price of the first item gets updated to the List Price amount. | Quality | |
| 24.0122u | 05/07/24 | 31385 | Bug | Sales Order | When correcting Bill to and Ship to addresses on an invoiced Sales order with backorder, they delete the invoice and the backorder. The Bill To and Ship To field becomes restricted for change and when clicking the Create Invoice button, a popup appears that a backorder is already created even though it was already deleted. | Orlando | |
| 24.0122u | 05/06/24 | 31373 | Bug | Catalog Manager | Additional Function 3c isn't working correctly. Using version 24.0122u I used function 3a to DELETE the Catalog records, then I used function 3c to re-build the catalog. It is supposed to use the various criteria to EXCLUDE certain Makes, Models, Year range etc. (I did NOT test that function). It is also supposed EXCLUDE (NOT INSERT) any catalog search records that have any of the PTYPES in the ItemCatalogPartsLinkPTypes.ExcludePartType where the value is TRUE, meaning YES EXCLUDE these records.3 | TipTop | |
| 24.0122u | 05/06/24 | 31364 | Bug | Invoice and Sales Order | Invoice/Sales order Last Modified By
- When someone adds a payment on the invoice or sales order, the Last Modified By on the Invoice/Credits or Sales Order report does not update to the user who applies the payment. |
| |
| 24.0122u | 05/06/24 | 31363 | Bug | Audit Log | Audit Log for Quote and Invoice
- When a Quote and Invoice are created, there's no record in the log added.
- When someone else edited a Quote, it records the person who edited the log as the person who created the Quote and or invoice.
- For quote log, when you add or edit info that's the only time the log appears.
- Audit Log is incorrect in Quote and Invoice- giving wrong information. It doesn't appear who created the invoice and who paid the invoice.
- (InProgress)The Audit log should record everything that is being changed on all of the fields. Including payment on sales order and invoice and Freight. | Orlando | |
| 24.0122u | 05/02/24 | 31360 | Bug | Credit Memo | Allow the option to NOT return items back to stock when items are returned on a Credit Memo.
- When creating a credit memo from an invoice, the Line total always gets set to zero even if there's quantity on the returned field. | Quality | |
| 24.0122u | 04/30/24 | 31353 | Bug | Shipping and Receiving | TO PRINT AND PICK:
When Selecting the Shipped Via, and clicked on Print and Pick Selected.
For Quality, old Sales order's item labels were reprinted.
For Orlando, old Sales order's Packing Slip got reprinted. When they checked the Sales Order status, every line item were in In Route. | Quality / Orlando
| |
| 24.0122u | 04/30/24 | 31354 | Bug | Invoice | When they were invoicing old sales orders - usually from Future Delivery, only the first item on the SO is moved to the Invoice.
- Fix issue notes: Please check it on 24.0122S version. We cannot re-create it. | Quality | |
| 24.0122u | 04/30/24 | 31304 | Bug | OS Scan | OSSCAN > CREDIT AUTHORIZATION:
- When an Invoice has 3 different line items but THE SAME item number and requested for return, it only shows 1 out of 3 of those same items on the Credit Authorization table. | TipTop | |
| 24.0122t | 04/29/24 | 31133 | Bug | Find Parts | SPLIT LINE ITEM PROMPT > Find part screen >Enter partially available stocks to an item > Create Quotes Not working on the 24.0122d. | Orlando | |
| 24.0122t | 04/29/24 | 31302 | Bug |
| Waiting to be Purchased screen > Undefined error Refresh. | | |
| 24.0122t | 04/29/24 | 31352 | Bug | User Settings | Create a new 1place account screen
- An error message occurs. And cannot proceed with the activation of the account.
- Kindly replace "an" instead of "a" in the error message. It should be "Error: Company Creates an invitation...." instead of "Error: Company Create a invitation..." Please the see email for your reference screenshot of the message.
- Issue: Transaction failed. The server response was Message rejected: Sending paused for this account. For more information, please check the inbox of the email address associated with your AWS account. | | |
| 24.0122t | 04/26/24 | 31346 | Bug | Invoice | Payment Info > If CM is applied to an Invoice, the sync box on the payment screen is not checked and cannot be checked and saved. Hence, the payment does not sync to QBO. | IPC | |
| 24.0122t | 04/26/24 | 31350 | Bug | Credit Memo | Credit Memo Issues
- Old CMs with zero Returned, when filled with Qty. The Credit Memo does not appear on the 'Show Apply/Credits Window'
- When creating a credit memo and it auto fills the Qty Rtn adn Returned fields and you remove the Qty on the Returned field. The amount that appears on the 'Show Apply Credits' will still be the whole amount of the CM, even when it's actually zero amount.
- When user has 2 items returned on a CM, returned 1 part and adds to the total of the CM, the amount that appears on the 'Show Apply Credits' will still be the whole amount of the CM even when it's only partially returned.
- When user is trying to remove the qty on the Returned field this popup appears and it won't go away even after clicking OK button. | | |
| 24.0122t | 04/25/24 | 31347 | Bug | Find Parts | On version 2.0122Q When selecting a part on the FIND Parts screen from another warehouse from the multiple warehouse popup screen it does NOT make a Stock Transfer… Let’s fix this asap. | Quality / Orlando | |
| 24.0122t | 04/25/24 | 31043 | New Feature | Sales Order | Bill to and Ship to search field
- Typing Core & Main maximize the search drop-down from A to Z. (all the list that begins with Core & Main) | Plastic | |
| 24.0122s | 04/24/24 | 31343 | Bug | Batch Printing | When we Auto Create Invoice. The Batch Printing not working for the Auto Created Invoice. | QCP | |
| 24.0122s | 04/24/24 | 31285 | Bug | Reports | Invoice/Credits Received Payments report > Sort by Payment type by date range:
- Invoice Paid Amount column for Credit Memos, we need to show the total amount of applied per date range for this filter. Right now it just shows the total amount of the Credit Memo.
- Add Balance column on the right side after the Invoice paid amount
- When clicking the lines it opens a about:blank tab.
- Also, there are CM that does not belong to the date range under No Payment Type. | TipTop | |
| | | 31341 | Bug | Invoices | Payment info > Some CM does not appear on the Show/Apply Credits window of the Invoice screen. | Orlando | |
| 24.0122s | 04/23/24 | 31326 | Bug | All Transcations | Audit Log
- Does not record who initially created the order. It does create a log for Sales order but not for other sales transactions.
- When the page is more than 20 records, the next button is not working. | Orlando | |
| 24.0122s | 04/23/24 | 31064 | Bug | Item Detail | MIN/MAX Calculation issue. | Plastic | |
| 24.0122r | 04/22/24 | 31338 | Bug | SO - Invoice | When user changes an order from taxable to tax-exempt and invoice the SO, the Invoice still becomes taxable. As a workaround, I unchecked the tax exempt checkbox and unchecked the line items' taxable columns and re-invoice the order. | | |
| 24.0122r | 04/22/24 | 31245 | Bug | Sales Order | - When changing the MAIN Sales Order STATUS field to CLOSED, a popup will appear and ask, 'Do you want to CLOSE this Sales Order and also set the Status of ALL LINE ITEMS ON THIS SALES ORDER to Closed?' If so, please type YES in the field below.
- If the user types YES set the STATUS of all line items to Closed. If the user presses Cancel then UNDO any changes to the Sales Order Status field. | Orlando | |
| 24.0122r | 04/22/24 | 31294 | New Feature | Invoice | Payment > When changing the payment date to an older date, remove the popup that restricts the user to change the date. | | |
| 24.0122r | 04/18/24 | 30607 | Bug |
| Hide Costs, disable viewing Vendors and Pos. | Quality | |
| 24.0122r | 04/18/24 | 30867 | New Feature | Reports | Invoice/Credits by Payment Details. The Group by on the report criteria is locked. Lets REMOVE the GROUP BY criteria and just make it group by default on the report by Payment Type (Please remove the Date group by that is currently there). The goal of the report is to be able to run it for a date range of 1 day, or a few days, and to have it show each payment, by payment type, such as Cash, Check, Credit Card, etc with the detail of each receipt of that type below the grouping header, and the TOTAL of all payments for that payment type being in the header for the Payment type, over to the far right side. so it is easy to see the total and easy to see the smaller details of each payment of that type below it. Make sure it sorts by date in ascending order, then by Customer Name ascending. | Alliance | |
| 24.0122r | 04/18/24 | 31329 | Bug | | Orders coming from other warehouses and when the orders are placed on the In Route screen of the other warehouse, the orders do not appear on the Main warehouse's In Route to Warehouse screen. | Quality | |
| 24.0122q | 04/17/24 | 31298 | Bug | Settings | Module Secuity > QBO SYNC CENTER > The QBO Sync setting for the all user roles is not saving. | Impact | |
| 24.0122q | 04/16/24 | 31293 | Bug | Report | When downloading the SALES ORDER REPORT to excel and PDF it should include ALL columns shown on the report screen. | TipTop | |
| 24.0122q | 04/16/24 | 31239 | Bug | Sales Order | SALES ORDER STATUS ISSUE:
- When changing the tax-exempt Ship to address to taxable Ship to address, it does not auto select the items to be taxed. Also it does not auto-calculate the tax.
- As for the status, when I manually checked the boxes for the tax line items, the status would change to New and when I refreshed the page the status disappeared. | Orlando | |
| 24.0122q | 04/16/24 | 31323 | New Feature | AP Bill | AP Bill Vendor Invoice number validation with 21 Characters | IPC | |
| 24.0122q | 04/16/24 | 31217 | Bug | Customer Details | Customer tax codes keep changing or being removed randomly. | IPC | |
| 24.0122p | 04/12/24 | 31313 | Bug | Reports | - Invoice/CM by Customer OPEN
- The total is incorrect. - Please see Mark's email for the screenshot and explaination.
- Grand total is incorrect. It adds up all the line items and disregards whether they are positives or negatives. Please see Mark's email. | | |
| 24.0122p | 04/12/24 | 31255 | New Feature | Shipping and Receiving | Make a few changes to streamline how it works.
- When the user is on the Ship/Rec > To Dispatch screen and clicks a DRIVER name, if the Sales > Integrations > Elite Extra IS NOT enabled, then do NOT do run any other code, except to COPY the driver name over to the field, like it does now.
- Make sure the Drivers and Shipped Via buttons are displayed in Alphabetical Order.
- In the top right corner there is a SEARCH field called Find Order. When the user types in an order # and then presses enter (or scans an Order barcode and the scanner makes a carriage return / Enter) have it run the code to find/select the order, and then set the focus BACK on the same search field and HIGHLIGHT the Order # entered BEFORE.
- On the In Route screen make it sort, by default, the the Sales Order #. Make these columns sortable in ascending order (if clicked once time) and descending order if clicked again: Sales Order #, Dispatch #, Date, Delivery Date, Customer Name, Shipped Via.
- On the Sales > Integrations, add a new integration on the list (at the top of the list) called '1place Warehouse Management (Scanning)'. Then add a single checkbox option that looks like this: [ ] Enable 1place integration with 1place Warehouse Management (WMS)'
- On the Ship/Rec > To Dispatch, change the Dispatch Selected button to a BUTTON (not a drop down list) that has options to select from in a short drop down list with these values: 'Dispatch Selected' and '1 Click Print'
- Then have it remember which option was last selected so the next time the screen is opened it will auto select it. | | |
| 24.0122p | 04/12/24 | 30117 | New Feature | Credit Memo | Make a way to give money back (cash, check, or credit memo). | | |
| 24.0122p | 04/12/24 | 31306 | Bug | Sales Order and PO | SO and PO LABELS > The fields are automatically centered even if I remove the checkbox to center.
- When we click on the setting for the first time for the labels, the label designs disappears.
- The saved labels always disappears. | | |
| 24.0122p | 04/12/24 | 31311 | Bug | Shipping and Receiving | ITEMS TO RECEIVE > IN ROUTE TO WAREHOUSE:
- Undefined Error >olumn 'TotalCount' does not belong to table TotalPOCount. | | |
| 24.0122p | 04/11/24 | 31240 | Bug | Customer Portal | - SALES ORDER LIST and SO backorder tabs/Invoice & Credit Memo List tab > ALL Line items tab > It's showing the company data. It should only be limited to customer's orders.
- The Logo for the Potal Login and Company Logo are not saving the picture and not working on their respective areas. | Impact | |
| 24.0122p | 04/11/24 | 31300 | Bug | Sales Order | When selecting a different vendor for the item with a cost recorded in the Vendor tab, it does not auto update the Vendor Cost for the the vendor selected.
| TipTop | |
| 24.0122o | 04/10/24 | 31280 | Bug | Shipping and Receiving | - Shipping & receiving --> If certain line item items are out of stock, they will not be displayed with the "New" status.
- To print & pick -->The Sort function is not working for the Date and Delivery date fields.
- Sales order Back orders (s100-b1)are not shown in the S/R screen. | | |
| 24.0122o | 04/10/24 | 31283 | Bug | Invoice | When the customer changes their credit amount in the "amount to apply" field on the payment tab of the invoice, it automatically updates the prices field. | | |
| 24.0122o | 04/10/24 | 31284 | Bug | Customer | - Customer --> add new-->When the user tries to add a link to a customer from the dropdown list, the 'Link to' customer doesn't update in the detail screen.
- Customer -->add new -->When a user adds a default pricing method called "Item Price Leve + discount", they should have the option to add a discount percentage and pricing level—not having the option to add but detail screen we have. | | |
| 24.0122o | 04/10/24 | 31307 | Bug | Import Wizard | IMPORTING/UPDATING DATA in 1place >ITEMS AND PO LINE ITEMS:
- Undefined error: The 'Microsoft.ACE.OLEDB.12.0' provider is not registered on the local machine. | Orlando | |
| 24.0122o | 04/10/24 | 31270 | Bug | QBO Sync | Some CM that were created in QBO and are PAID, do not sync in 1place. User used the QBO Sync center and synced the CM and the CM is still NOT PAID in 1place. | IPC | |
| 24.0122n | 04/09/24 | 31295 | Bug | Invoices | There are old open invoices that were imported but the screen are greyed out. Please remove the restriction. | TipTop | |
| 24.0122n | 04/09/24 | 31299 | Bug | Item Detail | List price and OEM price on the item detail screen for an item, rounds off. | | |
| 24.0122n | 04/09/24 | 31297 | New Feature | Sales Order | To extend the 'Unit Price' and 'Net Price' to 6 decimals. | Reliable | |
| 24.0122n | 04/09/24 | 31246 | Bug | Replenish Stock | PAST SALES HISTORY >Ran 2 different versions: 23.0821d and 24.0122l and both versions gave me 2 different results.
The 23.0821d listed 62 items, however, the 24.0122l only listed 20 items to buy both with the same filters. | TipTop | |
| | 4/09/24 | 30889 | Bug | QBO Sync | ITEM LIST QBO SYNC >Synced the item list to QBO using the QBO Sync Center and it zeroed out the List Prices in 1place. Checked the Items in QBO and the items have list prices. | Impact | |
| 24.0122n | 4/09/24 | 30998 | Bug | QBO Sync | UNRETURNED CM SYNCED TO QBO > When unreturned item from the CM is synced over to QBO, it brings over the tax amount. | Impact | |
| 24.0122n | 04/08/24 | 30841 | Bug | QBO Sync | Issues on QBO sync and data being shown on the reports such as Totals, and Shipping fee. | Vaillant | |
| 24.0122n | 04/08/24 | 29562 | Bug | QBO Sync | INVOICE TAX on the QBO Sync Center >Right now it's not syncing the TAX to QBO when syncing using the QBO Sync center. It SHOULD ALSO SYNC THE INVOICE TAX. | Impact | |
| 24.0122n | 04/05/24 | 31292 | New | Credit Memo | Customer wants to return an item for LESS than the amount paid on invoice, then we will allow the creation of the CM to proceed. | | |
| 24.0122n | 04/05/24 | 31059 | Bug | QBO Sync Comparison | IMPROVE QBO SYNC COMPARISON screen.
- (Issues) Go-Live Date and functionalities. | IPC | |
| 24.0122n | 04/05//24 | 30788 | Bug | QBO Sync | Purchase Order --> when the user create an PO(QBO) and bill as Paid. after syncing with OneSource those bills and Qty received are not update properly. | | |
| 24.0122m | 04/03/24 | 30742 | Bug | Sales Order PO | - When entering Vendor cost on the field, it auto round off the cost. It should not auto round off the decimals. The Decimal Price setting to whole number should not apply to Costs.
- They set their Decimal settings for Prices to 0 in the Sales Settings. But on the PO settings, it's set up for 2 decimal places. However, whenever they try to input costs in the Sales Order Purchase Order screen, it auto round off to whole numbers. | TipTop | |
| 24.0122m | 04/02/24 | 31248 | Bug | Sales Order | Orders on New status is not showing on the New screen of the Shipping and Receiving screen. | Orlando | |
| 24.0122m | 04/01/24 | 31205 | Bug | Printing | - Sp's update (Fixed)
- 1Place Printer connect app updated.(Fixed)
- Status Not Updating properly. (Fixed) (Requested Sikkandar to share his code knowledge on how he is updating the status)
(Progress)
Disable the Print Button.
Even after the 1Place Printer connect app is running it shows PRINTER ERROR to connect.
Already the application is running popup.
(QUALITY) ELITE BATCH-PRINTING ERROR. If you log into the TEST version of Quality > Ship/Rec > To Dispatch > Dispatch Elite Extra Orders (button). Click checkbox next to 1st driver. Click the 2 checkboxes on bottom left. Click Print ALL Selected Driver Orders (and make sure the 1placePrinterConnect is already installed and logged in on your PC). I tried to demo this process to Tom, and it gave me an error. | Quality | |
| 24.0122m | 04/01/24 | 31104 | Bug | Item Details | The “Item Price Level + Discount” is not working. | Quality | |
| 24.0122m | 04/01/24 | 31250 | Bug | Invoice | OTHER INFO TAB > CREATED BY field: The Created By Field will be filled out by the user who invoiced the Sales Order, whether it be from the SO Screen or the Dispatching screen. | Orlando | |
| 24.0122m | 04/01/24 | 31233 | Bug | Replenish Stock | REVISE THE WAY Qty On BO is calculated on Rep Stock.
- When we calculate the QtyOnBO we do NOT use the Item.QtyOnBO field. To Make is more accurate we need to recalc the # on BO on Sales Orders where there is NO Invoice #.
| Fitz | |
| 24.0122m | 04/01/24 | 31267 | Bug | Invoice | Payment > User wants to pay Invoice I58482 by using CM C58482 but this CM does not appear on the Invoice payment info window. | IPC | |
| 24.0122l | 03/28/24 | 31266 | Bug | Invoice | When a SO is paid in full and converted into an Invoice, it causes a decimal rounding issue and makes the Invoice off by $0.01. | IPC | |
| 24.0122l | 03/27/24 | 31238 | Bug | Credit Memo | The stocks that came from CMs not linked to any Invoice stays in stock even when the CM is deleted. | Orlando | |
| 24.0122l | 03/27/24 | 31251 | Bug | Credit Memo | The totals of CMs are not appearing on the Show/Apply Credit screens or Find Parts screens and has be refreshed every time we need to apply.
On the Show/Apply window, the Arrow is not functioning. | Orlando | |
| 24.0122l | 03/25/24 | 31249 | | Sales Order | Sales Order Line Item Total > The line item total does not give the correct total if the unit price entered is with 5 decimals, it is only saving 4 decimals which is also a basis for the line item total | Reliable | |
| 24.0122l | 03/25/24 | 31244 | Bug | Sales Order, Invoice, CM | Pop Up Message: "Mass Delete Invoices from QuickBooks Online?" | Reliable | |
| 24.0122l | 03/25/24 | 31243 | Bug | Customer Details | The 'Link To' field is not saving the linked customer name. | Reliable | |
| 24.0122l | 03/21/24 | 31235 | Bug | Purchase Order | PRINTING PO LABEL > When printing labels for 124 line items with a total of 180 stocks, it does not get to have the 2nd half of the item labels on the print preview. Example sent through skype. | Orlando | |
| 24.0122l | 03/21/24 | 31206 | Bug | Invoice | QTY STOCK/QTY BACKORDER: Invoiced SOs with backordered items should be ignored in calculating the Qty Backorder. | IPC | |
| 24.0122l | 03/21/24 | 31180 | Bug | QBO Sync Center | Customer Checkbox > When checking the Customer sync, undefined error occurs. | Impact | |
| 24.0122k | 03/20/24 | 31127 | Bug | Purchase Order | PO screen> Customer PO# field > The Data on the SO Customer PO# field gets copied to the PO when creating special orders.
| Orlando | |
| 24.0122k | 03/20/24 | 31132 | Bug | Invoice Details | Print > Invoice 2 > Some of the Invoice headers are not appearing on the invoices print preview for Invoice#2, LOGO, Address, it should look the same as the Invoice 1 | Orlando | |
| 24.0122k | 03/20/24 | 31229 | Bug | Sales Order PO | When selecting some line items with complete data (vendor and cost) then click on proceed, there's a popup asking the user to fill out for the fields of unselected line items. | Orlando
| |
24.0122k
| 03/20/24 | 31164 | Bug | Sales Order | Status > Orders with backordered items with To Print and Pick Status and sometimes Waiting to be Purchases but the line items are on to print and Pick. | Orlando | |
| 24.0122k | 03/20/24 | 31230 | New Feature | QBO Sync | When we are syncing Invoices into QBO that have items NOT in QBO and NOT allowed to be added to QBO for whatever reason, Add new Item called ‘default’ item to automatically create an Use that item for QBO Transactions. | IPC | |
| 24.0122j | 03/18/24 | 31226 | Bug | Sales Order | All line item tab:
- Fix issue on pagination for SOLine item list.
- Need to sort this tab to salesorder date descending order. | | |
| 24.0122j | 03/18/24 | 31187 | Bug | Shipping and Receving | Delivered> The Show All button is not working. | Orlando | |
| 24.0122j | 03/16/24 | 31150 | Bug | Purchase Order | RECEIVING PO via Auto-Ship
- We found orders that are updating the Qty Ship but not the status of the Order. Please check.
- With multiple line items, it sometimes updates the status of another line item when one line item is received from the PO. | Orlando
| |
| 24.0122j | 03/16/24 | 31219 | Bug | Sales Order - PO | Not being able to add a new item to an existing PO, using the Sales Order PO's Prebuild Summary | Orlando | |
| 24.0122j | 03/16/24 | 31086 | New Feature | QBO Sync | New Syncing buttons on PO and Payments forms.
- On the Last Synced field for the PO AP Bill, Invoice, Invoice Payments, SO payment, Customer, Vendor, Item put a Sync/Resync 'link' on the far right side of the field that when pressed will sync/resync. Then if there is a problem re-syncing because the QBO record is no longer there, then we can just clear out the QBO ID and start over and sync it again like it was being synced for the very first time.
- Note: If the SAVE button is RED or any other flag is in place to normally run the sync process, lets avoid syncing it again. - Invoice and Credit Memo (done) | IPC | |
| 24.0122i | 03/14/24 | 31214 | Bug | Shipping and Receiving | To Cancel/Restock screen. When 'Show All' is clicked, the gear icon appears and is running, but it is not showing the rest of the list.
| Orlando | |
| 24.0122i | 03/14/24 | 30760 | Bug | Log Out | - When click you click Log Out from the gear icon, it redirects to 1place.cloud/home/logout and shows the "Your connection is not private" message on the screen. | Alliance | |
| 24.0122i | 03/13/24 | 31015 | Bug | QBO Sync | Item---> manually added stock(Via adjust Quantities in Stock)in 1place. those added stocks are not updated on QBO. | | |
| 24.0122i | 03/13/24 | 31007 | Bug | Item Detail | QBO Sync -->When the user made changes to the list price(Sales price) in QBO, those changes caused the list price to become 0 in 1place | ALL | |
| 24.0122i | 03/13/24 | 31194 | Bug | Credit Memo | When the user saves the CM, it shows QBO sync error "Missing QuickBooks Online Settings.". but the QBO settings are correct and connected. | | |
| 24.0122i | 03/13/24 | 31202 | Bug | QBO Sync | - Valiant Marketing, Invoices that were synced from QBO are missing bill to missing city state, and zipcode. Most ship to info are correct.
- Some imported invoices are missing their line items. Because of this issue, it cannot be resynced. | Vaillant | |
| 24.0122i | 03/12/24 | 31163 | Bug | Invoice | Payments > Unable to apply partial amount of the credit memo. It automatically applies the whole amount. | Reliable | |
| 24.0122i | 03/12/24 | 31059 | New Feature | QBO Sync Comparison | Make QBO Syncing Errors Log. | IPC | |
| 24.0122i | 03/11/24 | 31144 | Bug | Reports | Sales Order
- Duplicate report titles. | ASM | |
| 24.0122i | 03/11/24 | 31129 | Bug | Sales Order PO | (24.0122x) After adding items from SOPO screen to a PO the Item Descriptions are not carrying over to the PO. | Fitz | |
| 24.0122i | 03/07/24 | 31179 | Bug | PO Label | It should show the default bin of the item on the label. if there's none, we need to show the bin of the stock. | Impact | |
| 24.0122i | 03/07/24 | 31059 | New Feature | QBO Sync | QBO SYNC COMPARISON & LOGGING TOOLS. IMPROVE QBO SYNC COMPARISON screen.
- Add Go-Live Date and functionalities
- Combine the Sync Center, Sync Comparison, and Syncing Errors Log onto ONE tab with 3 sub tabs. | IPC | |
| 24.0122g | 03/05/24 | 31146 | Bug | Sales Order | Status > Some line items keep on reverting to To Print and Pick despite changing it repetitively. This is a huge fire for Orlando because they keep on Printing the same orders they already delivered and closed. | Orlando | |
| 24.0122f | 03/01/24 | 31140 | Bug | | (0122e) The order and Line-Item Statuses not working properly in dev and 03 server | ALL | |
| 24.0122e | 02/29/24 | 31130 | New Feature | Purchase Order | - PRINTED PO Report on PO screen. Please REMOVE the SO# option from the optional settings for the HEADER. Then please ADD another line item option called SO#, TO THE LEFT of the QTY Ordered on the PO. | Fitz | |
| in Progress | 03/01/24 | 31059 | New Feature | QBO Sync Comparison | - Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected.
- Error Log Writing | IPC | |
| 24.0122e | 02/28/24 | 31059 | Bug | QBO Sync Comparison | - There are numerous rows that shows missing Invoice #s in the 1place column (that are actually IN 1place).
- Also those same show values of $0 in both columns. We need that data to be accurate.
- Lets add a Show ALL button on the QBO Sync screen and make sure that the CLOSE buttons do not get covered.
- Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do - NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected.
- Invoice & Credits Payments: Add column for 1place Invoice/CM Date
- Change column name: OS Total to: 1place Total
- BUG: It is showing several rows with NULL value/Total for 1place that ARE in 1place (but the totals did not match).
- Filter the records based on user selected as soon as the selection is made.
- Show a progress bar to show the progress
- When completely done show: x Selected to Sync, x Synced Successfully, x Not Synced Successfully.
- Auto Refresh the screen when down syncing
- Add a (Select All) Checkbox.
- Have a drop down list with these values: All records, All records (Unmatched, un-intentional)
- Add a LOG to track syncing errors (see TASK ____) | IPC | |
| 24.0122e | 02/28/2024 | 31118 | | Sales Order | - When manually adding a new line on the sales order line item in backorder or with stock it gives a default status new. The correct process for manually adding lines when after the save and submit button is gone, it should assign To Print and Pick for those with stock and waiting to be purchased for the ones in BO.
- When creating invoice for items in backorder, the status gets deleted for the remaining items invoiced | Orlando / Impact | |
| 24.0122e | 02/28/2024 | 31072 | Bug | Invoice | INVOICING SALES ORDER WITH BACKORDER >When invoicing a SO with backorders, it does not include those items in backorder on the invoice. The older version include those to show to their customers that they have some orders pending. | Impact / Plastic | |
| 24.0122d | 02/23/24 | 31093 | Bug | Sales Order | Line Item > The sorting function not working. | Plastic | |
| 24.0122d | 02/22/2024 | 31090 | Bug | Reports | - Gross Amount grand TOTAL is incorrect. Please check other totals as well to make sure.
- Fix update: Total off by a penny. Nirmal to check. | IPC | |
| 24.0122d | 02/22/2024 | 31092 | Bug | Purchase Order | Shows an undefined error when trying to receive a PO or just editing the line item. | IPC | |
| 24.0122c | 02/20/24 | 31071 | Bug | Sales Order | - When they click Save and update status for orders with backorder, the status updates to Dispatch even if it's in backorder. Which leads to when receiving items from a PO and auto ships, the status of the order only updates to Waiting for Delivery from vendor.
- Also for orders with multiple lines, when one item is waiting to be purchased or waiting for delivery. The general status of the order should be on that status.
| Impact | |
| 24.0122c | 02/20/24 | 31087 | Bug | Invoice | Another rounding error. | | |
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| 24.0122c | 02/16/24 | 31065 | New
| Sales Order | Sales Order Print Documents
- Add the other print documents to the new server. Like Packing Slip (by Bin) and (by Item) to fix the issue on the duplicate line items. | | |
| 24.0122c | 02/16/24 | 31067 | Bug | Packing Slip | Printing the packing slip print out of sequence order. It should show the same way as it is ordered in the line item screen.
| Plastic | |
| 24.0122c | 02/15/24 | 31056 | Bug | Replenish Stock | REPLENISH STOCK SCREEN > MIN/MAX > Undefined Error.
| ALL | |
| 24.0122c | 02/14/24 | 31038 | Bug | Item Details | List Price, OEM Price should display amount/ values up to sales decimal setting | | |
| 24.0122c | 02/14/24 | 31046 | Bug | ALL | When LOGOUT getting an error. | ALL | |
| 24.0122c | 02/14/24 | 31026 | Bug | Sales Order | When invoicing Sales Order from the dispatch screen or the sales order the status disappears.
When invoicing the sales orders from the dispatch screen, an undefined error appears and did not load the google maps
The X or delete icons are missing.
| ALL | |
| 24.0122c | 02/14/24 | 31020 | New Feature | QBO Sync | We need a way to Programically MASS DELETE ALL Invoices in IPCs QBO FROM 12/31/23 and BACKARDS (*** WE MUST NOT DELETE ANY Invoices or Credits dated 1/1/24 or newer). | IPC | |
| 24.0122c | 02/13/24 | 31045 |
| Credit Memo | Print out template (Credit Memo and Credit Memo 2): List Price, Net Price, Line Total, Amount (payment details) should have a $ sign and a comma in every after 3 number. | Reliable | |
| 24.0122c | 02/12/2024 | 31042 | Bug | Reports | BROKEN INVOICES/CM Reports. | IPC | |
| 24.0122c | 02/07/24 | 30400 | Bug | Shipping and Receiving | Undefined error on the latest version (24.0122)
(QUALITY) SHIP/REC Screen, additional issues slowing down their end of day dispatching. | Quality | |
| 24.0122c | 02/07/24 | 30534 | Bug | Delivery Date | If we change the shipped via, the delivery fee will be changed; after that, if we change the delivery date, the delivery fee will revert to its original value. | Quality | |
| 24.0122c | 02/07/24 | 30983 | Bug | Reports | Sales order -->When the user runs a sales order report, duplicate values appear based on the invoice and credit memo. | | |
| 24.0122c | 02/06/24 | 31008 | Bug | Settings | Shipped via-->"Save" button are not working on the "We make deliveries on" dropdown. while selecting the option should change to red. | ALL | |
| 24.0122b | 02/01/24 | 30922 |
| | When printing 2 copies it is not Collating the copies. (Example: If there are 5 invoices, it needs to print Invoice 1, then Invoice 2, etc... then start over and print them all a
gain for the 2nd batch.. This way the dispatcher can HAND the 1st stack to the driver and the 2nd stack to the office personnel without have to separate all of the copies into 2 separate stacks).
(In-Progress)Final popup screen to select the Printers needs to REMEMBER the user selections.
(Done)Disable the PRINT button.
(Done)On the form with Drivers, add more details to Status of what is going on. Send detailed list of all code processes to Steve so he can help come up with more statuses to show the user.
(Done)Add a button to bottom of Batch Printing form called Refresh which will unlock the buttons that got disabled. (Be sure to disable the green print button when first pressed).
Script For Updating Stock Transfer :
(Done)Ship order type
(Need To Test) Trans ship order. | | |
| 24.0122b | 02/01/24 | 30947 | Bug | Reports | Invoice/Credits - by Customer (OPEN) > Report has all the details on preview. But when is sent via email, the received copy does not match the preview. The details are gone. | IPC | |
| 24.0122b | 02/01/24 | 30946 | Bug | Sales Order | Audit log > When 'next' is clicked, it does not show or move to the next page | Reliable | |
| 24.0122b | 01/29/24 | 30969 | Bug | SO, Invoice, CM | Sales order/Invoice/Credit memo -->Line item 2 -->The default date of 01/01/2001 is being displayed in the 'date delivered' field. | ALL | |
| 24.0122b | 01/30/24 | 30954 | Bug | Import Wizard | Please import customer tax code data for IPC. Import Wizard for Customer does not have a field for customer tax code. Please request file from Mark. | IPC | |
| 24.0122b | 01/29/24 | 30965 | Bug | Reports | - Loading Spinner does not disappear
- Email -> When Entering new mail in To mail, Restricting the User to choose only from the List
| IPC | |
| 24.0122b | 01/29/24 | 30960 | Bug | Sales Order | The sales order line item and header status appear incorrect when edited. | ALL | |
| 24.0122b | 01/29/24 | 30963 | Bug | Credit Memo | When a user creates a credit memo from an invoice, the "To be returned" values are 0, but the line total updates. | ALL | |
| 24.0122b | 01/29/24 | 30958 | Bug | Find Parts | When a user is on the manual tax code calculation method. but if the user clicks on the "calculate tax" button shows a zip code-based tax popup. We should restrict that button. | ALL | |
| 24.0122b | 01/30/24 | 30937 | Bug | Sales Order / Quote | SO/Quote -->If the user enters an order quantity of 0,
then the Purchase Order checkbox should be unchecked.".
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| 24.0122a | 01/25/24 | 30948 | Bug | Reports | Purchase Order Report > Data shows under wrong column.
| Impact | |
| 24.0122a | 01/25/24 | 30168 | Bug | Labels | On the Shipping and receiving screen (If have 2 diff part # in the SAME BIN LOCATION. If Have item GM and item CH in the same bin location...Combined doesn't print those in the proper order. (Report and Labels need to PRINT IN EXACT SAME SORT ORDER: Bin, Item#, SO#) >The labels should be sorted in alphabetical order by bin | Quality | |
| 24.0122a | 01/24/24 | 30942 | Bug | Credit Memo | When returning 1 part out of 3 items on an invoice it created an empty Credit memo. It did not bring over the selected item to return. | Quality | |
| 24.0122a | 01/24/24 | 30943 | Bug | Shipping and Receiving | To Print and Pick > The Combined Printing ticket on the 24.0102b is stuck on loading. | Quality | |
| 24.0122a | 01/24/24 | 30944 | Bug | Sales Order | SALES ORDER STATUES:
When manually changing the statuses on the line item, it reverts back to old status. | Quality | |
| 24.0122a | 01/24/24 | 30945 | Bug | Shipping and Receiving | When the user navigates to the dispatch screen, the page shows blank and they are unable to proceed. | ALL | |
| 24.0122a | 01/24/24 | 30939 | Bug | Credit Memo | When a credit memo is deleted from the detail screen, the navigation takes the user to the older credit memo list screen instead of the invoice/credit memo list screen. | | |
| 24.0122a | 01/24/24 | 30367 | Bug | Sales Transactions | All transaction--> delete--> "Reason for delete" popup not working properly. | ALL | |
| 24.0122a | 01/24/24 | 30924 | Bug | | TRIPLE CHECK TO MAKE ALL AREAS OF SYSTEM DOES NOT ALLOW INCORRECT PRICES AND/OR DISPAY COSTS IF USER DOES NOT HAVE PERMISSION.
1-->User cannot view Costs, Markup%, and Gross Profit (GP) % (Changed)
2--> Find Parts -> COST, Markup and GP% (Removed)
3--> Item Details -> Dashboard -> Profit Details section (Removed)
4--> Item Details -> Stock -> Cost, Additional Cost (Removed)
5--> Item Details -> Vendor-> Vendor Cost (Removed)
6-->Others (Pending) | Quality | |
| 24.0122b | 01/23/24 | 30941 | Bug | Sales Order | Shipped via --> When updating a shipped via on SO, a popup appears asking if the user wants to update the delivery fee. However, the tab and enter functions are not working. | | |
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| To be fixed in later version | | | | | Sales order --> Shipped via --> When updating a
shipped via on SO, a popup appears asking if the user wants to update the
delivery fee. However, the tab and enter functions are not working. | | |
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| | 09/02/24 | 31649 | Bug | Item Details | ADJUST QUANTITY IN STOCK > EDIT RECEIPT > RECEIPT ID DROP DOWN: - COST >The Cost on the dropdown table shows different Cost amount from the one on the Item Stock table. - When Selected it updates the Cost of the first line item and the edited receipt ID. | Orlando | |
| | 09/02/24 | 31651 | Bug | Settings | When copying user settings from another user, some Module security options disappear. | Quality | |
| | 09/02/24 | 31700 | Bug | Manage Catalog | On trying to get to the final screen where it shows parts to add it gets stuck. | | |
| | 04/01/24 | 31282 | | Sales Order | The Sales order header and line item status do not update properly when a partial quantity is received from the PO. | | |
| | 04/01/24 | 31281 | | Sales Order | Status Issues > When a user adds four line items to a sales order, and three of those items do not have enough stock, while one does, we move the status of the item with enough stock to the Shipping & Receiving screen. This alters the status of the sales order header from "waiting to be purchased" to "dispatched". | | |
| | 03/26/24 | 31263 | Bug | Sales Order | SO --> Invoice-->Gross margin values are not being fetched into the invoice. Sales order gross margins are shown, but the invoice GM field is empty. | | |
| | 03/26/24 | 31262 | Bug | Sales Order PO | Unable to select Vendors from the dropdown list. | | |
| | 03/26/24 | 31261 | Bug | Invoice | Credit Memo Issue > When importing a credit memo for a customer with an unapplied amount and a partial payment made on an invoice, the changes are not updated on the apply credit table, and the entire credit memo total is still shown. | | |
| | 03/26/24 | 31260 | Bug | Invoice | - Unable to create a credit memo for non-payment invoices. A pop-up appears and when the user clicks "Yes", it does not allow to create a credit memo.
- There seems to be an issue with the auto-fetching values icon on the credit table application. It is not functioning properly.
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| | 03/26/24 | 31259 | Bug | Credit Memo | The newly added Credit Memo's customer credit is not shown in the invoice payments. | | |
| | 03/14/24 | 31220 | Bug | Purchase Order | Restrict the "Backorder PO" button when the user receives all the line items on PO. | | |
| | 03/14/24 | 31221 | Bug | Replenish Stock | Intercompany transfer --> When the user selects additional criteria, they receive an undefined error message. | | |
| | 03/14/24 | 31222 | Bug | Customer | When creating a transaction, the customer's tax code keeps changing. To remove the existing tax code on the customer. | IPC | |
| | 03/14/24 | 31223 | Bug | Tax Codes | Settings-->When the user changes the "tax code creation method" in settings, an undefined error is displayed. | | |
| | 03/14/24 | 31224 | Bug | Log Out | When the user signs out, they are redirected to a blank page instead of the sign-in page.. | | |
| | 03/12/24 | 31210 | Bug | Purchase Order | List and special order margin values are not updating properly on line items. | | |
| 03/12/24 | 31209 | New Feature | Invoice | payments--> QBO sync check-boxes are not updated automatically when making a partial payment using apply for customer credit on an invoice. | | |
| | 02/21/24 | 31098 | Bug | Replenish Stock | 24.0122c PAST SALES HISTORY >Giving incorrect Qty Needed. Items with backorders are not appearing on the table. Examples are sent in GC. | Fitz | |
| | 02/21/24 | 31094 | Bug | Sales Order | 24.0122c SO Status >After splitting the item with a backorder, all line items are in To Print and Pick. Clicked save and submit, the line item with backorder did not update to Waiting to be purchased. | Fitz | |
| | 02/23/24 | 31112 | Bug | Shipping and Receiving | (24.0122c) and d version SHIPPING AND RECEIVING SCREEN >Stuck on loading screen. | TipTop | |
| | 02/13/24 | 31052 | Bug | Purchase Order | The "Auto link sales order" feature is not functioning properly. | ALL | |
| | 02/13/24 | 31053 | Bug | Sales Order | When the user enters a quantity of 0 while adding an item, the status changes from "New" to "To print & pick". It is not possible to change the status to empty values. | ALL | |
| | 02/16/24 | 31073 | Bug | Credit Memo | User unchecks the 'To Sync' button, the button turns red. But if mouse pointer hovers over the save button, it turns blue immediately even if user does not click yet. If you click the save button, and refresh, the 'to sync' button is still checked because it did not save properly. | IPC | |
| | 02/19/24 | 31083 | Bug | Sales Order | Freight charges-->User creates multiple sales orders with the same date and freight charges are applied. | ALL | |
| | 02/19/24 | 31084 | Bug | Invoice | Payments--> Unable to apply partial customer credit on invoice payments. If the user enters a partial amount, the full amount will be applied automatically. | ALL | |
| | 02/19/24 | 31085 | Bug | Sales Order | When the user receives a Quantity from a Purchase Order using an auto-ship function, the line item statuses are not updated properly. | ALL | |
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| | | 31198 | Bug | Credit Memo | 0122i > Allow to creation of a credit memo for unshipped item from invoice. | | |
| | | 31199 | Bug | Sales Order | 0122i > We should restrict adding a line item, after creating an invoice & SOBO from SO. | | |
| | | 31195 | Bug | QBO Sync Center | 0122i > When the user clicks "Turn On QuickBooks Online (QBO) syncing" checkbox. it shows undefined error to the user. | | |
| | | 31194 | Bug | Credit Memo | 0122i > When the user saves the CM,it shows QBO sync error "Missing QuickBooks Online Settings.". but the QBO settings are correct and connected. | | |
| | | 31196 | Bug | Sales Order | 0122i > Added Inventory items bin and location are not update properly in line items. | | |
| | 02/05/24 | 30779 | Bug | Find Parts | SO -->SOBO-->When the user alters a Qty order Net Price and Unit price back into item list price. | ALL | |
| | 02/05/24 | 31006 | Bug | User Security | Empty lines in the default user security group table are shown without security level, screen name, and screen category. | ALL | |
| | 01/29/24 | 30982 | Bug | Reports | Item--> Issues
- The "INVENTORY COUNT SHEET (BY CATEGORY / SUBCATEGORY WITH FIXED BIN LOCATIONS)" report displays items without bin locations.
- The "INVENTORY COUNT SHEET BY BIN LOCATIONS" report is showing values without bin locations.
- The "INVENTORY COUNT SHEET BY BIN LOCATIONS" report displays "SERVICE" and "NON INVENTORY" type items on the inventory report.
- The "INVENTORY VALUATION - CURRENT (CATEGORY / SUB-CATEGORY)" report is showing invalid data.. | ALL | |
| | 01/29/24 | 30981 | | All Trasactions | On manual tax code, when manually selecting a different Ship to customer after Bill to customer, the tax code that was manually added is removed and replaced by a zip code-based tax code | ALL | |
| | 01/29/24 | 30970 | Bug | Sales Order | Sales order -->When a user makes edits or deletions to existing sales orders, the header status is not updated correctly.
| ALL | |
| | 01/24/24 | 30962 | Bug | Purchse Orders | Online item spec order price, additional cost, and duty field not working on the purchase order.
| ALL | |
| | 01/26/24 | 30959 | Bug | Find Parts | Unable to add net price and discount simultaneously. If the user adds values on both fields, net price goes back to zero. | ALL
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| | 01/23/24 | 30933 | Bug | Customer | add new-->In one source, payment methods added by customers do not reflect in QBO after syncing. | ALL | |
| | 01/23/24 | 30933 | Bug | Purchase Order | QuickBooks --> when the user creates a PO(QBO) and bill as Paid. After syncing with OneSource those bills and Qty received not update properly. | ALL | |
| | 01/24/24 | 30937? | Bug | Sales Order and Quote | If the user enters an order quantity of 0, then the Purchase Order checkbox should be unchecked. | ALL | |