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| 25.0212.10 | 08/28/25 | 32694 | Bug | Shipping and Receiving | Invoice Printing Issues (on Ship/Rec > To Dispatch)
--Sometimes ‘Preview’ Freezes
--Every time SOME Invoices (on PDF Preview) has NO INVOICE #, NO SHIP TO, NO BILL TO, but DOES have Customer PO #, Shipped Via, and a few Line items.
--MOST URGENT: Fix the issue above.
--MOST URGENT 2: (IF YOU CALL ME I CAN CREATE THE BATCHES OF INVOICES…) Create Batches of PDF Invoices (25-100 each) for HOU, (the ones that are 100% ready to Go), so HOUSTON can PRINT those PDF Invoices to give to drivers to deliver parts to customers.
--(SEE EMAIL for ISSUE 1 from Steve)
--When this is DONE and PDFS sent to me…CALL ME ON MY TEAMS or CELL PHONE (+1 801 209-2190)
--When OPS, probably CCC, and maybe PartsTrader when Orders come in RANDOMLY it takes ITEMS out of stock from the wrong warehouse (without making a Stock Transfer) and without making the pick type Trans & Ship Order).
---SEE EMAIL FOR ISSUE 2 from Steve)
--BROKEN SHIP TO BILL TO ON INTEGRATIONS: When OPS, (probably CCC, and maybe PartsTrader when Orders come in) it was putting the SHIP To Customer in the BILL TO field and leaving the Ship To Customer field blank. (So Julian made it so if there is no Bill To or SHip To he duplicates it…)
--INTEGRATIONS (OPS, and CCC? Maybe PT?) Not inserting the Expected Delivery Date
--INTEGRATIONS ? API-SALES ORDER: When Customer is NOT TAX EXEMPT it is not auto filling/inserting the Tax Code from the Taxes table.
--DOUBLE CHECK sending OPS the proper Estimated Delivery Date if the Order comes in AFTER the Cutoff Time (usually 5pm).
--Order before Est Del Date tomorrow, Order after 500 Est Del Date will be 2 days later..
--SHIP/REC > TO DISPATCH: Each time select SHOW ALL make sure to RETAIN the settings for Driver, Dispatch Day, Dispatch # so user doesn't have to start over again..
--For OPS they will only pass in 1 THIRD PARTY Id. We need to take that and compare to third party IDs for OPS. Then when we find we get our customer id related to it. Then we make a sales order with that customer # and put it as the ship to customer #. Then we look at the address type for that customer # to determine which bill to Cust in 1place to use. | | |
| 25.0212.10 | 08/26/25 | 32694 | New | Integrations | NEED OPTION Added to AUTO SHIP new PartsTrader and OPS Orders (Like they you added for CCC a few weeks ago).
SHIP/REC:
To Dispatch > on the [ ] Select ALL checkbox add another options called: Select ALL Order Transfer’s Ready to ‘Transfer’
Example: If I have 10 new Orders for parts for Customers in the 92Hou warehouse that each have items that need to be ‘Transferred’ to 92TX (Houston) FROM 93TX (San Antonio), after the items have been picked and marked ‘To Dispatch’ in 93TX, we need a simple way to auto select ALL of those 10 Items, in the 93TX to be Dispatched–with 1 clicks by selecting a new option called ‘Select ALL Order Transfer’s Ready to ‘Transfer’. Once they are selected, then the user can quickly Dispatch them which will put the in the IN ROUTE (in the 93TX) and In Route to Warehouse in the 92Tx. (Without this option they will have to manually find 300-400 transfers every day and click on each one of them).
ITEM DETAIL:
Stock tab. When press the Recalculate Qty in Stock (for just 1 item) it is not recalculating the Quantity Available, Qty on PO, and maybe others (such as the QTY on PO, and Qty ON BO), also make sure the Recalculate Qty in Stock ALL does the same thing.
ITEM DETAIL:
Adjust Qty in Stock. When trying to EDIT a RECEIPT where the Reserved = TRUE gives an error.
API-Item:
Quality Indicator settings for SWAGGER Item XML.
The SWAGGER ITEM XML should return the Item.QualityIndicator in the QualityIndicator element. HO1202108C is returning CAPA rather than C. (I think it has to do with the Part Type / Code Mapping table in the OPS Integration settings.
Please CHANGE the NAME of the SWAGGER ELEMENT called: “OneSourcePartTypeQualityCode”
To “ThirdPartyPartTypeQualityCode”
Settings > Sales:
Invoices/Credit Memo. When ADDING or EDITING a RETURN REASON it wont SAVE properly.
--ADJUST ITEM: Changed or SPLIT Item and then set the Reserved = 0 does NOT update the QTY Available.
--RETEST - CALC ALL ITEM QTYs button, does it reset the Average Total Cost field, based on ALL Receipts for each item?
IP--ITEM DROP DOWN LISTS: Add a another column called: Qty Available to the right of the Qty in Stock column. | KSI | |
| 25.0212.10 | 08/22/25 | 32694 | Update | Find Parts | --(REDO) UNDO YOUR CHANGES. Make it work exactly like it worked before, when press ENTER (ONE TIME) on a line (where the cursor is), auto check the line, auto calc price, and auto change Qty = 1, and auto select/highlight the Qty field.
--(REDO) ALSO, to prevent the user from having to DO all of what i described above to GET a price…when the user clicks on the line (but doesn’t press enter and doesn’t click the checkbox) STILL auto calc the Price, but do not move the cursor. (IF IT IS EASY, when a price is calculated change the background color of the net price field to light green, the same color if the QTY in ALL Warehouses > 0…)
SHIP/REC:
--Its still making phantom lines on the To Print & Pick (with NO SALES ORDER #) when I create an Order with items local and to transfer.
--Selected a Picker, then searched for part #, picker got cleared out…
--SHOW ALL Picker gets cleared out..
--SHIP/REC: When we have an item that is a STOCK Transfer, that has been transferred from WH A to WH B, and is now showing in the IN ROUTE TO WAREHOUSE (in WH B), if we select it and select To Dispatch in the Move to Status, it is NOT appearing in the To Dispatch of WH B (maybe it is getting put in the To Dispatch back in WH A where it came from?). We need to fix that…
--SHIP/REC: IN ROUTE, when select a Dispatch Number (to filter the list by the Dispatch #) do not ERASE the Dispatch # from the Drop down list after the items are displayed.
--SHIP/REC: IN ROUTE TO WAREHOUSE: Add a new (optional) column (under/right of the Document # field) called Dispatch # (which will show the user the Dispatch # that item is assigned to…
CREDIT MEMO:
--When the Credit Memo screen is opened, if the SubTotal = $0 (meaning nothing has been returned yet) change the LABEL for Credit Memo # to: Return Authorization # and change the background of the label field to Yellow (to hightlight the fact that this is a Return Authorization, not a Credit Yet.
--CREDIT MEMO: When a Credit Memo is PRINTED, if the SubTotal = 0 then change the label from Credit Memo to Return Authorization
API:
--Check All Qty In stock method to use Qty Available instead of Aty In stock column. | KSI | |
| 25.0212.10 | 08/22/25 | 32694 | Update | Shipping and Receiving | X–TO DISPATCH: Select ‘Dispatch 1 Driver’. Create a Dispatch #. Click Proceed button. A popup appears to print. (At this point for KSI they have already created Invoices in batches throughout the day…so they dont want to select the Create Invoices checkbox. So next they click the PROCEED button and it says to select a Dispatch. But the Dispatch drop down list is locked. I suggest we UNLOCK it and also just AUTO FILL the Dispatch # for them.
X–When I tested making a ‘Dispatch’ on the scanner and then going back to the To Print screen and ‘Reprinting’ the MANIFEST is still showing the AMOUNT = $0. Also, there were 4 parts on the manifest. Each of the 4 lines says there are 4 parts, and the total parts is showing as 16.
X– On the TO DISPATCH screen we made a new option (on the checkbox drop down menu) called ‘Select ALL Order 100% Ready to Ship’. Under that option lets make a new option called: ‘Select ALL Orders (with Transfers) 100% Ready to Ship’. (This will just select ORDERS where
the Transfer From is NOT NULL,
the Ship From is the warehouse they are in,
the ReceivedFromTransfer = 1
the TransferComplete = 1,
and the Entire Order is ready to Ship…
Not already Invoiced
(This will help them quickly select all Transfers that just came in and print Invoices for them.
X–SETTINGS: > Sales > Invoices/Credits > Return reasons table. Had a bug in version .0819. Then PK (i think) fixed it in version .0820. Then today with version .0821 it is not saving correctly again.
X–(REDO) FIND PARTS: Click to calc Price, just like it does now when selecting the row and pressing enter, or clicking the selection checkbox. But, do not select the checkbox and do not change the qty to 1.
UNDO YOUR CHANGES. Make it work exactly like it worked before, when press ENTER on a line where the cursor is, auto check the line, auto calc price, and auto change Qty = 1, and auto select/highlight the Qty field.
ALSO, to prevent the user from having to DO all of what i described above to GET a price…when the user clicks on the line (but doesn’t press enter and doesn’t click the checkbox) STILL auto calc the Price, and do not move the cursor
The light green background color on the Qty ALL Warehouses field (when the Qty in MY warehouse = 0 and ALL warehouses > 0) is no longer working.
| KSI | |
| 25.0212.10 | 08/20/25 | 32684 | Update | Settings | "X–A1 API-FETCH SHIPPING FROM LOCATION: When Julians webservice makes a call to: FetchShippingFromLocation he passes in a ThirdPartyType (like CCC, etc) then a ThirdPartyCustomerID. If that customer ID cannot be found we need to look for a ‘Fall Back’ (Default) Customer in whichever Third Party settings that send the request. (OPS trax is failing to do that. Not sure if it works already for CCC and PartsTrader, but they need to work too).
X–A1 SHIP/REC > TO DISPATCH, Needs to show Amount Due on the Manifest. Plus, some items selected were not showing up on the Manifest.
Doubt–A1 SHIP/REC > To Dispatch. Do NOT make an Invoice if Sales Order = 0. (PLAN B move to Pending).
X–A1 SHIP/REC > To Dispatch. When Reprint Dispatch, make the Drop down list GROUP by the Dispatch #.
X–A1 SHIP/REC (TEST make sure what is selected is what gets printed).
X–A1 SHIP/REC > IN ROUTE TO WAREHOUSE: The Group by Sales Order # is NOT grouping the lines by Sales Order #.
X–A1 SHIP/REC > IN ROUTE, do NOT make the user select a User and do not give a popup enforcing it.
Doubt–A1 FIND PARTS: Click to calc Price
X–A1 FIND PARTS: After the hidden YELLOW notes field gets displayed, then it doesn't become un-displayed with clicking on an item that does NOT have any item notes.
X–A1 FIND PARTS: Lock Description.
X–A1 FIND PARTS: Auto Populate Delivery Date with the Delivery Date selected for the first item. Copy this over to the Sales Order > Delivery Date field (the one displayed in the SO Header).
X–A1 32553 QUICK FIX for NORTHLAND GO LIVE. There is a ‘validation’ on the Customer PO# field (in the header area) on the Sales Order (and maybe Q, Inv, CM) that give this popup if the same customer tries to use the same Customer PO# ‘, ""This customer PO # already exists""’ (Will you please remove that validation?) Thanks.
" | KSI | |
| 25.0212.10 | 08/18/25 | 32684 | Update | Settings | –Settings > Customer Auto Fill profiles…add 2 drop down lists and fix alignment
–Fix alignment for Country on Customer Details
| KSI | |
| 25.0212.10 | 08/18/25 | 32684 | Update | API | INTEGRATIONS - ITEM API:
--When testing the ITEM API, on KSI data, zTestHou customer, the EstimatedDeliveryDate = "0001-01-01T00:00:00",.
--You added some new logic to calculate the EstimatedDeliveryDate on the FIND PARTS screen called: ‘Cut off time for new Orders to add an ADDITIONAL DAY to deliver the parts’. FOR CCC, OPS, and PartsTrader (UNDER THE setting called: SAME DAY Delivery Cutoff Time) will you please add ‘Cut off time for new Orders to add an ADDITIONAL DAY to deliver the parts’ to the UI screen and also make the ITEM API consider that cut off time as well. (Please note the ‘i’ popup explanation of the field on the settings for the Find Parts and put that same ‘i’ information popup to help explain what it is and how it work.
| KSI | |
| 25.0212.10 | 08/18/25 | 32684 | Bug | Customer | --Settings > Customers > Auto Fill Customer Profile. When click NEW it freezes. Please fix that and then test it thoroughly as they plan to use it daily.
-- Add new Customer, if the Address Type = Both, then we need to HIDE the LINK to field below it.
| KSI | |
| 25.0212.10 | 08/18/25 | 32684 | Update | Shipping and Receiving | --Increase the width of To Print and Pick buttons to be wide enough to show “Zone 10 (100)”
To Print and Pick:
--Scenario: Select Zone 5 (4), which selects 4 items, then click the Select All, then click to De-Select All (basically the user changed their mind for Zone 5. Then clicks Zone 3 (6). This makes ALL 10 of the items to get selected. Whenyou UNSELECT it is still retaining some type of selection in memory or the table for the items unselected…
| KSI | |
| 25.0212.10 | 08/14/25 | 32684 | Bug | Settings | X--A1 L250813-3 Bin Management > Define Zones popup form gives permanent spinner.
Tamil needs this done to move forward on his side…
X–LABEL 4x6 will not work.
X–Not showing the Zones buttons (with counts like this: Zone 01 (12), Zone 02 (3)
X–When click PICKER NAME, check to see if already picking another pick (like it does when we click the PRINT button).
X–Can we make the LABELS print faster? (When select 19, which will be very common, it takes a long time).
Ship/Rec > To Dispatch > Invoice Selected option > Print invoices
X–When all the 1st popup form is still showing. Needs to auto close when first clicked).
X–(URGENT) The CHECKBOX that shows ‘selected invoice’ option, called: ‘Select All Orders 100% ready to ship’ needs to NOT select any Orders that already have an Invoice #.
X--A1 L250811-1 - Add Est Del Date column (and calculation) on the Find Parts Auto screen. See KBA 02426 section called Calculating the Est Del Date for detailed instructions. | KSI | |
| 25.0212.10 | 08/13/25 | 32699 | Bug | Reports | INVOICES/CREDITS MONTH (TOTALS) REPORT: After downloading the report the year under the month column shows 2025 even though the report is for years 2022-2024. | KSI | |
| 25.0212.10 | 08/13/25 | 32698 | Bug | Replenish Stock | IMPORT FROM EXCEL: When importing files, it only imports partial items from the excel file. | Quality | |
| 25.0212.10 | 08/13/25 | 32697 | Bug | Purchase Order | P1196 - Line items were duplicated. Delete all duplicate line items that have $0.00 cost. | Quickfit | |
| 25.0212.10 | 08/12/25 | 32694 | Bug | Import Wizard | IMPORT WIZARD (IMPORT PAYMENT) >Not importing | KSI | |
| 25.0212.10 | 08/11/25 | 32684 | Update | Admin Portal | --Admin.1place.cloud admin portal > users > trying to change the version for an individual user is showing a popup box on TOP of the field (hiding what we type) and also is NOT showing any versions to select.
--Update the Label option ‘label’ to this:
Use Conditional Shading: When the Transfer From WH field has a value AND is on the label, SHADE the background of the Transfer From WH field. Otherwise leave the background white when it is empty. (please make sure the line 2 of the label is under the line 1, left justified.
| | |
| 25.0212.10 | 08/11/25 | 32684 | Bug | Settings | --LABELS: Labels freeze if user puts the Transfer From WH or Ship From WH fields on the label. We need to be able to put those fields on the label. We also need to add a new section UNDER the field options (on the Label Designer) called: Special Options: Then add this new option:
[ ] Use Conditional Shading: When the Transfer From WH field has a value AND is on the label SHADE the background of the Transfer from field. Otherwise leave the background white when it is empty.
--The other labels have the same hanging issue with those 2 fields.
--Changing the Ship/Rec print reports isn’t getting saved/memorized.
--On the 4x6 label (and others when you get time) if the Transferred From field is VISIBLE AND Has a Value, print the background shaded and put an outline around the field. Otherwise do NOT show it at all. (This will help the warehouse inventory pickers know if the Item is Transfer or not.
--When DELETE memorized Reports on SO printing, and others, make sure they stay deleted. They keep re-appearing.
| KSI | |
| 25.0212.10 | 08/06/25 | 32691 | Bug | Invoice | Payment > When deleting the payment for Invoice# I46697, error occurs with this message: | Orlando | |
| 25.0212.10 | 08/06/25 | 32684 | Bug | Settings | When DELETE memorized Reports on SO printing, and others, make sure they stay deleted. They keep re-appearing. | | |
| 25.0212.10 | 08/06/25 | 32684 | Update | Credit Memo | On the Credit Memo, move the Invoice # from Line 2 to Line 1, after the Reason drop down list. | | |
| 25.0212.10 | 08/05/25 | 32618 | Update | Settings | Grant tried to setup a ‘global email’ (Settings > System > Global Settings. He found these issues:
X–It needs to have a drop down list at the top to help auto fill the settings.
X–Lets remove ‘(POP3)’ from both field labels.
X–The settings are NOT getting saved.
X–There was a bug when clicking the Test Email Connection that was NOT encountered when using the exact same settings on an individual users account.
X–When a user sends an email, or a Portal Invitation request, if the USER Email settings are blank then it needs to use this Global Email as a fall back email. | KSI | |
| 25.0212.10 | 08/05/25 | 32680 | Bug | Sales Order | –Tamil has completed the Signature capture for Order delivery. When click on the button it should show the Signature, Person’s name who signed, and date/time. Please use Order# 250731-0006 as an example.
--On the shipping receiving to dispatch screen when a user prints, a batch of invoices please make it so that it does not go to the next status since it was not actually dispatched.
--How does the audit log work for Turn off all? Vs unchecking all? Are there any other things that get audited like POs? Items?
–Ship/Rec, when JUST print the invoices, it needs to NOT move to the next status, but needs to stay in the Same status until dispatched. | | |
| 25.0212.10 | 08/05/25 | 32684 | Bug | Settings | –Settings > new setting for warehouse, fix ICON to delete.
--Adding a new Customer, when select Price Level type and Price Level X it is NOT getting saved to the New Customer record. | | |
| 25.0212.10 | 08/04/25 | 32684 | Update | Settings | --Lets move the System Audit Logs SECTION from Sales > General to System > Audit Logs (which will be a new Nav option/screen. | | |
| 25.0212.10 | 08/04/25 | 32683 | | Import Wizard | Item List > The progress bar remains stuck at 1% and fails to complete the file import.
Troubleshooting steps taken:
>Tried using different versions – issue not fixed
>Created and used a new Excel file for the data – no change.
>Checked the file information and overall data – still unsuccessful. | Quickfit | |
| 25.0212.10 | 08/04/25 | 32678 | Update | Find Parts | Find Parts
--When selecting an item that is in another warehouse, and the popup screen appears to transfer the part, we need to determine the BEST warehouse to ship it from (that has enough inventory) and then auto fill the Order QTY to THAT warehouse. (Talk to Thiru about how he did that on the Portal settings with a table structure…). | KSI | ` |
| 25.0212.10 | 08/01/25 | 32680 | Update | Sales Order | SalesOrder:
Table:
Signatures
Fields:
ID, CompanyID, TransType (Sales Order, Invoice, etc), TransID (unique ID of Trans Type), TransNumber (user friendly Trans #, such as 2507310-0005), DeliveredToName
DeliveredToSignature (needs to hold a signature…), DeliveredDateTime
On the Sales Order
Print Date needs to show the Print Date. Printed By needs to show who printed it.
REMOVE: Auto Calc Net Available, Line Type drop down list. And where it shows Product Detail, Quick Display
Move the Back Order checkbox up under the Tab All fields.
Add Delivered To _____________
Add Delivered Date/Time __________
Signature (picture) (Then just make the whole area look nice…and uniform) | | |
| 25.0212.10 | 08/01/25 | 32676 | Bug | Item Detail | (REDO) FINANCIAL TAB, Price levels
If List price is entered, and a Discount exists, recalc the NET Price (for that Price Level)
If a Discount is entered, and a List price exists, recalc the NET Price (for that Price Level)
If a line level List price is $0 then use the List price for the item record.
(REDO) Adjust QTY in STOCK (Add, Remove, Adjust…) , if only have 1 Receipt lets auto select the receipt and then set the focus on the next
When removing, set the focus on the Quantity
Then when tab or enter set focus on User Notes (and make sure they are blank by default). | | |
| 25.0212.10 | 08/01/25 | 32667 | Udpate | Customer Detail | Pricing>Make the Pricing Templates Columns sortable with a click. | | |
| 25.0212.10 | 08/01/25 | 32679 | Update | Integration | For the Integrations on all 4 CCC, OPS, PartsTrader, and APU..
General Tab:
Change the General Settings from 4 columns into 3 columns (moving column 2 under column 1). Also put spaces in between the words on Column 1. Example: OurContactFirstName = Our Contact First Name
Also make the fields on column 1 2x wider.
Move the ‘settings’ into 1 single 2nd column with more room for the descriptions
Change these labels for the next column 2
Change the label: Delivery Cutoff Time to: ‘SAME DAY Delivery Cutoff Time’
Change label: # Days Stock Transfer to: # ADDITIONAL DAYS to add for Stock Transfer
Use Supplier Qty change to: Use Vendor Qty (+ add this ‘i’ message)
This will check to see if you have any Vendors on the Item Detail screen and if the Vendor Qty in Stock (Ven QIS) > 0 and if the Qty in Stock Last Updated (QIS Last Updated) has a date within 24 hours.
Add a new option called: # DAYS TO ADD if Sale is from Vendor Qty
(NOTE: DONT TAKE THE TIME TO MAKE THIS WORK YET…I will add this as a task for later…)
Zip Codes tab: there is a Delivery Area Zip Codes, on all 4 CCC, OPS, PartsTrader, APU lets change the LABEL over the NumDaysToDeliver to “# ‘Extra’ Days to Deliver ‘i’ “
When the user hovers over the i (meaning information) it will have this text:
This is the # of ‘extra’ days to add to deliver the item, in addition SAME DAY Delivery Cutoff Time and ADDITIONAL DAYS added for items requiring a stock transfer. Example 1: If an Order comes at 10am, for an item you have in stock, for Zip Code 12345 (which requires 1 extra day to deliver), and the SAME DAY Delivery Cutoff Time is 12noon, the Estimated Delivery Days will be 1 day. Example 2: If an Order comes at 2pm, (for an item you have in stock in another warehouse), for Zip Code 12346 (which requires 2 extra days to deliver), and the SAME DAY Delivery Cutoff Time is 12noon, and the ADDITIONAL DAYS for a Stock Transfer is 1, then the Estimated Delivery Days will be 4. (1 day for after cutoff time, 1 day to transfer the item, and 2 extra days because its in a very remote zip code). |
| |
| 25.0212.10 | 07/31/25 | 32676 | Update | Item Detail | --FINANCIAL TAB, Price levels, when enter a Price Level, and a LIST price for the Price Level and then enter a discount it needs to USE the Discount in the PRICE LEVEL Line, IF one exists. If a line level List price is $0 then use the List price for the item record.
--Also if the PRICE LEVEL LIST price is changed and a Discount exists, then auto update the Net Price for the Price level. Same if Discount is changed and a List price exists, update the Net Price on the Price Level.
--Click Catalog tab, click Add a New Row button, it took FOREVER to open up (v 0730). When adding fields to add a new Catalog entry, we need to Auto fill the Catalog source = Customer
Tabbing from Catagory to Sub category skips the field.
--Adjust QTY in STOCK (Add, Remove, Adjust…) , if only have 1 Receipt lets auto select the receipt and then set the focus on the next | | |
| 25.0212.10 | 07/31/25 | 32647 | Update | Shipping and Receiving | Ship/Rec, To Dispatch, Invoice Selected Orders (do not require a Dispatch # for printing Invoices). | | |
| 25.0212.10 | 07/30/25 | 32667 | Update | Pricing Template | X--Add a PROGRESS BAR to the process when click the UPDATE ALL CUSTOMERS button on the Pricing Templates screen.
X--Make the Columns sortable with a click.
Join issue popup errors when sorting by Disc %, etc…
X--On the CUSTOMER > CUSTOM PRICING, add an X to the right side of the Template NAME, in the Template Column. When clicked prompt user: Do you want to DELETE ALL Price Settings for this customer for the select Pricing Template?
| Levan | |
| 25.0212.10 | 07/30/25 | 32675 | Update | Pricing | Revamp the Pricing using the logic defined in KBA. | | |
| 25.0212.10 | 07/30/25 | 32630 | Bug | API | MAKE SURE UNIT COST IS CALCULATED PROPERLY. | KSI | |
| 25.0212.10 | 07/29/25 | 32668 | Bug | Item Detail | Backorder field on Item detail screen > Example: 910-0108, Items with invoiced sales orders still shows total backorders on the item detail screen. | Plastic | |
| 25.0212.10 | 07/29/25 | 32672 | Bug | Find Parts | --Check net price calculation for zTest- NoCostWithPOList, zTest-NoCostWithVendorCost and
zTest-WithCost with customer name zTest-Steve. | Levan | |
| 25.0212.10 | 07/29/25 | 32673 | Bug | Portal | Check customer portal with Thiru when create SO from portal site it did not create Unit cost and also it did not make changes on ItemStock. | | |
| 25.0212.10 | 07/28/25 | 32671 | Bug | Invoice | Invoice:
--Whenever I click the Save Layout Changes for All Users button, undefined error popsup appears. | KSI | |
| 25.0212.10 | 07/28/25 | 32667 | Update | Customer | --PRICING TEMPLATES: Remove the Pagination on Pricing Templates screen. (They will never have more than 50-100 pricing categories).
--CUSTOMER DETAIL > PRICING Templates. Sort by Pricing Category by default. Also be able to click these columns to sort: Pricing Category, Pricing Level, Discount, Markup, Multiplier, Specific Price
--Show the COUNT of records on the Customer Details > Pricing Template.
--FIND PARTS SCREEN: Add Part# search to the TAB or ENTER ORDER, after the Description field. Then when Tab or Enter set next focus on Great Search Button.
| Levan | |
| 25.0212.10 | 07/24/25 | 32667 | Bug | Pricing Template | CUSTOM PRICING TEMPLATE ISSUES:
--On ABC Company (and Houston Auto Parts - 4388 company) the Customer Details > Pricing and Add Custom Pricing Template fields are locked. We need to unlock them.
--Also on the Custom Pricing Template SCREEN there is a button on the footer called: Update ALL Customers using this Template. When that button is clicked it is supposed to UPDATE all Customers where the Customers!DefaultCustomPricingTemplate = to the Template ID of the Custom Pricing template screen where the button is… This was we can assign Template X to 1000 Customers and then go to Template X and press that button and push ALL of the Pricing Template Rows out all all of those customers..
--Also on the Custom Pricing Template screen we need to display the Custom Pricing Template ID (for the selected Template) in a grey font, about an inch to the left of the User Name / Gear icon in the Pricing Templates 'Title' bar.
--When opening the Custom Pricing Templates they need to sort by the Pricing Group Name (alpha)
--Make the Columns sortable with a click. | Levan | |
| 25.0212.10 | 07/24/25 | 32647 | Update | Shipping and Receiving | To Dispatch: Print Invoices option. (FOR ALL invoices)
Find a slanted, black, Paid icon to display on the Invoice, on the first page, to the left of the Footer Totals (above the payment details).
vector-illustration-black-paid-icon-260nw-1189933174.jpg (260×280)
Remove the paid that is forcing the Invoice to have a 2nd page.
When the Invoice requires more than 1 page, have the additional line items start to display about 1 inch down the page on the additional pages, and have a header on the additional pages, in the top right corner, that looks like this:
Invoice # XXXX-XXX (Page 2 of x) | KSI | |
| 25.0212.10 | 07/23/25 | 32664 | Bug | Printer Connect | 1placePrinter Connect
X--Put the Latest version in whatever folder the LINK in the option in the Settings > Print Settings > Advanced option in that folder, zipped 1 time (not zipped 2 times with a .rar file as well, and not in a Debug folder).
--Try downloading and testing, with Advanced printing turned on, and try printing a few 4x2 labels on the To Print & Pick screen. | | |
| 25.0212.10 | 07/22/25 | 32663 | Update | Find Parts | Make the NOTES box look better, but resizing it to be smaller? REMOVE the RED when out of stock, and show a light green background for the Qty in Stock (>0) if the Qty in Stock for ‘local’ warehouse = 0. | | |
| 25.0212.10 | 07/22/25 | 32647 | Bug | Shipping and Receiving | Items in route, from a Stock Transfer, are NOT appearing on the Ship/Rec > Receiving > In Route to Warehouse screen. They need to make sure they appear and can all be selected, by filtering the Dispatch #, and then updating the Status….
X--Unlock the Warehouse Worker and Driver drop down lists on ALL screens.
X--Opening the Ship/Rec is now VERY slow..
X--Ship/Rec > To Dispatch, when select “Invoice Selected Orders” and then select x (maybe 2 invoices) and press Proceed, and then select option to print Invoices and print preview it seems to create more than x invoices. Need to make sure it only prints the exact invoices selected.
X--Lets MOVE the Filter By Shipped Via section to the left of the Dispatch Information.
X--Lets remove the ‘…’ after the Select an Option, and Dispatch Information
(Tamil)--If earlier versions (i think as recent as 25.0717 version, when select Dispatch ALL drivers, and then press Proceed, it would display a popup form showing every driver that had at least 1 Sales Order selected (to dispatch) and the COUNT of how many ORDERS were assigned to each Driver…
X--When the Warehouse worker is selected AND the option to auto select all zones assigned to the user = True, then when the Worker button is clicked, auto SHOW ALL, and the select all that match.
X--Make the mouse over on the buttons show the counts.
(Doubt)On In Route, the Group By defaults to Sales Order # but it doesn’t really group by Sales Order # unless your re-select Sales Order # first…
X--On In Route, change ‘Select Your Name…’ to: Select Driver Name
X--On In Route (and actually most other Ship/Rec screens, select a user, then do something else, like Show All records, or select something, and then the User gets erased, and then gives a popup error when trying to proceed) Other values in drop down lists get erased as well…
X--On In Route, selected a few items and Driver and tried to move to Closed, got this error: Permission denied (password). Renci.SshNet.Common.SshAuthenticationException at Renci.SshNet.ClientAuthentication.Authenticate(IConnectionInfoInternal connectionInfo, ISession session) at Renci.SshNet.ConnectionInfo.Authenticate(ISession session, IServiceFactory serviceFactory) at Renci.SshNet.Session.Connect() at Renci.SshNet.BaseClient.Connect() at OSO.Controllers.ShippingReceivingController.UpdateInRouteStatus(String Type, String Action, String User, String BatchID, String SOLineItemDetails, String Module, String NextStatus) in D:\OSO\OSO\Controllers\ShippingReceivingController.cs:line 1016
| KSI | |
| 25.0212.10 | 07/17/25 | 32642 | Update | Statements | CUSTOMER STATEMENTS: The statements need to be GROUPED by 'Both' or 'Bill To' -- NOT BY SHIP TO. In other words, the LIST of companies that have unpaid invoices should NOT show any Companies that are a 'ship to' location. THEN, when the statement is printed it needs to have a GROUPING by Locations where the the Address Type = Both or Ship To. Here are some scenarios:
1--Customer Address Type = Both (Bill To & Ship To). They have 2 unpaid Invoices and 1 unapplied Credit Memo. Then they will appear on the list, and the 'statement' will have their address in the Header of the statement and also their Company Name as a Grouping name, above the actual rows of Invoices/Credits.
2--Customer Address Type = Bill To AND there is another 2 companies that are 'linked' to them which both have an Address Type = 'Ship To' (Linked to the Bill To company). Then the Bill To company will appear on the list (and the 2 Ship to's would NOT). The statement would have the Bill To in the Header area (so it could be mailed to the Bill To company. Then all the Invoices and Credits for Both companies would appear on the Statement BUT, they would be GROUPED by Ship To Address. Each grouping would have the Ship To Address Name (in a grouping title), then all of the Invoices and Credits, and then a SubTotal. Then the statement would have a BOTTOM line for all Invoices and Credits and the AGING at the bottom would show the aging for Both companies combined.
3--Same as scenario 2, but instead of having 1 Bill To and 2 Ship To's there would be 1 Both (Bill To & Ship To) and 2 Ship To's linked to the 'Both' company. In this case if the Both location had any unpaid invoices or credits it would show them as a group. In other words, if all 3 companies has some unpaid Invoices or Credits it would have a grouping for all 3, and then totals for all 3 oombined on the bottom.
--IN SUMMARY: If the Address Type starts with a B, and the company has open transactions it should appear on the list of Companies (on the statement screen) and should have a statement. Also, if there are any Ship To companies that are 'linked' to the Bill To, or Both... companies, they need to be included on the same statement, but grouped / displayed / sub-totaled for each company on the statement. If there is only 1 company, if it is easier, we can still show the grouping name and sub totals. | KSI | |
| 25.0212.10 | 07/16/25 | 32647 | Update | Shipping and Receiving | Misc Changes.
X--On the To Print & Pick, after I select a Warehouse worker, if I click the Show All button (in bottom left) it clears out my warehouse worker selection.
--On the To Dispatch screen, When the user clicks the CHECKBOX ABOVE the Line Item checkboxes, Display this little drop down list of selection options (like on the Customer List screen): Select ALL Orders, Select all Orders 100% Ready to Ship, Un-select All Orders
When the user clicks the 'Select all Orders 100% Ready to Ship' only select the Orders where the # Items on Order = # Items Prev Ship + # Items Ready (which you will see these #s as columns. Basically the user is trying to select ALL Orders that are NOT YELLOW.
--When the screen opens HIDE the Dispatch Information... section and have the Filter by Shipped Via section shift over to the left. (the Fields in tops right corner should say where they are if that is easy to do).
--Make these CHANGES to the 'Select Driver' section.
----Rename the section from 'Select Driver' to: Select an Option...
----REMOVE the DRIVER buttons.
----Add these radio button options:
( ) Dispatch 1 Driver
( ) Dispatch All Drivers
( ) Invoice Selected Orders
IF THE USER CLICKS 'Dispatch 1 Driver'
--UN-HIDE the Dispatch Information section.
--Insert a new drop down list in the top left of the Dispatch Information section called: Select Driver
--Remove the 4 Radio buttons Today, Tomorrow, etc... and make a new Drop Down list with those same 4 values with a label: Select Day
--Reformat the Dispatch # and # Orders selected so it looks nice, with the 4 fields left aligned properly.
Move the Create Dispatch # down below the 4 fields and make it wider and shorter (1/2 as tall).
IF THE USER CLICKS 'Dispatch all Drivers'
then it will operate the very same, but it will REMOVE the 'Select Driver' drop down list (since ALL drivers will be displayed on the next screen).
IF THE USER CLICKS 'Invoice Selected Orders' DO NOT display the Dispatch Information section, and do not require a Dispatch number to Proceed to Print the selected Invoices
CHANGE the GREEN Print button (and remove the up arrow that shows options, since now the options will be selected in the new section we are creating above. Change the name of the Green button to Proceed
The ultimate goal is to use the To Dispatch screen to make a simple (easy to understand) process for different companies who want to use it to perform 1 of the 3 processes. (KSI needs to just select Orders (that are 100% ready to Invoice) and then batch create the Invoices. | KSI | |
| 25.0212.10 | 07/15/25 | 32644 | New | Shipping and Receiving | ADD ZONE SELECTION option and Label Printing by BinPickingOrder, then BinLocation (on the To Print & Pick screen) .
X--Add new tables Warehouse Bins, Warehouse Zones, and Warehouse Zone Assignments. See KBA for TABLE DESIGN Ideas. (IN THE INTEREST OF TIIME...HOLD on making the BIN Management screens. JUST ADD THE TABLES).
X--On the To Print & Pick screen, REMOVE the 'Select Orders' section.
X--Make the Select Your Name section wider so the Drivers will not bleed out of the Box.
X--MOVE the Filter By... over to the right (where you removed the Select Orders section).
X--Where the Filter by was...add a new section called: Select Warehouse Zone...
X--When the To Print and Pick screen opens (or refreshes) show the ZONES (for the selected warehouse) which are entered in the WarehouseZones table, in alpha Order, with the COUNT of # items in each zone. Example: Zone A (15), Zone B (12), etc...
X--Make the ZONE buttons 'Toggle' buttons, so they can be selected or unselected.
(Doubt)--In Settings > Warehouse > Shipping/Receiving sreen add a new section at the top of the screen called: Options
X--On the Shipping/Receiving screen, when a ZONE is clicked, select (do not filter, but just select) all items that are in that zone. (Cross reference the Item BIN (from the SalesOrderLineItemBins table) with the the Warehouse WarehouseBinLocations table (where the Warehouse = Warehouse on the Shipping/Receiving screen. If the user clicks another Zone button, select those items as well. If the user UNSELECTS a Zone then unselect the items for that zone.
X--Change the SORTING on ALL Labels (on Sales Order, Invoice, and Ship/Rec screen to sort by BinPickingOrder (in the WarehouseBinLocations) then by BinLocations (in the SalesOrderLineItemBins) table. | KSI | |
| 25.0212.10 | 07/11/25 | 32640 | Bug | Customer | Add new-->unable to add Customer via Credit memo (Bill to & ship to dropdown), it shows Undefined Error. | | |
| 25.0212.10 | 07/11/25 | 32628 | Bug | Shipping and Receiving | On To Dispatch (ABC Company) Search for: S250422-0003 it gives popup error. Also on To Pick & Print, select Driver then select ALL records, it removes the selected driver. Also, after selecting 2 orders to Pick and tried to ‘test’ print the 2 labels, the print dialog would not appear. | KSI | |
| 25.0212.10 | 07/11/25 | 32625 | Bug | Tas | ADDING NEW TASK (Bugs):
--When ON Date, cannot Shift+Tab up. (Trying to reverse tab up to the Company field).
--When on Date, cannot click on any other field without it setting focus on Type field.
--When on Company field cannot tab OFF of the field. | | |
| 25.0212.10 | 07/11/25 | 32639 | Bug | API | When we import integration orders, after you finish the ‘Auto Ship’ will you please make sure the SO Status, and LINE ITEM SO Status get pushed to the ‘Next’ Status after new | | |
| 25.0212.10 | 07/09/25 | 32599 | Bug | Find Parts | Find Parts Screen > Ship to Search Field
The primary search (which searches only the Company Name field) returns fewer results than expected. For example, searching for the term "auto" only returns 2 companies.
However, when the expanded search is triggered—after accepting the prompt "Cannot find value. Do you want to search in other fields as well?"—more companies containing "auto" are shown.
This suggests that some companies with "auto" in their Company Name are not being included in the initial primary search. The expectation is that all companies with the search term in their Company Name should be returned during the primary search, without requiring expanded search. |
| |
| 25.0212.10 | 07/09/25 | 32607 | Bug | Reports | REPORTS > Learning Services company has a custom report but now is missing in any versions. Please make sure this custom report is added back. | Learning | |
| 25.0212.10 | 07/09/25 | 32610 | Bug | API | API > Fix Create Sales Order with:
Proper Warehouse for Order
Proper Transfer From (in the line item) when the item is in another warehouse.
Needs to create a proper Stock Transfer from that other warehouse (like it does on the Find Parts screen).
API > Have the Create Sales Order API AUTO ship the Order when it gets created (based on a new Integration setting we need to make called: Auto Ship New Sales Orders | KSI | |
| 25.0212.10 | 07/08/25 | 32612 | Bug | Reports | INVOICES/CREDITS BY CUSTOMER (OPEN) - One of the users (David Bichun) is having an issue with the Reports. When trying to run a report, it will just load and then the page will freeze. Ensure the fix covers all functions for the user. | Bichun | |
| 25.0212.10 | 07/08/25 | 32610 | Bug | Find Parts | Item Catalog > Item Description - When searching a non-CAPA item, the description still shows (CAPA) at the end. Sample Item: HY1240178. The same issue is happening with Express North Hollywood. | AGS | |
| 25.0212.10 | 07/03/25 | 32596 | Update | Item Pricing | Alter existing Markup calculation based on setting preference. | | |
| 25.0212.10 | 07/03/25 | 32599 | Bug | Find Parts | Ship to Search Field - The primary search (which searches only the Company Name field) returns fewer results than expected. For example, searching for the term "auto" only returns 2 companies. However, when the expanded search is triggered—after accepting the prompt "Cannot find value. Do you want to search in other fields as well?"—more companies containing "auto" are shown. This suggests that some companies with "auto" in their Company Name are not being included in the initial primary search. The expectation is that all companies with the search term in their Company Name should be returned during the primary search, without requiring expanded search. | | |
| 25.0212.10 | 07/02/25 | 32547 | Bug | Sales Order | SALES ORDER > Line 2 > Vendor column - Vendor related to the created PO is not showing. | AGS | |
| 25.0212.10 | 07/01/25 | 32563 | Bug | Item Catalog | AUTO GROUP SMART (25.0212.08) > ITEM CATALOG > When adding CAPA items using the Item Catalog, it does not filter the CAPA Items; it also shows non-CAPA items, and the corresponding OEM # appears incorrect. | AGS | |
| 25.0212.10 | 07/01/25 | 32595 | Bug | Items | ITEM ADD NEW: Tab order skipping around.. | KSI | |
| 25.0212.10 | 07/01/25 | 32596 | New | Items | ITEM PRICING: Add a new option in settings > Sales > General > Decimal & Cost Settings (section) under the Number of Decimal Places option, called: How Additional Added Costs (for an Item) is used in Markup Calculations: (Drop down list)
Additional Cost added AFTER Markup Price is Calculated. (Default if none selected)
Additional Cost added to the Actual Cost BEFORE the Markup Price is Calculated. | | |
| 25.0212.10 | 07/01/25 | 32592 | Bug | API | --Make Qty =1 if they send Qty=0.
--Set proper customer values on each customer objects
--(Doubt)Did R&D about getting users date, But in sql and C# both side we can't get user date we will get server date only. | KSI | |
| 25.0212.10 | 06/30/25 | 32517 | Bug | Vendor | Vendor List > Vendor Number - When sorting using the Vendor Number column, the numbers are not sorting in sequential order (e.g., 1–10). Should also be fix in the master version.
(Doubt) In sql Vendor number datatype is nvarchar. So it will sort 1,12,13,2,21 not 1 - 10.If they need to sort 1 - 10 we need to convert vendor number datatype to Int. | AGS | |
| 25.0212.10 | 06/30/25 | 32592 | Bug | API | CCC API Bugs. We did a LIVE test with CCC today to check out the results of them sending us some test quotes and orders. Most of it worked good, but we ran into these issues: The NET price was wrong.
Also, the EstimatedDeliveryDate field (and the ExpectedDeliveryDate field were both 24 hours later, even if the item was out of stock or in another warehouse.
I have updated the API ITEM in the kba. This is what we need:
--Please re-Order all of the elements to the exact order shown on the Elements section of the Item API.
--Please revise the code to basically look for Failure. First getting the QtyInStock. If we have none, we can fill in the simple fields like Item #, Item Description, and other values from the Item table. But NOT calculate the things that take more effort like the Qty in Customers warehouse, Net Price, TaxAmount, and Estimated Delivery Date. You will see my logic as you go down the fields. Any time it fails you fill in the easy stuff and skip the rest. If there is qty in stock, move to Price, etc...
--I have added some more NEW fields signified by GREEN (NEW)
--I have noted a few elements to REMOVE in RED.
in.
--Lets add another option on the CCC, OPS, and PartsTrader UI (IN PLACE OF THE Setting called: Only Show Special Order) called: Do Not Create Quotes [ ]
(you can leave the field in db and API alone, but just remove it from the interface.
--There is a setting called Hide Zero Price. If that is checked, then if the list price = then you can ignore getting the QtyInStock, Net Price, etc...
--Julian is also expecting us to send him the proper EstimatedDeliveryDate. Ive added some logic to help you come up with that date. | KSI | |
| 25.0212.10 | 06/26/25 | 32579 | Bug | Sales Order PO | When creating PO line, Before starting NEXT loop make sure there is NO line item ID before accidentally making it again | Orlando | |
| 25.0212.10 | 06/26/25 | 32585 | Bug | Receive Payments | Payment 'LOG' tab. When click on the tab (on Bichun data) it FREEZES their system for over 10 minutes. | Bichun | |
| 25.0212.10 | 06/26/25 | 32589 | Bug | Item Detail | taking 6-10 seconds to open up (even after initial caching). | KSI | |
| 25.0212.10 | 06/26/25 | 32587 | Update | Receive Payments | Please make the HELP button link to the HELP table FromName: ReceivePayments (so we can link the proper help topic to that button). | KSI | |
| 25.0212.10 | 06/26/25 | 32498 | Bug | Label Print | Getting random popup saving errors. “Please Design the Label for the selected label Document.”
| KSI | |
| 25.0212.10 | 06/25/25 | 32583 | Bug | Import Wizard | ITEM CATALOG IMPORT Function >User would get the dialog box for the import, but no progress bar ever came up at all. | Quality | |
| 25.0212.10 | 06/25/25 | 32580 | Bug | Reports | AR- PAYMENTS RECEIVED BUG: When downloading the report to excel file, the Sales Order deposits are becoming negative in values. | Orlando | |
| 25.0212.10 | 06/25/25 | 32584 | Bug | Sales Order and Purchase Order | SO Detail and PO Detail
User cannot enter a specific/exact Net/Cost because the system is rounding the number.
| Reliable | |
| 25.0212.10 | 06/24/25 | 32582 | Bug | Replenish Stock | REPLENISH STOCK >Error occurs: String or binary data would be truncated. The statement has been terminated. Warning: Null value is eliminated by an aggregate or other SET operation. | Quality | |
| 25.0212.10 | 06/24/25 | 32579 | Bug | Purchase Order | Line Items > When generating POs, it's duplicating or even quadrupling the SO lines, and also creating multiple POs for the same SO.
| Orlando | |
| 25.0212.10 | 06/24/25 | 32566 | Update | API | Use Vendor QIS, treat it like another warehouse to be transferred from. | | |
| 25.0212.10 | 06/24/25 | 32581 | Bug | Customer | Adding a new customer not setting it to Active. | | |
| 25.0212.10 | 06/23/25 | 32467 | Bug | Items | Item List Screen > Created a new Item Tab called "Item List for Export"
Unable to select all the records on the entire list when checking the check box. | QCAP | |
| 25.0212.10 | 06/23/25 | 32578 | Bug | Item Details | ITEM LIST: When opening an item to view the item details screen, found a bug where it will not load any information and will just be a blank screen. | Northland, Hantal | |
| 25.0212.10 | 06/19/25 | 32577 | Bug | Invoice | When PO is checked on the column filters, the line item columns gets mixed up.
Discount column has line total. Unit Price has the discount %. etc. | | |
| 25.0212.10 | 06/19/25 | 32566 | Update | API | Make seperate function to calculate Vendor QIS if ItemStock is 0.
(Doubt) When we assign vendor qty on QIS then there is no warehouse linked to it. Then how to calculate estimate delivery date. | KSI | |
| 25.0212.10 | 06/19/25 | 32498 | Update | Print Label | Printing:
Duplicate 4x2,4x3,4x4 labels. We can rename the 1st of each size to something like: 4x2 (1) and the 2nd one for each size 4x2 (2). This way 2 separate labels can be printed using the same labels in the printer.
Add 'Transfer From WH' and 'Shipped From WH' as options as well.
| KSI/PPC | |
| 25.0212.10 | 06/18/25 | 32523 | Bug | Quotation | QUOTATION TOTAL:
When creating quote for large orders with 15-20 or more items, it won't add up the last item which makes the total of the quote on the PDF incorrect. They would notice the difference once they create a sales order from the quote. Example: Q57223. | Orlando
| |
| ? | 06/17/25 | 32572 | Bug | Items | CATALOG MANAGER - Having an issue with tool 3.3 Rebuild Catalog function. Kept having undefined error when running tool. Tried to switch versions and even placed in Master but still getting same issue. | Houston | |
| ? | 06/17/25 | 32570 | Bug | Customer | Customer Details > Custom Pricing >After Selecting the Default Pricing Method - unable to edit the next field (MArkup %, Discount %, etc) and the Add customer pricing template field |
| |
| 25.0212.10 | 06/16/25 | 32566 | Bug | API | Calculate Estimated Delivery Date based on Warehouse and QtyInStock. | | |
| ? | 06/16/25 | ? | Bug | SAGE | Not syncing…to show drop down list Sage accounts, etc
Checked on code, local and dev server all are working fine, added the logs to identify the issue(Monitoring) | KSI | |
| 25.0212.10 | 06/12/25 | 32568 | Bug | Find Parts | Bill to field: Address Type and Phone Number are mixed up. Phone number has the address type and the address type has phone numbers. | KSI | |
| 25.0212.10 | 06/12/25 | 32567 | Bug | Vendors | List > When putting a checkmark on the inactive checkbox, the inactive vendors are not showing up on the list. | KSI | |
| 25.0212.10 | 06/11/25 | 32540 | Bug | Invoice | Send Email > Preview Email
Unable to send Email. Gets an error: An error has occurred but no explanation for the error is available at this time. If this error persists please contact your onsite 1place administrator and ask him or her to send a support request to support@onesourcesoftware.com regarding error # 2104608. | | |
| 25.0212.10 | 06/11/25 | 32562 | Bug | Item | ITEM LIST - Found an issue where Non Capa items have (CAPA) at the end and needs to be removed/updated. | Houston | |
| 25.0212.10 | 06/11/25 | 32529 | Update | API | Unlike PT and CCC, OPS sends the 1place customer number across, so we don’t need to cross reference it. Due to this, I don’t think it makes any sense to require them to fill out that third party data on the API tab, as its redundant.
Can you please make sure the Customer lookup that occurs on most api calls will try the customer number directly (if it does not already of course) if it doesn’t find a matching customer via the Third Party Customer ID lookup? | | |
| 25.0212.09 | 06/11/25 | 32529 | Bug | API | There is an issue with the ITEM API, it is not returning all the parts. We want to match everything for the OEM sent in.
Add the Bin back to this call. | | |
| 25.0212.09 | 06/09/25 | 32529 | New | API | please make a NEW ITEM API called ItemDetail by DUPLICATING the ITEM api. And then duplicate the Stored Procedure code as well to retain it for the ItemDetail API.
API: Item. 10x faster! SWITCH names of Item and ItemDetail so the ITEM is the one with the shorter elements list.
API: RequireValidCustomer (default to FALSE)
API: Sort them by Alpha
| | |
| 25.0212.09 | 06/09/25 | 32535 | Bug | Purchase Order | MISC Issues to fix: PO List price isnt using the Number of Dec places for Price fields. | | |
| 25.0212.09 | 06/06/25 | 32545 | Bug | Customer List | Download error: Conversion failed when converting the varchar value 'Brandi' to data type int. System.Data.SqlClient.SqlException at DataLayer.Customer.DAL_Customer.FetchCustomer(Int32 DisplayLength, Int32 start, String SortBy, String SortOrder, String SearchCondition) in D:\OSO\DataLayer\Customer\DAL_Customer.cs:line 133 at BusinessLayer.Customer.BAL_Customer.FetchCustomerList(Int32 DisplayLength, Int32 DisplayStart, String SortBy, String SortOrder, String SearchCondition) in D:\OSO\BusinessLayer\Customer\BAL_Customer.cs:line 214
| KSI/PPC | |
| 25.0212.09 | 06/06/25 | 32549 | Bug | Integrations | OPSTRAX, CCC, Partstrader> When I try opening the CCC, OPSTrax screen on proparts, the screen won't stop from loading- v25.0212.08 | KSI/PPC | |
| 25.0212.09 | 06/03/25 | 32467 | Bug | Item List | Item List Screen > Created a new Item Tab called "MAPP for Export"
Unable to select all the records on the list when checking the check box. | Qcap | |
| 25.0212.09 | 06/03/25 | 32529 | Bug | API | Invalid Customer Lookup on Item call:
Right now the Item call returns data even if it doesn’t find a customer match in the 3rd party data. This is fine and needed for some of the integrations. But I need a way to check a 3rd party id is valid or not as PartsTrader needs to be rejected in that case and notified.
Please add an optional parameter to the Item call:
“RequireValidCustomer”: False
Default to false, If that is passed in as True, return the same error you do on the calls that already throw an error response here. IE "Please Enter Valid Third Party Type and Third Party CustomerID." | | |
| 25.0212.09 | 06/03/25 | 32530 | Update | Shipping and Receiving | Label Print:
Need to add Labels on the dispatch screen. | | |
| 25.0212.09 | 06/02/25 | 32529 | Bug | API | SalesOrder:
The sales orders come in with no warehouse, I do not know if that’s correct or something is missing. They also have a status of “Waiting To Be Purchased”. I am unable to turn them into invoices for further testing.
FetchShippingFromLocation:
Should return a default shipping location if it can’t match up a customer. This will happen sometimes for insurance quotes or other reasons, so it would be best if this returns something that is probably correct in these edge cases. The customer lookup fails such that it gives this current error:
"Message": "Please Enter Valid Third Party Type and Third Party CustomerID."
Please return the default shipping location information instead.
Quotation:
This seems to be missing some data when its entered. Specifically Entered By and Warehouse is blank. See the image here compared to other quotes. Here is an example api call
Customer lookups for OPS Trax:
I am not sure if this has been addressed before, as no one uses OPS currently.
Unlike PT and CCC, OPS sends the 1place customer number across, so we don’t need to cross reference it. Due to this, I don’t think it makes any sense to require them to fill out that third party data on the API tab, as its redundant.
Can you please make sure the Customer lookup that occurs on most api calls will try the customer number directly (if it does not already of course) if it doesn’t find a matching customer via the Third Party Customer ID lookup? | | |
| 25.0212.09 | 05/30/25 | 32311 | Bug | Item Detail | >AUDIT LOG TAB >Whenever anything is changed on the Item Detail screen, the changes are not being recorded in the audit log. - We need to record any changes on the item detail screen on the audit log.
>OBP has #HO1100291 whose List Price was updated to $16 and we need to know who changed it or how it was changed, They are thinking that there might be a bug in our system that updates their list price without their knowledge and we don't have an audit log for the Item detail screen.
| Orlando | |
| 25.0212.09 | 05/30/25 | 32520 | Update | Invoice | (ANDREWS) INVOICE DETAIL>PRINT
--Remove 4x5 LABEL and add 4x6 Label. | Andrews | |
| 25.0212.09 | 05/29/25 | 32330 | Bug | Credit Memo | CREDIT MEMO REFUND:
The payment info is not showing on the Payment Info tab after issuing refund.
When deleting the refund the total fields shifts to the left. Then when you refresh the screen, the PAID mark still shows on the screen. | Tiptop | |
| 25.0212.09 | 05/29/25 | 32501 | Update | Sales Order | SALES ORDER LABELS >Add barcode option for the Sales Order for the labels.
>Make the barcode look similar to the OneSource barcode where the lines are not stretched out. | KSI/PPC | |
| 25.0212.09 | 05/29/25 | 32197 | Update | Printing | Printing > Instead of server time it should be the time of the user who printed it. | Andrews | |
| 25.0212.09 | 05/28/25 | 32505 | Update | Reports | INVOICES/CREDITS > INVOICES/CREDITS BY CUSTOMER (Open): Remove date selection dropdown and make make a design look like above. | Bichun | |
| 25.0212.09 | 05/28/25
| 32520 | New | Invoice | INVOICE DETAIL>PRINT --ADD a 4x2, 4x3, 4x5 LABEL | Andrews | |
| 25.0212.09 | 05/27/25 | 32321 | Bug | Invoice | PRINT > Invoice 3:
The word INVOICE on the top right is missing, the same as the Company Logo, even though it was enabled in the print settings. The Printer Options are not saving, you need to choose them again whenever you print an invoice. | Express | |
| 25.0212.09 | 05/27/25 | 32515 | New | Invoice | Print > Show in the Audit log which user printed an Invoice. | Northland | |
| 25.0212.09 | 05/27/25
| 32250 | Bug | Shipping and Receiving | When clicking the Refresh button, an error message pops up - AJAX Call Error: parsererror. The same issue occurs when selecting the "Show All" button for the Closed status. If clicking the "Ok" button, the page will become unresponsive. | Quickfit | |
| 25.0212.09 | 05/22/25 | 32463 | Bug | Shipping and Receiving | WAREHOUSE - SHIPPING & RECEIVING - CLOSED Tab:
Clicking the 'Show All' button does not work and will just load endlessly. | Bichun | |
| 25.0212.09 | 05/22/25 | 32323 | Bug | Sales Order | Status:
After the PO for the BO line item was received, the status did not automatically update from "Waiting to be Purchased" to "Closed." It was set to be moved to Closed status.
If the USER tries to REMOVE the Status then give this popup: TITLE: STATUS ERROR MSG: You cannot leave the Status field empty or you will lose visibility of the item on the Shipping & Receiving screen. | Express | |
| 25.0212.09 | 05/22/25 | 32406 | Bug | Reports | Items:
Total Sales By Item (Best to Worst Qty), Total Sales By Item (Best to Worst) When running these reports, Search filters (Today, This month, This month-to-date, This Quarter, This Quarter-to-date, Yesterday) results in undefined error when running report.
| | |
| 25.0212.09 | 05/21/25 | 32471 | Update | Interface | (KSI/PPC) Tab browser names should contain the sub tab name. Example: On the Item List screen, when the Item Vendor tab is open, the browser tab should show Item Vendor tab. (Applies to all screens with Tabs)
Do for ALL record types, including Custom Tabs, but change the TASK to A5. | KSI | |
| 25.0212.09 | 05/21/25 | 32512 | Update | Settings | Modules: 1PLACE > AR > Commissions - Remove all tabs related to Commissions, including the main Commission page from the navigation panel as per Steve's instruction. | | |
| 25.0212.09 | 05/20/25 | 32405 | Bug | Reports | Items > Inventory Count Sheet (By Category / SubCategory with Fixed Bin Locations, Inventory Count Sheet (By Fixed Bin Locations), Inventory Count Sheet (By Item Receipt Bin locations) - The reports always shows the prompt asking if you want to download even though the report does not have any data beyond 5000 records or none at all. | | |
| 25.0212.09 | 05/20/25 | 32510 | Update | Import Wizard | ITEM IMPORT WIZARD:
Add length, width, height on the import wizard's database column. | Tiptop | |
| 25.0212.09 | 05/20/25 | 32509 | Bug | Reports | QUOTATION LINE ITEMS REPORT: Error occurs when downloading the report for the month of May. | Orlando | |
| 25.0212.09 | 05/19/25 | 32508 | Bug | Item Details | 25.0212 (PLASTIC) ITEM QTY IN BACKORDER > They have items that shows backorders even though there's no backorders for uninvoiced sales orders or open sales orders. Clicked on recalculate all Quantities in stock button but it did not remove the backorders.
| Plastic | |
| 25.0212.09 | 05/19/25 | 32505 | Bug | Reports | REPORTS > INVOICES/CREDITS > INVOICES/CREDITS BY CUSTOMER (Open):
Custom date range is not working properly. Whether you select 30, 90 days, previous year, it will not filter properly and will show results to the oldest Invoice in 1place. Similar issue with AR Tab > Customer Statements. Check to see if totals are correct as well. | Bichun | |
| 25.0212.09 | 05/19/25 | 32470 | Bug | Settings | User > Cloud Document: Error occurs when signing in to google drive account. | KSI/PPC | |
| 25.0212.09 | 05/19/25 | 32506 | Bug | Import Wizard | 25.0212.04 (Houston Auto) Imported PartsLink data to 1place. Getting a stuck error when trying to import initially. | Houston | |
| 25.0212.09 | 05/15/25 | 32489 | Bug | Reports | INVOICE/CREDITS VENDOR, ITEMS report:
The report showing on plastic waterlines is different from the original design created on the dev server. | Plastic | |
| 25.0212.09 | 05/15/25 | 32502 | Update | Tax | TAX drop down for all screens including Customer Portal> Need to sort the tax codes on the drop down. | | |
| 25.0212.09 | 05/14/25 | 31768 | Update | Quotes, Sales Order | Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178)
When user is entering the order on the Quote/Sales order and changed the ship to a taxable customer, the Missing zip code is showing up. | Orlando | |
| 25.0212.09 | 05/14/25 | 32491 | New | Reports | ITEMS
--Create a new release 24.0122.63 from 0122
--Add the fields QTY on PO and QTY on BO in the ITEMS Report and please make sure it can be sorted by Item#
--Update Vaillant company server so they can use it right away. | Vaillant | |
| 25.0212.09 | 05/14/25 | 32492 | Bug | Reports | Items
Doesnt work to download the report using ABC company.
Please also add the 2 new column options on the Items report. | Vaillant | |
| 25.0212.08 | 05/13/25 | 32492 | New | Reports | Items
--Create a copy of the Items Report and call it "Items (Inventory)"
--Add the fields QTY on PO and QTY on BO in the ITEMS Report and please make sure it can be sorted by Item#
--Only show items where the TYPE = Inventory
--Add this new report on the new version release | Vaillant | |
| 25.0212.08 | 05/13/25 | 32494 | Bug | Sales Order | 25.0212.04 (KSI/PPC) Sales Order >Ship to field> When changing the ship to address on the Sales order, it does not turn the Save button to red and it is not saving the changes and reverts back to old Customer entered. | KSI | |
| 25.0212.08 | 05/12/25 | 32488 | Bug | Import Wizard | VENDOR ITEMS (1 vendor or all) > IMPORT WIZARD:
The Update function is not working. It's not updating the QIS for Vendors. | Tiptop | |
| 25.0212.08 | 05/12/25 | 32473 | Bug | Replenish Stock | ITEM STOCK >REPLENISH STOCK:
OBP has an issue raised that the Qty fields on the item details won't update automatically if they have received or incoming stocks. They are wondering if it will affect the replenish stock calculation. QO on BO we use SOLI table. QIS, is ITEM fields only. LETS CHANGE the QTY in STOCK to be a CALC of ITEM Stock.
| Orlando | |
| | 05/12/25 | 32487 | Bug | Item Detail | Qty in Stock, Qty in PO, Qty Backorder fields > Data synchronization issues/Out-of-sync. | | |
| 25.0212.08 | 05/08/25 | 32415 | Bug | Sales Order | SALES ORDER > ALL LINE ITEMS: Sales Date - Found an issue where if you sort the data, it will just keep on loading and nothing happens. | Bichun | |
| 25.0212.08 | 05/08/25 | 32433 | Update | Reports | ITEMS: INVENTORY VALUATION - CURRENT (CATEGORY/SUB-CATEGORY) When running the Report, Qty Received is inconsistent. Some items shows zero even though there are item(s) in Stock. Also the header for Qty Received on the report is spelled incorrectly. | Bichun | |
| 25.0212.08 | 05/08/25 | 32482 | Update | Credit Memo | (UAB) CREDIT MEMOS >Close all credit memos that begins with CM. These were old CMs that should be closed. | UAB | |
| 25.0212.08 | 05/07/25 | 32402 | Bug | Reports | The Report for Items appears twice and the contents of Item Reports section are all the same. | | |
| 25.0212.08 | 05/07/25 | 32397 | Update | Pricing Templates | PRICING TEMPLATES >Update all Customers Using This Template - need to be fixed.
(IT WILL UPDATE THIS PRICING TEMPLATE, WHICH CUSTOMERS ALREADY HAVE A PRICING TEMPLATE) | Tiptop | |
| 25.0212.08 | 05/07/25 | 32481 | Update | Item Details | (KSI/PPC) ITEM DETAIL > There's no option to show the Pictures tab. | KSI/PPC | |
| 25.0212.08 | 05/07/25 | 32343 | Bug | Reports | ITEM STOCK REPORT/INVENTORY VALUATION - HISTORICAL: Some items are not showing on the reports. (WE WILL SHOW A RECORD BASED ON NET DIFF > 0) | Orlando | |
| 25.0212.07 | 05/06/27 | 32351 | Bug | Reports | INVOICES / CREDITS BY DATE (TOTALS) and INVOICES / CREDITS BY MONTH (TOTALS):
Same date range, showing the same # of Invoices and credits, but have different %Credits, Net of Invoices/Credits, Total Cost, Profit, and Profit Margin.
| Quickfit | |
| 25.0212.07 | 05/02/25 | 32472 | Update | Settings | show report module like, Customers, Vendors, Items, Quotes, Sales Orders, Invoices/CM, AR / Collections, Sales Taxes, Purchase Orders, Jobs, Tasks, Exception Reports | | |
| 25.0212.07 | 05/02/25 | 32233 | New | Sales Order | Print > Picking Ticket(s) - With ALL Bin Locations, that will show ALL inventory Bin locations (from the ItemStock table for the item) UNDER the Item pick line,
| | |
| 25.0212.07 | 05/02/25 | 32461 | Bug | Shipping and Receiving | 25.0212.03 (BICHUN) WAREHOUSE - SHIPPING & RECEIVING - IN ROUTE tab:
When doing batch action for the sales order on the In Route tab to closed, not all on the list will be changed to closed. A few number will be left and have to Redo the step until 1 or 2 remains and it no longer lets you perform the batch action and will need to manually change them.
| Bichun | |
| 25.0212.07 | 05/02/25 | 32468 | Update | Item List | Item List screen > Change the header names in item list-> ALL-> Subcategory 3 and Subcategory 4 -> Change these names to Make and Model and YearsListing and Year Range | KSI | |
| 25.0212.07 | 05/02/25 | 32465 | Bug | Customer Statements | AR - CUSTOMER STATEMENTS: The data shown this tab is not matching with the information under Reports - Invoices/Credits - Invoices/Credits by Customer (Open). There's a discrepancy with the totals shown due to some missing data from the Customer Statement under the AR tab.
| Bichun | |
| 25.0212.07 | 05/02/25 | 32466 | Bug | Invoice | 25.0212.03 (BICHUN) INVOICES: Reported a bug wherein invoiced orders would show 0 totals both on the list and after opening the invoice even though there are item(s) on the invoices. PO # on the invoice also shows either blank or Null. Some samples are SS160867, SS160869, SS161349, SS161343.
| Bichun | |
| 25.0212.07 | 04/30/25 | 32233 | New | Sales Order | Print > Picking Ticket(s) - With ALL Bin Locations, that will show ALL inventory Bin locations (from the ItemStock table for the item) UNDER the Item pick line,
| Andrews | |
| 25.0212.07 | 04/30/25 | 32448 | Bug | Purchase Order | PO List - A lot of the POs that shows a negative values is incorrect. P1046 for reference. If the PO is opened, it will show the correct value of the order. The amounts does not match either. Check all POs that shows negative values (enclosed in parenthesis) and correct the information shown to match what exactly is in the PO. | Bichun | |
| 25.0212.07 | 04/29/25 | 32459 | Bug | Item Catalog | I uploaded the Item Search Catalog but it doesn't work on Find Parts. Not sure it doesn't work even though it was properly imported. (No bugs, just user error). | Qcap | |
| 25.0212.07 | 04/29/25 | 32443 | Update | ALL Transactions | Need to restore POlineItems,SOLineItems,Invoice LineItems,ItemStock,Item catalog from dev backup server (This happened in middle of night, by accident, but restored before the next morning). | Bichun | |
| 25.0212.07 | 04/29/25 | 32401 | Bug | Purchase Order | User reported: When I receive and item and enter the bill, I must save, close, get out of the PO, then go back into the same PO and sync it. I can not sync without getting out and back in again | Intl Diesel | |
| 25.0212.07 | 04/28/25 | 32336 | Update | Settings | INVOICES/CMS > Custom terms and Conditions > Invoices >Designed with a huge space in between phrases but the design did not reflect on the invoice print preview. Please refer to the screenshot provided. | Orlando | |
| 25.0212.07 | 04/28/25 | 32448 | Bug | Purchase Order | PO List - A lot of the POs that shows a negative values is incorrect. P1046 for reference. If the PO is opened, it will show the correct value of the order. The amounts does not match either. Check all POs that shows negative values (enclosed in parenthesis) and correct the information shown to match what exactly is in the PO. | Bichun | |
| 25.0212.07 | 04/25/25 | 32455 | Bug | Sales Order | SALES ORDER PURCHASE ORDER SCREEN >On the Summary Pre-Build window, the drop down for Existing POs are disabled, not showing the drop down for existing POs. | Orlando | |
| 25.0212.07 | 04/25/25 | 32449 | Bug | Shipping and Receiving | WAREHOUSE - SHIPPING & RECEIVING - The In Route and Closed tabs only shows (0) items even though there's orders processed. | Bichun | |
| 25.0212.07 | 04/25/25 | 32448 | Bug | Purchase Order | PO List - A lot of the POs that shows a negative values is incorrect. P1046 for reference. If the PO is opened, it will show the correct value of the order. The amounts does not match either. Check all POs that shows negative values (enclosed in parenthesis) and correct the information shown to match what exactly is in the PO. | Bichun | |
| 25.0212.07 | 04/25/25 | 32450 | Bug | SO, Invoice | SALES ORDER and INVOICE - The tax and discount values are not updating correctly/automatically mostly on the recently imported invoices/SOs. The values were set to 0.4% which was meant to be 40% | Bichun | |
| 25.0212.07 | 04/25/25 | 32454 | Bug | Reports | ITEMS - ITEMS STOCK > Report loads for a long while then results in an undefined error. | | |
| 25.0212.06 | 04/24/25 | 32442 | Bug | Sales Order | When a user generates a PO from an SO, the SOPO screen shows an empty line item, preventing the user from creating a PO. | | |
| 25.0212.06 | 04/24/25 | 32440 | Bug | Reports | ITEMS STOCK REPORT > Vendor Column:
It does not show the vendors in the vendor column. | Orlando | |
| 25.0212.06 | 04/24/25 | 32396 | Update | Sales Order | SALES ORDER DATE >Need to lock the date/make it uneditable. | | |
| 25.0212.06 | 04/24/25 | 32374 | Bug | Purchase Order | Magnifying glass isn't working when looking up vendors | | |
| 25.0212.06 | 04/23/25 | 32230 | Bug | Shipping and Receiving | 24.0122.62 (QUALITY) ITEMS TO RECEIVE > IN ROUTE/ TO DISPATCH > DISPATCH (Multi-Drivers) Sales Orders > When orders are being transferred from the Items to Receive (In Route) to main warehouse - To Dispatch screen and printing and updating the status using the Dispatch (Multi-Drivers) Sales Orders, the orders that were transferred goes back to Items to Receive (In Route). | Quality | |
| 25.0212.06 | 04/23/25 | 32361 | Update | Invoice | INVOICE 3 >>it does not have the Bill to and Ship to | Orlando | |
| 25.0212.06 | 04/23/25 | 32432 | Bug | Purchase Order | The Vendor name and Warehouse name are not showing on the PO print preview. | Proparts | |
| 25.0212.05 | 04/22/25 | 32353 | Bug | Sales Order | SALES ORDER BACKORDER >When Invoicing sales orders with backorders linked to a PO, the PO is not transferred over to the new sales order. It causes duplicate ordering of the same backorder. | Tiptop | |
| 25.0212.05 | 04/22/25
| 32428 | Bug | Import Wizard | SALES ORDERS (IMPORTED SOs) - There's an issue with the imported data where the recent open sales orders are not automatically updating the customer info (Taxable/Tax Exempt) as well as the default Warehouse setting (Bichun) Actual customer profile shows correct settings and creating new Sales Orders in 1place does not have any issues aside from the imported ones from OneSource | Bichun | |
| 25.0212.05 | 04/16/25 | 32428 | Bug | Sales Order | Status > Imported SOs > Imported sales orders that have been fully shipped and invoiced are not updating their status to "Closed." The status field remains empty. If all items in the sales order are shipped and the order is invoiced, then set the status to "Closed". | Bichun | |
| 25.0212.05 | 04/16/25 | 32352 | Bug | Purchase Order | AUTO LINK SALES ORDERS - When a PO is received, the Auto Link to Sales Order does not show the related SO back order line items.
SOPO - Even when the PO was received, the Sales Order Back Order was not deleted, and the original SO was not changed. | Quickfit | |
| 25.0212.05 | 04/16/25 | 32239 | Bug | Find Parts | FIND PARTS Standard screen bugs.
--The Decimal field should default to x % (with no decimals). If the discount is 40% then it should show 40%.
--Make the relationship between the List Price, Unit Price Discount % and Net Price work the exact same way as the Find Parts (Auto Parts) version so they all stay in sync with each other. For Example, if the Unit Price field is changed to $80 and the Discount % field has X % discount then the Net Price field should get updated and the LINE TOTAL field should update to the Qty x Net Price. Etc.... | Northland | |
| 25.0212.05 | 04/16/25 | 32427 | Bug | Purchase Order | SALES ORDER BACKORDER > When deleting Sales Order backorders with items linked to a PO, the screen loads endlessly and lags the entire 1place then creates a bad request screen for the SOBO. Please check: S250415-0032-B1 | Tiptop | |
| 25.0212.05 | 04/16/25 | 32416 | Bug | Sales Order | Find parts -->Sales order: when the user creates a sales order from the' Find Parts' screen; however, the line items are not retrieved. | | |
| 25.0212.05 | 04/15/25 | 32409 | Bug | Credit Memo | Give Cash back>Payment details
Payment method is not showing on CM detail and CM Print | APS | |
| 25.0212.05 | 04/15/25 | 32407 | Bug | Reports | Sales Tax Liability - Detail > Jan 1, 25 - Jan 31, 25
ALL totals in 1place are incorrect because credit memos (negatives) are not getting deducted.
When downloaded to excel file, ALL totals are incorrect because lines are getting duplicated, credit memos (negatives) are not getting deducted and some cells are in different format (have more than 2 decimals). | APS | |
| 25.0212.05 | 04/14/25 | 32315 | Update | All Transactions | Quote/SO/CM >Other Info tab >Created By etc. the same as the Invoice Other Info tab
>QUOTE> Add the info tab after the Comments tab.
>Sales Order >Add the info tab after the Payment Info Tab. Move the Custom Field at end, part after the Other tab.
>Credit Memo >Add the Info tab after the AP Bill Info tab and move the Custom Field tab at the end after the Other tab. | Orlando | |
| 25.0212.04 | 04/14/25 | 32395 | Bug | Catalog Management | CATALOG MANAGEMENT > It does not show the table for Part Types Filter To Exclude From Find Parts Searches.
When exporting the Ptypes, it downloads a file with 0 KB and has a message that the file format or extension is not valid. (Missing data on KSI db.) | Proparts | |
| 25.0212.04 | 04/10/25 | 32398 | Bug | Import Wizard | Encountered lots of issues when doing the import process in 1place. When importing data, either the progress bar will be stuck at a certain percentage or it will get completed but a lot of data would still be missing. Files requested to be imported were Item list, ItemQtyInStock, Invoice Headers and Line items, and requested to delete duplicates and POs for reimportation for their GoLive. | Bichun | |
| 25.0212.04 | 04/09/25 | 32327 | Update | Printing | QUOTE, SALES ORDER, INVOICE, CREDIT MEMO> PRINT SETTINGS
>Add Created By checkbox on the Customer Print Settings.
>Also please add Created by on the Sales order list screen. | Tiptop | |
| 25.0212.04 | 04/09/25 | 32348 | Update | Credit Memo | When user selects Credit Card for payment type of refund, the Give Refund button disappears.
Referance # update to Reference # (update spelling) | IPC | |
| 25.0212.04 | 04/08/25 | 32377 | Update | Credit Memo | Please analyze the code of what the Refund screen does (as it pertains to Payments and QBO affect).
--Add the same button to the Invoice screen and make it work the same way, but for the Invoice, rather than a Credit Memo payment/refund).
--Let Steve, Sy, and Thiru know when you are done so Thiru and implement the Credit Card refund process.
| | |
| 25.0212.04 | 04/08/25 | 32251 | Update | Item Detail | Stock > Financial: Items in Stock with $0 will be updated based on the 1st transaction (1st receipt). If there is no cost on the 1st transaction, create an Excel file to send to Waleed for checking. | Quickfit | |
| 25.0212.04 | 04/08/25 | 32381 | Bug | Quotation | Total amount not calculating correctly.
Q1962 was duplicated to Q1963 but showed a different Total. The total showing on the created quote was $637.00, but when it was duplicated, it showed the correct amount, which is $293.00. When printing the Quote, the Total shown is incorrect ($637.00) instead of $293.00. Even in the Quotation List, the total shown is incorrect. | Quickfit | |
| 25.0212.04 | 04/08/25 | 32288 | Bug | Shipping and Receiving | SHIPPING AND RECEIVING > DISPATCH SCREEN > SHIPPED VIA FILTER > Change the buttons filters from auto SELECT.
(4/1/25). Please make ALL of the columns sortable, by Ascending when first clicked and desc if clicked again. Then ascending if clicked again, etc...
(4/1/25--Undo some code completed below). When the user clicks a Shipped Via FILTER just create a new Filtered recordset showing the Shipped Via selected. But do NO SELECT the select and do not change the Stop #. (If you find any code that tries to auto fill a Stop # please remove the code, except where the user or scanner enters the Sales Order # in the Find order field.
When the Refresh Sort Order button is clicked it should not require any other actions by the user to select a Driver, etc but just refresh showing the Orders by Stop # in ascending order.
The # showing to the right of each Shipped via doesn't appear to be accurate.
On ABC company when enter a Sales Order # in the Find Order field and press enter, getting a popup error. | Tiptop | |
| 25.0212.04 | 04/07/25 | 32382 | Bug | Invoice | Invoice #I34937-B1: The total amount on the invoice is incorrect. The line items has a subtotal of $38.00, no taxes. However the total amount is $76.03. | Orlando | |
| 25.0212.04 | 04/07/25 | 32384 | Bug | Catalog Management | CATALOG MANAGER: Takes FOREVER to open. | | |
| 25.0212.04 | 04/07/25
| 32383 | Bug | Customer | Add New: Doesn't work in v 25.0327. Getting error. | | |
| 25.0212.04 | 04/03/25 | 32370 | Bug | Find Parts | GP field incorrect. Always shows 100% | APS | |
| 25.0212.04 | 04/03/25 | 32368 | Bug | Receive Payment | When user enters a CK/CC number and apply the payment to a customer, when the user go to the Invoice Detail>Payment info, the CK/CC number is not showing. | APS | |
| 25.0212.04 | 04/03/25 | 32350 | Bug | Reports | C15043049 appeard 2x on the report as Credit Refund and Credit memo (Credit Memo line is incorrect) | APS | |
| 25.0212.04 | | 32348 | Update | Credit Memo Detail
| Referance # update to Reference # (update spelling) | IPC | |
| 25.0212.04 | 04/02/25 | 32356 | Bug | Import Wizard | BICHUN (25.0212.03) IMPORT WIZARD:
Update wizard not working properly. The function is not reflecting the updated information (Customer, Vendor list etc.) Needs to be fixed ASAP as we aim to have them GoLive by April 4. | Bichun | |
| 25.0212.04 | 04/02/25 | 32354 | Bug | User Settings | Security Type > NO ACCESS:
Users with No Access as security type have a full access to all settings when they log in in 1place. | Orlando | |
| 25.0212.04 | 04/01/25 | 32351 | Bug | Reports | INVOICES / CREDITS BY DATE (TOTALS) and INVOICES / CREDITS BY MONTH (TOTALS) Same date range, showing the same # of Invoices and credits, but have different %Credits, Net of Invoices/Credits, Total Cost, Profit, and Profit Margin. | Quickfit | |
| 25.0212.04 | 04/01/25 | 32355 | Bug | Settings | General Sales Settings:
Undefined Error. Please check all settings if they are having the same issue. | Quickfit | |
| 25.0212.04 | 04/01/25 | 31861 | Bug | Find Parts | When you search up HO1206100 on the find parts screen, HO1206101 comes up also which are 2 different parts. | Tiptop | |
| 25.0212.04 | 03/31/25 | 32335 | Update | Invoice | INVOICE PRINT PREVIEW >Need to adjust the logo and the Bill to address margin. | Orlando | |
| 25.0212.04 | 03/31/25 | 32339 | Bug | Find Parts | When applying a discount on this screen, the Net Price calculation is incorrect. Pressing the ENTER key after entering the discount does not save the value. However, clicking the mouse cursor elsewhere on the screen after entering the discount saves the value.
| Quickfit | |
| 25.0212.04 | 03/31/25 | 32342 | Bug | Customer Statements | AR > Customer Statements > Preview not working: Undefined Error. | Quickfit | |
| 25.0212.04 | 03/28/25 | 32340 | Bug | Item Detail | Item detail screen, we can't see the Item vendor tab | Tiptop | |
| 25.0212.04 |
03/28/25 |
32334 |
Bug |
Customer Detail | Sales History > Not updated. Some deleted transactions are not showing. |
Quickfit |
|
| 25.0212.04 | 03/28/25 | 32332 | Bug | Quote | When deleting the SO from a quote, the SO number still shows even after refreshing the page. Clicking the SO # results in a bad request. | Quickfit | |
| 25.0212.04 | 03/28/25
| 32288 | Update | Shipping and Receiving | Update on UI and function | Tiptop | |
| 25.0212.04 | 03/27/25 | 32331 | Bug | Item Catalog | Add new items > The page is just loading, or leads to a bad request. | 3Q | |
| 25.0212.04 | 03/27/25 | 32333 | Bug | AR | Customer Statements > Page not working. | Quickfit | |
| 25.0212.04 | 03/26/25 | 32328 | Update | Item Catalog | Item Catalog Description - add another option for the description format: YY-Make-Model-Partslink Description, Partslink Variables. Example for Partslink Item #: 1999-2000 HONDA CIVIC-Front bumper cover (2dr coupe/2dr hatchback; prime)
| | |
| 25.0212.04 | 03/26/25 | 32274 | Update | Reports | REPORTS screen changes:
Update the report names for AR - Payments Received to Accounts Receivable - Payments Received.
Update the report names for AR - Payments Received (End of Day) to Accounts Receivable - Payment Received (End of Day)
In 1place report screen, PDF and Excel downloads.
Report Criteria > Group By >Change the Type to Payment Type
When invoicing Sales Order with prepayment, the Sales Order should be removed from the report and show the invoice instead. The report should only show UNINVOICED Sales Order Payments | Orlando | |
| 25.0212.04 | 03/25/25 | 32274 | Update | Reports | REPORTS screen changes:
Rename the Report called Invoices/Credits Payments Received to: AR - Payments Received (also make it also show the Sales Order deposits on this report as well). | Orlando | |
| 25.0212.04 | 03/19/25 | 32143 | Bug | Import Wizard | File Validation: During the export process, rather than getting the data specifically required for validation, the entire import file is exported. | | |
| 25.0212.04 | 03/19/25 | 32302 | Bug | Import Wizard | Customers > Import not working, just stuck on the progress bar. | 3Q | |
| 25.0212.04 | 03/19/25
| 32274 | Update | Reports | REPORTS screen changes:
Remove the Item Catalog Category and move the single report over to the Items category.
Make a new REPORT Category called AR / Collections - not update yet IP
Remove 50% of the VERTICAL SPACE between all of the Categorys (to make them more concise), including the All Reports, My Favorites, Frequently Run and Custom Reports.
DELETE the new report you created for this task (below).
Rename the Report called Invoices/Credits Payments Received to: AR - Payments Received (also make it also show the Sales Order deposits on this report as well). - IP
Move the report called: Invoices / Credits Payments Summary (End of Day) to the AR / Collections Report Category. Also rename the report in the list of reports and the actual report name to: AR - Payments Received (End of Day) IP
Move the report called Sales Exception: Items Not Sold to the Exception Reports report category. - IP | Orlando | |
| 25.0212.03 | 03/18/25
| 32296 | Update | Import Wizard | IMPORTING CREDIT MEMOS
>when we import CMs to 1place, we don't have a field for Qty Returned. the Returned field for these CMs are zero as for invoices we have Qty ordered and Qty Shipped, the Qty Shipped column does not fill in the returned field.
>When importing line items to the CM, it recalculates the total line items, payments and subtotal | Proparts | |
| 25.0212.04 | 03/17/25 | 32298 | Bug | Import Wizard | Found an issue wherein if you imported a file for ItemQtyInStock, the warehouse ID/Name does not autofill if you only have 1 Warehouse. The warehouse information will become blank instead once imported in 1place. | Bichun | |
| 25.0212.04 | 03/17/25 | 32282 | New | Reports | CREATE REPORT called 'Invoices / Credits Line Items by Vendor, Invoice Item'
This report will look for the Invoice/CM line items.
If the line item has no vendor, it will still show on the report Customer (Ship to Filter), Report Period Filter
The Item Vendor is the default Vendor of the item. If it has a special order, it will take the vendor where it was ordered.
| Plastic | |
| 25.0212.03 | 03/13/25 | 32290 | Bug | Find Parts | Calculate (and maintain) Sales Taxes based on the 'Bill To Address' instead of the (Default) Ship To Address. >When a Ship to customer is linked with a tax exempt Bill to, the Tax setting for the Bill to customer does not auto populate at the Fed Tax ID and Tax Exempt checkbox. | Orlando | |
| 25.0212.03 | 03/12/25 | 32292 | Bug | Invoice | Create Credit Memo:
When clicking the create credit memo, it will ask for the reason, but when the Invoice page is refreshed, the pop-up fails to reappear, and it proceeds in creating a credit memo without asking for a reason.
Credit Memo - The system is generating duplicate credit memos that contain no line items. | Quickfit | |
| 25.0212.03 | 03/12/25 | 32291 | Bug | Reports | User hirdemarp@orlandobp.com does not show any reports in her account. Tried all settings available. | Orlando | |
| 25.0212.03 | 03/12/25 | 32288 | Update | Shipping and Receiving | DISPATCH SCREEN > SHIPPED VIA FILTER:
Change the buttons filters from auto SELECTS all for whichever shipped via is clicked to change that to give a popup that says: ‘Do you want to Auto Select all Sales Orders for Shipped Via [X]?’ Then if the user clicks YES then it can select them all and then put them all up on the top in green. But if they click NO then it can just FILTER for all of those and NOT select them.
| TipTop | |
| 25.0212.03 | 03/12/25 | 32228 | Update | Reports | (Branch/Master) Design a better way to keep ALL reports in sync, by making a new master table of reports OR making the existing way we do it stay in sync automatically. | | |
| 25.0212.03 | 03/11/25 | 32197 | Update | Printing | Redo: Time should show the USER'S Timezone and not server timezone | | |
| 25.0212.03 | 03/11/25 | 32167 | Bug | Reports | Reports>Invoice/Credit Received Payments
Downloaded excel does not show the credit memo as negative. | APS | |
| 25.0212.03 | 03/11/25 | 32146 | Bug | Reports | Invoice/Credit Payment Details: DOWNLOADED EXCEL FILE DID NOT HAVE ANY CONTENT | APS | |
| 25.0212.03 | 03/11/25 | 32232 | Update | Import Wizard | ITEM IMPORT WIZARD: On the option to Import Vendor Items Numbers for 1 vendor, add the option to UPDATE any of the fields, so long as the spreadsheet used has a matching Item # (and vendor selected). | Northland | |
| 25.0212.03 | 03/10/25 | 32256 | Bug | Item Detail | REPLACING ITEM PICTURE: When replacing the picture for item GM1000907 and click on Save, an error message popsup. | Quality | |
| 25.0212.03 | 03/10/25 | 32274 | New | Reports | Create report called 'Sales - End of Day Reconciliation'
>Group by: Payment Type, Sort by Payment Date, Sort it by Customer
>Please refer to the sample format in the dev list spreadsheet. >Scratch pad | Orlando | |
| 25.0212.03 | 03/10/25 | 32277 | Bug | Sales Order | Bill to dropdown: When opted to SEARCH IN OTHER FIELDS, the dropdown data gets mixed up where the address is displayed under the Name column. | Qcap | |
| 25.0212.03 | 03/10/25 | 32285 | Update | ALL | HELP BUTTON POPUP Form. When clicking the HELP button, on any form, it displays a popup screen. Please REMOVE the popup form and just do whatever the code would do when clicking View Knowledge Base article for this screen. In other words, when the user clicks the Help button just have it auto display the table drive help topic for that form. If none exists please default it to http://kb.onesourcesoftware.com/support/kb | | |
| 25.0212.03 | 03/06/25 | 32254 | Update | Purchase Order | STATUSES: When all items are received for PO, the status should automatically change to Received
Make the PO statuses name change based on the user defined | Quality | |
| 25.0212.03 | 03/06/25 | 32273 | Bug | Sign Up | Clicking the 'Sign Up' button opens a new tab directing users to the OneSource website. However, selecting 'Buy Now' does not open the sign-up page.
New customers should be able to open the sign-up page in 1Place without going to the website. | | |
| 25.0212.03 | 03/05/25 | 32185 | Update | Credit Memo | On Credit Memo Screen, Show the Credit memo applied amount instead of Invoice amount in Payment Info tab | | |
| 25.0212.03 | 03/05/25 | 32278 | Bug | Settings | Users: Alter email function to send an activated email when a new user is created. | | |
| 25.0212.03 | 03/05/25 | 32272 | Bug | Integrations | CCC True: Delivery Area Zip Codes, exporting the Zip Code Template shows a blank file. | 3Q | |
| 25.0212.03 | 03/05/25 | 32263 | Bug | Integrations | CCC True: FTP Files, exporting FTP files using the Download (Default) option results in empty files. | ADS Tampa | |
| 25.0212.03 | 03/04/25 | 32185 | Bug | Receive Payments | Receive payments --> SO-->When a user makes a payment on a sales order, the payment does not have a receipt number.
Receive payments -->When the user checks and unchecks the open credits table, the Previous Amount Applied and Remaining Credit values are showing incorrectly.
Receive payments -->When the user changes the payment terms from the default option, the discount percentage and discount amount are not calculated or updated properly. | KSI | |
| 25.0212.03 | 03/04/25 | 32266 | Bug | Reports | In Invoice payment details report ,when group by is set to none and the rows are more than 5000 then excel is downloaded with zero rows. | Andrews | |
| 25.0212.03 | 03/04/25 | 32249 | Bug | Receive Payments | Even if all refunds are deleted, the cost will not revert to the unrefunded cost or the original amount. | Quickfit | |
| 25.0212.03 | 03/04/25 | 32229 | Bug | Sales Order List | When users void an order and zero out items, the sales order total doesn't update in the sales order screen. | Tiptop | |
| 25.0212.03 | 03/04/25 | 32264 | Update | Quotation | Quotation:
(24.0122.62) DUPLICATE QUOTE BUTTON >When user clicks on the duplicate quote button, it updates the Entered By field with the user name of the logged in user. We should retain the same information on the original quote.
Also, the Created By should be the same person who originally created the Quote. | | |
| 25.0212.03 | | 32259 | Update | All Transactions | When using pricing levels on an item, the Discount % field does not show on the Find Parts screen, Quote line item, or Sales Order line item
| | |
| 25.0212.03 | 03/03/25 | 32250 | Bug | Shipping and Receiving | When clicking the Refresh button, an error message pops up - AJAX Call Error: parsererror. The same issue occurs when selecting the "Show All" button for the Closed status. If clicking the "Ok" button, the page will become unresponsive.
Remove the Moved to Back Order Status. | Quickfit | |
| 25.0212.02 | 02/28/25 | 32185 | Bug | Receive Payments | * Issue : Remaining Credit Calculation
* Issue : Amount Applied is accepting more than the Remaining Credit
* Add / Remove the amount when changing the invoice amount from Credit memo amount | KSI | |
| 25.0212.03 | 02/28/25 | 32255 | Update | Reports | REPORTS LEFT PANEL MENU > Reduce the space between the report categories on the Reports screen and be equal with the MAIN left nav bar. | | |
| 25.0212.03 | 02/28/25 | 31377 | Update | Shipping and Receiving | 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 | |
| 25.0212.02 | 02/27/25 | 32062 | New | Sales Order | * Right Menu to Open Lot Tracking Screen | Andrews | |
| 25.0212.03 | 02/27/25 | 32223 | Bug | Reports | INVOICES/CREDITS BY SALES REP (TOTALS) >REPORT CRITERIA: SALES REP FILTER >When selecting names aside from Luis and Ana, the other sales reps are not auto populating the report. | Orlando | |
| 25.0212.03 | 02/27/25 | 32192 | Bug | Purchase Order | The Recalculate button is grayed out for some POs. | Quickfit | |
| 25.0212.03 | 02/27/25 | 32253 | Bug | All Transactions | Sales Tax Code - The sales tax code for the city of MARRERO is not calculating the correct tax. | Quickfit | |
| 25.0212.02 |
02/26/25 |
32062 |
New |
Sales Order |
* Lets add a button called: Ship from Different Lot or Bin to the popup form to re-display the change options.
* Make the Bin and Lot columns inherit the Label settings for those columns, like on the Item Detail screen.
* The Qty will have a - button on the left of the QTY and a + button on the right of the Qty to allow the user to quickly change the Qty UP or DOWN.
* Don't allow the user to ship more or less than what is in the Qty Shipped field. Display a standard, editable popup if they try to.
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Andrews |
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| 25.0212.02 |
02/26/25 |
32249 |
Bug | Credit Memo |
Payment Info > Give Cash Back or Apply Credit:
--When giving a refund, it creates a duplicate transaction.
--If the duplicate is deleted, the refund info will not show in the Payment Info Tab even when the page is refreshed. |
Quickfit |
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| 25.0212.02 |
02/26/25 |
32187 |
New |
Receive Payments |
--Change the title Payment Reference # to Check /CC#
--Add a new field below called Authorization # this is the same Authorization # field in the Payments Info tab on the Invoice/CM detail screen
--handled the tab function in the inputs. |
APS |
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25.0212.02 |
02/21/25 |
32192 |
Bug |
Purchase Order |
PURCHASE ORDER: When user click Recalculate button weight is not calculated. |
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25.0212.02 |
02/21/25 |
30808 |
Bug |
Reports |
Exception Report - Sales Order Item Price Changes: Shows error while running. |
Quality
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25.0212.02 |
02/21/25 |
32197 |
New |
Printing |
Add the time when a document was printed on All Document Print outs. |
APS |
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25.0212.01 |
02/20/25 |
32193 |
Bug |
Shipping and Receiving |
Not showing the correct values based on the status.
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Quickfit |
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25.0212.01 |
02/20/25 |
32191 |
Bug |
Purchase Order List |
PO List - When sorting the column for the Vendor Number an undefined error pops up.
PO List - Vendor Number Column should be named as Vendor Name. Vendor number is different. |
Quickfit |
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