This article provides access to previous 1place releases from 2024 – 2025. It includes historical version changes, enhancements, bug fixes, and other updates released during those versions.
For the latest 1place releases and current version changes, see the 2026 1place Master Version Changes Log.
2025 Q3 & Q4 Version Changes Log
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 25.1231 | YES | AR Receive Payments | UPDATE: AR > Receive Payments > Import Payments: Added support to include Unapplied Credits in the import file. Uploaded credits can now be applied toward Unapplied Payments during the import process, allowing payments and credits to be handled together in a single upload. | SR-1533 |
| 25.1231 | YES | Import Wizard | BUG FIX: Item Import Wizard - Fixed an issue where updates appeared to import successfully but were not actually applied to item records. This affected fields such as BIN Location, where the import completed with a success message but no data was saved, leaving the import log blank and the item unchanged. The update process now correctly applies and persists changes to existing items. | SR-1446 |
| 25.1230 | YES | AR Aging Summary | UPDATE: Added Customer Payment Terms column to the right of the Customer Name, so users can see each customer’s payment terms directly on the Aging Summary screen. | SR-1515 |
| 25.1230 | YES | Invoice | BUG FIX: Fixed an issue where deleting an invoice had a 4–5 second delay before the delete confirmation appeared and briefly showed a background progress bar. | SR-145 |
| 25.1230 | YES | Invoice | BUG FIX: Fixed an issue where the same invoice number could be created for two different customers, preventing duplicate invoices across customers. | SR-1563 |
| 25.1230 | YES | Reports | UPDATE: Added a new report called Invoices / Credits by Customer (Ship To), Item Totals (Best to Worst) that groups results by Customer (Ship To) and sorts items by total sales within the selected date range, from highest to lowest. Only items with sales activity in the date range are included, making it easy to identify top-selling items per customer. | SR-335 |
| 25.1230 | YES | Reports | BUG FIX: Sales Tax Liability: Fixed the gross amount calculation so it now excludes tax, ensuring the report reflects taxable sales only and not tax collected. | SR-1560 |
| 25.1229 | YES | AR Customer Statements | UPDATE: When Distribution Method is set to Email, the system now displays sub-options to choose the format (PDF or Excel) before sending the statement. | SR-1517 |
| 25.1229 | YES | AR Receive Payments | BUG FIX: Importing payments now validates amounts using the InvoicePaymentLineItems table instead of the Invoice table, ensuring that balances and applied payments are accurate. Overpayment during import is prevented. The invoice revert batch size has been reduced from 100 to 50 to improve reliability | SR-1535 |
| 25.1229 | YES | Login Page | UPDATE: Moved the “Forgot password?” link to directly under the Password field, aligned to the right. Simplified login error handling by replacing multiple messages with a single red message: “Invalid Email or Password.” | SR-1496 |
| 25.1229 | YES | User Security | BUG FIX: User Security - Fixed an issue where removing a user’s assigned version (to sync with the general population) could result in an error. | SR-1546 |
| 25.1228 | YES | Credit Memo | UPDATE: Updated Credit Memo creation from an Invoice so the Created By value from the Invoice is automatically copied to the Credit Memo, ensuring consistent reporting and commission tracking. | SR-1340 |
| 25.1228 | YES | Reports | UPDATE: Added a new report, “Invoices & Credit by Created By Person (Totals)”, created by duplicating the existing Invoices & Credit by Entered By Person (Totals) report and changing the grouping to use the Created By field. | SR-1340 |
| 25.1223 | YES | Vendor | BUG FIX: Resolved an issue where vendor information was not saving after edits were made. | SR-75 |
| 25.1223 | YES | User Security | UPDATE: User Security - Improved performance by moving the version update check to run only when the Modules tab is opened, instead of when the User Security screen loads. | SR-1498 |
| 25.1223 | YES | User Security | BUG FIX: Fixed an issue where a null error could occur when adding users. | SR-1507 |
| 25.1222 | YES | Import Wizard | UPDATE: Sales Orders > Import Wizard > Sales Order – Header + Lines (1 File). The Sales Order Import Wizard has been updated to use a Sales Order – Header + Lines (1 File) format. The Excel import template has been revised accordingly, with the marketplace column replaced by OrderSource. | SR-1043 |
| 25.1222 | YES | Integrations | UPDATE: Settings > Integrations > Ecom Imports (Generic). The marketplace-to-customer mapping logic has been updated to improve flexibility and scalability. A new Ecom Imports (Generic) integration tab has been added, allowing Order Sources (such as eBay, Amazon, etc.) to be mapped to a Default Bill To / Ship To customer using an editable table. For imported orders, sales tax is now handled using the Tax Code assigned to the mapped default customer. Since taxes are collected by the marketplace, imported orders will reflect a $0 tax amount while maintaining proper tax code assignment. | SR-1043 |
| 25.1222 | YES | Invoice | BUG FIX: Fixed an issue where the progress bar remained open after reaching 100% when creating an invoice from a Sales Order. The process now completes automatically without requiring the user to manually close the progress bar, and the invoiced Sales Order opens in a new tab as expected. | SR-1398 |
| 25.1219 | YES | Scanner | BUG FIX: The Count by Bin workflow has been corrected and validated to ensure inventory adjustments are fully and accurately recorded. Missing item adjustments are now properly created and reflected in Step 3 of 3. Bins with both extra and missing items now correctly record both the increase and the shortage. Missing items are now correctly removed from inventory when the count is finalized. | SR-1443 |
| 25.1219 | YES | 1place Version | UPDATE: Moved the “Current 1place Version” drop-down to appear above the list of users for improved visibility and easier access. | SR-1447 |
| 25.1218 | YES | AR Payments History | UPDATE: The Payment Details popup now supports column sorting. Users can click on any column header to sort the payment line items, making it easier to review and analyze payment details quickly. | SR-1433 |
| 25.1218 | YES | AR Receive Payments | UPDATE: Updated how Batches are saved and selected to streamline payment processing. The Batch field now includes a drop-down list showing batches created by the logged-in user, sorted in descending order for quick re-selection. The New Batch button has been removed and replaced with a “+” icon beside the drop-down. | SR-1205 |
| 25.1218 | YES | Credit Memo | BUG FIX: Fixed an issue where creating a Credit Memo from the “+” menu or directly from an Invoice resulted in a blank screen in versions 1215 and 1216. Credit Memos can now be created normally from both entry points. | SR-1435 |
| 25.1218 | YES | Reports | BUG FIX: Fixed the calculation of Profit Margin % and Credit % in the report totals. The totals now reflect the correct overall percentages instead of simply summing the individual line values. | SR-1426 |
| 25.1218 | YES | Sage Integration | UPDATE: Improved Sage settings management by sorting the Warehouse dropdown alphabetically and adding the ability to easily copy all Sage settings from one warehouse to another. This simplifies setup and testing across multiple warehouses. | SR-1229 |
| 25.1218 | YES | Sales Order | UPDATE: Added a Duplicate Sales Order option under More button on the Sales Order screen. Selecting it creates a new sales order by duplicating the currently open order. | SR-1409 |
| 25.1218 | YES | Scanner | BUG FIX: The Count by Bin scanner workflow was enhanced to provide better visibility and usability during bin counts. Users can now view current inventory in the bin, items that are sold or shipped on Sales Orders but still in “Pick to Cart” status, and other items previously scanned within the same bin, giving a more complete picture during counting. An issue identified during testing was resolved where items existed in the bin but were not appearing in Step 2 of the process. Row color display inconsistencies specific to KSI TX were also fixed to ensure consistent behavior across all environments. For improved usability, a new locked Bin field was added and aligned with the Quantity column, with a clear “Bin:” label. The Scan Item field was moved directly below the Bin field and labeled accordingly. When an item is scanned, the item number is now displayed and highlighted, making it easy to overwrite and scan the next item quickly. | SR-1256 |
| 25.1217 | YES | AR Receive Payments | BUG FIX: An issue was found where a payment could be created incorrectly, causing invoices or credits to be applied with wrong amounts or duplicated. Reverting the incorrect receipt resolves the issue. To prevent this, additional validations were added to Receive Payments. The system now verifies both the number of invoices/credits selected and the total payment amount against the database. If anything does not match, the payment is stopped and the user is prompted to Revert and Try Again. This ensures payments are applied correctly and prevents balance issues. | SR-1343 |
| 25.1216 | YES | Scanner | UPDATE: Updated the AP Bill creation process to improve verification after all line items are received. Status messages now clearly indicate completion: Receive PO Completed (updated text) AP Bill Created (green if successfully created) AP Bill NOT Created (red if creation failed) This ensures users can easily confirm whether both processes have completed successfully. | SR-1413 |
| 25.1216 | YES | Sales Order | BUG FIX: Fixed an issue where keyboard tabbing would loop back to the Bill To field after entering the Bill To / Ship To name. Users can now tab normally into the Customer PO# field without needing to click it manually, allowing for smooth and uninterrupted data entry. | SR-1389 |
| 25.1216 | YES | Scanner | BUG FIX: An issue was fixed where Check Stock by Bin did not return results when a bin contained only a single item. The scanner now correctly displays stock even when there is just one item in the selected bin, ensuring accurate results in all cases. | SR-241 |
| 25.1216 | YES | System Tools | UPDATE: Updated alert color from Orange to Yellow and sorted certificate list by Expiration Date (DESC). Added login validation to check the SecurityCerts table on each Admin login. Users are now prompted with a warning if any certificates are expiring within 30 days or have missing expiration dates, displaying relevant certificate details. | SR-1324 |
| 25.1215 | YES | AR & GL | UPDATE: Settings > AR is now Settings > AR & GL. A new GL Settings option prevents changes to prices, costs, and totals on invoices and credit memos dated before the transaction date, regardless of user rights. Exception: Credit Memos with Qty Returned = 0 can still be updated without affecting original totals. | SR-1302 |
| 25.1215 | YES | Scanner | UPDATE: When scanning items to Receive PO > Dock, the Reserved Notes now clearly record the action with the message: “Batch scanned to ‘On Dock’ from PO Receipt by [User].” | SR-1356 |
| 25.1215 | YES | Scanner | BUG FIX: PO Receive to Dock / Sage Integration. Fixed an issue where AP Bills could appear as successfully sent with a Draft status, but were not actually created in Sage or visible on the Sage Integration AP Bills screen. | SR-1358 |
| 25.1215 | YES | User Settings | UPDATE: Added the ability to remove a user’s assigned version and reset it back to No Version from the Users settings screen. This allows administrators to easily clear a user’s version when needed. | SR-59 |
| 25.1212 | YES | Credit Memo | BUG FIX: Resolved an issue where certain credit memos were off by one cent. | SR-1246 |
| 25.1212 | YES | Credit Memo | UPDATE: A new Fulfillment Info tab has been added to the Credit Memo screen, providing a full log of status changes with timestamps, user information, and editable notes. | SR-1174 |
| 25.1212 | YES | Descartes | UPDATE: Descartes Integration - Enhanced the integration to automatically send deliveries to Descartes when Invoices and Credit Memos are created, including support for Requested Pickup Dates on Return Authorizations. Updates to estimated delivery dates now sync to Descartes, and the Credit Memo “Delivery Date” field has been relabeled to “Pick Up Date” for clarity. | SR-1177 |
| 25.1212 | YES | Error Message Logs | BUG FIX: Fixed an issue where the Error Log did not display the most recent errors upon opening. | SR-40 |
| 25.1212 | YES | Item Picture | NEW FEATURE: Added a new bulk Picture URL upload feature that makes it easy to upload and manage multiple image URLs at once. The process is now more streamlined and user-friendly for faster setup and maintenance. | SR-1210 |
| 25.1211 | YES | Bin Management | UPDATE: Add Bin Location Form Fixes & Enhancements Save Button Update: Changed the button to Save & Close. If Zone is missing when saving, focus is automatically set to the Zone field and it is highlighted in red. Added necessary validation classes to Bin and Zone fields to ensure proper validation and focus behavior. | SR-1309 |
| 25.1211 | YES | Purchase Order | BUG FIX: Updated the Refresh function so it no longer creates a new PO and instead refreshes the current PO correctly. | SR-82 |
| 25.1211 | YES | Reports | BUG FIX: Modified the “Invoices / Credits by Customer” report to use Customer ID instead of Customer Name for fetching and exporting data. This fixes the Date Range issue and ensures all transactions are correctly included, even if the company name has changed. | SR-1249 |
| 25.1211 | YES | Scanner | BUG FIX: The issue where some items (some with manually added costs) were not being set to Reserved when received via the scanner has been fixed. All items are now correctly marked as Reserved upon receipt. The scanner prevents items from being received twice. | SR-1269 |
| 25.1211 | YES | Scanner | BUG FIX: An issue where transfer picks remained in the scanner after being marked as completed in 1place has been fixed. The problem was caused by large data volumes during the cart-to-staging finish process. The API code has been updated to handle large transfers properly. Picks now correctly clear from the scanner once marked complete in 1place. | SR-1297 |
| 25.1210 | YES | AR Debit Memo | BUG FIX: Fixed an issue where Debit Memos were not correctly refunding unapplied amounts that were returned to customers by check. Refunds now process and clear the unapplied balance as expected. | SR-1255 |
| 25.1210 | YES | AR Receive Payments | BUG FIX: Resolved an issue where payments combining credit memos and received amounts did not correctly record all applied payments on invoices. Fixed an issue where payments could be applied to invoices with insufficient balance, resulting in zero-amount applied lines. The system now restricts selections when the amount exceeds the Received From Customer plus Credit/Unapplied amounts. | SR-1274 |
| 25.1210 | YES | AR Receive Payments | UPDATE & BUG FIX: Added Total Received and Total Count at the bottom of the line items in the payment detail popup on AR Receive Payment History for better visibility of the payment summary. Implemented an additional Amount Applied validation to cross-check that the sum of applied amounts matches the total payment. Any mismatch now triggers a “validation failed” popup, helping users identify and correct issues immediately. Existing line-item count validation remains in place. | |
| 25.1210 | YES | Credit Memo | BUG FIX: Resolved an issue where duplicate payment lines appeared on Credit Memos. Applied and unapplied amounts now display correctly, and deleting/reapplying payments updates the balances properly. | SR-1273 |
| 25.1210 | YES | Integrations | UPDATE: CAR-PARTS.com Integration Updates Removed the legacy Car-Parts table and deleted the old Enable setting. The system no longer requires stored data for activation—users can now simply export data on demand. A new Download All button has been added to replace the previous workflow. | SR-167 |
| 25.1210 | YES | Item Picture | UPDATE: Fixed and enabled Item Picture URLs for use in OPSTrax and the Customer Portal. | SR-1193 |
| 25.1209 | YES | Integrations | BUG FIX: The Default User dropdown list in the CCC, PT, and OPS integration sections has been updated to sort alphabetically, making it easier to locate and select users. | SR-1238 |
| 25.1209 | YES | Printer Connect | BUG FIX: Resolved an issue where users would receive an error when logging in on the first or second attempt. Fixed in version 25.1209.01. | |
| 25.1208 | YES | Customers | BUG FIX: Customer Record Number - Increased the field width to display at least 4 characters and updated all prefixes to behave consistently. Previously, only the “C” prefix could be entered or displayed. | SR-1267 |
| 25.1208 | YES | Invoices and Sales Order | BUG FIX: Fixed an issue where invoices and sales orders were incorrectly showing “Created By: 1placeRachelle” regardless of the actual user who created them. | SR-1218 |
| 25.1208 | YES | Purchase Order | BUG FIX: All newly added PO Container Date fields have been updated so they now default to NULL, ensuring they appear blank—consistent with the Date Received into Stock field. This behavior is now fixed and functioning as expected. | SR-91 |
| 25.1208 | YES | Sales Order | BUG FIX: Fixed issues with sorting and filtering where some orders appeared out of order by Created Date, and sales orders created from the Find Parts screen were not appearing in the list. | SR-1266 |
| 25.1208 | YES | Sales Order | BUG FIX: Updated invoice creation so the “Changed By” field now correctly reflects the logged-in user (Entered By). | SR-1228 |
| 25.1208 | YES | Shipping and Receiving | BUG FIX: The issue where Ship & Receiving > To Pick > Show All triggered a popup error has been resolved. The Show All function now loads properly without any errors. | SR-1183 |
| 25.1205 | YES | PO Added Costs | UPDATE & BUG FIX:The PO Added Costs functionality has been updated and improved. The “Distribute Cost to PO Line” checkbox was removed, and the system now relies solely on the Distribution Method where it is not null. The IsCopiedFromAnotherPO field has been removed from all relevant databases. The Distribute Costs button has been moved to the top of the Added Cost table, and the Make Sage AP Bill button has been relocated from the PO footer to the right of the Distribute Costs button. The calculation of added costs has been fixed: each Added Cost now has its own Calc Method (Cubic Square Feet or Item Cost), and the Distribute Costs button sums and distributes costs by each Calc Method separately. This ensures the total of each item’s Qty × Added Costs equals the overall total. The button re-calculates all costs each time it is clicked, but once the PO is received, the Distribute Costs button is disabled. | SR-90 |
| 25.1205 | YES | Sage Integration | UPDATE: A new enhancement has been added to Integrations > SAGE > PO/AP Bills, offering improved filtering and reporting tools. Users can now select ALL warehouses, and the warehouse is now shown as its own column for better visibility. A new Filter drop-down has been added with options for By Month and Custom; selecting Custom will display From/To date fields so users can define an exact date range. The Export feature has been updated as well and will now export exactly what is shown on the screen. | SR-1206 |
| 25.1204 | YES | Purchase Order | UPDATE: Layout adjustment was added to improve the positioning of the Added Cost table and its related buttons by shifting them slightly to the right to match the spacing used above the line items. As part of this fix, both Added Cost buttons were updated to use a white style for consistency. In addition, the More… button was repositioned to the right of the Receive PO button, and the functions Copy to Another PO, Back Order PO, and Auto Link Sales Orders were moved into the More… popup menu as part of the enhancement. | SR-1211 |
| 25.1204 | YES | Purchase Order | UPDATE: A new Copy to Another PO button was added next to Back Order PO under More.... Clicking it opens a Merge PO With Another PO popup, allowing users to copy all line items from one PO to another. The popup displays pre-copy totals for each PO and updates totals after the copy. Users can choose to delete the source PO after copying. Validation now prevents moving POs or line items that have already been received. Additionally, the Save button on the PO no longer requires line items to validate, and the Cancel button on the popup has been changed to Close after the copy process completes. | SR-1212 |
| 25.1204 | Sales Order | UPDATE: The behavior of the Created By, Entered By, and Sales Rep fields has been reinforced for clarity and consistency | ||
| 25.1204 | YES | Shipping and Receiving | BUG FIX: A critical bug in Shipping & Receiving > Batch Invoice (versions 1202–1203.2) has been resolved. When Auto Create Invoice was selected, the system created the invoices but froze and prevented users from clicking Print and Update. This is now fixed, and batch invoicing works normally again. | SR-1215 |
| 25.1203 | Descartes | BUG FIX: Changing the Expected Delivery Date on the Sales Order now updates the Delivery Date on the Invoice and in Descartes, and vice versa when changed from the Invoice. | 251201-08 | |
| 25.1203 | Distributed Landed Cost | UPDATE: Adjusted the Distribution Method drop-down width for better display Removed any blank/empty entries from the list | ||
| 25.1203 | Invoice and Credit Memo | UPDATE: Moved the Sync / Re-Sync fields from the Other table to the Other Info tab (2nd column) on both Invoices and Credit Memos for cleaner layout and consistency. | 251201-04 | |
| 25.1203 | Item Catalog | BUG FIX: Fixed the screen freezing when changing the Catalog Source between Partslink and Customer. | ||
| 25.1203 | Purchase Order | UPDATE: Added a “Copy to Another PO” button next to Back Order PO Allows copying all line items from one PO to another with a confirmation preview of totals. Includes validation to block moving POs or line items that are already received. Provides clear options to confirm, cancel, or delete the source PO after copy. | ||
| 25.1203 | YES | Transaction Lists | UPDATE: Invoices & Credit Memos, Credit Memos, Quotes, and POs now all default to: Date (DESC) → CreateDateTime (DESC) for consistent, newest-first sorting. | SR-1209 |
| 25.1203 | YES | User Settings | UPDATE: In the Settings > Users screen, an X icon has been added next to each user’s Version #. Clicking this icon will reset the Version # back to null, effectively removing the assigned version. | 251124-08 |
| 25.1202 | Descartes | BUG FIX: Fixed the export of Invoices and Credit Memos to DesCartes to correctly populate the Expected Delivery Date using the DeliveryDate field. Now, exported orders will reflect the proper delivery date on the map instead of defaulting to the invoice date. | 251201-05 | |
| 25.1202 | YES | Invoice & Credit Memo | UPDATE: Updated Layout -Moved To Sync, Resync Flag, Last Synced, and Sync/Resync link to the Other Info tab. -Invoice: Added Expected Delivery Date (DeliveryDate) under Warehouse, and moved Tax Exempt below it. -Credit Memo: Added Expected Pickup Date (DeliveryDate) under Return to Warehouse, and moved Tax Exempt below it. | 251201-04 |
| 25.1202 | YES | Invoice | UPDATE: The Expected Delivery Date from the Sales Order is now automatically copied to the Invoice > Delivery Date when an invoice is created (from Sales Order or Ship/Rec → To Dispatch). | 251201-02 |
| 25.1202 | Sales Order | BUG FIX: The Expected Delivery Date now saves correctly. An additional issue was fixed where converting items from Find Parts to a Sales Order was resetting the date (e.g., 12/3 changing to 12/2). The original Expected Delivery Date is now preserved. | 251201-03 | |
| 25.1201 | YES | Puchase Order | UPDATE: Container Details Tab: Added a new Container Details tab on the PO with the following fields, including hover-info (i) icons for user guidance:Container # – Existing field ContainerNum Container BOL # – New field ContainerBOL (i) Container Bill of Lading # Container Carrier – New field ContainerCarrier Vessel Name – New field ContainerVesselName Country of Origin – Existing field CountryOfOrigin Cut-off Date – New field ContainerCutoffDate (i) Deadline for shipment delivery to port or carrier In-Transit Date – New field ContainerInTransitDate (i) Date container departed from Port of Origin ETD Port of Origin – New field ETDPortOfOrigin (i) Estimated Time of Departure ETA Port of Destination – New field ContainerETA (i) Estimated Time of Arrival Prepull Date – New field ContainerPrePullDate (i) Date container picked up from port/terminal and staged separately) ETA Our Facility – New field ContainerE (i) Estimated arrival date at our facility) Date Arrived – Needs clarification: existing or new? On Dock Date – Needs clarification: existing or new? Date Received into Stock – Needs clarification: existing or new? (i) Date container unloaded to dock) Invoice Date – Needs clarification: existing or new? | |
| 25.1201 | Sage Integration | BUG FIX: AP Bills: Fixed the process to combine multiple PO added cost lines for the same vendor and invoice into a single Sage AP Bill. Added a progress bar to track updates on distributed landed cost items, improving performance for large POs with many line items. | 251024-09 | |
| 25.1128 | YES | AR Aging Summary | BUG FIX: Fixed the issue where selecting a customer and clicking Recalc would clear the customer filter. Now the selected customer remains visible, and clicking the X resets to “All Customers” and recalculates automatically. Also fixed on the Receive Payments History & Refunds. | |
| 25.1128 | YES | Bin Management | BUG FIX: Default Bins per Warehouse: Removed the dot from the button name and fixed the issue where saving default bins wasn’t working. Also improved the dropdown search so users can type a bin number (e.g., AB001) without using the mouse. | 251126-05 |
| 25.1128 | YES | Shipping and Receiving | UPDATE: Apply Button Update: The “Show” buttons have been renamed to “Apply,” and radio buttons have been added next to it on the Route for additional selection options. | 251118-08 |
| 25.1128 | YES | Shipping and Receiving | BUG FIX: Closed (Delivered) Pagination: The Closed (Delivered) screen is now paginated to 25 records per page, with paging optimized for fast navigation. The checkbox and “Show All” option have been removed, and the screen is read-only to improve performance. | 251124-05 |
| 25.1127 | Yes | Reports | BUG FIX: Inventory Valuation (Current): Fixed the totals for Category/SubCategory views. Now, the report correctly matches the ItemStock table totals, including (QtyInStock × Cost) + (QtyInStock × AdditionalCost), for any selection of warehouse, category, or all warehouses/categories. | 251124-13 |
| 25.1127 | YES | Reports | BUG FIX: The Invoice by Category (Summary) report has been updated to display one total per Item Category for the selected criteria instead of listing thousands of individual line items. It now shows: Columns: Item Category, Total Sales for Category A grand total at the bottom A condensed layout that fits on 1–2 pages | 251124-11 |
| 25.1127 | Sage Integration | UPDATE: Added Export to Excel functionality for AP Bills, Sales Revenue, Inventory Transfers, and Adjustments. | 251118-05 | |
| 25.1127 | Sage Integration | UPDATE: AP Bills: Enabled column sorting for easier data management. | 251118-04 | |
| 25.1127 | Sage Integration | BUG FIX: AP Bills: Tested the auto-creation of Sage AP Bills when a PO is received. The process works correctly when the GL Account and Vendor are properly mapped. If posting fails, an email notification will now be sent to alert the user. | ||
| 25.1127 | Scanner | BUG FIX: Item Adjustments Report: Fixed the Count by Bin process so the report now generates correctly. API call updated and verified in scan version 25.1127. | 251126-03 | |
| 25.1127 | YES | Scanner | BUG FIX: Bin Picking: Fixed the issue where scanned items remained stuck in “To Pick” even after being scanned. Items now correctly update status after scanning. | 251126-02 |
| 25.1127 | YES | Shipping and Receiving | BUG FIX: To Dispatch: When Manifest is selected and both checkboxes are unselected, the system now automatically sets Transaction to Print to Manifest instead of Invoice. | 251124-03 |
| 25.1126 | YES | AR Receive Payments | BUG FIX: Fixed an issue where changing the “Search By” dropdown would trigger an unexpected error popup. The dropdown now updates properly without errors. | 251125-01 |
| 25.1126 | YES | AR Receive Payments | UPDATE: The Credit Memo Refund tab in AR Receive Payments now supports exporting to Excel, allowing users to easily download and review refund data. | |
| 25.1126 | AR Receive Payments | BUG FIX: Fixed an issue where clicking between tabs was not retaining or displaying the correct default values. | ||
| 25.1126 | AR Customer Statements | BUG FIX: Fixed issues in the Detailed Statement view where some invoices were not displaying and multiple payments were not properly reflected. The statement now shows all relevant invoices and correctly summarizes multiple payments. | 251029-02 | |
| 25.1126 | YES | Scanner | BUG FIX: Fixed the Step 2.5 PO selection behavior so that the PO popup only appears when necessary. If the user selects “ALL” in Step 2 or there is only one PO on the dock, the popup is skipped. Step 3 now only handles scanning the item, and the PO table has been removed from this step. Verified fixed in the latest scan publish. | 251124-01 |
| 25.1126 | YES | Shipping and Receiving | UPDATE: The Closed (Delivered) screen has been updated to include pagination, displaying 25 records per page for smoother loading, faster navigation, and improved usability. Suggestion: include the number of pages so user can jump into a specific page. | 251124-05 |
| 25.1126 | Shipping and Receiving | BUG FIX: Resolved an issue where, after final dispatch of an order containing a stock transfer, manually changing the status to Closed (Delivered) caused the transferred line item on the Sales Order to incorrectly remain in In Route status. The system now correctly updates the transferred line item to Closed, ensuring status consistency across both warehouses and preventing it from appearing in the In Route list. | 251124-06 | |
| 25.1125 | Reports | BUG FIX: The Inventory Count Sheet was updated to correctly display quantities based on the selected bin, not the total item quantity. Now, when generating the report, the Quantity column shows how many units exist in that specific bin, ensuring accurate counting and reporting. | 251124-14 | |
| 25.1125 | YES | Shipping and Receiving | BUG FIX: Updated the filtering logic so the screen now correctly shows records that match the selected Zones and Routes as intended, instead of previously requiring both or either conditions to match simultaneously. | 251118-08 |
| 25.1125 | YES | Shipping and Receiving | UPDATE: IN ROUTE: The “Move to Status” drop-down list now displays statuses in the user-defined order as intended. | 251124-04 |
| 25.1124 | YES | AR Aging Summary | UPDATES: Memorized the Start Date and End Date between sessions. Fixed Excel export to use the correct date range. Corrected the Click to Show Detail functionality when changing date ranges. Added a Ship To Company Name column in the detail view. Enabled export to Excel for both summary and detail. Added spacing between Invoice # and Mag button for better readability. | |
| 25.1124 | YES | AR Receive Payments | UPDATE: Updated the search for customers with large numbers of invoices and credits. Now a single progress bar displays overall progress (e.g., 500 of X, 1000 of X) until completion. Removed the multiple looping progress bars that appeared every 500 records. | |
| 25.1124 | Yes | Item Detail | UPDATE: Updated the STOCK tab to improve warehouse bin management: -Removed the Add / Manage Warehouses button. -Renamed View Item by Warehouse to View Qty’s by Warehouse. -Added a new button View Default Bins by Warehouse next to Transfer Inventory. -Clicking the new button opens a Default Bins by Warehouse popup, using the ItemAdditionalLocations table, allowing users to: --View and manage default bins per warehouse. --Add multiple warehouse/bin combinations. --Sort by warehouse code and bin location. On the Scanning App, the reference to Item.BinLocation has been removed. Users now see the default bin locations for the warehouse they are working in, ensuring accurate item placement per warehouse. Unable to enter Bin or no bins to choose from in the Default Bins by Warehouse. | 251106-05 |
| 25.1124 | Item Pricing | BUG FIX: Fixed the Average Cost calculation on the Find Parts screen when FIFO Costing is selected. It now correctly shows the calculated average cost for the first-in, first-out quantity instead of the overall stock average. | T251016-01 | |
| 25.1124 | Shipping and Receiving | BUG FIX: Resolved an issue where tickets were ending up in the wrong status. Statuses now update correctly based on the workflow. | ||
| 25.1124 | Yes | Shipping and Receiving | BUG FIX: Fixed the Zones and Routes dropdowns to support single and multi-select. Selected values now display correctly, filter counts are accurate, and orders are properly filtered by both zones and routes. Header layout has also been shortened for clarity. | |
| 25.1124 | Yes | Shipping and Receiving | BUG FIX: When selecting multiple warehouse zones, the Zone column was disappearing from the SHIP/REC screen. This issue has been corrected so the Zone column remains visible, even when multiple zones are selected. | 251118-09 |
| 25.1121 | Bin Transfer | BUG FIX: Resolved an issue where some items on the list could not be scanned, causing a popup error stating the item was not found—even though it was present. This issue began appearing around version 1119 and was related to how partially stocked items were being validated. The scanning logic has now been updated to correctly recognize all listed items, allowing the user to continue the process without interruption. | ||
| 25.1121 | Item Pricing | BUG FIX: The markup pricing based on average cost on the Find Parts screen was not functioning as expected. This has now been fixed so the MU% calculation works properly and returns the correct selling price. | T251016-01 | |
| 25.1121 | Login | BUG FIX: The extra “Please contact support.” line on the login screen has been removed so only one message now displays. | ||
| 25.1121 | YES | Record Numbering | BUG FIX: Resolved an issue where new customers were not receiving the prefix when Multi-Warehouse Prefixing was turned off. | |
| 25.1121 | ISSUE | Scanning Report | BUG FIX: Resolved an issue where the Summary report incorrectly showed no Pick to Cart – Order Transfer entries. This has been fixed in scanbeta version 25.1121, and the report now displays accurate totals. Report has incorrect totals | |
| 25.1121 | YES | Shipping and Receiving | UPDATE: Updated the Print & Pick screen to support easier filtering: Routes and Zones are now single or multi-select dropdowns. Label “Filter By…” changed to “Select Route(s)”. Label “Select Warehouse Zone” changed to “Select Warehouse Zone(s)”. Header layout shortened where possible for a cleaner UI. | 251118-08 |
| 25.1120 | AR Aging Summary Exports | BUG FIX: Verified the report’s start date behavior. While entering 1/1/2024 previously displayed 12/31/2023, testing with multiple dates confirms the report is now functioning correctly. | ||
| 25.1120 | AR Aging Summary | Update: Finished the AR Aging Summary Detail screen. | 251117-01 | |
| 25.1120 | AR Aging Summary | UPDATE: Created a new controller and folder structure for the AR Aging Summary screen in User Security. This replaces the previous setup that used the Customer Statement controller and folders, ensuring a clean and dedicated structure for this report. | ||
| 25.1120 | AR Receive Payments | BUG FIX: Updated the Payment History to display Credit Card refund activity. Refunds now appear with a Batch Number labeled “Refund”, although the amounts currently show as zero. This allows users to track refund transactions separately from Debit Memos. | 251119-05 251119-03 | |
| 25.1120 | AR Receive Payments | BUG FIX: Resolved a rounding issue that caused invoices to be 1 cent off in version 1119. The fix has been tested across multiple scenarios and now ensures all payments and balances calculate correctly. | 251118-16 | |
| 25.1120 | YES | AR Receive Payments | BUG FIX: Fixed an issue where searching for certain invoices appeared to cause an infinite loop. The search now correctly loads data in batches. To locate records deep in the dataset, users can click “All” to load the full dataset, after which the search will work immediately. Note that loading all records at once may cause some screen lag due to the large volume of data. | 251118-05 |
| 25.1120 | AR Receive Payments | BUG FIX: Fixed issues where some invoices showed payments but were not reflected correctly in the system. The update now: Corrects invoices that had payments recorded but no payment entries in the system by creating the missing payment records and updating the Paid Amount and Balance Due. Fixes invoices where partial payments were recorded incorrectly by reconciling the InvoicePayments table with the invoice totals so the Paid Amount and Balance Due are now accurate. These changes ensure all invoices display correct payment and balance information for users. | 251118-15 | |
| 25.1120 | Sales Tax Rate | UPDATE: Updated the California sales tax rates on the server. The table now reflects the correct rates, and the Last Updated date has been updated accordingly. | IP–N251103-01 | |
| 25.1120 | Yes | Settings | UPDATE: Customer and transaction numbers now correctly apply the warehouse prefix every time. Changing the warehouse updates the prefix but no longer generates a new number. Invoice numbering now works properly even when “Use Sales Order #” is turned off. The same behavior is now applied across all related transaction screens. | 251023-06 |
| 25.1119 | AR Receive Payments | BUG FIX: Fixed a rounding issue that caused numbers not to balance in certain scenarios. The issue is now resolved in the latest version. | 251118-16 | |
| 25.1119 | YES | Data | UPDATE: Updated the Parts Link data for November 2025. | |
| 25.1119 | Scanning Report | BUG FIX: Corrected an issue where some Pick to Cart – Order Transfers were not receiving the proper SubType in the Scanning Report. The SubTypes are now assigned correctly and the totals reflect accurate values. | ||
| 25.1119 | Settings | UPDATE: Several updates were made to improve how document numbering prefixes function across the system starting from version 25.1119 and higher: Customer & Vendor Records -Added new prefix settings for Customer and Vendor in the main numbering configuration area. -When creating a new Customer, after selecting a warehouse, the system automatically applies that warehouse’s prefix to the new customer number. -When creating a new Vendor, the default warehouse prefix is applied. Quotes, Sales Orders, Invoices & Credit Memos -When selecting a Customer, the system uses the warehouse assigned to that customer to apply the correct prefix: --New Quotes --New Sales Orders --Invoices --Credit Memos -If the Invoice is set to “Use SO #”, the Sales Order number and its prefix will be honored. Purchase Orders -Defaults to the standard prefix. -If the Ship To Warehouse is changed before the record is saved, the prefix will update at that moment only (not after saving). API Integration -API-generated records now follow the same prefix logic as the UI. Important: This change affects how all record numbering works for version 25.1119 and later. | 251023-06 | |
| 25.1118 | YES | AR Customer Statements | UPDATE: Added two new versions of Statement Detailed: Payments Summarized and Payments Allocated. In the Summary version, the Payment # is now displayed. | 251029-02 |
| 25.1118 | YES | Scanner | UPDATE: Move Dock Items to Bins Updates: Renamed Order # to PO #. Reordered the columns to: Bin, Qty, PO #, Res. Updated the layout so the Qty to move for each PO appears on the same line. | |
| 25.1117 | AR Receive Payments | BUG FIX: Fixed an issue in version .1114 where payments could not be imported due to a missing stored procedure. The import process now also validates duplicate invoices to prevent errors, as updated in version .1117. | 251115-05 | |
| 25.1117 | YES | AR Receive Payment History | BUG FIX: Added a Delete button in the payment popup screen to allow users to remove all payment details at once, revert the related GL transaction from, and clear the paid invoices without visiting each invoice individually. | |
| 25.1117 | YES | Shipping and Receiving | BUG FIX: Updated the process for moving batches of Stock Transfer invoices to To Dispatch. It now runs in a loop with a per-invoice progress bar, preventing system freezes and timeouts while showing users real-time progress as each invoice status is updated. | 25113-03 |
| 25.1114 | AR Statements | UPDATE: A new Statement Type called “Detailed” has been added to the Statements screen. It is similar in layout to the Open Items statement, but with the following enhancements: Balance Forward Calculation -The selected Start Date is still used. -Any Invoices, Credits, Debit Memos, or Unapplied Payments dated before the Start Date are combined into a single Balance Forward amount. -This Balance Forward value appears at the top of the transaction table. Running Balance Logic -The running balance begins with: Balance Forward + Remaining Due of the first line item -Each transaction in the statement continues updating the running balance. Included Transactions (Within Date Range) -The new Detailed statement shows ALL of the following, whether open or paid, as long as they fall within the selected date range: --Invoices --Credits --Payments --Debit Memos --Unapplied Payments | 251029-01 | |
| 25.1114 | ISSUE | Pricing Templates | BUG FIX: Fixed an issue where updates to the pricing template table (price levels, discounts, etc.) were not saving. All changes now save correctly. When I enter several pricing template (like 5 different pricing template) and then decides to delete one of the lines, it deletes the whole list I just created. | 25113-03 |
| 25.1114 | Scanner | BUG FIX: Fixed an issue where transfers were not moving correctly from Pick to Cart and Cart to Staging, ensuring proper workflow updates in the scanning process. | ||
| 25.1114 | YES | User Settings | BUG FIX: Fixed an issue where opening the User Settings screen produced an “undefined” error caused by a missing stored procedure. The stored procedure has been added/updated, and the screen now loads without errors. | 25113-03 |
| 25.1113 | API | BUG FIX: Fixed the issue in FetchItemsToPickForPickingOrders_2025_08_29 that caused the Scanning App to malfunction. | ||
| 25.1113 | Debit Memo | UPDATE: Completed the Debit Memo edit functionality and implemented the Sage update process. | ||
| 25.1113 | YES | Scanner | UPDATE: Implemented item search functionality based on the OEM number across all applicable cases where items are scanned, including Check Item Stock, Bin Transfer, and View Dock Items. | |
| 25.1113 | Shipping and Receiving | BUG FIX: Investigated the system freezing issue that occurs when selecting large or small groups of stock transfers for dispatch. The freeze was traced to the process that updates stock transfer statuses — changing them to En Route from the shipping warehouse and En Route To on the receiving warehouse. Reviewed and optimized these related processes to prevent delays and ensure smoother batch transfers. | ||
| 25.1112 | YES | AR Receive Payments | UPDATE: Enabled editing and saving of the Batch # within the payment details popup accessed via the Mag button. | 251111-05 |
| 25.1112 | YES | AR Receive Payments | UPDATE: Updated the display so that Credits and Unapplied Amounts now appear as negative numbers for clarity. | 251111-03 |
| 25.1112 | YES | AR Receive Payments History | UPDATE: Added the Batch # field to the export data for better tracking and reporting. | 251111-06 |
| 25.1112 | Debit Memo | UPDATE: Added the ability to revert journal entries posted to Sage | ||
| 25.1112 | Debit Memo | BUG FIX: Fixed the common error that occurred when deleting debit memos, ensuring the system no longer displays errors after deletion. | ||
| 25.1112 | ISSUE | Scanning Report | BUG FIX: Fixed an error in the Scanning Reports summary where the totals for “Pick to Cart – Orders” and “Pick to Cart – Order Transfers” were reversed. Aggregation logic has been corrected so the summary counts now match the underlying detail. TOTAL summary seems incorect | 251111-07 |
| 25.1112 | Shipping and Receiving | UPDATE: Enhanced the Zone filter functionality so that when a user clicks on Zone, they can now select one or more Shipped Via Routes to further filter the list of labels to print. | 251111-08 | |
| 25.1111 | 1place Version | BUG FIX: Updated the system to prevent the Version # field from ever being blank or NULL. When a Version # is changed, the previous value is remembered, and if the field is cleared, it automatically resets to the prior value. This applies to Settings > Global, the Admin tool, and ensures users cannot accidentally lock out access by leaving the field empty. | 251110-02 | |
| 25.1111 | AR Receive Payment | BUG FIX: Fixed an issue where overpayments were not posting correctly. The system now handles overpayments properly without affecting the full payment balance. | 251110-05 | |
| 25.1111 | YES | AR Receive Payments History | UPDATE: Renamed the Version # column to Batch # and adjusted its width for better visibility. Updated the Grouping dropdown with new options: -Added Batch # under Received By -Added Received By & Batch # under Payment Method Added a global search field next to the Received By dropdown, allowing users to search across Customer Name, Entered By, Amount, Batch #, and more, regardless of date range. Moved the Green Search button to the right of the Customer dropdown and adjusted the header layout for a cleaner interface. | 251110-08 |
| 25.1111 | Debit Memo | BUG FIX: Fixed an issue where entering decimal values in the Amount field caused an error: “Total applied amount would exceed debit memo amount. Please reduce the amount.” Resolved a problem preventing Debit Memo creation when QBO integration was enabled or disabled. It now works correctly for both QBO and Sage users. Corrected the “Select All” checkbox functionality in the Unapplied Amount Details section. Updated the delete function so that when a Debit Memo is deleted, any unapplied payments remain visible on the screen. | Mu251111-01 | |
| 25.1111 | Integrations | UPDATE: Updated the Estimated Delivery Date calculation to properly account for weekends and the company’s delivery schedule. The system now uses the “We make Deliveries On: X days per week” setting to add extra days as needed. For example, orders received on Friday after 5 PM are now scheduled for delivery on the following Tuesday when a 5-day delivery schedule is configured. | ||
| 25.1111 | YES | Reports | BUG FIX: Fixed an issue in versions 25.1023 and 25.1007 where the Invoice/Credit Report could not be printed or downloaded as a PDF. The issue has been resolved in the latest update. | |
| 25.1110 | Debit Memo | UPDATE: Added a search function in the Debit Memo list for easier lookup. Also completed Sage posting integration for Debit Memos. | ||
| 25.1110 | Debit Memo | UPDATE: Completed the Debit Memo functionality to allow adding new debit memos and offsetting unapplied payments directly from the list. | ||
| 25.1110 | YES | Purchase Order List | BUG FIX: Updated the Records Per Page dropdown by removing the 500 option and ensuring the selection is saved per company. Also restored the navigation buttons for paging through records (e.g., next page of 100, etc.). | 251104-06 |
| 25.1107 | AR Receive Payments | BUG FIX: Fixed issue where some past paid Invoices and Credits were incorrectly appearing on the combined screen. | 251106-04 | |
| 25.1107 | YES | Bin Management | BUG FIX: Removed all extra security restrictions from popup forms within Bin Management. Users with VIEW rights can now access and view the Warehouse Management form and any related popup forms. Users with EDIT rights can continue to make changes as expected. | 251106-01 |
| 25.1107 | YES | Find Parts | BUG FIX: Fixed issue where the correct Custom Price displayed when clicking the item description but reverted to the Default Price upon selection. Now, the selected item consistently retains and applies the correct Custom Price. | 251106-02 |
| 25.1107 | Invoice/Credit Memo | UPDATE: Payment Info Tab - Moved the Allocate popup to the Receipt # popup (mag icon next to Rec Amount). Simplified the payments table by: -Removing: Payment #, Acct, Amt Paid, Amt Received, Alloc -Renaming: Ck/Card #/CM → Pmt # Restored the Invoice Totals section to its original location. | 25.1107 | |
| 25.1107 | YES | Portal Return Part | BUG FIX: Fixed issue with duplicate return parts showing zero quantity. Added validations to ensure users cannot return parts without selecting an item, entering a quantity and return reason, or when the return quantity exceeds the ordered quantity. | 251107-01 |
| 25.1107 | YES | Purchase Order | UPDATE: Updated the Records Per Page dropdown under the PO Line Items section. Options are now limited to 20, 50, and 100 records. | 251104-06 |
| 25.1107 | YES | Purchase Order List | UPDATE: (ALL TAB) Added a Records Per Page dropdown with options 20, 50, and 100. The system remembers the user’s last selection and displays that number of records when reopening the PO List. | 251104-06 |
| 25.1107 | ISSUE | Reports | BUG FIX: Inventory Valuation (Historical) - Fixed an issue in version .1106 where the report failed to download to Excel, showing a “Bad Request” error. The report now downloads correctly without errors. Undefined error when opening the report. | |
| 25.1107 | YES | Reports | BUG FIX: Inventory Valuation (Current) - Fixed an issue that prevented the report from downloading properly. The filter “Valuation as of Date” has been removed for simplicity. The report now displays all items from the ItemStock table where the quantity in stock (QIS) is greater than zero, showing real-time inventory data as of when the report is generated. | |
| 25.1106 | AR Receive Payments | BUG FIX: Fixed issue with discount amount update when QBO is ON. | ||
| 25.1106 | YES | Customer Detail | UPDATE: Portal Tab - Improved handling for duplicate email errors. When an email is already in use, a new input box appears with the message: Title: Cannot Save Message: User cannot be added because this email is already in use. If you would like to replace the existing Portal account associated with this email, please type REPLACE USER in the field below and click OK. Typing REPLACE USER will replace or relink the existing account, followed by a confirmation popup: “User Successfully Added." | 251105-02 |
| 25.1106 | YES | Invoice / Credit Memo | UPDATE: Payment Tab - Adjusted the layout to stretch the payments table, making columns and headers wider and easier to read. | |
| 25.1106 | YES | Invoice / Credit Memo | BUG FIX: Implemented an automatic refresh after making a payment so the Magnifier icon appears immediately without requiring manual page refresh. Fixed the Sales Order # column issue | 251023-07 |
| 25.1106 | YES | Purchase Order | UPDATE: Added a Records Per Page dropdown under the PO Line Items section with options: 20, 50, 100, 500, 1000, ALL. The system now remembers the user’s last selection and automatically displays that number of records when reopening the PO screen. | 251104-06 |
| 25.1106 | ISSUE | Reports | UPDATE: Fixed issue where the Historical Report would not download to Excel. Updated the Historical Report to match the layout of the Current Report, while pulling data historically from the ItemTransactionLog. Undefined error when opening the report. | |
| 25.1106 | ISSUE | Scanning Report | UPDATE: Updated labels as follows: PO Items change to: Put Away - PO Items Returned Items change to: Put Away - Returned Items Count by Bin change to: Inventory - Count by Bin Count by Item change to: Inventory - Count by Item Completed functionality for Inventory Count by Bin and Count by Item, logging details in ScanLog and displaying them in the Scanning Report. Sum total needs to be fixed. | |
| 25.1105 | AR Receive Payments | UPDATE: Tested and updated the Post button behavior for both scenarios — when QBO (QuickBooks Online) is ON and when both QBO and Sage are OFF. Ensured the button functions correctly in each case and renamed it appropriately based on the active integration setting. | ||
| 25.1105 | YES | Find Parts (Non-Auto Version) | BUG FIX: The Deep Search logic has been updated to locate items matching any portion of the item name or number — including numeric or text fragments at the end — so users no longer need to enter the full item name to find results. | N251031-01 |
| 25.1105 | YES | Find Parts (Non-Auto Version) | BUG FIX: When the Automated Tax option is enabled, the Sales Tax was not being calculated automatically on the Find Parts (Non-Auto Version) screen. This functionality has been updated so it now works the same way as the Auto Parts version — automatically calculating tax when items are added. Additionally, a “Calc Tax” button has been added next to the tax field, allowing users to manually recalculate tax when needed. | N251103-01 |
| 25.1105 | YES | Invoice/Credit Memo | UPDATE: Payments Info: Added a new Allocation column with a Magnifier icon. Clicking the icon opens a popup displaying Payment Details, including the related Credit Memo number and associated payment information. Functionality for Unapplied Payments will be added later once the Debit Memo feature is completed. | |
| 25.1105 | YES | Invoice/Credit Memo | BUG FIX: When the magnifying glass button is clicked on a Receipt ID within a payment line item, a popup will now appear showing detailed payment information including Payment Date, Payment #, Payment Amount, and a breakdown of the Invoices and Credits applied to that payment. This functionality now mirrors the behavior found in AR > Receive Payments > Payment History when clicking the magnifying glass next to a Receipt ID. | 251023-07 |
| 25.1105 | ISSUE | Scanning Report | UPDATE: Updated the report to display detailed information based on PO Items and Returned Items. Changes were implemented in both the ScanBeta module and the Scanning Report, including corresponding updates to the Excel export to reflect the new details accurately. But it is not adding up correctly. | |
| 25.1104 | YES | AR Receive Payment | BUG FIX: Fixed an issue where changing the “Amount Applied” for Credit Memo payments on the Receive Payments screen did not correctly update the total Amount Applied displayed at the top of the screen. | |
| 25.1104 | YES | Credit Memo | UPDATE: Improved the Credit Memo deletion process to make it faster and added a loading spinner to inform users that the deletion is in progress. | 251029-04 |
| 25.1104 | YES | Credit Memo | BUG FIX: Fixed an issue where partial Credit Memo payments were not appearing on the Credit Memo payment popup screen. Partial payments now display correctly. | T251103-01 |
| 25.1104 | YES | Debit Memo | UPDATE: Added a new “Add/View Debit Memos” button to both the Receive Payments screen and the Invoice Payment popup form. Clicking the button opens a Debit Memos list screen, similar to the Invoices/Credits list (but without Custom tabs or upload/download options). A “New” button has been added at the bottom left of this screen to allow users to create a new Debit Memo directly. | |
| 25.1104 | Descartes Integration | UPDATE: Completed analysis of the Descartes developer documentation and reviewed requirements for implementing invoice creation within the OSO app. This groundwork supports upcoming development for seamless Descartes–1place integration. Developed functionality to create invoices by calling the Descartes API using an XML body format. The API call is now integrated into the invoice creation process to streamline communication between 1place and Descartes. | ||
| 25.1104 | YES | Sales Order | BUG FIX: Updated the Sales Order screen so that when the Delivery Date is changed, the Save button now visibly turns red, indicating that the record has been modified and needs to be saved. The button remains red until the changes are saved. | 251029-03 |
| 25.1104 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where the Reprint Manifest function could hang for certain manifests. Updated the process so that when a Manifest or Printing Batch name is created, any spaces in the username are automatically replaced with hyphens (“-”) to prevent errors. | 251028-03 |
| 25.1103 | YES | AR Receive Payments | UPDATE: Enhanced the AR Receive Payments screen to improve usability and workflow: -Automatically creates a New Batch Number when a Payment Method is selected. -Selecting an Invoice or Credit Memo no longer refreshes (requeries) the list, allowing users to verify their selection in place. -Added a new “Move Selected to Top” button (next to the Import button) to requery and bring all selected items to the top of the list. -Pressing Enter after typing a Search value now automatically finds, selects, and highlights the matching record. | |
| 25.1103 | YES | AR Receive Payments | UPDATE: Updated the AR Receive Payment History screen to remove dynamic scrolling and improve filtering behavior: -Displays all requested records up to 2,000. -If more than 2,000 records are selected, a popup appears: Title: Cannot Display All Records -When a Customer is removed from the filter, the dropdown automatically resets to All Customers. -If the date range is changed manually, the selection now auto-sets to Custom Dates, and the Customer filter continues to work properly. | 251028-01 |
| 25.1103 | YES | Purchase Order | BUG FIX: Fixed an issue where the PO Line Total was being rounded to a whole number. The Line Total now correctly displays decimal values for accurate pricing. | S251030-03 |
| 25.1103 | YES | Reports | UPDATE: Updated all relevant reports to ensure the Warehouse information is displayed for every item on both reports. | |
| 25.1103 | Reports | BUG FIX: Fixed an issue on Inventory Valuation Report where second-level sorting was not functioning correctly. Also updated report calculations to ensure totals match the actual inventory value based on: (Stock.Cost + Stock.AdditionalCost) × Stock.QtyInStock for each item. | ||
| 25.1103 | Scanner | BUG FIX: Fixed an issue where a Credit Memo could be created with the same number as its originating Invoice, sometimes resulting in multiple duplicates (e.g., Invoice 123 and two Credit Memos also numbered 123). Updated the logic to prevent duplicate numbering, ensuring each Invoice and Credit Memo is assigned a unique number. | ||
| 25.1103 | ISSUE | Scanning Report | UPDATE: Renamed the UserProductivity table to ScanLog and enhanced related reports: -Updated the Summary Report to display accurate totals by Task and SubTask. -Revised the Detail Report to include comprehensive information by user, bin, and item. -Made all totals on the Summary Report clickable, opening the corresponding Detailed Report in a new tab filtered to that specific user and task type. Summary Report does not display the proper count per user. | |
| 25.1031 | AR Customer Statements | UPDATE: Updated Customer Statements so that when the Type = Unapplied, the Number column now displays the corresponding Receipt # for clearer reference. | 251029-05 | |
| 25.1031 | YES | Invoice | BUG FIX: Fixed an issue where the Authorization # field under Payments was always disabled in multiple versions (25.1030, 25.1023, 25.1007, etc.). The field is now editable as intended. | M251030-02 |
| 25.1031 | YES | Invoice | BUG FIX: Fixed an issue where returning an item from an Invoice could trigger an incorrect message that it had already been returned, due to the item being linked to a different customer’s Credit Memo. Updated the logic to handle cases where the Invoice item is not properly linked to the related Sales Order, preventing the error and allowing the return to process correctly. | S251030-02 |
| 25.1031 | ISSUE | Invoice and Credit List | BUG FIX: Fixed an issue where selecting “All Records” on a custom list displayed a limited number of records (e.g., 1,800) but downloaded far more (e.g., 500,000+). The Download All function now correctly limits the export to only the records shown in the current custom list. Can't download to excel customer list (SO) Undefined Error when creating a custom list. (Invoice and Credits) | |
| 25.1031 | YES | Receive Payments | UPDATE: Updated the Receive Payments screen to allow users to select Credits first when applying payments, improving flexibility and workflow efficiency. | 251022-09 |
| 25.1031 | Reports | BUG FIX: Updated the Inventory Valuation Report to automatically download to Excel when record count exceeds 10,000. Fixed an issue where the Credit Memos – New tab was not functioning properly. | ||
| 25.1031 | YES | Sales Order (Shipping & Receiving) | BUG FIX: Resolved an issue where items transferred between warehouses (e.g., from San Antonio to Houston) could get stuck in “NEW” status. The system now correctly updates item statuses in both the Stock Transfer and Sales Order Line Item tables to ensure consistency after a transfer. | 251023-08 |
| 25.1031 | YES | Scanning Report | UPDATE: Added a new Picking & Put Away (Summary) report in Scanning Reports, designed as a Crosstab/Pivot-style layout. Displays key pick types as rows: Picking – Pick to Cart – Orders Picking – Pick to Cart – Order Transfers Picking – Cart to Staging – Orders Picking – Cart to Staging – Order Transfers Put Away – PO Items Put Away – Item Returns Each picker is shown in a separate column with row and column totals included. Added an Export button for easy data download. | |
| 25.1031 | YES | Scanner | BUG FIX: Addressed an issue where some Invoice numbers were being duplicated, typically for the same customer. Updated the logic to prevent duplicate invoice creation, ensuring new Credit Memos are only generated when a valid existing record exists. | |
| 25.1030 | Credit Memo | UPDATE: Expanded functionality for Credit Memos and item returns: -Added a new setting under Settings > Sales > Invoices & Credit Memos: “When returning items back to stock (on the Credit Memo screen) automatically reserve the item and place it in a bin called ‘ReturnsArea’.” When enabled, returned items are automatically reserved and moved to the ReturnsArea bin. -Updated info message to clarify how changing Credit Memo quantities affects locked daily sales figures. Added smart date-handling and back order prompts: -If a $0 Credit Memo older than today’s date is changed, the date will automatically update to today. -If a non-$0 Credit Memo older than today’s date is changed, the system now prompts users to create a Credit Memo Back Order instead, ensuring past sales figures remain accurate. -No prompt appears when changes are made on same-day Credit Memos. | ||
| 25.1030 | Reports | BUG FIX: Fixed an issue with running Current and Historical Inventory Valuation Reports. These reports will now automatically download to Excel when the number of records exceeds the system limit defined in GlobalAdminSettings!MaxRecordsInReportBeforeRequireDownload. | 251027-01 | |
| 25.1030 | Sales Order | BUG FIX: Resolved an issue where some Sales Orders were showing the same Creation Date and Expected Delivery Date, despite settings that calculate delivery dates based on cutoff times, zip codes, and other rules. | 251028-06 | |
| 25.1030 | YES | Sales Order (Invoice/CM) | BUG FIX: Fixed issues with the Download icon to ensure users can now download either a single page or all selected records correctly. Resolved an issue where sort orders were not being saved. | |
| 25.1030 | Scanner | BUG FIX: Adjusted the Stock Picker behavior to better fit common warehouse setups. The system will now automatically ship from one or more shipments within the same warehouse if the required quantity is available locally. The Stock Picker will only appear when the quantity cannot be fulfilled from the local warehouse, allowing users to select stock from another location when necessary. | ||
| 25.1030 | YES | Scanner | UPDATE: Updated the Check Stock button on the home screen to display the two available options for checking stock | |
| 25.1029 | AR Customer Statements | BUG FIX: Fixed an issue where Unapplied Amounts were included in the running balance but did not display their individual values. These amounts now appear correctly on statements. | ||
| 25.1029 | YES | Credit Memo | UPDATE: Auto Date Change and Back Ordering. Added an (i) info icon to Credit Memos explaining how changing returned quantities can affect locked daily sales figures. This update provides a way to adjust $0 Credit Memos or move unreturned items without altering past sales data. Returned items placed back into stock through a Credit Memo are now automatically reserved, matching the behavior used when items are returned via the scanner. | 251023-05/ 251023-05a |
| 25.1029 | Descartes Integration | UPDATE: Added table creation and backend functionality for driver mapping between 1place and Descartes. Designed the table structure and implemented methods to create, update, and delete driver mappings within Descartes. | ||
| 25.1029 | Descartes Integration | UPDATE: Added table creation and backend updates for Descartes settings. Changes made in the UI for Production, Pre-Production, and Endpoints settings now properly save and update in the backend. | ||
| 25.1029 | YES | Item Detail | BUG FIX: Fixed an issue where the values for Qty on Sales Back Order and Qty on Purchase Order were swapped. The fields now display correctly. | 251028-04 |
| 25.1029 | YES | Receive Payment History | BUG FIX: Fixed the Date Range and Export filters to display results correctly for larger date ranges. Added a new Customer Name filter for easier searching. Improved Excel exports to include column headers, column totals, and a grand total. | |
| 25.1029 | ISSUE | Sales Order (Invoices/Credits) | UPDATE: Improved functionality for Custom Tabs in the Invoice and Credit Memo lists: -Added the Select All on Page, Select All, and Unselect All options to all custom tabs (previously only available on the “ALL” tab). -Fixed an issue where selected sort orders in custom lists were not being saved. -Enabled column sorting on all custom list headers. Gets an undefined error when setting the sorting settings. | 251023-10 |
| 25.1029 | Sales Order | BUG FIX: Fixed and refined logic for the Created By, Entered By, and Sales Rep fields. -When a new Quote, Sales Order, Invoice, or Credit Memo is created, both Created By and Entered By are now set to the logged-in user (or the default integration/portal user). The Sales Rep is pulled from the Customer record, if available. -When creating a new record from another (e.g., Quote to SO, SO to Invoice, Invoice to CM), the Created By now carries over from the original record, while Entered By updates to the current user and Sales Rep copies from the source record. | 251028-05 | |
| 25.1028 | AR Receive Payments | BUG FIX: Resolved validation errors that were preventing unapplied payments from being processed. Additionally, added the LinkedInvoicePaymentID field to the InvoicePaymentLineItems table to properly reference and track unapplied payments. | ||
| 25.1028 | AR Receive Payments | UPDATE: Posting Validation Popup Form Updates Removed the “Retry 1 of 3” line. Added Auth # to the header tab order. Adjusted the user message formatting so the text wraps to a second line instead of running off the form. | ||
| 25.1028 | YES | Credit Memo | UPDATE: Added new Credit Memo Auto Date Change and Back Order settings under Sales > Invoice/CM Options > Misc Settings. If a $0 Credit Memo is edited and older than the current date, the system now auto-updates its date to today’s date. If a Credit Memo > $0 is edited and older than today, users are prompted to create a Back Order Credit Memo instead, ensuring historical sales data remains accurate. | 251023-05 |
| 25.1028 | Integration | BUG FIX: Resolved issue where creating a new order that triggers a stock transfer was incorrectly splitting the receipt even though it was unnecessary. Now, when a transfer is created (e.g., stock moved from one warehouse to another), the system correctly reduces QIS without duplicating or splitting the original receipt. The redundant “split” process has been removed to prevent stock misrepresentation. | 251027-05 | |
| 25.1028 | Invoice/Credits (Sales Orders) | UPDATE: Updated the Custom tab to display both Invoices and Credit Memos, matching the behavior of the ALL tab. Now, all Custom tabs will show both record types by default unless a filter is applied to view only Invoices. | ||
| 25.1028 | YES | Item Detail | BUG FIX: Fixed stock adjustment issues on the Item Detail screen: The Warehouse dropdown is now locked when editing a receipt to prevent accidental changes. If a different warehouse is required, users must delete and re-enter the receipt or split the receipt and create the new receipt in the correct warehouse. Renamed "Split Receipt Bin Location" to "Split Receipt" for clarity. | 251027-04 |
| 25.1028 | YES | Scanning Report | BUG FIX: Fixed the Scanning Report (Detailed) to correctly display distinct start and end times. Moved the Total Minutes column to the right of Start/Stop times and relabeled it as Total Time (min:sec). | |
| 25.1027 | API | BUG FIX: Fixed issue where Markup Pricing Templates were not being applied correctly in the API > Item endpoint, causing items to show List Price instead of the correct calculated price. | 251024-05 | |
| 25.1027 | AR Receive Payments | UPDATE: Added a validation to compare the count of invoices and credit memos linked to a payment. If counts match, “Post to Sage” appears; if not, only “Revert” and “Go Back” are shown to let the user fix and retry. | ||
| 25.1027 | AR Receive Payments | UPDATE: Added a Batch Wise Report under the Group By option | ||
| 25.1027 | AR Receive Payments | UPDATE: Added Batch visibility on the payment details popup (accessible via the magnifying glass icon). Updated filter section to a two-column layout: -Column 1: Date Range, From Date, To Date -Column 2: Group By, Received By Updated Display Records (green) button to recalculate data only when clicked, not while changing filters. Removed Export to Excel when using new Group By options. Removed non-functional Group By options. Fixed and verified Date Range filtering for all Group By selections (e.g., Entered By). | ||
| 25.1027 | AR Receive Payments | BUG FIX: Fixed tab/enter order when entering payment information. Updated GL Transaction Line Items section to match the Receive Payment header style (same font, size, color) and removed colons (:). Cleaned up layout by removing extra spacing below totals. Updated label from “All Warehouse” to “All Warehouses.” Modified Batch field behavior: -Removed drop-down list. -Batch now remains active until the screen is closed or a new batch is created. | ||
| 25.1027 | Purchase Order | BUG FIX: Resolved issue where the Date Received was being auto-filled with the PO Date. The field now remains null until the PO is received. Updated to ensure the Date Received field (date only, not date/time) is populated when: -Receiving via API (scanner receive options) -Using the PO screen receive button -When the last PO line item is received All existing records were set to null, and for completed POs, the first received line item date is now used to populate the PO Received date. | 251023-04 | |
| 25.1027 | Reports | BUG FIX: Fixed issue where Quotation by Date and Quotation Report Excel downloads were failing with a “Site can’t be reached” error. | ||
| 25.1027 | Scanner | UPDATE: Added the option to display the PO # column and group quantities by individual PO. | ||
| 25.1027 | Scanning Report | UPDATE: Updated the Warehouse User dropdown to show only users with WarehouseWorker = True. Fixed issue where Start Time and End Time were displaying the same values for each bin pick. Corrected Cart to Staging scan counts to ensure accurate reporting across all users. | ||
| 25.1027 | Statements | BUG FIX: Fixed the Statements Bill To / Ship To address formatting issue across all servers | ||
| 25.1024 | Customer Portal | BUG FIX: When a user linked to a Ship To account creates a Sales Order, the system now automatically determines and assigns the correct Bill To account using the same logic as the Find Parts and Sales Order screens in 1place. | 251023-09 | |
| 25.1024 | Customer Portal | BUG FIX: Fixed issues logging in to the customer portal with the error message "There is a problem with your login. Please contact.....". | T251023-01 | |
| 25.1024 | Customer Statements | BUG FIX: Fixed Ship To and Bill To address formatting issues on servers 001 and 003, consistent with the previous fix. | T251023-02 | |
| 25.1024 | Item Pricing | BUG FIX: Fixed an issue where the Markup Percentage (MU%) on the Find Parts screen was not calculating correctly when using Markup Pricing based on Average Cost. The MU% now displays and calculates as expected. | T251016-01 | |
| 25.1024 | Receive Payments | UPDATE: Added "GL Transaction Line Items" title above the grid. Moved Add New Row and Recalc buttons beside the Combine Similar Journal Entries checkbox; renamed the red Recalculate button to “Recalc GL Totals” (white). Replaced Search by radio buttons with a dropdown list, defaulting to “All Customers.” Added a Batch # dropdown filtered to batches for the logged-in user (sorted descending). Added a New Batch button that auto-generates batch names using the format: UserFirstName-YYMMDD-HHMM-PaymentMethod Adjusted tab order (focus starts on Customer, then Payment Date → Payment Method → Batch # → Received From). Moved Export to Excel button to footer and renamed it Export. Repositioned the TOTAL label above the search area for a cleaner layout. | ||
| 25.1024 | Shipping and Receiving | UPDATE: Updated the Manifest Print/Reprint dropdown to display distinct values from the DispatchOrTrackingNumber field in Sales Orders. Verified that the Export feature searches using the same field. | 251023-02 | |
| 25.1023 | Import Integration | BUG FIX: Fixed a conversion error that occurred when running the Import Integration Line tool on delivery area mapping. | ||
| 25.1023 | Receive Payment | UPDATE: Added a new popup message to assist users during posting. Trigger: When the user clicks Post and the payment is an Overpayment (Amount Unapplied > $0). Popup Details: Title: Out of Balance Message: “It appears that the Payment amount is greater than the amount of the selected Invoices and Credits. Please click the ‘Add New Row’ button to make the GL transaction balance.” | ||
| 25.1023 | Receive Payment | BUG FIX: Enhanced the posting process with updated button functionality: Cancel (Go Back): Deletes the payment and all associated line items, then reopens the screen showing all payment details and previous selections retained. Try to Fix Errors (renamed from Proceed): Attempts to reprocess and post any transactions that previously failed. -If all transactions post successfully, the button label automatically changes to Post to Sage. -If errors remain, the button retains the same label, allowing users to retry as needed. | ||
| 25.1023 | Replenish Stock | BUG FIX: Fixed an issue causing execution timeouts during the Replenish Stock process. | ||
| 25.1023 | Reports | BUG FIX: Quotations / Quotations by Customer: Fixed stored procedure issue where WarehouseId was being passed as null. Updated Excel export to correctly handle index changes. Quotations by Date: Corrected mismatched result count (limited to 10,000 records) and improved performance to prevent excessive load time. Quotations Line Items: Fixed issue where descending sorting was not working. Sales Reports: Verified functionality and data accuracy with KSI data. | ||
| 25.1023 | Shipping and Receiving | UPDATE: Updated the value inserted into the InvoicePrintBatchNumber field to follow the new format: YY-MMDD-HHMM-LoggedInUserName-QTYINBATCH | ||
| 25.1023 | User Security | UPDATE: Added a Global Search in the top-right corner of the User Security header. This search allows users to quickly locate records by any of the following fields: UserID, User Name, Email, Version #, Security Type, Copy User Settings, Default Warehouse | ||
| 25.1022 | Customer Portal | BUG FIX: Removed Help Buttons that redirected portal users to the internal Help system. When opening User Security, the assigned User Versions now refresh automatically. Moved the Company Version dropdown list to the top of the screen for better visibility. | 251015-06 | |
| 25.1022 | Customer Statements | BUG FIX: Updated the Statement Email process to use the Company’s default email settings when a user does not have individual email settings configured, ensuring statements can always be sent successfully. | 251013-06 | |
| 25.1022 | Financial Periods | BUG FIX: Fixed issue preventing Invoice Printing when the Financial Period was closed. Users can now click the magnifying (mag) buttons and successfully Print Invoices even if the associated Financial Period is closed. | ||
| 25.1022 | Payments | BUG FIX: Fixed issue preventing entry of the Total Payment amount when the Payment Type is already selected, and ensured Payments can still be accessed even if the related Invoice or Credit Memo is in a closed financial period. | 251016-03 | |
| 25.1022 | YES | Purchase Order | BUG FIX: Fixed issue where the Purchase Order Received Date was being automatically populated at creation instead of upon actual receipt. | 251016-01 |
| YES | Receive Payments History | UPDATE: Added a Total Amount display in the top-right corner of the screen. Styled the total in a large, prominent font, consistent with the Statements screen design for better visibility. | 251015-02 | |
| 25.1022 | YES | Receive Payments History | BUG FIX: Updated popup display logic so Credit Memos now appear as negative values. | 251015-02 |
| 25.1022 | YES | Receive Payments History | BUG FIX: Modified the Import functionality to ensure the process does not overwrite or change the Amount Received entered by the user. | 251015-01 |
| 25.1022 | Scanning Report | UPDATE: Implemented Deep Scan functionality to improve item lookup accuracy. When an item is scanned and not found, the system now automatically performs an extended search across multiple fields, including OEM #, Alt1 #, Alt2 #, SKU #, Vendor Item #s, and the Cross Reference table to locate and match the correct item. | ||
| 25.1022 | YES | Scanning Report | BUG FIX: Improved and tested the Excel export functionality for the Scanning User Report to ensure accurate and complete data output. | |
| 25.1022 | UPDATE: Added a collapsible design for the multi-select dropdown on the Transactions screen to improve layout and usability. | |||
| 25.1017 | YES | AR Statement | BUG FIX: Fixed issue where Bill To and Ship To addresses were missing the correct city line format. Both sections now display City, State, and ZIP on the bottom line as intended. | 251016-02 |
| 25.1017 | Data | UPDATE: Added option to display the PO # column and group quantities by each individual purchase order. Also updated button labels to: Check Stock by Item and Check Stock by Bin | 251017-01 | |
| 25.1017 | ISSUE | Reports | BUG FIX: Quotations and Quotations by Date - Excel download issues resolved. Not Working Quotations by Customer - Total calculation issue corrected. Quotations Line Items - Excel export issue fixed. | |
| 25.1016 | YES | Customer Portal | BUG FIX: Fixed major security issues allowing portal users to access restricted 1place pages -New portal users now default to zero access (no View/Add/Edit/Print/Delete rights) in SystemUserObjectSecurity. -Portal users are restricted to portal-specific screens only. -Updated security logic to enforce access control - users can only access screens they have explicit rights for. | |
| 25.1016 | Financial Periods | BUG FIX: Fixed issue where Invoices and Credit Memos in a closed financial period could not be printed or emailed. Now printing and emailing are fully allowed for locked records. | 151014-04 | |
| Find Parts | Fixed issue where Custom Pricing with Price Level (for group of parts with the same Pricing Category) did not properly override the Default Pricing method. | |||
| 25.1016 | Reports | BUG FIX: By Sales Rep (Details) - Corrected condition checks so data now filters properly by Sales Rep instead of invoice/credit table values. Fixed top-right Excel export issue caused by the same condition error. By Item - Corrected Total Cost calculation (was incorrectly using Invoice Line Total due to a field name change). By Sales Rep (By Order) - Fixed condition mismatch so report now displays correctly by Sales Rep. Also resolved the top-right Excel export issue. | ||
| Scan 25.1016 | YES | Scanner | UPDATE: Added a new feature called “Check Stock by Bin” to allow users to verify inventory levels directly within the scanner app. | |
| 25.1015 | API/Financial Periods | BUG FIX: Implemented validation to ensure that Invoices, Invoice Payments, and Credit Memos cannot be modified through any API if they belong to a closed Financial Period (as defined in AR > Financial Periods). Additionally, the Scanner module was updated to prevent changes during the Inspect Items step when a Credit Memo with a value greater than $0 exists in a closed period. The system now returns the message: "Cannot modify this Credit Memo because it is in a Financial Period that is CLOSED." | 151014-07 | |
| 25.1015 | YES | Invoices | BUG FIX: Resolved an issue where locked Invoices and Credit Memos could not be printed or emailed. Users can now print and email even when these documents are in a locked state. | 151014-04 |
| 25.1015 | ISSUE | Reports | BUG FIX: Invoices / Credits by Item (with Item Quantities): Corrected mismatched TotalNetPrice values to ensure accurate report totals. Invoices / Credits by Item Vendor and Customer: Fixed incorrect record display, a condition spelling error and resolved the Excel download issue. Invoices / Credits by Month (Totals): Corrected the month column to display accurate and properly aligned date values. Report not generating | |
| 25.1015 | YES | Scanning Reports | UPDATE: Updated the Scanning Report to display the OneSource username instead of the scanner username for all user-related fields. | |
| 25.1015 | YES | Scanning Reports | UPDATE: Updated End of Day Report and related Scanning Reports features: -Renamed Left Nav Bar and screen title to Scanning Reports. -Renamed report All to Picking & Put Away (Detail). -Removed reports Picking Summary and Put Away Summary. -Added new report Picking & Put Away (Summary) | |
| 25.1015 | User Security | BUG FIX: Adjusted the logic so that when a ‘Custom’ user updates Modules, Allow, or Do Not Allow settings, the system no longer updates any linked ‘CopyDesignatedUser’ fields on the Other Settings tab. Ensured that each user retains their own independent settings Only Module Security, Allow/Do Not Allow, and Report Security are auto-updated from the Custom user. Prevented automatic overwriting of warehouse or department assignments for users linked via CopyDesignatedUser | ||
| 25.1014 | Receive Payments | BUG FIX: Resolved issue where certain payments showed a $2 out-of-balance error despite GL lines being in perfect balance. | 251013-04 | |
| 25.1014 | YES | Reports | BUG FIX: Resolved an issue affecting the Excel download from the top-right corner of the Invoices / Credits reports. The export now functions correctly. | |
| 25.1014 | YES | Reports | BUG FIX: Resolved an issue where exporting detailed data from the Invoices / Credits report only exported summary data and switched the screen to summary view. The export now correctly downloads the detailed data without changing the current view. | |
| 25.1014 | Scanner | UPDATE: Updated the Inventory Count Bin process to retrieve details from the bin count and correctly display both discrepancy and non-discrepancy item details in the output. | ||
| 25.1013 | Customer Portal - Users | BUG FIX: Fixed issue where newly approved portal users without a valid CustomerID were gaining full 1place access. Now, the system verifies that each user has a valid CustomerID before activation. If missing, the account is disabled and a login error message is displayed prompting the user to contact support. | 251010-05 | |
| 25.1013 | Customer Pricing | BUG FIX: Fixed an issue where pricing templates and custom pricing by category were not applying the correct price-level discounts. Custom pricing that uses a price level now correctly overrides default pricing for the specified categories, while items not in a custom pricing group continue to use their original/default pricing. | 251008-03 | |
| 25.1013 | YES | Receive Payments | BUG FIX: Resolved an issue where Credit Memo payments and Credit Refund payments were not properly offsetting each other, ensuring both now correctly cancel out to maintain accurate account balances. | |
| 25.1013 | YES | Reports | UPDATE: Set a consistent default sort order across all Invoices/Credits reports, including both Summary and Detailed versions. | |
| 25.1013 | YES | Sales Order | UPDATE: Added new “Re-Import Line Item(s) from Integration Log” option under More Options in the Sales Order footer. This tool allows users to reconnect to the integration database and re-import missing line items from the integration log if a Sales Order header was created but items failed to import due to server resource issues, ensuring complete and accurate order recovery. | 251008-01 |
| 25.1010 | Reports | BUG FIX: Fixed download and total calculation issues across multiple reports - including Invoice/Credits by Item Vendor and Customer, Invoice/Credits Line Item by Vendor, and Year Comparison by Item (Alpha) - ensuring accurate totals and successful Excel exports. | ||
| 25.1010 | YES | Sales Order | UPDATE: Added the CreatedDate field to both Sales Order and Invoice Lists for better tracking and visibility of record creation dates. | |
| 25.1010 | YES | Scanner | BUG FIX: Fixed the issue where the scanner would not allow scanning duplicate items for credit memos - now all remaining quantities of the same item can be properly converted to credit memos after partial returns. | |
| 25.1010 | User Security | BUG FIX: Fixed the user security issue on both Live and S3 servers | ||
| 25.1009 | YES | Reports | UPDATE: AR Aging Report: Added a magnifying glass (view) button to quickly open and view the related Invoice or Credit Memo directly from the report. | |
| 25.1009 | Reports | BUG FIX: Reverted the 100,000 record limit restriction and updated the reports to retrieve records dynamically, consistent with other reports. Verified that all Invoices/Credits reports export to Excel properly. | ||
| Scan 25.1009 | YES | Scanner | UPDATE: Updated the End of Day Report to display only these columns: -Total Items Picked -Total Items Put Away -Total Scans Removed unnecessary columns such as Total Diff Bin and Total Can’t Find, and added a totals row at the bottom for summary values. Additionally, implemented an API controller in the Scan app and integrated it with 1place to retrieve report data through the API instead of directly accessing the Scan database, improving performance and data security. | |
| 25.1009 | YES | Shipping and Receiving | UPDATE: Added a new export feature in SHIP/REC > To Dispatch > Edit/Reprint Batch - users can now select the new “Export all Dispatches that start with _________” option to export all dispatches for a given day to Excel, enabling easier daily delivery reconciliation for the accounting department. | 251008-02 |
| 25.1008 | YES | Customer Statements | UPDATE: When the user changes the date range, the Preview button now turns blue and changes its label to Recalculate Totals. Clicking Recalculate Totals refreshes and redisplays the statement totals for each company and updates the top-right summary. After recalculation, the button returns to green and the label reverts to Preview Statements. The From/To dates and other settings now remain unchanged while the screen is in use (no auto-reset). | |
| 25.1008 | Purchase Order | BUG FIX: Resolved an issue in Purchase Orders where auto-shipping more than 50 line items caused the page to hang and display an invalid pop-up message. | M250917-01 | |
| 25.1008 | YES | Reports | BUG FIX: AR Aging Reports - Updated the screen layout and functionality: Limited the screen height to a maximum of 80% of the display, ensuring the header and footer remain visible Added a universal search feature allowing users to search for any value. Add a white Export to Excel button on bottom left of footer | |
| 25.1008 | SOPO | BUG FIX: Fixed an issue in SO - SOPO where the system failed to auto-select the appropriate vendor on the Vendors page. | M250917-03 | |
| 25.1007 | Admin | UPDATE: Added functionality to set the 1place version for a Company and/or its Users when operating in Parent Company mode. | 251002-01 | |
| 25.1007 | YES | Purchase Order | UPDATE: Added “Date Received” as an optional column available for display in the PO list views. | 251004-06 |
| 25.1007 | Receive Payments | UPDATE: Updated Receive Payments so that when a payment is entered, the ModifiedBy and ModifiedDate fields remain null. | ||
| 25.1007 | YES | Receive Payments | UPDATE: Updated Receive Payment History to include sorting by Received By, applied date format and currency formatting, and enabled sorting by Date and Receipt Number. | |
| 25.1007 | YES | Receive Payments | BUG FIX: Updated Receive Payments to include all customers with an outstanding balance, regardless of their active/inactive status. | 251004-04 |
| 25.1007 | Reports | UPDATE: Updated Invoices/Credits reporting so that any report with a Show Detail option uses a separate Summary report with its own optimized record source. This prevents performance issues when running large date-range reports (e.g., full-month sales) and removes the need for Excel downloads. | ||
| 25.1007 | Reports | UPDATE: Added a clickable popup feature for each line item on the AR Aging Summary to display detailed supporting information. The popup shows the breakdown of transactions behind the summary line, including: -Date -Invoice/Credit Memo # -Invoice Type -Total Amount -Total Payments -Total Balance Due Each entry is listed individually, followed by summary totals at the bottom for easy verification. This allows users to quickly prove or disprove the summarized AR Aging data. | ||
| 25.1007 | Reports | BUG FIX: Resolved multiple issues in Invoice/Credit reports to ensure accurate data and consistent totals: -Fixed Sales History – 2 Year Comparison by Item (Best to Worst) to correctly calculate totals based on the selected report period. -Corrected an issue where sales transactions on specific dates were showing a Total of 0. -Updated Invoices/Credits Line Items by Vendor and Invoice Item reports to properly display Credit Memo totals as negative values (e.g., -$100) for accurate summation. -Fixed Invoices/Credits by Item, Vendor, and Customer to display values correctly based on Item Vendor and Customer, instead of pulling directly from the Invoice/Credit tables. | M250919-01 | |
| Scan 25.1007 | Scanner | BUG FIX: Fixed an issue where simultaneous credit authorizations from multiple warehouses could cause cross-linking of warehouse IDs, resulting in Credit Memos being created under the wrong warehouse. Now, credit requests can only be authorized in the same warehouse where they were created, ensuring Credit Memos are always generated in the correct warehouse. | ||
| 25.1006 | YES | Customer Detail | UPDATE: Adjusted field layout for better alignment and spacing. In the Settings Tab, Federal Tax ID and W-9 Last Updated fields are now grouped together. Shipped Via and Delivery Fee were moved under Payment Terms with no vertical spacing between related fields. Credit Limit, Credit Days, and Current Balance were repositioned directly below. Added new fields—Date Added, Added By, Date Last Edited, and Edited By—where Credit Limit was previously located. | 251004-02 |
| 25.1006 | YES | Data | UPDATE: Added a “Download to Excel” link for each section of the Data Integrity report to allow users to export records with detected issues. The exported data includes relevant identifying and related fields for each category. | |
| 25.1006 | Integrations | BUG FIX: Added an additional check to ensure that when a customer is taxable, the system also verifies that the item itself is marked as taxable before applying tax. This ensures taxable customers only get charged tax on taxable items. | 250926-02 | |
| Scan 25.1006 | YES | Scanner | BUG FIX: Updated the PO receiving process to ensure PO Line Items are not marked as received until their corresponding ItemStock records are successfully created and verified. If an ItemStock entry cannot be found, an error is logged, and the system skips to the next PO line, leaving the affected line marked as unreceived. Implemented an optimized fallback to maintain performance while preserving data accuracy. | 251004-09 |
| Scan 25.1006 | ISSUE | Scanner | BUG FIX: Added a new PO # column to the Put Away screen to allow users to select the correct purchase order or lot when multiple shipments of the same item are on dock. This ensures items are accurately linked to the correct PO during put-away, preventing discrepancies in dock audits. PO# column added but no way to choose the PO# to be put away. | 251004-09 |
| 25.1003 | Customer Statements | BUG FIX: Fixed search functionality to work across all types. Updated labels: “To” - “Bill To,” with “Ship To” moved to the right and aligned with “Bill To.” Improved layout and spacing: adjusted row and footer alignment, reformatted Remit To, Bill To, Ship To sections, and cleaned up extra spacing for a more compact design. Clicking Statements History and then back to Customers now refreshes the screen properly. Removed the statement layout option; all statements are now grouped by default. All Invoices/Credits are always shown (removed option to only display debits). Statement History now displays one line per statement with pagination support. | ||
| 25.1003 | Customer Statements | UPDATE: Updated the Display drop-down options to: -All Statements – With Debit (+) Balance -ALL Invoices, Credits, Unapplied where the TOTAL combined > 0 -All Statements – With Debit (+) or Credit (-) Balance -ALL Invoices, Credits, Unapplied where the TOTAL combined ≠ 0 | ||
| 25.1003 | Customer Statements | UPDATE: Updated filtering so that only Bill To or Both (Bill To & Ship To) customers display as rows. Ship To customers will no longer appear separately, preventing duplicate values in statements. | ||
| 25.1003 | YES | Data | UPDATE: Added commas to counts (e.g., 100000 → 100,000), right-aligned counts, left-aligned descriptions, compacted spacing, and updated description text to: “# Customers with NO Tax Codes, where Tax Exempt is not true.” | |
| Scan 25.1003 | YES | Scanner | BUG FIX: Fixed an issue where Credit Memos could not be located during the Inspect Item step if processed from a different warehouse. Returns are now supported across all warehouses for the same company, while all other processes remain restricted to the logged-in warehouse. | |
| 25.1001 | Customer Statement | UPDATE: Added a new Statement Layout dropdown with two choices: Standard (current format) and Grouped by Ship To Address. When grouped, invoices and credit memos are organized under a header for each Ship To address with totals shown for that address. | ||
| 25.1001 | Customer Statement | UPDATE: Added a new dropdown option under Statement Type called Statement Layout with the following choices: -Standard: Displays the statement in the current layout (no grouping). -Grouped by Ship To Address: Groups invoices/credit memos by Ship To Company Name & Address, displayed as a one-line header in a shaded gray box. Added an option to group invoices and credit memos by Ship To Address, with headers and totals shown for each address to make statements easier to read. | ||
| 25.1001 | Customer Statement | UPDATE: Added a new Display drop-down under Statement Type with options: ALL – Debit & Credit Balances and ALL – Debit Balances (With Positive Balance). The screen now defaults to ALL – Debit Balances, with totals showing only positive balances under the title Total Debit Balance. If the user selects ALL – Debit & Credit Balances, the record source refreshes to show both, and totals update accordingly with the title Total Debit & Credit Balance. The new statement screen and print layout have been redesigned to better match the old statement’s style while ensuring a clean, professional look. | ||
| 25.1001 | YES | Purchase Order | BUG FIX: Verified and fixed all scenarios where a lot was being replaced with an existing one during PO receiving, ensuring proper handling and resolution. | |
| 25.1001 | YES | Reports | UPDATE: Added a new Data Integrity Report under the Exception Reports category to help identify and monitor inconsistencies or data issues across the system. | |
| Scan 25.1001 | YES | Scanner | UPDATE: Built out the Settings Knowledge Base Article (KBA) to align with the sections displayed on the Company Settings screen, and completed the setup of email notifications by filling out the Subjects and Body text for each notification type. | |
| 25.1001 | Issue | User Security | BUG FIX: Updated printing settings to properly control access to Print and Email buttons. When a screen opens, the system now enables these buttons if the user has print rights, even if the restriction “User cannot make changes to Invoices & Credit Memos after printed” is enabled. Implemented on Invoices, Sales Orders, and Credit Memos, with rollout to other screens in progress. Still not working. | |
| 25.0930 | Customer Statements | UPDATE: Customer Statements – Updated to remove invoices and line items with $0 balances, ensuring cleaner and more accurate statements. | 250925-01 | |
| 25.0930 | YES | General | UPDATE: Performance Optimization – Improved screen load speed by ensuring no calculations are performed when it first opens. The Show All function was taking too long, so performance tuning and indexing optimizations will be applied. Totals will only refresh when the user clicks Refresh Totals, with further improvements guided by indexing best practices for faster processing. | |
| Scan 25.0930 | YES | Scanner | UPDATE: PO Receipts will now insert “Scanner” into the CreatedByProcess field when receiving a PO, and the Put Away process will correctly create a new ItemStock row. Additionally, email notifications have been enabled to trigger when a PO is received (either incomplete or complete). | |
| Scan 25.0930 | YES | Scanner | UPDATE: When users select Not Good for Stock, Yes Refund, the system will now follow the Good for Stock process (bringing in cost, recalculating totals, and updating records) to ensure all calculations are correct. At the end of this process, the system will then adjust the item back out of stock and update the Credit Memo line item ReturnStatus to NotReturned. This ensures accurate totals while properly handling items not returned to stock. | |
| 25.0930 | YES | Shipping and Receiving | UPDATE: To Print and Pick - When assigning items to a picker the system now creates a row in the Order Fulfillment table and sets the Additional Notes to "PickerX STARTED PICKING Order". If the order is a transfer the note reads "PickerX STARTED PICKING Order Transfer | 250925-11 |
| 25.0930 | ISSUE | Shipping and Receiving | UPDATE: Updated the Order search so that if the Order # cannot be found in the current on-screen list, the system will no longer search beyond it. Instead, it will play a negative sound and display a popup: Title: CANNOT FIND ORDER Message: This search process only looks in the list of Sales Orders on your screen right now. Still searches through the whole list. | 250926-05 |
| 25.0930 | User Security | UPDATE: Added a feature to allow users to view company-wide security rights for any selected screen. By right-clicking or using a hyperlink, a popup will display titled: “Company Wide Security Rights for %X% screen.” This view is read-only and cannot be edited. | 250929-01 | |
| 25.0929 | YES | About | BUG FIX: Updated the Help > About screen to correctly display the current system version instead of showing the default company name. | |
| 25.0929 | Customer Statements | UPDATE: Updated logic to display unpaid invoices using the calculation Total Invoice - (Total Payments + Open Credits + Unapplied Payments) instead of relying on the "Invoice Paid = False" status. | ||
| 25.0929 | Integrations | BUG FIX: Resolved a critical issue where Sales Orders created through integrations were not correctly setting the TAXABLE = TRUE flag when Customer Tax Exempt = FALSE and Item Taxable = TRUE. This caused invoices converted from these sales orders to not apply taxes properly, leading to significant discrepancies. | ||
| 25.0929 | Item Price Level | BUG FIX: Implemented validation to prevent duplicate Price Levels and enforced the use of a user-friendly Price Level drop-down list throughout the system, including Pricing Templates, Item Price Levels, Customer Pricing Table, and Customer Default Pricing. Users can no longer manually type values not in the list. All tables now store and calculate pricing based on the user-friendly price levels for consistency and accuracy. | ||
| 25.0929 | ISSUE | Quick Search | BUG FIX: Added a column to display the Credit Memo # (CM #) to the left of the Company Name when searching by date and removed the Sales Order (SO #) column for a cleaner view. Rename the invoice number column into credit memo number | 250926-06 |
| 25.0929 | YES | Quick Search | BUG FIX: Improved performance for invoice searches to reduce delays when opening results and loading invoice details. | 250926-04 |
| 25.0929 | Receive Payments (& Customer Statements) | BUG FIX: Modified the stored procedures for Customer Statements and AR Aging reports to accurately calculate and display totals. | ||
| 25.0929 | Receive Payments | UPDATE: Adjusted logic to display unpaid invoices based on the calculation: Total Invoice - (Total Payments + Open Credits + Unapplied Payments) instead of relying solely on the "Invoice Paid = False" status. | ||
| Scan 25.0929 | YES | Scanner | BUG FIX: Removed the "Set Picking Order" button and related user security option. Updated "Manage Bins" to "Manage Bins & Zones." When selected, it now displays a message directing users to manage all item picking bins and zones in 1place via Warehouse > Bin Management, with only a "Go Back" button available. | |
| Scan 25.0929 | YES | Scanner | BUG FIX: Improved layout and usability of the Scanner Settings by streamlining sections, adding clear headings and notes, aligning checkboxes for consistency, disabling non-functional options, and reorganizing settings for better clarity and flow. | |
| Scan 25.0929 | ISSUE | Scanner | BUG FIX: Resolved an issue where a Credit Memo could not be created if an invoice had previously been converted to a CM and then deleted. The system was leaving residual data that blocked creating a new CM during the Return Items process. CM created is not linked to the invoice and no line items on it. | |
| Scan 25.0929 | Scanner | BUG FIX: Resolved an issue where returned items marked as "Good for Stock" were not being properly restocked when the return occurred at a different warehouse than where the item was originally shipped. | 250926-08 | |
| 25.0929 | YES | User Security | BUG FIX: Reviewed and fixed permissions for Credit Memos and Invoices to ensure proper control over View, Add, Edit, and Delete rights. | |
| 25.0929 | YES | User Security | BUG FIX: Updated the "Do Not Allow" setting to prevent users from modifying Sales Order, Invoice, and Credit Memo dates. This restriction now overrides both Module Edit rights and Status Edit rights for these records | |
| 25.0929 | YES | User Security | BUG FIX: Resolved issues where users were unable to create invoices without having Delete rights, and where Item Adjustments could not be added or edited due to incorrect permission handling. | 250926-01 |
| 25.0926 | YES | Audit Logs | BUG FIX: Resolved an issue where the audit log was freezing on load by preventing it from automatically displaying data until the user selects specific criteria to filter and display. | 250917-03 |
| 25.0926 | Item Price Level | BUG FIX: Updated the system so that the Price Level field in Item Details is restricted to predefined price levels in settings and ensured consistent functionality across all related modules. | ||
| 25.0926 | YES | Reports | BUG FIX: AR Aging Summary - Fixed an issue where certain invoices were not appearing and ensured the Customer filter now functions correctly. | |
| Scan 25.0926 | Scanner | UPDATE: Updated the scanner to use an internal, non-editable "Ready to Receive" status instead of relying on the user-defined "On Dock" status to ensure consistency and prevent configuration issues. | ||
| Scan 25.0926 | Scanner | BUG FIX: Retested AP Bill triggering upon PO completion to ensure proper functionality. | ||
| Scan 25.0926 | YES | Scanner | UPDATE: Updated email notifications to use the warehouse-specific email settings based on the user's assigned warehouse. Emails are now sent using the configurations set under 1place Settings > System > Email Settings. | |
| Scan 25.0926 | YES | Scanner | UPDATE: Company Settings - Added a warehouse drop-down at the top of the settings form. When a different warehouse is selected, the fields will clear and allow the user to enter and save settings specific to that warehouse. | |
| 25.0926 | YES | Shipping and Receiving | BUG FIX: Updated the Find Order search field behavior on the To Dispatch screen so that when a user types or scans an order number, the focus stays in the Find Order field and the item is highlighted, instead of moving to the next field. Added success and failure sound cues to confirm if the order was found or not, improving speed and reducing the need for extra clicks. | |
| 25.0925 | YES | Item Price Level | BUG FIX: Resolved multiple issues with Item Price Levels. Dropdown Lists now correctly display available price levels on Pricing Templates and Item Price Levels (Customer Details > Custom Pricing > Custom Pricing table (Price Level column)) Saving New Price Levels in Settings > Items > Item Price Levels now works without errors. | 250924-02 |
| 25.0925 | Integrations | BUG FIX: Update the integration to detect and correct invalid dates before saving them, ensuring proper delivery dates are recorded. | 250924-05 | |
| 25.0925 | YES | Receive Payments | BUG FIX: Payment History - Fixed minimize and maximize functionality for group headers and added a Grand Total display at the bottom of the report. | |
| 25.0925 | YES | Receive Payments | UPDATE: Updated the layout and filtering options for the Payment History screen to improve usability and reporting flexibility: -Moved Received By and Group By filters to the right side, with Group By aligned to the far right. -Adjusted the Date Range dropdown to be slightly narrower for better layout balance. -Added From Date and To Date fields (defaulting to Today) to allow custom date filtering. -Introduced Custom Dates option in the Date Range dropdown, which sets focus on the From Date field when selected. -Updated the grouping header style to use the standard light green background with black text for consistency across reports. | |
| 25.0925 | YES | Reports | UPDATE: The AR Aging Summary Report now includes a new filter option, Show Unapplied Amounts (Yes/No), located above the Customer selection. The default setting is Yes. | |
| 25.0925 | ISSUE | Reports | BUG FIX: The AR Aging report is displaying incorrect totals in the Current column, causing discrepancies when compared to other reports. While the AR Received Payments and Statements reports match exactly to the penny, the Aging report does not align. The issue appears to be with the Current balance calculation, which should display the correct positive amount. Undefined error message when user fails to select the end date filter. It should give a prompt to select the end date. | |
| 25.0925 | YES | Sales | UPDATE: Updated the system to standardize date handling across all transaction types (Q, SO, I, CM, PO). Short Date Format: Transaction date will now be saved in short date format (e.g., 9/15/2025). Long Date Format: Added fields (DateAdded, DateEdited) to capture full date and time (e.g., 9/15/2025 2:24 PM). Applies to all sources, including Find Parts, Integration API, and Portal. | 250915-17 |
| 25.0925 | ISSUE | Sales | UPDATE: Updated Field Population Logic for Created By, Entered By, and Sales Rep New Record Creation (Q, SO, Inv, CM): -Created By and Entered By now default to the logged-in user (or the default user for Integration/Portal entries). -Sales Rep will auto-fill from the Customer record, or remain blank if no Sales Rep is set. Records Created from Another Record (e.g., Quote → SO, SO → Invoice, Invoice → CM): -Created By remains the logged-in user (or default user for Integration/Portal). -Entered By and Sales Rep are now copied from the source record for accurate tracking. Sales Rep field not working properly | 250924-03 |
| Scan 25.0926 | Scanner | BUG FIX: Adjusted the logic for handling inspected items: Good for Stock sets InvoiceLineItems.ItemStockStatus to Returned. Not Good for Stock - Give Refund and Not Good for Stock - Do Not Give Refund both set InvoiceLineItems.ItemStockStatus to NotReturned. | ||
| Scan 25.0926 | YES | Scanner | BUG FIX: Cart to Staging: Updated the process to correctly display the equivalent 1place user in the Changed By User field when items are scanned to staging. | |
| 25.0925 | YES | Shipping and Receiving | BUG FIX: When dispatching only one driver, the Update button will now be displayed even if both Invoice and Manifest are selected. | 250924-01 |
| 25.0925 | System Time | BUG FIX: Resolved an issue where timestamps were displaying 6 hours ahead in various modules and logs. This update ensures all times now correctly reflect the warehouse's time zone. Areas updated are Item Transaction Log, ItemStock table, Stock Transfer, Shipping and Receiving modules. | 250923-01 | |
| 25.0924 | YES | Bin Management | BUG FIX: Resolved an issue where bin locations were not opening properly for certain warehouses. | |
| 25.0924 | YES | Credit Memo (& Invoices) | BUG FIX: Resolved an issue where users were still able to edit Invoices and Credit Memos even when the setting to block edits after printing was enabled. The restriction now works as intended. | 250915-15 |
| 25.0924 | ISSUE | Credit Memo | BUG FIX: Resolved an issue where a payment was being automatically created and applied to a Credit Memo when it included additional charges, such as delivery fees, without any actual payment being made. CM carried over the freight even if payment is not complete and items are not yet returned. | |
| 25.0924 | YES | UPDATE: The email screen layout was updated so the PDF preview now appears at the top right, next to the "To" email field, making it easier to review before sending. | ||
| 25.0924 | YES | Receive Payments | UPDATE: AR Payments Received Report Enhancements Removed all Credit Memos that are not actual monetary receipts. The Date Range filter is now positioned on the left and defaults to Last 7 Days when the form opens. A Group By dropdown was added with the following options: None, Received By, Payment Method, Received By & Payment Method Totals are now displayed under each group when grouping is applied, as well as an overall total when no grouping is selected. | |
| 25.0924 | YES | Reports | BUG FIX: The From Date in the AR Aging Summary report now defaults to 01/01/2000. Additionally, issues with exporting the report to Excel were identified and resolved. | |
| Scan 25.0924 | YES | Scanner | BUG FIX: The scan app now prevents receiving already received line items on a purchase order. This ensures that once an item has been received, it cannot be received again, preventing duplicate entries and over-receipts. | |
| Scan 25.0924 | Scanner | BUG FIX: Updated the Sales Order fulfillment info to display timestamps based on the warehouse location's time zone instead of the user's local time. | 250923-01 | |
| Scan 25.0924 | YES | Scanner | BUG FIX: Improved performance of the Cart to Staging screen to reduce load times. Corrected the Date Received field when returning items to stock to ensure accurate tracking. | |
| Scan 25.0924 | YES | Scanner | BUG FIX: Inspect Item to Return. Updated Step 1 of 2 to display the associated Invoice #, ensuring users can verify and track returns accurately. | |
| Scan 25.0924 | YES | Scanner | BUG FIX: Resolved multiple issues with the Inspect Parts process where items marked as Good for Stock were being returned with incorrect data, including zero quantity and missing bin information. The system now correctly updates inventory, assigns the proper bin location (ReturnsArea), and ensures reservation details are properly logged. | |
| 25.0924 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where searching by Sales Order # in the To Print screen was not functioning properly. | |
| 25.0923 | BUG FIX: Updated email functionality for Quotes, Sales Orders, Invoices, Credit Memos, and Purchase Orders to first use user-specific email settings. If these are not configured, the system will fall back to global email settings. Fixed an issue where Credit Memos were not sending properly when relying on global settings. | 250922-03 | ||
| 25.0923 | Integrations | BUG FIX: Ensured that all QUOTE and SALES ORDER totals, including Taxes, Other, SubTotal, Grand Total, Total Paid, and Balance Due, are rounded to two decimal places to prevent discrepancies caused by extended decimal values. | 250922-02 | |
| 25.0923 | Integrations | UPDATE: Updated the priority order for determining Ship To Address, Pricing, and Tax Codes to follow this sequence: -Supplier 3rd Party ID linked to a Customer -Default Fallback Customer -Zip Code | 250922-01 | |
| 25.0923 | YES | Receive Payments | UPDATE: Added an X icon in the Action column, allowing users to easily delete GL rows and re-enter them if needed. | 250922-05 |
| 25.0923 | YES | Receive Payments | UPDATE: Payment History - Added filtering options for easier reporting: -Received By: Drop-down list of users who received payments. -Date Range: Quick-select options including Today, Yesterday, Last 7 Days, Last 30 Days, Last 365 Days, and ALL. | 250918-08 |
| 25.0923 | YES | Reports | UPDATE: AR Aging Summary Report - Replaced As of Date with Starting Date and Ending Date fields for date range filtering. | 250922-06 |
| 25.0923 | ISSUES | Reports | UPDATE: New Report Added: Invoices / Credits by Item Category (Summary) Features: Filter by Warehouse for targeted reporting. Displays data with columns: Category (alphabetical order), # invoice, # credits, $ Invoices (total sales), $ Credits (total credits), $ Net Sales (Invoices minus Credits) Error when running report. | |
| 25.0923 | ISSUES | Reports | UPDATE: Renamed Invoice / Credit Payment Details to Invoices / Credits Payment Details. Renamed Invoices / Credits by Category to Invoices / Credits by Item Category. Removed Show Detail dropdown - report now always displays details by default. Fixed issue where running the report cleared all settings/criteria. Updated export behavior so Summary view will no longer automatically download to Excel unless there are more than 10,000 categories. Needs to update header name and fix report criteria | |
| 25.0923 | YES | Reports | BUG FIX: Resolved issues with Invoice/Credit reports, including: -Report Period dropdown now correctly updates the from and to dates. -Fixed an undefined error that appeared when running the Invoice/Credit by Date (Totals) report. | M250919-01 |
| Scan 25.0923 | YES | Scanner | UPDATE: ItemStock Table Enhancements: -Added a PurchaseOrderNumber field to the ItemStock table and related SQL tables. -Automatically insert the PO number when a PO is received. -Set the CreatedByProcess field to Scanner for items received via the scanner. -Updated ReserveNotes format to: On Dock from PO Receipt - [PO Number] - Scanner. | |
| 25.0923 | System Time | BUG FIX: The Fulfillment Info tab now correctly records the date and time whenever a status is changed | 250902-33 | |
| 25.0922 | YES | Credit Memo | BUG FIX: Resolved an issue where emailing Credit Memos—whether using a template or sending manually—was failing. | |
| 25.0922 | YES | Customer Lists | BUG FIX: Resolved an issue where exporting the Customer List displayed an incorrect message: "Do you want to export NaN records?" | 250919-02 |
| 25.0922 | Invoices | BUG FIX: Fixed an issue where invoices created from integrations were sometimes showing $0 tax due to the use of TaxCode2. The system was updated to stop using TaxCode2 for tax calculations and ensure consistent handling across all order types. | 250919-02 | |
| 25.0922 | YES | Reports | BUG FIX: The summary view of the report, Invoices/Credits By Category, was cleaned up for professional formatting. When “Show Detail” is set to No, only columns that contain data are displayed, and empty columns (like Item, Description, etc.) are hidden. Added a Summary/Detail option. When “Show Detail = No,” the report shows only one line per payment. In Summary mode, the report does not prompt for Excel download. | 250903-33 |
| 25.0922 | ISSUE | Reports | UPDATE: A new report, AR Aging Summary Report, was added to show each customer with aging columns: Current, 1–30 Days, 31–60 Days, 61–90 Days, and 90+ Days. The report can be exported to Excel and is modeled after standard Accounts Receivable Aging reports. Fix range of time period, including the header. | 250903-32 |
| 25.0922 | YES | Reports | BUG FIX: Resolved an issue where the Invoices/Credit By Customer (Open) report was showing incorrect totals, displaying an extremely inflated value. The report now correctly calculates and displays totals, including proper handling of credits. | 250918-06 |
| 25.0922 | Sales Order | BUG FIX: Fixed an issue where Sales Orders and Invoices were not rounding totals and line item amounts to two decimal places, causing mismatches in payments. The system now properly rounds all currency values to the nearest cent to ensure accurate financial calculations. | 250919-01 | |
| Scan 25.0922 | ISSUE | Scanner | UPDATE: PO Receive - Final Screen: Updated the final receipt process to show a verification message and perform automatic checks before confirming success or failure. Successful receipts display a green checkmark and details; mismatches are rechecked up to three times before the final status is shown. No message shown while verifying and no green checkmark displayed. | |
| Scan 25.0922 | YES | Scanner | UPDATE: Invoices / Credit Memo's Settings - Credit Memo Next Statuses for Scanner Returns: Added a new section for Scanner > Return Items > Inspect Part to allow setting optional “Next” credit memo statuses based on return type: Good for Stock, Not Good for Stock (Do Not Refund), or Not Good for Stock (Give Customer Refund). Statuses can be selected from a dropdown sorted in user-defined order. | |
| Scan 25.0922 | YES | Scanner | UPDATE: Invoices / Credit Memo's Settings - Updated the Credit Memo Statuses section to hide the “Next Status” column and remove the delete (X) icon, preventing users from accidentally deleting statuses. | |
| Scan 25.0922 | YES | Scanner | BUG FIX: Fixed an issue where credit memo amounts were not rounding correctly. | 250919-05 |
| Scan 25.0922 | YES | Scanner | BUG FIX: Receive PO: Fixed an issue where items were not automatically assigned to the “On Dock” location when received. Items now correctly default to “On Dock” if no bin is specified. | 250919-04 |
| 25.0922 | YES | User Security | BUG FIX: Fixed an issue where changes were not being saved for users with “Copy Designated User” type. Now, the correct “Copy User Settings” user is pre-filled, and edits properly save. | |
| 25.0919 | Customer Portal | BUG FIX: Resolved an issue where the portal showed as disabled when accessing xxx.1place.cloud, even though it was enabled. The portal now correctly recognizes its enabled status and functions as expected. | ||
| 25.0919 | YES | Receive Payments | UPDATE: Added pagination to the GL Cash Receipts and GL Cash Deposits summary screens with a default limit of 500 records per page, along with an option to view ALL records. | |
| Scan 25.0919 | ISSUE | Scanner | UPDATE: Added functionality to set the CreatedByProcess field to "Scanner" whenever a Credit Memo is created through the Scanner, ensuring clear tracking of how the Credit Memo was generated. Created By has the username of the 1place user instead of Scanner | 250918-02 |
| Scan 25.0919 | YES | Scanner | BUG FIX: Updated the Inspect Parts process to ensure that when an item is returned to stock, it is placed in the warehouse associated with the logged-in scan user, maintaining proper inventory tracking and location accuracy. | |
| Scan 25.0919 | Scanner | BUG FIX: Added validation to prevent creating multiple Credit Memos for the same item(s). If a return request is already created through the Portal, the scanner will now detect and link to that existing Credit Memo instead of generating a duplicate. | ||
| Scan 25.0919 | YES | Scanner | BUG FIX: Enhanced the final validation for PO receiving. When the percentage received reaches 100%, the system now performs an additional check to ensure the stored procedure has had enough time to update and return accurate final totals. | |
| 25.0919 | Shipping and Receiving | UPDATE: All labels now dynamically use the SHIP/REC warehouse in their queries, ensuring labels are printed and sorted based on the specific warehouse’s BinPickingOrder and BinLocations. | ||
| 25.0918 | YES | Receive Payments | UPDATE: A new checkbox option has been added under the GL Line Items: “Combine similar Journal Entries into 1 Journal Entry.” When enabled, the system will automatically merge identical entries (based on Location, Department, and Debit/Credit GL Accounts) into a single journal entry, simplifying posting and reporting. Posting functionality has been updated and tested to ensure accurate results. | |
| YES | Reports | BUG FIX: Fixed an issue where downloading the AR Received Payment Report Summary generated an Excel file containing only the report header with no data. The export now correctly includes all report details. | ||
| 25.0918 | ISSUE | Reports | BUG FIX: Resolved an issue where clicking on a transaction in the AR Payments Received (Detailed or Summary) report opened a blank tab instead of displaying the transaction details in a popup. Empty tab when transaction are clicked. | |
| 25.0918 | YES | Reports | BUG FIX: AR - Payments Received Report. All Grouping options are now fully functional. Sorting logic updated to prioritize grouping type, then date, and finally transaction number for better organization. Number formatting standardized for clarity, e.g., $12,345.00 instead of $12345.00. | |
| Scan 25.0918 | YES | Scanner | UPDATE: At the end of the process, additional totals are now displayed, including Units on PO, Units Reserved, PO Total, and In Stock Total. Totals are shown in green when values match. If any values do not match, the mismatched lines will turn red for quick identification. | |
| Scan 25.0918 | YES | Scanner | BUG FIX: Resolved an issue where POs were being imported with duplicate line items. Added a Line Items count displayed above the total units. | |
| 25.0917 | YES | Receive Payments | BUG FIX: Resolved an issue where Credit Memos and Unapplied amounts were not being fetched correctly in the Receive Payments screen. | |
| 25.0917 | YES | Receive Payments | BUG FIX: Resolved an issue where applied credits were displaying an incorrect payment amount. The system now accurately shows the correct applied amounts for all credits. | |
| 25.0917 | YES | Receive Payments | BUG FIX: Resolved an issue where overpayments from imported ACH files were not generating corresponding credit memos. The system now correctly creates a credit memo for any overpaid amount during the import process. | |
| 25.0917 | ISSUE | Reports | BUG FIX: Added functionality to download the AR Received Payment Report (Summary) in Excel format, enabling users to easily export and analyze payment data. Downloaded excel file is empty. Only the header was downloaded | |
| 25.0917 | ISSUE | Reports | BUG FIX: Resolved errors preventing the Sales Tax Liability Report (Detail and Summary) from running and exporting to Excel with groupings. Corrected incorrect bottom totals to ensure accurate reporting. Corrupted file error when excel file is downloaded. | 250915-02 |
| Scan 25.0917 | YES | Scanner | UPDATE: The PO Reconcile screen now updates in real-time, showing live progress of received lines and units. It highlights completion status in green when fully matched or red if mismatched and alerts the user if progress stalls for over 30 seconds. | |
| Scan 25.0917 | YES | Scanner | UPDATE: Receive PO to Dock (Screens 1-3). The screen flow was updated to improve usability by placing the primary action buttons at the bottom of each screen, making them the most prominent and easy to access. Secondary actions like Go Back or Finish Later were de-emphasized with lighter styling to clearly guide users toward the main workflow. | |
| 25.0916 | YES | Credit Memo | UPDATE: Implemented a new restriction where users without edit permissions can still open and view Credit Memos but cannot make any edits, preventing changes to finalized financial records. | 250915-15 |
| 25.0916 | YES | Integrations | UPDATE: Added a new setting for each of the three integrations called "Created / Added By User". This setting provides a drop-down list of users, allowing admins to specify which user should be automatically assigned to the Created By and Entered By fields when a new Quote or Sales Order is generated through integrations. | 250915-09 |
| 25.0916 | Receive Payments | BUG FIX: Resolved an issue where the import summary displayed red lines even when there were zero records. Updated the instructional message to correctly state “to the left” instead of “to the right.” | 250915-12 | |
| 25.0916 | YES | Receive Payments | UPDATE: When changing the customer, all fields on the screen now clear automatically. The Received from Customer field remains static and will not be altered by other actions. Added a new total field in the top-right corner to track running totals of applied discounts. Updated the Amount Paid column header to Amount Applied for clarity. Revamped GL totals to align with KBA titles and definitions, making it easier for users to verify correct GL entries. | |
| 25.0916 | Receive Payments | BUG FIX: Resolved multiple issues with the payment import process, including overpayments not generating credit memos, incorrect small amounts appearing on applied credits, and invoices being incorrectly flagged as paid or failed. Validation and reconciliation logic were improved to ensure accurate application and tracking of imported payments. | ||
| 25.0916 | YES | Reports | BUG FIX: Group By now works correctly on Summary view, showing payments summarized and totaled by Received By. Detail view has been fixed to display accurate data. Clicking a transaction opens a popup with payment details directly on the report screen, instead of redirecting to the AR Receive Payments History tab. | |
| 25.0916 | YES | Reports | BUG FIX: Resolved an issue causing both the Detail and Summary versions of the Sales Tax Liability Report to fail when running for the date range 8/1/25 to 8/31/25. | 250915-02 |
| 25.0916 | YES | Sales | BUG FIX: Updated the system to ensure that status changes throughout the sales process correctly display the actual user who initiated the change, rather than defaulting to one of our support's username. | 250915-10 |
| Scan 25.0916 | YES | Scanner | UPDATE: On Picking > Assigned to Me > Cart to Staging: Added validation to compare records with 1place. If the record does not exist in 1place, it will not be shown. If the status does not match the required Picking status, it will not be shown. | |
| 25.0915 | YES | Invoices | UPDATE: Added a clickable link on line 2 of the Invoice screen to open the related Credit Memo directly. | 250912-04 |
| 25.0915 | Receive Payments | UPDATE: When the Delete icon is clicked, the system checks if the Cash Receipt is linked to a Cash Deposit. If linked to a deposit: A popup alerts the user that the deposit must be deleted first. If not linked: A confirmation popup appears, requiring the user to type YES to permanently delete the payment. The message changes based on integration: Sage Intacct, QuickBooks Online, or no integration. When the Magnifying Glass icon is clicked, a popup shows a summary of the payment header and related invoices or credits, including amounts paid, discounted, and applied. | ||
| 25.0915 | YES | Receive Payments | UPDATE: Updated the layout by removing the magnifying glass icon next to the Receipt ID. Added a new Actions column on the far left, containing both an X icon and a Magnifying Glass icon, spaced at least half an inch apart for better usability. | |
| 25.0915 | YES | Receive Payments | UPDATES: Clearing discounts when an invoice is unchecked. Updated GL totals layout with new labels: -GL Total Received -GL Total Sales Discounts -GL Amount Out of Balance (yellow background when out of balance) -GL Amount Applied to Invoices & Credits (green background when balanced) Recalc button now turns red when recalculation is needed. Added auto-fill for Unapplied Amount when adding a new GL row. Moved Notes to the far left and added a delete column for GL rows. Adjusted spacing for buttons in header, details, footer, and form footer for a cleaner layout. | |
| Scan 25.0915 | YES | Scanner | BUG FIX: Ensured that every scan process is strictly filtered by the CompanyID tied to the logged-in company account. This prevents data from one company from being viewed or accessed by another, ensuring proper data isolation and security. | 250912-03 |
| Scan 25.0915 | YES | Scanner | UPDATE: When creating a Credit Memo from the scanner, the Entered By field will now display the name of the logged-in 1place user linked to the scanner user, ensuring accurate tracking of who created the Credit Memo. | 250912-01 |
| Scan 25.0915 | Scanner | BUG FIX: Resolved an issue where Credit Memos were being created with headers but no line items due to errors during the integration process using the createCreditMemo API. The system now detects and prevents incomplete Credit Memo creation, and automatically cleans up orphaned CM headers to maintain data integrity. | 250912-02 | |
| 25.0915 | Shipping and Receiving | UPDATE: A new DispatchOrTrackingNumber column has been added to the SOLineItems table to replace reliance on the WarehouseBatches table. The system now updates this field with the Dispatch # for backward compatibility. Reprint Dispatch functionality has been updated to no longer depend on WarehouseBatches, and all related dependencies, including those for In Route to Warehouse, have been reviewed and updated accordingly. | 250912-05 | |
| 25.0915 | YES | Shipping and Receiving | UPDATE: Enhanced search functionality now allows users to search across all screens using keywords for Item #, Order #, or Company Name for faster and more accurate results. | |
| 25.0915 | ISSUE | Shipping and Receiving | BUG FIX: Fixed issue with 4x6 labels not sorting correctly by BinPickingOrder and BinLocation Still not working | 250912-05 |
| 25.0912 | YES | Customer Search Field | UPDATE: The customer search functionality has been improved to resolve recent issues while maintaining compatibility with older versions. All customer search fields now work as follows: Search by Company Name (wide), Phone # (narrow), Address (wide: Street, City, State, Zip), Customer #, Address Type, and Warehouse. Contact Name search is not included. The "Search by Drop Down List for Finding a Company" setting has been moved to: Settings > Sales > Find Parts > Other Settings (above the other two drop-down settings). On the Find Parts screen, a new left/right arrows toggle button has been added next to the search drop-down. Clicking this button cycles the search priority through these options: -Company Name -Phone # -Address -Back to Company Name | |
| 25.0912 | YES | Item Details | BUG FIX: Resolved a critical issue where updating a Net Price and clicking Save caused all price levels to duplicate. This fix also includes verification to ensure List Price saves and updates correctly without duplication. | 250910.09 |
| 25.0912 | YES | Receive Payments | BUG FIX: When applying a payment with a discount, the system now correctly generates two separate GL entries. Example: If a $100 payment is applied to a $101 invoice with a $1 discount, the correct entries will be: -Debit Cash in Transit $100 / Credit AR $100 -Debit Sales Discounts $1 / Credit AR $1 | |
| 25.0912 | YES | Receive Payments | BUG FIX: When selecting an invoice, the system now auto-fills the Amount Paid field: If the invoice Total Balance Due is less than the Net Applied, it fills with the Balance Due. If the invoice Total Balance Due is greater than the Net Applied, it fills with the Net Applied. | |
| 25.0912 | YES | Receive Payments | UPDATE: Added an uneditable SUM TOTAL beneath the Amount column in the GL lines section. This makes it easier to verify that the GL lines are balanced. | |
| 25.0912 | YES | Receive Payments | BUG FIX: Fixed an issue where GL Account balances could easily become incorrect when selecting or deselecting invoices during payment application. The system now recalculates GL balances automatically after each click. If recalculation is not possible in real time, a Recalc button has been added: Next to the Add New Row button above the GL rows. Below the Net Unapplied field when the Received from Customer amount differs from the total GL lines. | |
| 25.0912 | YES | Reports | BUG FIX: Resolved an issue where stock quantities in the Total Sales by Item report did not match the actual quantities shown in 1place. The report now accurately reflects current inventory levels. | 250911-04 |
| Scan 25.0912 | YES | Scanner | BUG FIX: Resolved an issue where the Go Back and Request Authorization buttons were floating over the item list when the list was long. The buttons now stay properly positioned at the bottom of the screen. | |
| Scan 25.0912 | YES | Scanner | UPDATE: UI Adjustments for Returns Put Away: All of NEXT and Save & Reconcile button were placed at the bottom of the page. Go Back button was placed above it and change its color to white. | |
| Scan 25.0912 | YES | Scanner | BUG FIX: When inspecting and returning items to stock, the User Name now correctly appears in the Item Transaction Log. | |
| 25.0912 | Shipping and Receiving | BUG FIX: Resolved an issue where Zone buttons with item quantities were not appearing in the To Print and Pick screen, while they displayed correctly for other warehouses. Zone buttons now appear properly for all warehouses. | 250911-07 | |
| 25.0912 | YES | Shipping and Receiving | BUG FIX: The Reprint Dispatch dropdown is now sorted in descending order, ensuring the most recent dispatches appear at the top. This fix also resolves the issue where certain dispatches were not showing in the list. | 250912-01 |
| 25.0911 | YES | Customer Portal | BUG FIX: In Settings > Customer Portal > Manage Users > Customer Portal New Sign Ups to Link & Approve, the Select Company Name dropdown has been fixed to search by Company name (not phone) and return the full customer list. Also fixed the issue with NONE of the customer drop Down lists work after the top line. | 250910.05 |
| 25.0911 | YES | Receive Payments | BUG FIX: Resolved an issue where receiving payments for invoices across multiple warehouses caused GL Out of Balance errors. | 250910.07 |
| 25.0911 | YES | Reports | UPDATE: Added new reporting features for AR - Payments Received -Filter by Received By to view specific user activity. -Group by Received By for organized reporting. -Include Received By in Excel exports for comprehensive data tracking. | 250903-29 |
| Scan 25.0911 | YES | Scanner | BUG FIX: Credit Memos now always use the current date when created or when items are returned to stock using the scanner. The date is based on the warehouse time zone, or the local system/browser date if no warehouse time zone is set. | 250911.04 |
| Scan 25.0911 | YES | Scanner | BUG FIX: In Return Items > Inspect Return, the issue where items could not be selected and the button failed to turn green has been resolved. Users can now properly select items and proceed without interruption. | 250910.03 |
| 25.0911 | YES | Shipping and Receiving | BUG FIX: The Dispatch All Drivers screen in To Dispatch now functions correctly | 250903-07 |
| 25.0911 | ISSUE | Shipping and Receiving | UPDATE: Added a new Label Designer field called U/T with the description “# Units / Transfers on Order.” Value format: Units/Transfers (example values: 5/2 or 5/0) Example: Order has 2×Item A, 1×Item B, 2×Item C and Item C is a transfer. U/T = 5/2. If Item C is not a transfer. U/T = 5/0 Need to fix the term as it should be U/T (with slash). Issue with the printed number of transfers. | 250910.02 |
| 25.0911 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where Dispatches created in version .0909 were not appearing in the Reprint drop-down list. Dispatches now display correctly for reprinting, consistent with those created in earlier versions. | 250910.01 |
| 25.0910 | Reports | BUG FIX: All Invoice and Credit Memo reports will be reviewed to identify reports with incorrect totals. Any discrepancies found will be corrected to ensure accurate reporting. | 250909-18 | |
| 25.0910 | YES | Reports | BUG FIX: Resolved an issue where the Customer drop-down list in various Invoice and Credit Memo reports was not displaying all customers. It now shows the full customer list as expected. | 250909-17 |
| 25.0910 | YES | Reports | BUG FIX: Resolved issues with the Sales Orders by Date report where the Tax column was incorrectly showing $0 and totals were incorrect for orders with two or more line items. | 250909-16 |
| 25.0910 | YES | Shipping and Receiving | UPDATE: Added navigation controls (Next, Show All, etc.) to the top of the To Print and Pick sections, and to the bottom of To Print and Pick for easier access and improved usability. | 250903-09 |
| 25.0910 | YES | Shipping and Receiving | BUG FIX: In SHIP/REC: To Dispatch, the Records per Page setting at the bottom was not saving or triggering a search. This has been corrected, and the setting now works as intended. | 250909-15 |
| 25.0910 | YES | Shipping and Receiving | BUG FIX: Resolved an issue in To Print, Picking, and To Dispatch where typing a Sales Order # (or part of it) and pressing Enter would not trigger a search. The system now correctly searches immediately upon pressing Enter, without requiring an extra click on the screen. | 250909-14 |
| 25.0910 | TES | Shipping and Receiving | BUG FIX: Improved the Select Dispatch Number dropdown in SHIP/REC: In Route to be wider and display up to 50 results. Resolved an issue where manually typing a dispatch number would not display the associated batch of orders, even though they existed in the system. | 250909-13 |
| 25.0910 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where assigned picks disappeared from the To Print list but weren’t visible on the Picking list. Added a Records per Page dropdown to both the top and bottom of the page, with the system remembering the user’s selection to ensure all records are displayed correctly. | 250909-12 |
| 25.0910 | System Time | UPDATE: System time is now displayed accurately across key screens by following this priority order: 1. Customer Warehouse Time – Uses the selected customer warehouse time. 2. User Default Warehouse Time – If no customer warehouse is selected. 3. Default Warehouse Time – If the user has no default warehouse set. 4. Browser Time – Used as a fallback when no warehouse time zone is configured. | ||
| 25.0909 | YES | Cash Management | UPDATE: When saving, the system now verifies that the Received From Customer amount matches the GL journal entry total. If they do not match, a message will appear: Title: GL Entries Out of Balance Message: The Total Received from Customer does NOT equal the Journal Entry amount. Please select one or more additional invoices or add journal entry lines to balance the amounts. | |
| 25.0909 | YES | Cash Management | UPDATE: In AR - Cash Deposits, deposits are now grouped across the entire database, similar to AR - Receive Payments. -A single deposit (e.g., $10,000) will create separate lines for each Warehouse, Debit Account, Credit Account, Location, and Department. -Added a new Source Entity column for improved tracking. -The Employee field now displays the username of the person who made the deposit and is locked to prevent changes. | 250903-27 |
| 25.0909 | Cash Management | UPDATE: In AR - Cash Deposits, the blue group headers have been updated to display Journal Entry Header and Journal Entry Line Items instead of just showing the total amount (e.g., $1000). | 250903-28.1 | |
| 25.0909 | YES | Receive Payments | UPDATE: The system now allows users to save a payment without selecting any invoices. This enables the creation of an unapplied credit directly, without requiring at least one invoice to be selected. | |
| 25.0909 | Receive Payments | UPDATE: On the final screen, if the Unapplied Amount is greater than zero, a red warning message will appear instructing the user to either select invoices to fix the balance or click Save to create an Unapplied Credit. | ||
| 25.0909 | YES | Receive Payments | UPDATE: The green “Proceed (and make Credit if necessary)” button is now disabled if the Total Difference is negative or if credits in the file are over-applied. | |
| 25.0909 | YES | Receive Payments | UPDATE: At the end of the payment import process, the system will now: -Display the pre-selected, pre-matched list of green Invoices and Credits. -Show a popup summary screen providing an overview of the file, including matched, unmatched, and failed records. | |
| 25.0909 | YES | Receive Payments | UPDATE: The final Excel export for payment import results now uses clearer Status field values: Paid = FAILED: Not applied, paid previously Valid = SUCCESS: Match found, payment applied Not Found (in 1place) = FAILED: Not found in 1place Not Found (for selected customer) = FAILED: Found in 1place, but linked to a different Bill To Customer | |
| 25.0909 | Reports | UPDATE: The Invoices/Credits By Category summary has been reformatted for a professional layout. When Show Detail = No, the report now displays only the column headings and values that contain data; empty columns (like Item, Description, etc.) are hidden with no headers shown. The overall styling, alignment, and spacing have been cleaned up so the summary looks polished and easy to read. | ||
| 25.0909 | YES | Sales Order | UPDATE: When a user manually changes the Sales Order status, the system will now update the Fulfillment Info automatically to reflect the change. Adds an entry to the Additional Notes field with the following format: Status manually changed by [UserName] | |
| Scan 25.0909 | YES | Scanner | UPDATE: The Inspect Items workflow has been updated to include an additional step when a user selects Not Good for Stock on Screen 2 of 2. A new Screen 3 of 3 now appears, asking: “Do you want to give the Customer a Refund?” Options: Go Back (white button), No, Do Not Refund, Yes, Give Customer Refund If there is only one line item, the system will: -Change the Credit Memo Status to RA Denied. -Add a comment to the line item: “Return Authorization Denied by %User% on %Date%.” -Log the return by placing the item back into stock, then immediately adjust it back out, recording both transactions for audit purposes. | |
| Scan 25.0909 | YES | Scanner | BUG FIX: We addressed an issue where the Authorization process could create two Credit Memos for the same Invoice within seconds. The system now includes additional checks to confirm that a Credit Memo hasn’t already been created before generating a new one. This update also ensures that if a Return Authorization was created through the Customer Portal, the scanner will not create another duplicate Credit Memo. Thorough testing was performed using portal-based returns to verify this behavior. | |
| Scan 25.0909 | YES | Scanner | UPDATE: During the Credit Authorization step, newly created Credit Memos will now use the current date instead of defaulting to the Invoice date. | 250908-02 |
| Scan 25.0909 | YES | Scanner | UPDATE: The Proceed, Done, and Finish buttons are now consistently placed at the bottom of the screen for all steps in the return process for better usability. | |
| Scan 25.0909 | YES | Scanner | UPDATE: Standardized button placement and styling across the Return Item Screen for a cleaner, more consistent, and user-friendly experience. The Next buttons(such as Proceed, Done, etc.) are now consistently placed at the bottom where applicable, with Go Back buttons updated to a white button with blue text to de-emphasized them. | |
| 25.0909 | YES | Shipping and Receiving | UPDATE: When the In Route to Warehouse screen opens, the Status field will now auto-fill to "To Dispatch" by default. If a user clears the Status field and attempts to transfer without selecting a status, A warning message will appear: Title: Status Missing; Message: Please select a Status before proceeding. | |
| 25.0909 | ISSUES | Shipping and Receiving | UPDATE: The Stock Selector has replaced the old Stock Transfer screen, making it easier to choose and manage inventory for sales orders. -Items are now shown in FIFO order with clear visibility of Reserved stock. -Reserved stock cannot be selected or shipped, ensuring accurate allocation. -If an order cannot be fully fulfilled from the order’s warehouse, the Stock Selector automatically pulls available stock from other warehouses in priority order. When shipping from multiple warehouses: -The system creates separate Sales Order line items for each warehouse fulfilling part of the order. -It also generates separate Stock Transfers to move inventory from those warehouses to the order’s warehouse, ensuring accurate tracking and fulfillment. FIFO sorting issue | |
| 25.0909 | YES | Warehouse | UPDATE: Enhanced warehouse calculations and validations to ensure data accuracy and consistency across inventory processes, including stock levels, reservations, and item availability. | |
| Scan 25.0908 | YES | Scanner | BUG FIX: Receive PO, items now lock correctly after receiving. | |
| Scan 25.0908 | YES | Scanner | UPDATE: The Scanner now displays the current version number immediately after login, allowing users to quickly confirm the version they are using. | 250903-23 |
| Scan 25.0908 | YES | Scanner | UPDATE: Put Away Items, when moving items from one receipt to a new receipt (e.g., moving part of the quantity from On Dock), the Inventory Transaction Log will now display the original bin location in the Transaction Number field using the format: Moved from Bin: X | 250903-20 |
| Scan 25.0905 | YES | Scanner | BUG FIX: Put Away (5-step process), when partially putting away items, the new receipt now correctly sets the Cost, Added Cost, and PO # | |
| Scan 25.0905 | YES | Scanner | UPDATE: Return Items > Inspect Items, when the Qty Returned is changed from 0 to a value greater than 0, the Credit Memo date now automatically updates to the current date. The date is based on the Warehouse Time Zone setting. If no time zone is set, the system date will be used by default. | |
| Scan 25.0905 | YES | Scanner | BUG FIX: Inspect > Good for Stock. Footer totals (Tax and Total fields) now update and refresh correctly after inspection. Credit Memo now properly links to the related Invoice. Sales tax is now calculated correctly for non–tax-exempt customers when items are marked as Good for Stock, using the same calculation process as line item price changes. | 50903-18 |
| Scan 25.0905 | YES | Scanner | BUG FIX: Put Away Partial Receipt from On Dock where, when moving the remaining quantity (X) of an item to a new bin, the system would not properly update the Reserved status or Reserved Notes. The system now keeps the same receipt while correctly setting Reserved to FALSE and clearing the notes. | 250903-13 |
| 25.0905 | YES | Shipping and Receiving | UPDATED: The Search Field in Ship/Rec: To Dispatch has been updated to allow searching by both Order # and Customer Name. | |
| 25.0905 | YES | Shipping and Receiving | BUG FIX: Resolved an issue in Ship/Rec: To Print & Pick where Zone buttons were displaying duplicate zone names with different counts. Zones now display correctly without duplicates. | 250904-01 |
| 25.0905 | YES | Shipping and Receiving | UPDATE: The Edit/Reprint Manifest feature has been updated and renamed to Edit/Reprint Manifest or Invoices to better reflect its functionality. | |
| 25.0905 | System Time | UPDATE: Adjusted all timestamps across the system for Quotes (Q), Sales Orders (SO), Invoices (I), Credit Memos (CM), Purchase Orders (PO), Customers (C), Vendors (V), and Items (I) to use the Warehouse Time Zone set in the WarehouseLocations table. | ||
| 25.0904 | YES | Credit Memo | BUG FIX: Resolved an issue where Credit Memo status changes were not being saved correctly. The status will now update and remain accurate after any changes are made. | |
| 25.0904 | YES | Invoices | BUG FIX: Resolved an issue where partial or duplicate invoices were being generated with totals but not fully completed. | |
| 25.0904 | YES | Item Detail | BUG FIX: Resolved an issue where the Item Transaction Log was not displaying the User and other relevant fields for certain actions, such as Scanning Transfer In and Recalc Benchmark. These details now display correctly. | |
| 25.0904 | YES | Item Detail | UPDATE: Item Detail > Stock > Adjust Quantities in Stock > Edit Receipt. The RESERVED checkbox now appears in Edit Receipt when the actual receipt has Reserved = True. | 250903-01 |
| 25.0904 | YES | Receive Payments | UPDATE: The Receive Payments screen now supports viewing and applying payments to invoices and credits across all warehouses in one place. Key Changes: All Warehouses View: Added an “ALL Warehouses” option to the warehouse dropdown. By default, this option is selected to display all invoices and credits in the system. Updated Journal Entry Layout: Moved journal entry fields into a table format with columns for: Warehouse (WH), Debit (DR), Credit (CR), Location, and Department | |
| Scan 25.0904 | YES | Scanner | UPDATE: When approving an authorization on the scanner, the message now displays: "Return Authorization # _______ was created." | 250903-16 |
| Scan 25.0904 | YES | Scanner | UPDATE: During the Put Away process (5 steps for POs and item returns), every screen/step that displays an item and its location now shows an Rvd (Reserved) column. The column displays a checkmark when the item is reserved. | 250903-15 |
| Scan 25.0904 | YES | Scanner | BUG FIX: When receiving a PO using the scanner, the system now correctly records the 1place user in the Item History for the received items. | 250903-14 |
| 25.0904 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where selecting a Driver Dispatch # from the dropdown list in Ship/Rec: In Route would unexpectedly log the user out and return them to the login screen. Users can now scroll through and select delivery batches without being logged out. | |
| 25.0904 | ISSUES | Shipping and Receiving | NEW FEATURE: To simplify and improve batch handling, two new fields have been added to the SalesOrder table: -InvoiceCreatedDateTime -InvoicePrintBatchNumber Key Changes: When creating invoices from selected Sales Orders, the system now updates: -InvoiceNumber -InvoiceCreatedDateTime -InvoicePrintBatchNumber (format: YY-MMDD-HHMMSS-UserID) These new fields are now visible on the To Dispatch screen for easier tracking. Added a Reprint Invoice Batch option to the Edit/Reprint Manifest popup. -Displays a dropdown of the last 1,000 print batch numbers, sorted in descending order. -Selecting a batch generates a PDF print preview for quick reprinting. This update begins the process of phasing out the WarehouseBatch table and streamlining invoice batch management. The column Invoice Batch Print is not visible on the To Dispatch screen. | |
| 25.0904 | Shipping and Receiving | BUG FIX: The system now correctly displays the quantities shown next to each status in Shipping & Receiving Screen. | ||
| 25.0904 | YES | Shipping and Receiving | UPDATE: In the To Dispatch screen, the checkbox label in the popup form has been updated from “Auto Create related Invoices...” to “Auto create Invoices...”. | 250903-04 |
| 25.0904 | YES | Shipping and Receiving | BUG FIX: When selecting a User on PICKING, the system now automatically applies Show All so their assigned orders are visible without needing to click it manually. The same applies when assigning more orders to a user — the system now automatically sets Show All so previously assigned orders remain visible and are not filtered out. | 250903-03 |
| 25.0903 | YES | Credit Memo | BUG FIX: When updating Returned to > 0, the Line Item Total and Credit Memo Total now save correctly and no longer reset to 0 after closing and reopening the Credit Memo. | |
| 25.0903 | YES | Customer Portal | BUG FIX: The Customer Portal no longer allows ordering items that are not available because they are reserved. | |
| 25.0903 | YES | Integrations | BUG FIX: Items marked as RESERVED are no longer counted as available. If all stock is reserved, the ITEM API now sends QTY AVAILABLE = 0. | 250902-1 |
| 25.0903 | YES | Sage Integration | BUG FIX: The Warehouse Bank Account Mapping list is now sorted for easier navigation and quicker account selection. | |
| 25.0903 | YES | Sage Integration | NEW FEATURE: Added and enabled the Make Sage AP Bill button at the bottom of the Purchase Order(PO) screen allowing users to create a bill in Sage directly from the PO. | |
| Scan 25.0903 | YES | Scanner | UPDATE: On Settings > User, the User ID is now displayed in light grey next to the User Name for easier identification. | |
| Scan 25.0903 | YES | Scanner | UPDATE: When a Credit Memo is created, the screen now displays both the Credit Memo # and the Invoice # so users can easily see which credit memo is linked to which invoice. | |
| Scan 25.0903 | YES | Scanner | BUG FIX: After completing the Receive PO process on the scanner, the system now correctly reserves items. Previously, large POs were received properly but the items were not being reserved. | 250902-14 |
| 25.0903 | YES | Shipping and Receiving | UPDATE: In Ship/Rec: To Dispatch, the # Records per Page, Prev, Next, and Show All controls have been duplicated at the top of the list, placed to the left of the Gear button, for easier navigation. | 250902-3 |
| 25.0903 | YES | Shipping and Receiving | UPDATE: When using the Invoice Selected Orders option and clicking Proceed, the system now automatically selects the Auto create Invoices for Sales Orders in this Dispatch checkbox. | 250902-12 |
| 25.0903 | YES | Shipping and Receiving | UPDATE: When creating a new dispatch for a driver, the system now automatically assigns the next sequential number. Example: If the last dispatch was 250830-DriverX-01, the next one will be 250830-DriverX-02. | 250902-11 |
| 25.0903 | YES | Shipping and Receiving | UPDATE: Users can no longer be assigned additional pick tickets until they complete their current batch. Attempting to assign more will route the user back to the picking screen to continue their existing picks. | 250902-9 |
| 25.0903 | YES | Shipping and Receiving | BUG FIX: The system now correctly saves and remembers the user-defined # of Records to display in Ship/Rec screen. | 250902-9 |
| 25.0903 | YES | Shipping and Receiving | BUG FIX: At 100% resolution, the Records per Page, Prev, Next, Show All buttons, and scroll bars now display correctly without needing to zoom out. | 250902-9 |
| 25.0902 | YES | Credit Memo | BUG FIX: After marking an item as Good for Stock on the scanner, the Line Total, Subtotal, Total, Amount Applied, and Unapplied Amount now recalculate correctly on the Credit Memo. | |
| 25.0902 | YES | Customers | BUG FIX: The Company Name column now displays left-aligned, matching the alignment of other search methods. | |
| 25.0902 | YES | Reports | UPDATE: A new report, Invoices/Credits by Category, has been added to track invoices and credits grouped by category. | |
| Scan 25.0902 | YES | Scanner | BUG FIX: When clicking DONE during credit authorization, the popup message now correctly says "Return Authorization Created" instead of "Items Returned to Stock." | |
| Scan 25.0902 | YES | Scanner | BUG FIX: During credit authorization, when trying to go back to verify the return credit amount, clicking Go Back now correctly returns to the previous step instead of jumping two steps back to the Returns Menu. | |
| Scan 25.0902 | YES | Scanner | BUG FIX: In Step 2 (Authorize Returns), the item list now displays the correct amount, fixing an issue where it was showing double the actual value. | |
| Scan 25.0902 | YES | Scanner | BUG FIX: When scanning an item for a Request Credit, if the Return Qty is set to 0, all field background colors now correctly reset to white. | |
| Scan 25.0902 | YES | Scanner | BUG FIX: When requesting credit, clicking Request Authorization now prevents moving to the next step if Return Qty = 0 and displays a popup message: "Please select Qty to Return." | |
| 25.0902 | YES | Shipping and Receiving | UPDATE: The Shipped Via dropdown filter and Select All checkbox have been improved to ensure they work correctly, providing accurate filtering and selection of records. | |
| 25.0902 | YES | Shipping and Receiving | UPDATE: Added a Records Per Page dropdown to To Print & Pick and To Dispatch screens, with options: 20, 50, 100, 500, 1000, and ALL. The system now remembers each user’s selection for future sessions. | |
| 25.0901 | YES | Credit Memo | BUG FIX: The Refund option on Credit Memo Payments now allows users to enter an amount. | |
| 25.0901 | YES | Credit Memo | UPDATE: When updating a line item on a Credit Memo, the system will now adjust the document title automatically based on the subtotal: -If the Subtotal = 0, the title will display as “Credit Authorization #” with a yellow background. -If the Subtotal > 0,the title will display as “Credit Memo #” with a white background. | |
| 25.0901 | YES | Credit Memo | UPDATE: Printed Credit Memo document have been updated for clearer wording: -“Amount Received” is now labeled “Credit Applied/Used” -“Balance Due” is now labeled “Credit Available” | |
| 25.0901 | YES | Credit Memo | UPDATE: When a Credit Memo is created from an invoice, the system will now automatically record the logged-in user in both the Created By and Entered By fields. | |
| 25.0901 | YES | Customers Detail | BUG FIX: Customer Detail - Sales History: Loading Invoices/Credits in Sales History is now faster and more responsive. | |
| Portal 25.0901 | YES | Customer Portal | BUG FIX: When a new order from the Customer Portal requires a stock transfer, the line item status no longer comes in blank. It now auto-ships and appears in the To Print & Pick of the transfer-from warehouse. | |
| Portal 25.0901 | YES | Customer Portal | UPDATE: For orders placed through the Customer Portal, the system now adds the following details to the Comments section of the Sales Order in 1place: -Line 1: Ordered on Customer Portal login: (shows the email address used to log in) -Line 2: Searched For: (shows the search terms entered, e.g., “08 Honda Accord” or “HO1000254”) | |
| 25.0901 | YES | Quick Search | BUG FIX: Invoice search results by date now correctly sort by Date (descending) and then by Invoice # (descending) to ensure the most recent invoices are displayed. Searching credit memos by Date now works correctly and sorts by Date (descending). On Customers search, the Company Name column is now left-aligned, consistent with other search results. | |
| 25.0901 | YES | Reports | BUG FIX: The Sales Tax Report now correctly displays gross sales, taxable sales, and non-taxable sales grouped by invoice. | |
| 25.0901 | YES | Reports | BUG FIX: The Total Adjustment column in the Item Adjustments Report now correctly displays negative values when items are removed from stock. The bottom total has also been updated to accurately reflect these negative adjustments. | |
| 25.0901 | YES | Reports | UPDATE: The Invoice/Credit Memo (Detail) Report now includes Total Cost alongside revenue and discount percentage, providing a full view of revenue, cost, and margins per invoice/credit memo. | |
| 25.0901 | YES | Reports | BUG FIX: The Invoices/Credits by Customer (Open) report now opens correctly. | |
| 25.0901 | YES | Sales Order Lists | BUG FIX: The Shipped Via column in Sales Order Lists now always displays correctly, matching the value shown on the order. | |
| 25.0901 | YES | Sales Order Lists | BUG FIX: Clicking a Sales Order in the Back Orders tab now correctly opens the order. | |
| 25.0901 | YES | Shipping and Receiving | BUG FIX: Dispatch #s created on the scanner now appear in 1place > Shipping/Receiving > To Dispatch > Edit/Reprint Manifest dropdown, allowing users to print Delivery Manifests. | |
| 25.0901 | YES | Shipping and Receiving | BUG FIX: PO Lines Removed from To Print & Pick List. Items from Purchase Orders (with no Sales Order #) will no longer appear in the To Print & Pick list. | |
| 25.0901 | YES | Shipping and Receiving | UPDATE: To Dispatch or Ship Screen - Shipped Via Filter The Filter by Shipped Via buttons have been replaced with a new Shipped Via dropdown list. -The dropdown displays all available shipping methods in alphabetical order. -Each option shows the total number of records for that method. | |
| 25.0901 | YES | Shipping and Receiving | BUG FIX: The Show All option now works seamlessly with sorting and other selections: -If a user sorts first and then clicks Show All, the sort will be retained. -If a user clicks Show All first and then applies a sort, the Show All view will remain active. -All settings, selections, and sorts are now preserved whenever Show All is used. |
25.0212 (released 02/12/2025)
| Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Requested by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|
| 02/21/25 | 32192 | Bug | Purchase Order | PURCHASE ORDER: When user click Recalculate button weight is not calculated. | ||
| 02/21/25 | 30808 | Bug | Reports | Exception Report - Sales Order Item Price Changes: Shows error while running. | Quality | |
| 02/21/25 | 32197 | New | Printing | Add the time when a document was printed on All Document Print outs. | APS | |
| 02/20/25 | 32193 | Bug | Shipping and Receiving | Not showing the correct values based on the status. | Quickfit | |
| 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 | |
| 02/19/25 | 32062 | New | Sales Order | When the Qty Shipped is changed, check to see if the Lot Tracking true/false option on item is checked. If so, then POPUP a screen showing the Receipts in stock and allow the user to select WHICH receipt will be taken out of stock, rather than just taking First In First Out. | ||
| 2/18/25 | 32227 | Bug | Reports | When reports module is clicked , the sales order module is duplicated in the list. Similar issue occured in other companies in other modules. | ||
| 2/18/25 | 31873 | Bug | Credit Memo | Credit Memo > Payment Info > Give Cash Back or Apply Credit: --Even when the date chosen is greater than the Invoice date, it still gives the date validation error. Example: The Invoice was created on 10/14/2024. Date on the payment date is 10/15/2024. --If the payment date was changed to 10/16/2024, the date on the "Date Paid" field still shows as 10/15/2024. --"Last Synced" field is not showing properly on the Payments Screen --"Give Refund" button is still working even without choosing any Payment Type of Refund. Also, I can still process a refund even after giving a full refund to the order. --Action(x) is not functioning | Quickfit | |
| 2/18/25 | 32224 | Bug | Import Wizard | Customer List > Update Wizard > The file was imported successfully, but some data (City) were not updated based on the file. | Express NH | |
| 2/18/25 | 32194 | Bug | Settings | User Settings >Edit User >Module Security: Look for Invoices and uncheck the Edit box. >It restricts the user to access the Invoice screen. This should only restrict user to edit any info on the invoice and still show the invoice form. (Same applied to all Edit checkbox settings) | Orlando | |
| 02/17/25 | 32218 | Update | Invoice Detail | Receive/Edit Payments > Add new Card Instead of a pop up message, the system should highlight the missing field so the user will know they forgot one of the details and they can properly store and save the credit card on file. | ||
| 02/17/25 | 32217 | Update | Customer Detail | CREDIT CARD TAB When you add a new credit card and click the SAVE and SYNC button, it makes a copy of the other cards on file. Which shouldn't be happening. Also, remove the space on "Master Card" should be "Mastercard". Automatically add a / symbol when a user types the expiration date on the field. Also, do not allow the user to save the credit card if it is missing any details, I tried adding a card with just 6 digits and it was still saved instead of prompting the user to enter the whole credit card number. (most credit cards has 15-19 digits number) | ||
| 02/17/25 | 32216 | Bug | Customer Detail | CREDIT CARD TAB and Invoice Screen > PAYMENT SCREEN When I use an existing card added thru the credit card tab on the customer detail screen to pay for an invoice, it does not work and error says invalid card number. Tried adding the same card thru the ADD NEW CARD button on edit/receive payment screen and it worked fine. | ||
| 02/17/25 | 32198 | Bug | Reports | INVOICES/CREDITS PAYMENT DETAILS --Allow user to Group by = None --Sort by Invoice Number --After report is generated, when user clicks the Invoice Number header, it does not sort the records. Pls fix --Please put in newest branch version 25.0212 | APS | |
| 02/17/25 | 32150 | Update | Reports | Invoice/CM --Group by = None --Cannot Download to Excel File --Cannot Print when clicking the Print button --Must correctly show all the fields/columns from the report --Must be sorted according to the sort option selected before generating the report. --When user downloads to PDF, the sorting is default to Customer name. Please sort according to the sort option selected before generating the report. | APS | |
| 02/17/25 | 32220 | Bug | Import Wizard | Encountered errors uploading files for Item stocks, item vendors and catalog. | Proparts | |
| 02/17/25 | 32192 | Bug | Purchase Order | The Recalculate button is not saving the values on the PO even when clicking save. Once the page is refreshed, the values are removed. (WE DID NOT MAKE ANY SAVE FUNCTION RELATED ON THIS.) When the CuSqFeet is selected to show on Line 2, it does not show the correct CuSqFeet based on the Vendor Item #. It only shows 0. If a PO has a lot of line items, the page loads, and will not work properly even when opening a new tab. | Quickfit | |
| 02/17/25 | 32188 | Update | Item Catalog | 1d. DEFINE how the Item Description will be created. - When choosing option 1: Make Model Year Range - Partslink Description (Name) (Partslink Variables), it still shows the description based on option 2 format. Example: AC1000101 - Front bumper cover (LS; prime) 1993-1994 ACURA VIGOR Some Partslink Items are showing the wrong year range. Instead of 12-17, it shows as 12-14. | ||
| 02/17/25 | 32179 | Bug | Customer List | Exported file for customers (Express), the discount percentage shows more than 2 decimals | Express NH | |
| 02/14/25 | 32102 | Update | Printing | Printing Options: Need to disable Printing Option settings to all transaction forms. | ||
| 02/14/25 | 32202 | Update | Customer Portal | Customer Portal users should not be able to edit the Transaction info on Quotation Example: Date, Entered By, Payment Terms, Sales Rep, Order Source, Shipped Via and Job ID. Except for Customer PO #, Contact and Email fields. On the Line items table, these fields should also not be editable by users: Expiration Date Warehouse Description Discount | ||
| 02/14/25 | 32175 | Bug | Reports | Invoices/Credits The following Reports have issues where once you download the file either to PDF/Excel, the webpage would either freeze or send you to a different web page where it will have a webpage error message: INVOICES / CREDITS BY CUSTOMER AND ITEM VENDOR (Excel) INVOICES / CREDITS BY MONTH (TOTALS) (Excel) INVOICES / CREDITS BY TYPE (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (ALPHA) (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (BEST TO WORST) (PDF) | ||
| 02/13/25 | 32201 | Bug | Customer Portal | Customer Portal > Find Parts: After adding an item you want to add to your shopping cart using the right arrow button, and then when the user reduce the quantity to buy using the left arrow button to Zero, the shopping cart keeps the item with quantity of 1, even though it should be removed already since the Qty to buy is 0 already. | ||
| 02/13/25 | 32122 | Bug | Credit Memo | ADDITIONAL COST FOR RETURNED PARTS FROM CREDIT MEMOS >When returning parts from the Credit memo to stocks, the additional costs for the returned part gets wiped out/zeroes out. REPORTS >INVOICE/CREDITS REPORT >When running the report with a CM with unreturned parts, it shows the amount for the additional cost and when the item is returned to stock, the additional cost gets wiped out. Need to double check and update the Returned CM that have additional cost wiped out from Jan 1, 2025 till present date to correct the error. | Orlando | |
| 02/13/25 | 32204 | Bug | Shipping and Receiving | PENDING/ FUTURE DELIVERY: The Future delivery screen should have the features we used to have for Quality. We need to restore it back. | Quality | |
| 02/13/25 | 32206 | Bug | Sales Order PO | SOPO>PO: When creating PO from the SOPO screen, it only opens a blank tab. When opening POs, it directs to blank tabs. | TipTop | |
| 02/12/25 | 32226 | Bug | Receive Payments | Worked in the issue where the Customers are not shown when the open invoices customer is selected. | ||
| 02/12/25 | 32225 | Update | Settings | In Sales > General Sales Settings > Payment Terms table -only the Payment Term Name, # of Days, # Days for Discount, Discount percent is shown and updated. | ||
| 02/12/25 | 32196 | Bug | Manifest | Showing duplicate orders on the list. | ||
| 02/12/25 | 32187 | Update | Receive Payments | --Change the title Payment Reference # to CK#/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. |
25.0212 Version Releases History
| Version # | Date Released |
|---|---|
| 25.0212.09 | 6/11/2025 |
| 25.0212.08 | 05/13/2025 |
| 25.0212.07 | 05/07/2025 |
| 25.0212.06 | 04/24/2025 |
| 25.0212.05 | 04/22/2025 |
| 25.0212.04 | 04/11/2025 |
| 25.0212.03 | 03/18/2025 |
| 25.0212.02 | 02/26/2025 |
| 25.0212.01 | 02/19/2025 |
25.0212 (Known Issues Fixed in this Version)
| Fixed in Version # | Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Requested by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|---|
| 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. | Andrews | |
| 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 | |
| 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 | |
| 25.0212.02 | 02/21/25 | 32192 | Bug | Purchase Order | PURCHASE ORDER: When user click Recalculate button weight is not calculated. | ||
| 25.0212.02 | 02/21/25 | 30808 | Bug | Reports | Exception Report - Sales Order Item Price Changes: Shows error while running. | Quality | |
| 25.0212.02 | 02/21/25 | 32197 | New | Printing | Add the time when a document was printed on All Document Print outs. | APS | |
| 25.0212.01 | 02/20/25 | 32193 | Bug | Shipping and Receiving | Not showing the correct values based on the status. | Quickfit | |
| 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 |
24.0731 (Bugs fixed and added features to this version prior to its release)
| Fixed in Version # | Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Requested by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|---|
| Bugs | This is a link to the list of bugs that were fixed on the 24.0122 version and before 24.0731 was released. | See BUGS FIXED | |||||
| 31768 | New | Find Parts |
| Orlando | |||
| 24.0122at | 09/03/24 | 31174 | Update | Invoice List | - Add a column for Contact field on the Invoice List screen. And the same column on the Show/Hide Setting and make them searchable and sortable. - Invoice/Credit Memo's Module Security. When the EDIT option (for a user) is enabled, AND IF the Invoice has already been paid, Keep ALL fields locked EXCEPT for certain fields. | Orlando | See 9/3/24 Task Email |
| 24.0122at | 08/30/24 | 31660 | New Feature | Item Details | Item Pictures - Single Image upload irrespective of the version - Multi Image upload mapping with file name and Item Number | ||
| 24.0122at | 08/30/24 | 31332 | New Feature | Payments | Testing all Calculations and Issue fixing - When deleting Credit memo payments in Invoice, credit memo amount will double up the amount - Apply the payment based on the existing un-applied payments. | ||
| 24.0122at | 08/28/24 | 31695 | Update | CCC | CCC not importing List price on Quotes (and possibly Sales Orders?). | ADS | |
| 24.0122as | 08/27/24 | 31694 | Update | CCC | 1.(ADS) Add 0 as prefix for Numberofdelivery field in CCC | ADS | |
| 24.0122ar | 08/26/24 | 31609 | New Feature | Find Parts | UPC code to be searchable in the F3 field. | Quickfit | |
| 24.0122ar | 08/24/24 | 31332 | New Feature | Payments | - Payment Term Missing on Open Invoices - Testing all Calculations - Credit Memo Check Calculations | ||
| 24.0122ar | 08/23/24 | 31332 | New Feature | Payments | - Redirect to receive payment screen when clicking on the receipt id from payment info tab - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. | ||
| 24.0122ar | 08/22/24 | 31688 | Update | API | CCC File Export & API > ITEM Export for CCC On the Sales > Integrations > Part Type / Code Mapping TAB, lets make these changes. - Move the column called: Your Equivalent Part Type Quality Code (see Quality Indicator Field on Item Detail screen) to the far left. - Rename the moved column to: 'If the 1place > Item Detail > Quality Indicator field is...' - Rename the column called: API Supplier Part Type Quality Code to 'Then Make the CCC PartType value...' (add another column with title) 'And Make the CCC Industry Certification value...' (FIELD NAME: APIIntegrationCodeMapping.SupplierIndustryCertificationCode - Then on the Sales > Integrations > CCC File Transfer (for Export File or FTP File or Email file) when making the file for Part.txt insert the PartType value into Column 5 and insert the Industry Certification value into Column 10. - On the API for Item, add a new tag called: IndustryCertification and insert the mapped value for the industry certification. | ADS | |
| 24.0122ar | 08/22/24 | 31332 | New Feature | Payments | - Amount Set Zero when editing Existing Receive payment line item - Payment terms not showing on Edit Screen. - Apply the Credit memo amount if partially applied when manually editing the amount paid on invoices - On the Rec Payments screen, when a value is selected, turn the entire row light green like on the Find Parts line items when they get selected. - Redirect to receive payment screen when clicking on the receipt id from payment info tab - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. | ||
| 24.0122ap | 08/20/24 | 31679 | Update | Credit Memo | Remove the popup 'This Invoice has NOT been paid. Are you sure you want to create a Credit Memo for an Unpaid Invoice?'. | Quality | |
| 24.0122ap | 08/19/24 | 31332 | New Feature | Payments | - Change, when Apply SOME OR ALL of 1 Credit Memo to 1 Invoice, on the Invoice screen, CM screen, or Rec Payments screen--save the Invoice, CM #s in the payment detail. User will be able to go to Invoice and see the CM # that applied $x to it. User will be able to go to CM and see the Invoice # that applied $x to it. - When a Payment is made that combines 2 or more Credits to pay 1 or more Invoices then we will insert MULTIPLE as the Invoice # or CM# that appears on the Invoice Payments tab and the CM payments tab. Then on the CM Payments > Invoice # column, turn the Invoice # value (such as the Invoice # 1001, or the word MULTIPLE into a link that will open up the Receive Payment screen - RECEIPT if the value = MULTIPLE, or open up the Invoice screen to the Invoice it paid, if the value is NOT EQUAL to MULTIPLE. On the Rec Payments screen, when a value is selected, turn the entire row light green like on the Find Parts line items when they get selected. | ||
| 24.0122an | 08/15/24 | 31655 | Update | API | API-Count by Bin, Count by Item - Be able to scan an item by the item OEM #, or Other Number, or SKU #, or Alt1, or Alt2 and then have it map to the item # (if found), or give message at end of scanning process if not found. | Fitz, Quickfit | |
| 24.0122an | 08/15/24 | 31332 | New Feature | Payments | Show applied invoice number on Credit Memo Payment info tab | ||
| 24.0122an | 08/14/24 | 31656 | New Feature | Item List | Make a way for user to see the items in 1 or more bins, to count or verify. - On Item List > Item Receipts screen by the Bin #. | Fitz, Quickfit | |
| 24.0122an | 08/13/24 | 31626 | New Feature | Settings | USER SETTING >DO NOT ALLOW TAB > User Cannot reprint Quotes - User cannot reprint sales Orders - User cannot reprint Invoices - User cannot reprint Credit Memos | Quality | |
| 24.0122an | 08/13/24 | 31653 | Update | API | Alter FetchItem and Inventory Bin API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | ||
| 24.0122an | 08/13/24 | 31332 | New Feature | Payments | - (BUG) Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated, and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00. - When user clicks CHECKBOX to apply a CREDIT, lets calculate the Amount to Apply (on the selected Credit) based on this logic: 1. If the REMAINING CREDIT < or = the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = REMAINING CREDIT. 2. If the REMAINING CREDIT > the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = NET UNAPPLIED. | ||
| 24.0122an | 08/12/24 | 31636 | Update | Import Wizard | ITEM PRICE LEVEL >Import wizard: - Import New Records >When importing records that matches with the record in 1place, there should be a data validation to show the item prices that are already exist to avoid any duplication of data. - When updating records, it should only update those that matches the item number and the MatrixPriceCode and create a data validation for those that does not exist in yet in record. | Quality | |
| 24.0122an | 08/12/24 | 31630 | New | API | Item Count API: - Alter Bin count API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | ||
| 24.0122an | 08/09/24 | 31332 | New Feature | Payments | - Show receive payment on the invoice and Credit memo screen - Add receipt number when creating receive payments from invoice screen - Redirect to receive payment screen when clicking on the receipt id from payment info tab - Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated, and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00. | ||
| 24.0122an | 08/09/24 | 31642 | Update | API | Check Stocks API: Alter Check Stocks API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | Fitz | |
| 24.0122am | 08/02/24 | 31332 | New | Payments |
| ||
| 24.0122am | 08/01/24 | 31616 | New | Integration | CCC - Made changes on the ftp files. | ADS | |
| 24.0122am | 08/01/24 | 31615 | New | Dispatch Screen | Show columns Elite Dispatch status and Elite manifested name | Quality | |
| 24.0122am | 08/01/24 | 31208 | New | Sales Order | Allow to add and save Qty Rtn. Before adding Qty order & qt ship enter on line items. | ||
| 24.0122am | 08/01/24 | 31614 | New | Catalog Management | ITEM LIST AND ITEM CATALOG: - Download the following columns for item list: Item Number, year, make and model and description. - Download all columns for item catalog. | Quality | |
| 24.0122am | 08/01/24 | 31332 | New | Payments | - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. - When selecting a customer with an Invoice that is partially paid, AND has a discount payment term, AND is within the range to receive an early payment discount, then re-calculate the full % and discount and insert into the fields, even if there already is a partial payment applied. - Be able to Select or Unselect the CHECKBOX using the SPACE BAR OR ENTER keys. - After saving, when completely saved, clear screen, make a BEEP sound, and set focus on Company name, ready to enter the next Payment. - There is still an issue where the user tries to CHANGE the Discount Amt or % and is being prevented from doing that. We need to remove ALL controls and let the user make any changes to those 2 fields, before or after the eligible discount date. - So we had a $200 Credit. We applied $50 toward an Invoice to pay the Invoice in full. Then the Credit Memo no longer showed the remaining $150 open. | ||
| 24.0122am | 07/31/24 | 31456 | New | Integration | Change all CCC file name in Capital | ADS | |
| 24.0122am | 07/31/24 | 31612 | New | API | Alter Bin count API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | ||
| 24.0122am | 07/31/24 | 31332 | New | Payments | - When selecting a customer with an Invoice that is partially paid, AND has a discount payment term, AND is within the range to receive an early payment discount, then re-calculate the full % and discount and insert into the fields, even if there already is a partial payment applied. - When click CHECKBOX to apply a CREDIT, lets calculate the Amount to Apply (on the selected Credit) based on this logic:
| ||
| 24.0122ak | 07/29/24 | 31606 | New | CCC Integration | Change CCC true FTP File name to capital letters. | ADS | |
| 24.0122ai | 07/15/24 | 31332 | New | Payments | List the Un applied Payment amount on the Credit Memo table, so that user can apply the over paid amount to the open invoices | ||
| 24.0122ah | 07/11/24 | 31151 | New | Settings | SUBSCRIPTION INFO prices. - Please change the Pro from $70 to $65 and the Enterprise from $90 to $80 and all related calculations. | ||
| 24.0122ah | 07/11/24 | 31564 | New | Server | 0001 Server Auto Scale Up / Down | ||
| 24.0122ag | 07/04/24 | 31556 | Update | Purchase Order | Purchase Order screen and print out - On the screen and print out, column indentation: 'Qty Ord', 'Qty Recd' and 'Sales Order#' should be right indented. - Print out: - Columns 'Qty Ord', 'Qty Rec'Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right and right indented - Should be left indented: 'Vendor #' column | ||
| 24.0122ag | 07/04/24 | 31555 | Update | Invoice | Invoice screen and print out - On the screen and print out, column indentations: 'Qty Ord', 'Qty Ship', 'Qty BO', 'Prev Shp', and 'Qty Rtn' should be right indented. - Print out: Columns 'Qty Ord', 'Qty Ship', 'Qty BO', 'Qty Prev Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right. - Print out, payment section: - Columns should be right indented: 'Ck/Card #', 'Amt Paid', and 'Amt Applied'. - Should be left indented: 'How Paid' column - Columns should have a comma separator every 3rd digit from the right: 'Amt Paid' and 'Amt Applied' | Reliable | |
| 24.0122ag | 07/04/24 | 31554 | Update | Sales Order | Sales Order screen and print out - On the screen and print out, column indentation: 'Qty Ord', 'Qty Ship', 'Qty BO', and 'Prev Shp' should be right indented. - Print out: Columns 'Qty Ord', 'Qty Ship', 'Qty BO', 'Qty Prev Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right. | ||
| 24.0122ag | 06/17/24 | 29951 | New Feature | Purchase Order | NEED A WAY TO DELETE UNRECEIVED INDIVIDUAL PO LINES. - Check the AP Bill status when edit Qty Received value - PO--> when user receive the item manually during that time received checkbox are not enabled automatically. as well sales order auto ship popup is not shown. | IMPACT/RELIABLE/IPC | |
| 24.0122ac | 05/29/24 | 31410 | New Feature | Customer Portal | - Add a SORT ORDER field and icon for the Item Detail > Pictures tab (in the Item Images table). - Display the picture for the item, using the URL for the picture of the item (with the lowest sort order), usually the one with a 0. - MOVE the HORIZONTAL search fields from the top of the screen to the left side of the screen and make the search fields section movable by the use in case the area is too wide or not wide enough. | Impact | |
| 24.0122aa | 05/22/24 | 31439 | New Feature | Replenish Stock | - REP STOCK (for MIN/MAX SOBO Calculations). Programming Code for Min/Max Calculation Method - NEW ON 5/21/24: When we calculate the QBO we do NOT use the Item.QtyOnBO field. To Make it more accurate we recalc the # on BO on Sales Orders where there is NO Invoice. | ||
| 24.0122y | 05/14/24 | 30893 | Cash Management | - Will you please update the CASH MANAGEMENT screen ‘data’ to hide all unreconciled payments from 1/17/24 and back? - I am meeting with him on Friday at 11am MST. Can you join us to help us test/use it/train us. - Will you please DELETE the Default BIN LOCATION for ALL ITEMS in the ITEMS. - On the Cash Management screen, when the screen is first opened, please check to see what the OLDEST records are. Then pop this message to the use: ‘You have [x[ days of Cash Receipts to reconcile. Please type in the field below the # of days to KEEP to be reconciled. The rest will be removed from the reconciliation screen.’ (Where X is the # of days of the oldest unreconciled payment from today). (When it hasn’t been in use for weeks or months it usually freezes. - Please give Quality the very latest version on their server in preparation to run the Batch Printing test with Ray on Thurs 1/18 in afternoon, and Cash Management changes you make on 1/18 for meeting with Tom on 1/19. | |||
| 24.0122w | 05/10/24 | 31384 | New Feature | Reports | INVOICE/CREDIT REPORT >Report Criteria - Add on the Group By: Entered By and Created By. | Orlando | |
| 24.0122u | 05/08/24 | 31375 | New Feature | Purchase Order | Total Cubic Square Feet / Volume: - Should calculate the Qty x Volume for each part and show the total.- DO NOT SHOW the Value of the Total Volume (by default), - then (2) add a small white button to the right of the field called Calculate. Then when pressed it could do the work to calculate it on the fly. | Orlando | |
| 24.0122u | 05/08/24 | 31393 | New Feature | Item Detail | Add QPC SortOrder column on item list import. | ||
| 24.0122t | 04/25/24 | 31043 | New Feature | Sales Order | Bill to and Ship to search field - Typing Core & Main maximize the search drop-down from A to Z. (all the list that begins with Core & Main) | Plastic | |
| 24.0122r | 04/22/24 | 31294 | New Feature | Invoice | Payment > When changing the payment date to an older date, remove the popup that restricts the user to change the date. | ||
| 24.0122r | 04/18/24 | 30867 | New Feature | Reports | Invoice/Credits by Payment Details. The Group by on the report criteria is locked. Lets REMOVE the GROUP BY criteria and just make it group by default on the report by Payment Type (Please remove the Date group by that is currently there). The goal of the report is to be able to run it for a date range of 1 day, or a few days, and to have it show each payment, by payment type, such as Cash, Check, Credit Card, etc with the detail of each receipt of that type below the grouping header, and the TOTAL of all payments for that payment type being in the header for the Payment type, over to the far right side. so it is easy to see the total and easy to see the smaller details of each payment of that type below it. Make sure it sorts by date in ascending order, then by Customer Name ascending. | Alliance | |
| 24.0122q | 04/16/24 | 31323 | New Feature | AP Bill | AP Bill Vendor Invoice number validation with 21 Characters | IPC | |
| 24.0122p | 04/12/24 | 31255 | New Feature | Shipping and Receiving | Make a few changes to streamline how it works. - When the user is on the Ship/Rec > To Dispatch screen and clicks a DRIVER name, if the Sales > Integrations > Elite Extra IS NOT enabled, then do NOT do run any other code, except to COPY the driver name over to the field, like it does now. - Make sure the Drivers and Shipped Via buttons are displayed in Alphabetical Order. - In the top right corner there is a SEARCH field called Find Order. When the user types in an order # and then presses enter (or scans an Order barcode and the scanner makes a carriage return / Enter) have it run the code to find/select the order, and then set the focus BACK on the same search field and HIGHLIGHT the Order # entered BEFORE. - On the In Route screen make it sort, by default, the the Sales Order #. Make these columns sortable in ascending order (if clicked once time) and descending order if clicked again: Sales Order #, Dispatch #, Date, Delivery Date, Customer Name, Shipped Via. - On the Sales > Integrations, add a new integration on the list (at the top of the list) called '1place Warehouse Management (Scanning)'. Then add a single checkbox option that looks like this: [ ] Enable 1place integration with 1place Warehouse Management (WMS)' - On the Ship/Rec > To Dispatch, change the Dispatch Selected button to a BUTTON (not a drop down list) that has options to select from in a short drop down list with these values: 'Dispatch Selected' and '1 Click Print' - Then have it remember which option was last selected so the next time the screen is opened it will auto select it. | ||
| 24.0122p | 04/12/24 | 30117 | New Feature | Credit Memo | Make a way to give money back (cash, check, or credit memo). | ||
| 24.0122n | 04/09/24 | 31297 | New Feature | Sales Order | To extend the 'Unit Price' and 'Net Price' to 6 decimals. | Reliable | |
| 24.0122n | 04/05/24 | 31292 | New | Credit Memo | Customer wants to return an item for LESS than the amount paid on invoice, then we will allow the creation of the CM to proceed. | ||
| 24.0122k | 03/20/24 | 31230 | New Feature | QBO Sync | When we are syncing Invoices into QBO that have items NOT in QBO and NOT allowed to be added to QBO for whatever reason, Add new Item called ‘default’ item to automatically create an Use that item for QBO Transactions. | IPC | |
| 24.0122j | 03/16/24 | 31086 | New Feature | QBO Sync | New Syncing buttons on PO and Payments forms. - On the Last Synced field for the PO AP Bill, Invoice, Invoice Payments, SO payment, Customer, Vendor, Item put a Sync/Resync 'link' on the far right side of the field that when pressed will sync/resync. Then if there is a problem re-syncing because the QBO record is no longer there, then we can just clear out the QBO ID and start over and sync it again like it was being synced for the very first time. - Note: If the SAVE button is RED or any other flag is in place to normally run the sync process, lets avoid syncing it again. - Invoice and Credit Memo (done) | IPC | |
| 24.0122i | 03/12/24 | 31059 | New Feature | QBO Sync Comparison | Make QBO Syncing Errors Log. | IPC | |
| 24.0122i | 03/07/24 | 31059 | New Feature | QBO Sync | QBO SYNC COMPARISON & LOGGING TOOLS. IMPROVE QBO SYNC COMPARISON screen. - Add Go-Live Date and functionalities - Combine the Sync Center, Sync Comparison, and Syncing Errors Log onto ONE tab with 3 sub tabs. | IPC | |
| 24.0122e | 02/29/24 | 31130 | New Feature | Purchase Order | - PRINTED PO Report on PO screen. Please REMOVE the SO# option from the optional settings for the HEADER. Then please ADD another line item option called SO#, TO THE LEFT of the QTY Ordered on the PO. | Fitz | |
| 24.0122d | 03/01/24 | 31059 | New Feature | QBO Sync Comparison | - Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected. - Error Log Writing | IPC | |
| 24.0122c | 02/16/24 | 31065 | New | Sales Order | Sales Order Print Documents - Add the other print documents to the new server. Like Packing Slip (by Bin) and (by Item) to fix the issue on the duplicate line items. | ||
| 24.0122c | 02/14/24 | 31020 | New Feature | QBO Sync | We need a way to Programically MASS DELETE ALL Invoices in IPCs QBO FROM 12/31/23 and BACKARDS (*** WE MUST NOT DELETE ANY Invoices or Credits dated 1/1/24 or newer). | IPC | |
| 24.0122c | 02/13/24 | 31045 | Update | Credit Memo | Print out template (Credit Memo and Credit Memo 2): List Price, Net Price, Line Total, Amount (payment details) should have a $ sign and a comma in every after 3 number. | Reliable |
| 24.0122c | 01/22/24 | 30766 | New Feature | Shipping and Receiving | SHIP/REC screen. ALL screens need a SHOW ALL option at bottom right corner. The Next and Record Totals on bottom right need to be visible when the screen view is 100% or more (right now we have to scroll a lot) WHEN THE PAGE IS STILL PAGINATED. When the Show ALL is clicked it needs to retain the SORT ORDER already applied by the user. Also When SHOW ALL is set and then user clicks a column to sort differently, it needs to NOT LOSE the Show All view | ||
| 24.0122 | 01/22/24 | 30621 | New Feature | Month End | This screen will simplify the processes to: (1) Compare the SALES, AR, COGS and INVENTORY values in 1place and QuickBooks, month by month, (2) Create a journal entry to square QuickBooks with 1place, if differences in COGS exist, and (3) Allow Accounting and Admin users to Close (lock changes to) periods in 1place to prevent further changes to any related transactions related to Sales, AR, COGS, and Inventory values. | Impact | See kba: 02947 |
| 24.0122 | 01/19/24 | 30903 | New Feature | Shipping and Receiving | Quality To dispatch driver name has value from Elite even if the Elite SO Status is on held. | Quality | |
| 24.0122 | 01/18/24 | 30852 | New Feature | Credit Memo | The details in the payment info tab should be printable. Reliable wants to print the information, where most of his advance payments are done via CM. | Reliable | |
| 24.0122 | 01/16/24 | 30808 | New Feature | Reports | Make a new Exception Report called: Exception Report - Sales Order Item Price Changes. | Quality | |
| 24.0122 | 01/10/24 | 30784 | New Feature | Catalog Manager | - Make option to change the way the ITEM DESCRIPTION is created on Catalog Manager (to allow for Part #, Cat, Sub, Y, Y, M) - Make a way to add exclusions based on the YEAR of the vehicle. By Make, Make/Model, Make/Model/YearRange - Make a way to add exclusions based on the YEAR of the vehicle. By Make, Make/Model, Make/Model/YearRange - DEFINE how the Item Description will be created - UPDATE all (PartsLink type) Items with No PType (where the Item # format = XX#######) | Quality | |
| 24.0122 | 01/09/24 | 30650 | New Feature | Invoice | On the Invoice screen, on the Printable invoice called Invoice 2, please make these changes to make the Invoice more condensed, so it can print multiple line items without having to print another page | Quality | |
| 24.0122 | 01/05/24 | 30802 | New | Picking Ticket | Add customer name to the Pick Ticket (ask Steve for the layout) | Alliance | |
| 24.0122 | 01/05/24 | 30750 | New Feature | 1Place | We need to quickly design a way to allow customers to login to a version of 1place on Server X, without having to have a DNS Name, such as 1place.cloud. Rather something like: 123.123.123.123/12.1212/dashboard/login | ||
| 24.0122 | 01/02/24 | 30401 | New | Shipping and Receving | Design new Batch Dispatching & Invoice Printing for Elite Extra Orders on the Ship/Rec. To Dispatch screen | Elite | |
| 24.0122 | 12/29/23 | 30785 | New | Customer | update the tax rate for these customers on ORLANDO BODY PARTS account. | OBP | |
| 24.0122 | 12/29/23 | 30778 | New Feature | Find Parts | Ship to & bill to address dropdown. make that header background on blue color. It should disable to the user while selecting from dropdown. it shows undefined error. | ALL |
24.0731 Version Releases History
| Version # | Date Released |
|---|---|
| 24.0731.3 | 08/19/2024 |
| 24.0731.2 | 08/16/2024 |
| 24.0731.1 | 08/07/2024 |
| 24.0731 | 07/31/2024 |
24.0731 (Known Issues Fixed in this Version)
| Fixed in Version # | Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Requested by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|---|
| 08/21/24 | 31677 | Bug | Credit Memo | When applying a CM partially on an invoice, the Total Unapplied/Applied amount is calculated incorrectly. | Quality | ||
| 08/20/24 | 31680 | Bug | Credit Memo | When user returns a part and typed in NO on the popup to ask to put back the item into stock, it still adds it in the record | Quality |
24.0304 (released 03/04/2024)
| Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Request by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|
| 4/09/24 | 30998 | Bug | QBO Sync | UNRETURNED CM SYNCED TO QBO >When unreturned item from the CM is synced over to QBO, it brings over the tax amount. | Impact | |
| 04/08/24 | 29562 | Bug | QBO Sync | INVOICE TAX on the QBO Sync Center >Right now it's not syncing the TAX to QBO when syncing using the QBO Sync center. It SHOULD ALSO SYNC THE INVOICE TAX. | Impact | |
| 04/05/24 | 31292 | New | Credit Memo | Customer wants to return an item for LESS than the amount paid on invoice, then we will allow the creation of the CM to proceed. | ||
| 04/03/24 | 30742 | Bug | Sales Order PO | - When entering Vendor cost on the field, it auto round off the cost. It should not auto round off the decimals. The Decimal Price setting to whole number should not apply to Costs. - They set their Decimal settings for Prices to 0 in the Sales Settings. But on the PO settings, it's set up for 2 decimal places. However, whenever they try to input costs in the Sales Order Purchase Order screen, it auto round off to whole numbers. | TipTop | |
| 04/01/24 | 31205 | Bug | - sp's update (Fixed) - 1Place Printer connect app updated.(Fixed) - Status Not Updating properly. (Fixed) (Requested Sikkandar to share his code knowledge on how he is updating the status) - Disable the Print Button. - Even after the 1Place Printer connect app is running it shows PRINTER ERROR to connect. - Already the application is running popup. - (QUALITY) ELITE BATCH-PRINTING ERROR | Quality | ||
| 04/01/24 | 31104 | Bug | Item Details | The “Item Price Level + Discount” is not working. | Quality | |
| 31250 | Invoice | OTHER INFO TAB > CREATED BY field: The Created By Field will be filled out by the user who invoiced the Sales Order, whether it be from the SO Screen or the Dispatching screen. | Orlando | |||
| 03/21/24 | 31233 | New | Replenish Stock | REVISE THE WAY Qty On BO is calculated on Rep Stock. - When we calculate the QtyOnBO we do NOT use the Item.QtyOnBO field. To Make is more accurate we need to recalc the # on BO on Sales Orders where there is NO Invoice #. | Fitz | |
| 03/21/24 | 30788 | Bug | QBO Sync | Purchase Order --> when the user create an PO(QBO) and bill as Paid. after syncing with OneSource those bills and Qty received are not update properly. | ||
| 03/21/24 | 31180 | Bug | QBO Sync Center | Customer Checkbox > When checking the Customer sync, undefined error occurs. | Impact | |
| 03/14/24 | 31205 | Bug | Shipping and Receiving | If you log into the TEST version of Quality > Ship/Rec > To Dispatch > Dispatch Elite Extra Orders (button). Click checkbox next to 1st driver. Click the 2 checkboxes on bottom left. Click Print ALL Selected Driver Orders (and make sure the 1placePrinterConnect is already installed and logged in on your PC). I tried to demo this process to Tom and it gave me an error. | Quality | |
| 03/12/24 | 31193 | New Feature | Catalog Manager | Catalog Manager refinements. | ||
| 03/12/24 | 30408 | Bug | Items | Add new-->Item price level are not saving properly. | ||
| 03/12/24 | 31205 | Bug | Shipping and Receiving | ELITE BATCH-PRINTING ERROR. If you log into the TEST version of Quality > Ship/Rec > To Dispatch > Dispatch Elite Extra Orders (button). Click checkbox next to 1st driver. Click the 2 checkboxes on bottom left. Click Print ALL Selected Driver Orders (and make sure the 1placePrinterConnect is already installed and logged in on your PC). | Quality | |
| 03/12/24 | 31027 | New | Reports | Sales Orders> Sales Orders-Back Order> To add column for Qty BO value or amount. | ||
| 03/11/24 | 31198 | Bug | Invoice / Credit Memo | Allow to creation of a credit memo for unshipped items from the invoice. | ||
| 03/11/24 | 31156 | Bug | Find Parts / Sales Order | On version 24.0301 test adding parts to Sales Order (from Find Parts screen) and the items that did not have stock SHOULD have checked the PO checkbox, but they didn't get checked, which also cause a ripple affect in other areas. | ||
| 03/08/24 | 30867 | Bug | Reports | - Invoice/Credits by Payment Details. The Group by on the report criteria is locked. Lets REMOVE the GROUP BY criteria and just make it group by default on the report by Payment Type. The goal of the report is to be able to run it for a date range of 1 day, or a few days, and to have it show each payment, by payment type, such as Cash, Check, Credit Card, etc with the detail of each receipt of that type below the grouping header, and the TOTAL of all payments for that payment type being in the header for the Payment type, over to the far right side. Make sure it sorts by date in ascending order, then by Customer Name ascending. -When run the report, on a customer date range, the presentation changes every time it is run. Either it is grouped by Customer or Payment Type, the sort order is changing, as well as the sort order of invoice/cm numbers of each group. The group name should be sorted alphabetically, and each group the invoice/cm number should also be sorted in ascending. | Alliance | |
| 03/08/24 | 31191 | Bug | Shipping ad Receiving | - Orders from M2121 shows duplicate on the to print and pick and the In Route screen - When dispatching from M2121, only 1 quantity of the order gets transferred to the Stock Transfer In Route screen. | Quality | |
| 03/07/24 | 31128 | Bug | Sales Order | Payment > When deleting a line item, the Sales Order Total fied on the Payments window won't refresh to the updated cost. | Orlando | |
| 03/07/24 | 31162 | Bug | OS Scan | When returning parts using the oSscan, the Net Price, Unit Price are all updated the first items Net Price. | TipTop | |
| 03/06/24 | 31150 | Bug | PO | RECEIVING PO via Auto-Ship - Orders that are updating the Qty Ship but not the status of the Order. - With multiple line items, it sometimes updates the status of another line item when one line item is received from the PO. | Orlando | |
| 03/05/24 | 31147 | Bug | Dispatch | SALES ORDER-INVOICES > We found that orders invoiced on the dispatch screen did not create actual invoices for the orders and did not update the status from Dispatch to In Route. It created the SOBO but not the invoice. | Orlando | |
| 03/04/24 | 31132 | Bug | invoice | Customer PO setting invoice not working on the invoices print preview for Invoice#2. | Orlando | |
| 03/01/24 | 30803 | New Feature | Picking Ticket | Add customer name to the Pick Ticket. | Alliance | |
| 02/29/24 | 30831 | Bug | User Security | Made some changes in the Module Security for a couple of users, but after the change, the Payment Info is missing for the following users: Paul Ngo, Wilder, and Walter Maradiaga | Alliance | |
| 02/29/24 | 30996 | Bug | Shipping and Receiving | Making a new run # does not change delivery number. 1 then 2, etc.... It always shows Run 1 in the new Dispatch #.. | Alliance | |
| 02/29/24 | 30876 | Bug | Reports | - Reports> Invoice/Credits by Payment Details. Notes from Steve: The Group by on the report criteria is locked. - REMOVE the GROUP BY criteria and just make it group by default on the report by Payment Type (with the payment type being in a 14point bold font with a grey bar, with the total of the payments in the far right corner of the header (of the payment type). - Remove the Date group by that is currently there). - The goal of the report is to be able to run it for a date range of 1 day, or a few days, and to have it show each payment, by payment type, such as Cash, Check, Credit Card, etc with the detail of each receipt of that type - Below the grouping header, and the TOTAL of all payments for that payment type being in the header for the Payment type. Over to the far right side. so it is easy to see the total and easy to see the smaller details of each payment of that type below it. - Make sure it sorts by date in ascending order, then by Customer Name ascending. - When run the report, on a customer date range, the presentation changes every time it is run. Either it is grouped by Customer or Payment Type, the sort order is changing, as well as the sort order of invoice/cm numbers of each group. The group name should be sorted alphabetically, and each group the invoice/cm number should also be sorted in ascending - The print preview is showing the same sort order as seen on screen. | Alliance | |
| 02/29/24 | 31135 | New Feature | Qbo Sync Center | - On QBO Sync Center, under the Turn On QuickBooks Online (QBO) syncing checkbox, add a new field called: GoLive Date* - Under this new date field put this text: *Syncs All QuickBooks Online Invoices after this date, and ONLY OPEN (Unpaid) Invoices prior to this date. | ALL | |
| 02/28/24 | 31122 | Bug | Shipping ad Receiving | To Dispatch, trying to Print Invoice and manifest. After preview and click UPDATE STATUS getting an unknown error. | Alliance | |
| 02/28/24 | 30997 | New Feature | Sales Order and Invoice | - The Sales Order has a tab called Fulfillment Info. It needs to show the 'history' of the Order flow. Each time we change the Status it needs to track (and show this info) for each time the status is changed. - Add another column on fulfillment log called Additional Notes - When Picking Starts add this to the notes: x started picking this Sales Order. (where X is the name of the person picking the Order). - When the picking is completed add to note: X finished Picking the Order. - When changed to In Route add to notes: X has been assigned to deliver the parts on this Order. - When an Invoice is created lets add a status change called--Status: Invoice Created. Notes will have: Invoice # x was created. - When an invoice is created if there are any that are Waiting to be Purchased then add to notes: X items are waiting to be purchased. - When an invoice is created if there are any that are Waiting to be Delivered or Picked Up then add to notes: X item(s) are waiting to be Delivered by or Picked up from x (vendor) on PO x. - Each time a special order item is added to the PO and the PO is saved, then we need to create a separate new status called: Item Added to PO with notes: Item x added to PO # to X (vendor). - Each time a special order item is received on a PO then we need to create a separate new status called: Item Received on PO with notes: Item x received on PO # from X (vendor). | Alliance | |
| 02/27/24 | 31117 | Bug | Sales Order PO | - Checkbox selection should be unchecked by default. - After entering the vendor cost and pressing enter key, the order line should get checked. - Put a dollar sign on the vendor cost after input. | Impact | |
| 02/27/24 | 31123 | Bug | Sales Order | New button click on the so screen is not working. | Orlando | |
| 02/27/24 | 31121 | Bug | Manifest | Export Manifest > Redirects to a 404 screen | Orlando | |
| 02/23/24 | 31095 | New Feature | Quotes List | Be able to search customer PO#. | Quality | |
| 02/23/24 | 31107 | Bug | Sales Order List | The company name is not showing on the sales order list table. | Orlando | |
| 02/20/24 | 30964 | Bug | Invoice & Credit Memo List | Created a customized tab, when a credit memo is click to view the transaction, it will redirect to a new window but would show a pop-up message 'Record does not exist' | Reliable | |
| 02/14/24 | 30994 | Shipping and Receiving | In route to Customer. The Filter by Driver / Route # needs to group by the Route/Driver in the drop down list, rather than showing 1 per Order or item. Also need an option to display the rows grouped by Order# or the rows by Item # (sorted by Order and Item). Lets MOVE the SECTION called Select Dispatch # over on top of the Move to Status section. Make both of those sections 1/2 as tall so the combined height is equal the height of the other sections. Then where the Select Dispatch # section WAS put a new section there called: Group By: (this will have a dropdown list that shows: Item #, Sales Order #. Default to Sales Order #. When changed by user than auto apply the new filter. When displaying the rows by Order # than REMOVE any columns that are related to LINE ITEMS, such as Item #, etc... | Alliance | ||
| 02/07/24 | 30995 | Bug | Find Parts | Cannot add enough parts. This is Pauls note on the issue. When selecting more than 15-18 parts on the Find Parts screen (to add to SO), Find Parts does not work properly. Cannot seem to add more parts. Max selectable Qty is a bit unpredictable. | Alliance | |
| 02/08/24 | 31012 | Bug | Item Detail | Catalog-->When the user clicks the Save button twice, duplicate values can be added to the catalog. | ||
| 02/08/24 | 31023 | Bug | Purchase Order | Please check the limit of line items for PO, the PO line item limits to 55 items, and when you have more than that the remaining line items will be placed in the succeeding PO, Please refer to PO P261560- B1 and PO P261560-B2. | Reliable | |
| 02/08/24 | 31024 | New Feature | Import Wizard | When importing Invoices/Credits if the Amount DUE = 0 then we need to set the TO SYNC = FALSE (or whatever else we do to make sure that it does NOT get synced into QuickBooks). If the Amount Due is NOT = $0 then the Invoice is still OPEN and DOES need to get flagged to Sync | IPC | |
| 02/05/24 | 30705 | Bug | Shipping and Receiving | Sorting Feature does not work on tabs within Warehouse. Either sort according to Sales Order number or date. | Alliance | |
| 02/07/24 | 31018 | New Feature | Item Stocks | Remove the Bin names - ReturnsArea and On Dock in their items stock. Don’t delete the stock. | TipTop | |
| 02/05/24 | 31002 | Bug | Invoice | SALES REP > Update the blank sales rep for invoices with the customer's default sales rep. | Impact | |
| 02/05/24 | 30999 | Bug | Purchase Order | PURCHASE ORDER LABEL 4x6 The BIN is not showing the data on the label print preview. Add Location to the LABEL WINDOW When saving the label and another person opens it, the label design disappears. When entering the BIN on the Label field, and save it and you open the settings, the word entered disappears. | Orlando | |
| 02/01/24 | 30479 | Bug | PO | Date Expected to show on the PO tab on the Item Detail screen. Issue: The date from the PO’s Date Expected is not showing up on the PO tab Date Expected on the Item detail screen. | ||
| 02/01/24 | 30916 | Bug | Item Details | Service/Noninventory type--> Dashboard tab should be removed or hidden for Service and Non-Inventory type items. | ||
| 02/01/24 | 30990 | Bug | Import Wizard | ORDER ENTRY/ SALES NOTES/ COMMENTS IMPORT WIZARD Tried updating the data using import wizard but it did not update the ORDER ENTRY/SALES NOTES field located on the Customer Detail. | ||
| 02/01/24 | 30920 | Bug | Web Link | Get 1place.cloud working (with osqbo.com auto re-directing to it). | ||
| 01/30/24 | 30327 | Bug | Security Settings | REPORTS. Be able to define which users can see which individual reports (if the user has access to the Report screen). 1 checkbox for each report for each user. | ||
| 01/30/24 | 30534 | Bug | Delivery Date | If we change the shipped via, the delivery fee will be changed; after that, if we change the delivery date, the delivery fee will revert to its original value. | Quality | |
| 01/30/24 | 30988 | Bug | Invoice | Credit memo--> when user create CM from invoice calculation made based on TO RETURN field. as well Line total and unapplied amount also updated. | ||
| 01/30/24 | 30984 | Bug | Credit Memo | Credit memo should not be applied more than the credit memo amount. | Alliance | |
| 01/30/24 | 30621 | New Feature | Month End | This screen will simplify the processes to: (1) Compare the SALES, AR, COGS and INVENTORY values in 1place and QuickBooks, month by month, (2) Create a journal entry to square QuickBooks with 1place, if differences in COGS exist, and (3) Allow Accounting and Admin users to Close (lock changes to) periods in 1place to prevent further changes to any related transactions related to Sales, AR, COGS, and Inventory values. | Impact | See kba: 02947 |
| 01/30/24 | 30955 | Bug | QBO Sync | Sales order / Invoices AND SO / Invoice Payments could not get to sync. I tried to check and uncheck the Invoice sync or Payments but it could not sync. Example: I57958 | IPC | |
| 01/29/24 | 30966 | New | Data | We are trying to update the Order Entry/Sales Notes on the Customer detail screen but it won't work using the import wizard. | Quality | |
| 01/29/24 | 30967 | Bug | Sales Order, invoice, Credit Memo | Line item2--> date delivered feild shown default date like 01/01/2001. | ALL | |
| 01/29/24 | 27371 | Bug | Reports | After adding a report to Add to Favorites, the report should appear on the My Favorites section. | ALL | |
| 01/23/24 | 30924 | Bug | Settings | TRIPLE CHECK TO MAKE ALL AREAS OF SYSTEM DOES NOT ALLOW INCORRECT PRICES AND/OR DISPAY COSTS IF USER DOES NOT HAVE PERMISSION. | Qulity | |
| 01/23/24 | 30925 | Users | Please MANUALLY make sure user5@qualityparts.co USER has ALL 37 modules and has the same approximate rights as the other sales reps. Please email Steve and Rachelle when completed. | Quality | ||
| 01/23/24 | 30919 | Bug | Items | When the "Price level" button is clicked, a screen pops up. During that time, the new screen background turns black. | ||
| 01/23/24 | 30907 | Bug | Credit Memo | Unable to create a new credit memo. when the user selects a customer from the dropdown list. it shows an undefined error. | ALL | |
| 01/23/24 | 30915 | Bug | Sales Order | When the user selects "Bill to customer" from the dropdown list, an "undefined" error appears. | ALL | |
| 01/23/24 | 30932 | Bug | Quotation | 1 Place shows correct amounts, but if I try to print or email, the sub-total shows $243.50, however, the line items show correctly. Not calculating properly to be able to send the customer the quote. I tried logging out, refreshing, etc. | IPC | |
| 01/23/24 | 30825 | Bug | QBO Sync | After clicking the Customer Sync, almost all records are still in the "To Sync from 1place. | IPC | |
| 01/23/24 | 30933 | Bug | Customer and Purchase Order | Customer -->add new-->In one source, payment methods added by customers do not reflect in QBO after syncing. Purchase order-->QuickBooks --> when the user creates a PO(QBO) and bill as Paid. After syncing with OneSource those bills and Qty received not update properly | ALL | |
| 01/22/24 | 30893 | Bug | Cash Management | Update the CASH MANAGEMENT screen ‘data’ to hide all unreconciled payments from 1/17/24 and back | ALL | |
| 01/22/24 | 30909 | Security Settings | Make sure Quality db has all of the correct User Security Modules, so if a new user is added, or an existing user uses the option to COPY it will insert the correct amount of modules (37 as of now?) | |||
| 01/22/24 | 30766 | New Feature | Shipping and Receiving | SHIP/REC screen. ALL screens need a SHOW ALL option at bottom right corner. The Next and Record Totals on bottom right need to be visible when the screen view is 100% or more (right now we have to scroll a lot) WHEN THE PAGE IS STILL PAGINATED. When the Show ALL is clicked it needs to retain the SORT ORDER already applied by the user. Also When SHOW ALL is set and then user clicks a column to sort differently, it needs to NOT LOSE the Show All view | ||
| 01/22/24 | 30912 | Bug | Reports | The following report when generated gets 'Undefined Error' pop up: > Sales Orders- Back Order > Sales Orders By Customer > Sales Orders By Date > Sales Orders Line Item | Reliable | |
| 01/22/24 | 30868 | Bug | Invoice | Tried to add columns from the gear icon, when a couple of checkbox was ticked, it got messed up. | Alliance | |
| 01/22/24 | 30898 | Bug | Sales Order | Sales Order (S55480) and Invoice (I57952) both have the IDENTICAL LINE ITEM TOTALS, but the Sales Order SUBTOTAL (Which is Correct) is 648.01 and the Invoice has an INCORRECT SUBTOTAL at 1 penny LESS at $640.00. It is my understanding that the way it is ‘supposed’ to work is to ‘round’ to 2 digits on the LINE TOTAL and then add that to whatever the SubTotal is…which will prevent any ‘rounding’ issues from Unit Prices that have 3 or more digits to the right of the decimal point. Will you please verify how the code works? | IPC | |
| 01/22/24 | 30910 | Bug | QBO Sync | Some Invoices were not synced. Example: I57899, I57751, and I57894. | IPC | |
| 01/19/24 | 30903 | New Feature | Shipping and Receiving | Quality To dispatch driver name has value from Elite even if the Elite SO Status is on held. | Quality | |
| 01/19/24 | 30168 | Bug | Reports | (Report and Labels need to PRINT IN EXACT SAME SORT ORDER: Bin, Item#, SO#) >The labels should be sorted in alphabetical order by bin. | Quality | |
| 01/19/24 | 30900 | Bug | Replensih Stock | Cannot import data into Replish Stock POs. | Quality | |
| 01/19/24 | 30901 | Bug | Quote / Sales Order | When editing line items such as quantity, net prices, and unit prices for an existing order, the changes are not saved and do not update the subtotal When the "Save" function is doesn't no turn "RED" | ALL | |
| 01/19/24 | 30573 | Bug | Find Parts | While transfer stock from 1 to another warehouse via Find parts screen. it update wrong receipt and warehouse code. | ALL | |
| 01/19/24 | 30906 | Bug | Invoice | Service and Non inventory shows Back order Quantity in Invoice. | ALL | |
| 01/19/24 | 30870 | Bug | QBO Sync | Errors when syncing all items to QBO. | IPC | |
| 01/18/24 | 30896 | Bug | Printer Connect App | After Printing cannot able to close the application (it got stuck) | ALL | |
| 01/18/24 | 30833 | Bug | Sales Order | When entering Qty Return - pop up - Do you want to return Item back to Stock? yes or no. if type no - system does not allow QTY Return | Alliance | |
| 01/18/24 | 30891 | Bug | Credit Memo | - Credit Memo- the values in the 'Amount Applied' field is not correct - CM C23530 the amount applied is $1,059,812.22 but the total amount is only $537, 013.61 | Reliable | |
| 01/18/24 | 30895 | Bug | Reports | Not able download the OPEN invoices report. for IPC Inc | ALL | |
| 01/18/24 | 30882 | Bug | Vendor and Item Details | - Vendor Details, after edit and save, the sync pop up freezes - Item Details, after editing the Min Max and save, the sync pop up freezes | IPC | |
| 01/18/24 | 30880 | Bug | OSScan | When returning item from the Inspect Returns as good for stock it does not add it to the inventory for Vivi, Carlos and Pan OSCAN users | TipTop | |
| 01/18/24 | 30852 | New Feature | Credit Memo | The details in the payment info tab should be printable. Reliable wants to print the information, where most of his advance payments are done via CM. | Reliable | |
| 01/18/24 | 30890 | Bug | Purchase Order | Created the succeeding PO from P261532-B10 to P261532-B11, but the items with BO Qty was not carried over in B-11. It only shows 1 line item, GC400 which is not in PO B-11 but in B10. (version used is 24.0109) | ||
| 01/18/24 | 30871 | Bug | QBO Sync | 1place is connected to QuickBooks but the GL account is not shown in the drop-down list for each field. | Alliance | |
| 01/17/24 | 30888 | Bug | Catalog Management | While Processing Large number of records bad request occurs. | ALL | |
| 01/17/24 | 30881 | Bug | Reports | INVOICES/CREDITS report >Last Year > Group by sales rep > An error occurs when downloading the report to excel. | Impact | |
| 01/17/24 | 30878 | Bug | Sales Order | Sales order print button >Updated their version to 23.1212 and reverted back Krystal's account to 23.0328 however the print button stopped working. Same with Pan's account (Tiptop) | Impact / TipTop | |
| 01/17/24 | 30879 | Bug | Sales Order | Please figure out why some users are not able to see the Sales Order screen but when using incognito mode, it works fine. This happened with IPC (users: Kevin and Danny) and International Diesel (user: Bridgette) | IPC | |
| 01/16/24 | 30835 | Bug | Find Parts | When selecting an item located in 2 different location, it creates multiple duplicate lines on the shipping and receiving screen. | Quality | |
| 01/16/24 | 30808 | New Feature | Reports | Make a new Exception Report called: Exception Report - Sales Order Item Price Changes. | Quality | |
| 01/16/24 | 30875 | Bug | Items | User searched for 'RACO' and the list showed 422 items. User downloads all these items and opened the Excel file. The data in the file is not correct. | IPC | |
| 01/16/24 | 30872 | Bug | Shipping and Receiving | Undefined error when accessing the Picking tab. | Alliance | |
| 01/11/24 | 30864 | Bug | Reports | Invoice Payments Summary and Invoice Payments Details not showing correct data. | IPC | |
| 01/11/24 | 30863 | Bug | OSScan | InspectReturnItem api call is not putting the item in the ReturnsArea location. It should put the item in question (gotten from the invoice line number that is passed in) into stock in the “ReturnsArea” bin/location. | Alliance | |
| 01/11/24 | 30869 | Bug | Sales Order and Invoice | A credit memo was created for a few line items, but the Qty Returned column in the Invoice and Sales Orders screen is not updated, still remained at zero. | Alliance | |
| 01/11/24 | 30865 | Bug | Credit Memo | - When trying to click the magnifying glass icon on the Invoice field, it is not redirecting to the invoice screen. - When trying to click the magnifying glass icon on the Item # field, it is not redirecting to the item detail screen. | Alliance | |
| 01/10/24 | 30836 | Bug | Replenish Stock | IMPORT FUNCTION >When importing a file after the popup 'Import completed' showed up and redirects to the replenish stock screen, the popup 'Calculating Qty In stock per items' window gets stuck and even clicking the close button, it won't allow the user to proceed | Quality | |
| 01/10/24 | 30784 | New Feature | Catalog Manager | - Make option to change the way the ITEM DESCRIPTION is created on Catalog Manager (to allow for Part #, Cat, Sub, Y, Y, M) - Make a way to add exclusions based on the YEAR of the vehicle. By Make, Make/Model, Make/Model/YearRange - Make a way to add exclusions based on the YEAR of the vehicle. By Make, Make/Model, Make/Model/YearRange - DEFINE how the Item Description will be created - UPDATE all (PartsLink type) Items with No PType (where the Item # format = XX#######) | Quality | |
| 01/10/24 | 30823 | Bug | Sales Order PO | There's a line item that appears on the SOPO screen, even though the PO checkbox is unchecked and the Qty Ordered is zero. | TipTop | |
| 01/10/24 | 30842 | Bug | Quotes | Entered data (comments, notes, tax) Does not save properly. After you save and close the Quote and open it again, it disappears. | IPC | |
| 01/10/24 | 30849 | Bug | Security Settings | Module Security is behaving erratically. When we remove Invoice Delete and Invoice Edit many sales people cannot access [Find Part].[Bill To]. | Alliance | |
| 01/10/24 | 30834 | Bug | Sales Order | Sales Order> SO Amount is wrong. | Alliance | |
| 01/10/24 | 30862 | Bug | Quotes | Comments were not saving when Tax creation method is Manual. | IPC | |
| 01/09/24 | 30650 | New Feature | Invoice | On the Invoice screen, on the Printable invoice called Invoice 2, please make these changes to make the Invoice more condensed, so it can print multiple line items without having to print another page | Quality | |
| 01/09/24 | 30850 | Bug | Shipping and Receiving | In the Closed Tab: Should have a column that would show the driver's name who delivered the Sales Order. | ||
| 01/09/24 | 30848 | Bug | Security Settings | Some user rights showing 2 lines for few module security screen category. | Alliance | |
| 01/08/24 | 30821 | Bug | Sales Order | SalesOrder BackOrder tab not populating data. | ABC | |
| 01/08/24 | 30827 | Bug | Sales Order | Sales Order print out: There is a certain line in the sales order print out that does not carry the amount, it shows a zero amount. Kindly refer to the scenario below - SO 1298 item HO1000322 (items was shipped) shows a 0.00 amount in the print out, but in the invoice print out it shows a correct amount. | Alliance | |
| 01/08/24 | 30828 | Bug | API | It seems the InspectReturnItem api call is not putting the item in the ReturnsArea location for Alliance | API | |
| 01/05/24 | 30801 | Bug | Invoice | 0.01 Decimal issue. | Quality | |
| 01/05/24 | 30809 | Bug | Import Wizard | "Save Template" option not working properly | ALL | |
| 01/05/24 | 30811 | Bug | Cloud Document | Unable to Sign into cloud drive account. They are receiving an error message and cannot access their cloud documents. | ALL | |
| 01/05/24 | 30802 | New | Picking Ticket | Add customer name to the Pick Ticket (ask Steve for the layout) | Alliance | |
| 01/05/24 | 30750 | New Feature | 1Place | We need to quickly design a way to allow customers to login to a version of 1place on Server X, without having to have a DNS Name, such as 1place.cloud. Rather something like: 123.123.123.123/12.1212/dashboard/login | ||
| 01/04/24 | 30800 | Bug | Delivery Fee | Delivery Fee gets deleted when you change the delivery fee on the sales order and return back the date to today's date. - 15th then I want to go back to 12/3, it deletes the delivery fee. And then any other day I try to select it stays at “$0” delivery fee | Quality | |
| 01/04/24 | 30818 | Bug | Quote Detail | IPC Quotes Total not calculating properly for Q2816 | IPC Inc | |
| 01/04/24 | 30789 | Bug | New Record | After adding a new customer/vendor/Item, the page doesn't navigate to the detail screen and gets stuck. | ALL | |
| 01/04/24 | 30760 | Bug | Log Out | "Not Found. HTTP Error 404. The requested resource is not found". | ALL | |
| 01/04/24 | 30775 | Bug | QBO Sync | Invoices are not balanced. | Vaillant | |
| 01/03/24 | 30799 | Bug | Shipping and Receiving | - To Dispatch --> When Elite Sales Integration is off, Hide the Related columns and hide show settings - Eliminate Elite Manifest name and Elite Signed by Field | Elite | |
| 01/03/24 | 30755 | Bug | Catalog Management | Makes, Models, Year Ranges to Exclude from Searches is not functioning properly. After the user searches, the excluded makes and models still appear in the search results. | ALL | |
| 01/03/24 | 30782 | Bug | Sales Order | PO unit cost not updating correctly for SO Line item 2 due to a decimal point error(rounding issue). | ALL | |
| 01/03/24 | 30768 | Bug | Invoice List | Invoice/Credits List> Customized Tab - Tried to open an invoice from a customized tab, but once clicked it will redirect to a new window blank page. Custom tab: invoice-day. | Alliance | |
| 01/03/24 | 30797 | Bug | Reports | Invoices and Credits by Date. (Details) - When using version 0821d - if user tries to download the report, it says "This site cant be reached". - When using version 1212 - The data on the downloaded report are incorrect. | ABW | |
| 01/03/24 | 30796 | Bug | QBO Sync | Some items could not be synced. | International Diesel | |
| 01/02/24 | 30401 | New | Shipping and Receving | Design new Batch Dispatching & Invoice Printing for Elite Extra Orders on the Ship/Rec. To Dispatch screen | Elite | |
| 01/02/24 | 30794 | Reports | INVOICES/CREDIT REPORT > Cannot download the report to excel | TipTop | ||
| 01/02/24 | 30793 | Bug | Email not working for some users | Quality | ||
| 01/02/24 | 30786 | Bug | Import Wizard | Fix issue on Invoice Line item import. | ALL | |
| 01/02/24 | 30791 | Bug | Invoice Payment | It's not allowing users to apply credit to an invoice when clicking the arrow. Not working on the 23.1212v. | Quality | |
| 01/02/24 | 30787 | Bug | Reports | User with report security to ALL but with Security type sales, but the account's report screen is empty. | Fender | |
| 12/29/23 | 30785 | New | Customer | update the tax rate for these customers on ORLANDO BODY PARTS account. | OBP | |
| 12/29/23 | 30778 | New Feature | Find Parts | Ship to & bill to address dropdown. make that header background on blue color. It should disable to the user while selecting from dropdown. it shows undefined error. | ALL | |
| 12/29/23 | 30771 | Bug | Find Parts | ADDRESS TYPE: SHIP TO, LINK TO: -- When searching for customers on the find parts screen with a customer and link to a bill to the customer, it does not auto-populate on the Bill to the field | Fender Bender |
24.0122 (released 01/22/2024)
| Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Request by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|
| 01/22/24 | 30893 | Bug | Cash Management | Update the CASH MANAGEMENT screen ‘data’ to hide all unreconciled payments from 1/17/24 and back | ALL | |
| 01/22/24 | 30909 | Security Settings | Make sure Quality db has all of the correct User Security Modules, so if a new user is added, or an existing user uses the option to COPY it will insert the correct amount of modules (37 as of now?) | |||
| 01/22/24 | 30766 | New Feature | Shipping and Receiving | SHIP/REC screen. ALL screens need a SHOW ALL option at bottom right corner. The Next and Record Totals on bottom right need to be visible when the screen view is 100% or more (right now we have to scroll a lot) WHEN THE PAGE IS STILL PAGINATED. When the Show ALL is clicked it needs to retain the SORT ORDER already applied by the user. Also When SHOW ALL is set and then user clicks a column to sort differently, it needs to NOT LOSE the Show All view | ||
| 01/22/24 | 30912 | Bug | Reports | The following report when generated gets 'Undefined Error' pop up: > Sales Orders- Back Order > Sales Orders By Customer > Sales Orders By Date > Sales Orders Line Item | Reliable | |
| 01/22/24 | 30868 | Bug | Invoice | Tried to add columns from the gear icon, when a couple of checkbox was ticked, it got messed up. | Alliance | |
| 01/22/24 | 30898 | Bug | Sales Order | Sales Order (S55480) and Invoice (I57952) both have the IDENTICAL LINE ITEM TOTALS, but the Sales Order SUBTOTAL (Which is Correct) is 648.01 and the Invoice has an INCORRECT SUBTOTAL at 1 penny LESS at $640.00. It is my understanding that the way it is ‘supposed’ to work is to ‘round’ to 2 digits on the LINE TOTAL and then add that to whatever the SubTotal is…which will prevent any ‘rounding’ issues from Unit Prices that have 3 or more digits to the right of the decimal point. Will you please verify how the code works? | IPC | |
| 01/22/24 | 30621 | New Feature | Month End | This screen will simplify the processes to: (1) Compare the SALES, AR, COGS and INVENTORY values in 1place and QuickBooks, month by month, (2) Create a journal entry to square QuickBooks with 1place, if differences in COGS exist, and (3) Allow Accounting and Admin users to Close (lock changes to) periods in 1place to prevent further changes to any related transactions related to Sales, AR, COGS, and Inventory values. | Impact | See kba: 02947 |
| 01/22/24 | 30910 | Bug | QBO Sync | Some Invoices were not synced. Example: I57899, I57751, and I57894. | IPC | |
| 01/19/24 | 30903 | New Feature | Shipping and Receiving | Quality To dispatch driver name has value from Elite even if the Elite SO Status is on held. | Quality | |
| 01/19/24 | 30168 | Bug | Reports | (Report and Labels need to PRINT IN EXACT SAME SORT ORDER: Bin, Item#, SO#) >The labels should be sorted in alphabetical order by bin. | Quality | |
| 01/19/24 | 30900 | Bug | Replensih Stock | Cannot import data into Replish Stock POs. | Quality | |
| 01/19/24 | 30901 | Bug | Quote / Sales Order | When editing line items such as quantity, net prices, and unit prices for an existing order, the changes are not saved and do not update the subtotal When the "Save" function is doesn't no turn "RED" | ALL | |
| 01/19/24 | 30573 | Bug | Find Parts | While transfer stock from 1 to another warehouse via Find parts screen. it update wrong receipt and warehouse code. | ALL | |
| 01/19/24 | 30906 | Bug | Invoice | Service and Non inventory shows Back order Quantity in Invoice. | ALL | |
| 01/19/24 | 30870 | Bug | QBO Sync | Errors when syncing all items to QBO. | IPC | |
| 01/18/24 | 30896 | Bug | Printer Connect App | After Printing cannot able to close the application (it got stuck) | ALL | |
| 01/18/24 | 30833 | Bug | Sales Order | When entering Qty Return - pop up - Do you want to return Item back to Stock? yes or no. if type no - system does not allow QTY Return | Alliance | |
| 01/18/24 | 30891 | Bug | Credit Memo | - Credit Memo- the values in the 'Amount Applied' field is not correct - CM C23530 the amount applied is $1,059,812.22 but the total amount is only $537, 013.61 | Reliable | |
| 01/18/24 | 30895 | Bug | Reports | Not able download the OPEN invoices report. for IPC Inc | ALL | |
| 01/18/24 | 30882 | Bug | Vendor and Item Details | - Vendor Details, after edit and save, the sync pop up freezes - Item Details, after editing the Min Max and save, the sync pop up freezes | IPC | |
| 01/18/24 | 30880 | Bug | OSScan | When returning item from the Inspect Returns as good for stock it does not add it to the inventory for Vivi, Carlos and Pan OSCAN users | TipTop | |
| 01/18/24 | 30852 | New Feature | Credit Memo | The details in the payment info tab should be printable. Reliable wants to print the information, where most of his advance payments are done via CM. | Reliable | |
| 01/18/24 | 30890 | Bug | Purchase Order | Created the succeeding PO from P261532-B10 to P261532-B11, but the items with BO Qty was not carried over in B-11. It only shows 1 line item, GC400 which is not in PO B-11 but in B10. (version used is 24.0109) | ||
| 01/18/24 | 30871 | Bug | QBO Sync | 1place is connected to QuickBooks but the GL account is not shown in the drop-down list for each field. | Alliance | |
| 01/17/24 | 30888 | Bug | Catalog Management | While Processing Large number of records bad request occurs. | ALL | |
| 01/17/24 | 30881 | Bug | Reports | INVOICES/CREDITS report >Last Year > Group by sales rep > An error occurs when downloading the report to excel. | Impact | |
| 01/17/24 | 30878 | Bug | Sales Order | Sales order print button >Updated their version to 23.1212 and reverted back Krystal's account to 23.0328 however the print button stopped working. Same with Pan's account (Tiptop) | Impact / TipTop | |
| 01/17/24 | 30879 | Bug | Sales Order | Please figure out why some users are not able to see the Sales Order screen but when using incognito mode, it works fine. This happened with IPC (users: Kevin and Danny) and International Diesel (user: Bridgette) | IPC | |
| 01/16/24 | 30835 | Bug | Find Parts | When selecting an item located in 2 different location, it creates multiple duplicate lines on the shipping and receiving screen. | Quality | |
| 01/16/24 | 30808 | New Feature | Reports | Make a new Exception Report called: Exception Report - Sales Order Item Price Changes. | Quality | |
| 01/16/24 | 30875 | Bug | Items | User searched for 'RACO' and the list showed 422 items. User downloads all these items and opened the Excel file. The data in the file is not correct. | IPC | |
| 01/16/24 | 30831 | Bug | User Security | Made some changes in the Module Security for a couple of users, but after the change, the Payment Info is missing for the following users: Paul Ngo, Wilder, and Walter Maradiaga | Alliance | |
| 01/16/24 | 30872 | Bug | Shipping and Receiving | Undefined error when accessing the Picking tab. | Alliance | |
| 01/12/24 | 30867 | Bug | Reports | When run the report, on a customer date range, the presentation changes every time it is run. Either it is grouped by Customer or Payment Type, the sort order is changing, as well as the sort order of invoice/cm numbers of each group. The group name should be sorted alphabetically, and each group the invoice/cm number should also be sorted in ascending. | Alliance | |
| 01/11/24 | 30864 | Bug | Reports | Invoice Payments Summary and Invoice Payments Details not showing correct data. | IPC | |
| 01/11/24 | 30863 | Bug | OSScan | InspectReturnItem api call is not putting the item in the ReturnsArea location. It should put the item in question (gotten from the invoice line number that is passed in) into stock in the “ReturnsArea” bin/location. | Alliance | |
| 01/11/24 | 30869 | Bug | Sales Order and Invoice | A credit memo was created for a few line items, but the Qty Returned column in the Invoice and Sales Orders screen is not updated, still remained at zero. | Alliance | |
| 01/11/24 | 30865 | Bug | Credit Memo | - When trying to click the magnifying glass icon on the Invoice field, it is not redirecting to the invoice screen. - When trying to click the magnifying glass icon on the Item # field, it is not redirecting to the item detail screen. | Alliance | |
| 01/10/24 | 30836 | Bug | Replenish Stock | IMPORT FUNCTION >When importing a file after the popup 'Import completed' showed up and redirects to the replenish stock screen, the popup 'Calculating Qty In stock per items' window gets stuck and even clicking the close button, it won't allow the user to proceed | Quality | |
| 01/10/24 | 30784 | New Feature | Catalog Manager | - Make option to change the way the ITEM DESCRIPTION is created on Catalog Manager (to allow for Part #, Cat, Sub, Y, Y, M) - Make a way to add exclusions based on the YEAR of the vehicle. By Make, Make/Model, Make/Model/YearRange - Make a way to add exclusions based on the YEAR of the vehicle. By Make, Make/Model, Make/Model/YearRange - DEFINE how the Item Description will be created - UPDATE all (PartsLink type) Items with No PType (where the Item # format = XX#######) | Quality | |
| 01/10/24 | 30823 | Bug | Sales Order PO | There's a line item that appears on the SOPO screen, even though the PO checkbox is unchecked and the Qty Ordered is zero. | TipTop | |
| 01/10/24 | 30842 | Bug | Quotes | Entered data (comments, notes, tax) Does not save properly. After you save and close the Quote and open it again, it disappears. | IPC | |
| 01/10/24 | 30849 | Bug | Security Settings | Module Security is behaving erratically. When we remove Invoice Delete and Invoice Edit many sales people cannot access [Find Part].[Bill To]. | Alliance | |
| 01/10/24 | 30834 | Bug | Sales Order | Sales Order> SO Amount is wrong. | Alliance | |
| 01/10/24 | 30862 | Bug | Quotes | Comments were not saving when Tax creation method is Manual. | IPC | |
| 01/09/24 | 30650 | New Feature | Invoice | On the Invoice screen, on the Printable invoice called Invoice 2, please make these changes to make the Invoice more condensed, so it can print multiple line items without having to print another page | Quality | |
| 01/09/24 | 30850 | Bug | Shipping and Receiving | In the Closed Tab: Should have a column that would show the driver's name who delivered the Sales Order. | ||
| 01/09/24 | 30848 | Bug | Security Settings | Some user rights showing 2 lines for few module security screen category. | Alliance | |
| 01/08/24 | 30821 | Bug | Sales Order | SalesOrder BackOrder tab not populating data. | ABC | |
| 01/08/24 | 30827 | Bug | Sales Order | Sales Order print out: There is a certain line in the sales order print out that does not carry the amount, it shows a zero amount. Kindly refer to the scenario below - SO 1298 item HO1000322 (items was shipped) shows a 0.00 amount in the print out, but in the invoice print out it shows a correct amount. | Alliance | |
| 01/08/24 | 30828 | Bug | API | It seems the InspectReturnItem api call is not putting the item in the ReturnsArea location for Alliance | API | |
| 01/05/24 | 30801 | Bug | Invoice | 0.01 Decimal issue. | Quality | |
| 01/05/24 | 30809 | Bug | Import Wizard | "Save Template" option not working properly | ALL | |
| 01/05/24 | 30811 | Bug | Cloud Document | Unable to Sign into cloud drive account. They are receiving an error message and cannot access their cloud documents. | ALL | |
| 01/05/24 | 30802 | New | Picking Ticket | Add customer name to the Pick Ticket (ask Steve for the layout) | Alliance | |
| 01/05/24 | 30750 | New Feature | 1Place | We need to quickly design a way to allow customers to login to a version of 1place on Server X, without having to have a DNS Name, such as 1place.cloud. Rather something like: 123.123.123.123/12.1212/dashboard/login | ||
| 01/04/24 | 30800 | Bug | Delivery Fee | Delivery Fee gets deleted when you change the delivery fee on the sales order and return back the date to today's date. - 15th then I want to go back to 12/3, it deletes the delivery fee. And then any other day I try to select it stays at “$0” delivery fee | Quality | |
| 01/04/24 | 30818 | Bug | Quote Detail | IPC Quotes Total not calculating properly for Q2816 | IPC Inc | |
| 01/04/24 | 30789 | Bug | New Record | After adding a new customer/vendor/Item, the page doesn't navigate to the detail screen and gets stuck. | ALL | |
| 01/04/24 | 30760 | Bug | Log Out | "Not Found. HTTP Error 404. The requested resource is not found". | ALL | |
| 01/04/24 | 30775 | Bug | QBO Sync | Invoices are not balanced. | Vaillant | |
| 01/03/24 | 30799 | Bug | Shipping and Receiving | - To Dispatch --> When Elite Sales Integration is off, Hide the Related columns and hide show settings - Eliminate Elite Manifest name and Elite Signed by Field | Elite | |
| 01/03/24 | 30755 | Bug | Catalog Management | Makes, Models, Year Ranges to Exclude from Searches is not functioning properly. After the user searches, the excluded makes and models still appear in the search results. | ALL | |
| 01/03/24 | 30782 | Bug | Sales Order | PO unit cost not updating correctly for SO Line item 2 due to a decimal point error(rounding issue). | ALL | |
| 01/03/24 | 30768 | Bug | Invoice List | Invoice/Credits List> Customized Tab - Tried to open an invoice from a customized tab, but once clicked it will redirect to a new window blank page. Custom tab: invoice-day. | Alliance | |
| 01/03/24 | 30797 | Bug | Reports | Invoices and Credits by Date. (Details) - When using version 0821d - if user tries to download the report, it says "This site cant be reached". - When using version 1212 - The data on the downloaded report are incorrect. | ABW | |
| 01/03/24 | 30796 | Bug | QBO Sync | Some items could not be synced. | International Diesel | |
| 01/02/24 | 30401 | New | Shipping and Receving | Design new Batch Dispatching & Invoice Printing for Elite Extra Orders on the Ship/Rec. To Dispatch screen | Elite | |
| 01/02/24 | 30794 | Reports | INVOICES/CREDIT REPORT > Cannot download the report to excel | TipTop | ||
| 01/02/24 | 30793 | Bug | Email not working for some users | Quality | ||
| 01/02/24 | 30786 | Bug | Import Wizard | Fix issue on Invoice Line item import. | ALL | |
| 01/02/24 | 30791 | Bug | Invoice Payment | It's not allowing users to apply credit to an invoice when clicking the arrow. Not working on the 23.1212v. | Quality | |
| 01/02/24 | 30787 | Bug | Reports | User with report security to ALL but with Security type sales, but the account's report screen is empty. | Fender | |
| 12/29/23 | 30785 | New | Customer | update the tax rate for these customers on ORLANDO BODY PARTS account. | OBP | |
| 12/29/23 | 30778 | New Feature | Find Parts | Ship to & bill to address dropdown. make that header background on blue color. It should disable to the user while selecting from dropdown. it shows undefined error. | ALL | |
| 12/29/23 | 30771 | Bug | Find Parts | ADDRESS TYPE: SHIP TO, LINK TO: -- When searching for customers on the find parts screen with a customer and link to a bill to the customer, it does not auto-populate on the Bill to the field | Fender Bender | |
| 01/30/24 | 30534 | Bug | Delivery Date | If we change the shipped via, the delivery fee will be changed; after that, if we change the delivery date, the delivery fee will revert to its original value. | Quality |
24.0122 Version Releases History
| Version # | Date Released |
|---|---|
| 24.0122.62 | 02/04/2025 |
| 24.0122.61 | 01/29/2025 |
| 24.0122.60 | 01/16/2025 |
| 24.0122.59 | 01/10/2025 |
| 24.0122.58 | 12/30/2024 |
| 24.0122.57 | 12/18/2024 |
| 24.0122.56 | 12/16/2024 |
| 24.0122.55 | 12/10/2024 |
| 24.0122.54 | 11/27/2024 |
| 24.0122.53 | 11/19/2024 |
| 24.0122.52 | 10/29/2024 |
| 24.0122.51 | 10/15/2024 |
| 24.0122.50 | 09/30/2024 |
| 24.0122aw | 09/19/2024 |
| 24.0122av | 09/16/2024 |
| 24.0122au | 09/04/2024 |
| 24.0122at | 08/28/2024 |
| 24.0122as | 08/27/2024 |
| 24.0122ar | 08/22/2024 |
| 24.0122aq | 08/22/2024 |
| 24.0122ap | 08/16/2024 |
| 24.0122an | 08/06/2024 |
| 24.0122am | 08/01/2024 |
| 24.0122al | 07/30/2024 |
| 24.0122ak | 07/26/2024 |
| 24.0122aj | 07/24/2024 |
| 24.0122ai | 07/15/2024 |
| 24.0122ah | 07/03/2024 |
| 24.0122ag | 06/17/2024 |
| 24.0122af | 06/10/2024 |
| 24.0122ae | 06/03/2024 |
| 24.0122ad | 06/03/2024 |
| 24.0122ac | 05/28/2024 |
| 24.0122ab | 05/23/2024 |
| 24.0122aa | 05/20/2024 |
| 24.0122z | 05/16/2024 |
| 24.0122y | 05/14/2024 |
| 24.0122x | 05/11/2024 |
| 24.0122w | 05/09/2024 |
| 24.0122v | 05/09/2024 |
| 24.0122u | 04/30/2024 |
| 24.0122t | 04/25/2024 |
| 24.0122s | 04/23/2024 |
| 24.0122r | 04/18/2024 |
| 24.0122q | 04/16/2024 |
| 24.0122p | 04/11/2024 |
| 24.0122o | 04/10/2024 |
| 24.0122n | 04/04/2024 |
| 24.0122m | 04/01/2024 |
| 24.0122l | 03/21/2024 |
| 24.0122k | 03/19/2024 |
| 24.0122j | 03/15/2024 |
| 24.0122i | 03/07/2024 |
| 24.0122h | 03/06/2024 |
| 24.0122g | 03/04/2024 |
| 24.0122f | 03/01/2024 |
| 24.0122e | 02/28/2024 |
| 24.0122d | 02/22/2024 |
| 24.0122c | 02/05/2024 |
| 24.0122b | 01/29/2024 |
| 24.0122a | 01/24/2024 |
| 24.0122 | 01/22/2024 |
24.0122 (Known Issues Fixed in this Version)
| Fixed in Version # | Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Requested by Customer | Links to Additional Info |
|---|---|---|---|---|---|---|---|
| 25.0212.02 | 02/21/25 | 32192 | Bug | Purchase Order | PURCHASE ORDER: When user click Recalculate button weight is not calculated. | ||
| 25.0212.02 | 02/21/25 | 30808 | Bug | Reports | Exception Report - Sales Order Item Price Changes: Shows error while running. | Quality | |
| 25.0212.02 | 02/21/25 | 32197 | New | Printing | Add the time when a document was printed on All Document Print outs. | APS | |
| 25.0212.01 | 02/20/25 | 32193 | Bug | Shipping and Receiving | Not showing the correct values based on the status. | Quickfit | |
| 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 | |
| 02/19/25 | 32062 | New | Sales Order | When the Qty Shipped is changed, check to see if the Lot Tracking true/false option on item is checked. If so, then POPUP a screen showing the Receipts in stock and allow the user to select WHICH receipt will be taken out of stock, rather than just taking First In First Out. | |||
| 25.0212 | 2/18/25 | 32227 | Reports | When reports module is clicked , the sales order module is duplicated in the list. Similar issue occured in other companies in other modules. | |||
| 25.0212 | 2/18/25 | 31873 | Bug | Credit Memo | Credit Memo > Payment Info > Give Cash Back or Apply Credit: --Even when the date chosen is greater than the Invoice date, it still gives the date validation error. Example: The Invoice was created on 10/14/2024. Date on the payment date is 10/15/2024. --If the payment date was changed to 10/16/2024, the date on the "Date Paid" field still shows as 10/15/2024. --"Last Synced" field is not showing properly on the Payments Screen --"Give Refund" button is still working even without choosing any Payment Type of Refund. Also, I can still process a refund even after giving a full refund to the order. --Action(x) is not functioning | Quickfit | |
| 25.0212 | 2/18/25 | 32224 | Bug | Import Wizard | Customer List > Update Wizard > The file was imported successfully, but some data (City) were not updated based on the file. | Express NH | |
| 25.0212 | 2/18/25 | 32194 | Bug | Settings | User Settings >Edit User >Module Security: Look for Invoices and uncheck the Edit box. >It restricts the user to access the Invoice screen. This should only restrict user to edit any info on the invoice and still show the invoice form. (Same applied to all Edit checkbox settings) | Orlando | |
| 02/17/25 | 32218 | Update | Invoice Detail | Receive/Edit Payments > Add new Card Instead of a pop up message, the system should highlight the missing field so the user will know they forgot one of the details and they can properly store and save the credit card on file. | |||
| 02/17/25 | 32217 | Update | Customer Detail | CREDIT CARD TAB When you add a new credit card and click the SAVE and SYNC button, it makes a copy of the other cards on file. Which shouldn't be happening. Also, remove the space on "Master Card" should be "Mastercard". Automatically add a / symbol when a user types the expiration date on the field. Also, do not allow the user to save the credit card if it is missing any details, I tried adding a card with just 6 digits and it was still saved instead of prompting the user to enter the whole credit card number. (most credit cards has 15-19 digits number) | |||
| 02/17/25 | 32216 | Bug | Customer Detail | CREDIT CARD TAB and Invoice Screen > PAYMENT SCREEN When I use an existing card added thru the credit card tab on the customer detail screen to pay for an invoice, it does not work and error says invalid card number. Tried adding the same card thru the ADD NEW CARD button on edit/receive payment screen and it worked fine. | |||
| 25.0212 | 02/17/25 | 32198 | Bug | Reports | INVOICES/CREDITS PAYMENT DETAILS --Allow user to Group by = None --Sort by Invoice Number --After report is generated, when user clicks the Invoice Number header, it does not sort the records. Pls fix --Please put in newest branch version 25.0212 | APS | |
| 25.0212 | 02/17/25 | 32150 | Update | Reports | Invoice/CM --Group by = None --Cannot Download to Excel File --Cannot Print when clicking the Print button --Must correctly show all the fields/columns from the report --Must be sorted according to the sort option selected before generating the report. --When user downloads to PDF, the sorting is default to Customer name. Please sort according to the sort option selected before generating the report. | APS | |
| 25.0212 | 02/17/25 | 32220 | Bug | Import Wizard | Encountered errors uploading files for Item stocks, item vendors and catalog. | Proparts | |
| 25.0212 | 02/17/25 | 32192 | Bug | Purchase Order | The Recalculate button is not saving the values on the PO even when clicking save. Once the page is refreshed, the values are removed. (WE DID NOT MAKE ANY SAVE FUNCTION RELATED ON THIS.) When the CuSqFeet is selected to show on Line 2, it does not show the correct CuSqFeet based on the Vendor Item #. It only shows 0. If a PO has a lot of line items, the page loads, and will not work properly even when opening a new tab. | Quickfit | |
| 25.0212 | 02/17/25 | 32188 | Update | Item Catalog | 1d. DEFINE how the Item Description will be created. - When choosing option 1: Make Model Year Range - Partslink Description (Name) (Partslink Variables), it still shows the description based on option 2 format. Example: AC1000101 - Front bumper cover (LS; prime) 1993-1994 ACURA VIGOR Some Partslink Items are showing the wrong year range. Instead of 12-17, it shows as 12-14. | ||
| 25.0212 | 02/17/25 | 32179 | Bug | Customer List | Exported file for customers (Express), the discount percentage shows more than 2 decimals | Express NH | |
| 02/14/25 | 32102 | Update | Printing | Printing Options: Need to disable Printing Option settings to all transaction forms. | |||
| 02/14/25 | 32202 | Update | Customer Portal | Customer Portal users should not be able to edit the Transaction info on Quotation Example: Date, Entered By, Payment Terms, Sales Rep, Order Source, Shipped Via and Job ID. Except for Customer PO #, Contact and Email fields. On the Line items table, these fields should also not be editable by users: Expiration Date Warehouse Description Discount | |||
| 02/14/25 | 32175 | Bug | Reports | Invoices/Credits The following Reports have issues where once you download the file either to PDF/Excel, the webpage would either freeze or send you to a different web page where it will have a webpage error message: INVOICES / CREDITS BY CUSTOMER AND ITEM VENDOR (Excel) INVOICES / CREDITS BY MONTH (TOTALS) (Excel) INVOICES / CREDITS BY TYPE (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (ALPHA) (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (BEST TO WORST) (PDF) | |||
| 02/13/25 | 32201 | Bug | Customer Portal | Customer Portal > Find Parts: After adding an item you want to add to your shopping cart using the right arrow button, and then when the user reduce the quantity to buy using the left arrow button to Zero, the shopping cart keeps the item with quantity of 1, even though it should be removed already since the Qty to buy is 0 already. | |||
| 25.0212 | 02/13/25 | 32122 | Bug | Credit Memo | ADDITIONAL COST FOR RETURNED PARTS FROM CREDIT MEMOS >When returning parts from the Credit memo to stocks, the additional costs for the returned part gets wiped out/zeroes out. REPORTS >INVOICE/CREDITS REPORT >When running the report with a CM with unreturned parts, it shows the amount for the additional cost and when the item is returned to stock, the additional cost gets wiped out. Need to double check and update the Returned CM that have additional cost wiped out from Jan 1, 2025 till present date to correct the error. | Orlando | |
| 25.0212 | 02/13/25 | 32204 | Bug | Shipping and Receiving | PENDING/ FUTURE DELIVERY: The Future delivery screen should have the features we used to have for Quality. We need to restore it back. | Quality | |
| 25.0212 | 02/13/25 | 32206 | Bug | Sales Order PO | SOPO>PO: When creating PO from the SOPO screen, it only opens a blank tab. When opening POs, it directs to blank tabs. | TipTop | |
| 25.0212 | 02/12/25 | 32226 | Bug | Receive Payments | Worked in the issue where the Customers are not shown when the open invoices customer is selected. | ||
| 25.0212 | 02/12/25 | 32225 | Update | Settings | In Sales > General Sales Settings > Payment Terms table -only the Payment Term Name, # of Days, # Days for Discount, Discount percent is shown and updated. | ||
| 25.0212 | 02/12/25 | 32196 | Bug | Manifest | Showing duplicate orders on the list. | ||
| 25.0212 | 02/12/25 | 32187 | Update | Receive Payments | --Change the title Payment Reference # to CK#/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. | ||
| 24.0122.63 | 02/12/25 | 32190 | Bug | Item List | Item Vendors tab does not show any data or values. | Quickfit | |
| 24.0122.63 | 02/12/25 | 32182 | Bug | Reports | QUOTATION LIST REPORT: Unable to download to PDF or Excel. after selecting all columns to display | Orlando | |
| 24.0122.63 | 02/12/25 | 32146 | Bug | Reports | Invoice/Credit Payment Details - Lets move the Invoice # over to the left of the Customer Name. - Fix this on pdf and excel file functions. | APS | |
| 02/11/25 | 32185 | New | Receive Payments | * Testing all scenario's * Applying the payments from Credit Memo to Invoice * Invoice Over payment Scenario * Syncing Payment from QBO to 1Place * Partial Credit memo payments * Syncing Payments to QBO * Restrict Invoice Customer Credit table when syncing from QBO * Whole Receive payment Screen | |||
| 24.0122.63 | 02/11/25 | 32180 | Update | Sales Order | Edit/Receive Payment > Payment Methods. When trying to apply a payment and need to select one of the payment method options, it needs be shown alphabetically. Currently, it is random and not sorted alphabetically. --Changed in SO,Invoice,Receive Payments and Customer Portal screens | APS | |
| 24.0122.63 | 02/11/25 | 32181 | Bug | Import Wizard | Vendor Item Numbers (All Vendors): When importing the file, it gets stuck on the progress bar. After closing the page, 1Place will not work properly or if opening a new dashboard, the page just keeps on loading. | Express NH | |
| 24.0122.63 | 02/11/25 | 32179 | Bug | Customer List | Discount % column - Showing more than 2 decimals. When exported, the & symbol shows on the Excel file as "&". | Express NH | |
| 24.0122.63 | 02/10/25 | 32169 | Bug | Reports | EXCEPTION REPORT >INVENTORY LEVELS REPORT >Not all items that have stocks and transactions are showing in the list. | Orlando | |
| 24.0122.63 | 02/10/25 | 32178 | Bug | Purchase Order | PURCHASE ORDER to SALES ORDER: Item#HO1210160C on P1783 but it did not update the Qty on Sales S28595-B1. | Orlando | |
| 24.0122.63 | 02/10/25 | 32167 | Bug | Reports | Invoice/Credit Received Payments - There is a refund but is not showing negative. - Customer Name not showing. | APS | |
| 24.0122.63 | 02/06/25 | 32166 | Bug | API | 1place cannot find the item sent by partstrader when the OEM number has more than 1 dash '-'. | ADS Tampa | |
| 24.0122.63 | 02/06/25 | 32164 | Bug | Sales Order | SALES ORDER TO INVOICE: The line items on the Sales Order got duplicated on the Invoice. It was invoiced from the dispatch screen. Please check S250205-0035 and I250205-0035 | Impact | |
| 24.0122.63 | 02/06/25 | 32162 | Bug | Quotation | QUOTATIONS REPORT >Has duplicate Quotation on the reports screen. >The Quotation List Report also has duplicate quotes which are duplicated based on the number of line items. | Orlando | |
| 24.0122.63 | 02/05/25 | 32157 | Bug | Quotation | List/Unit/Net - Prices are showing more than 2 decimals even when it was only set to 2. | Quickfit | |
| 24.0122.63 | 32146 | Update | Reports | Lets standardize the 3 payments reports: Invoice / Credits Received Payments: Please change to: Invoice / Credits Payments Received Invoice / Credits Payment Details (which is the one we are restoring in notes above) let change name to: Invoice / Credit Payments Detail Invoice / Credits Payments Summary: Please add '(End of Day)' to the title on Menu and on report. | APS | ||
| 24.0122.63 | 02/04/25 | 32146 | Bug | Reports | Invoice/Credit Payment Details - There is a refund but is not showing negative - Incorrect totals - Ck#/CC# not showing - Sort by Invoice# | APS | |
| 24.0122.62 | 02/04/25 | 32153 | Bug | ALL Transactions | SALES REP, ENTERED BY CREATED BY fields on Sales order, Invoices, CM > We need to update these fields with Quoted Created by for the month of January 2025. (Fixed version is on .61) | Orlando | |
| 24.0122.62 | 02/04/25 | 32093 | Bug | Purchase Order | Bin: After moving the item using OS Scan from from Dock to Bin, it did not change the bin location on the PO. It stayed on Dock instead of displaying the Bin where it is located. | ||
| 24.0122.62 | 32149 | Bug | Reports | INVOICES/CREDITS: When running the report with a CM with unreturned parts, it still shows the amount for the additional cost. It should be zero since it is still unreturned. | |||
| 24.0122.62 | 02/03/25 | 31489 | Update | Find Parts | Check to see if the SHIP TO customer selected is LINKED to a BILL TO Customer. If so, auto fill in the Bill To Customer and highlight the value. Otherwise, do not auto fill. | Proparts | |
| 24.0122.62 | 02/03/25 | 32147 | Bug | Reports | 24.0122.61 (Rachelle autoparts warehouse) Reports > Item > There are missing inventory reports in this version. >Inventory Count Sheet (By Category / SubCategory with Fixed Bin >Inventory Count Sheet (By Fixed Bin Locations) >Inventory Count Sheet (By Item Receipt Bin locations) >Inventory Stock Transfers - Invoices >Inventory Valuation - Current (Category / Subcategory) >Inventory Valuation - Historical | ||
| 24.0122.62 | 02/03/25 | 32152 | Bug | OS Scan | When receiving the PO into Bin or Dock, the page leads to a server error in ' / ' application. | Quickfit | |
| 24.0122.62 | 02/03/25 | 32151 | Bug | Item List | ALL Item on ENTIRE list: Error when trying to download. | IPC | |
| 24.0122.62 | 01/31/25 | 31777 | New | Financial Periods | * Show Open invoice report balance for $ AR * Calc Inventory for $ Inventory | ||
| 24.0122.62 | 32148 | Bug | Invoice | CREATE CREDIT MEMO: When creating credit memo, a pop message would ask if user would like to automatically return the item back to stock when the credit memo is created, and when you respond with NO. It does not proceed in creating the credit memo. Note: the option to NOT return items back to stock when items are returned on a Credit Memo is allowed and checked on the settings. | |||
| 24.0122.61 | 01/29/25 | 32121 | Update | Import Wizard | ITEM LIST: Add back the QualityIndicator on the Database Columns | TipTop | |
| 24.0122.61 | 01/29/25 | 32097 | Bug | Sales Order | Bill to and Ship to Dropdown: The information displayed on the dropdown is mixed up - the name column shows the address and phone number column shows the address type and so on. | ||
| 24.0122.61 | 01/29/25 | 32140 | Bug | Customer List | Download to Device/Export is having a bad request issue. | ||
| 24.0122.61 | 01/23/25 | 32118 | Bug | Reports | Please make these updates/Fix on the following Reports Update: Sales tax liability report, Group by = None / Allow user to change, Default sort by invoice number Fix: Invoice CM Payment details = Showing undefined error | APS | |
| 24.0122.61 | 01/23/25 | 32119 | Bug | Reports | INVENTORY VALUATION - HISTORICAL: Add header on the downloaded excel file. (missing on the .61 version) | Orlando | |
| 24.0122.61 | 01/23/25 | 32072 | Bug | All Transactions | QUOTES SALES REP field Right now, the Created By is updating based on who created the Invoice instead of copying the original person who created the Quote or Sales Order. Should follow this conditions: (KBA: AA-02792) Created By, Entered By, and Sales Rep (fields) - This auto fills with the name of the user logged in when it is created or converted from a Quote. NOTE: For reporting and commission tracking purposes, there are 3 fields that are similar to each other: Created By: By default, this is filled in with the logged in users name. However, if you are creating a Sales Order from a Quote (or an Invoice from a Sales Order) the original Created By user value is retained and copied over. Entered By: This is auto filled in with the logged in users name. (Even if the Sales Order or Invoice is 'converted' from a Quote or Sales Order, this will auto fill in the logged in users' name). Sales Rep: By default this field remains empty. If the selected Customer has a Sales Rep saved on its record, then that Sales Rep will be auto filled. There is also an option in the settings to auto fill the Sales Rep field with the logged in user that is creating and/or entering the sales transaction. | Orlando | |
| 24.0122.61 | 01/22/25 | 32127 | Bug | Invoice | INVOICE SUBTOTALS/TAX: When invoicing tax exempt sales orders, the tax amount gets included in the Invoice total amount. Unchecked and checked the tax exempt box to refresh the totals. (CANNOT DUPLICATE THIS ISSUE) | Orlando | |
| 24.0122.61 | 01/22/25 | 32066 | Bug | Reports | ITEM STOCK REPORT: On the downloaded PDF, it should be 'As of Month x, 202x' | Impact | |
| 24.0122.61 | 32121 | Update | Import Wizard | ITEM LIST: Add back the FixedCostForMarkupPricing on the Database Columns | TipTop | ||
| 24.0122.61 | 01/22/25 | 32107 | Bug | Shipping and Receiving | TO PRINT AND PICK SCREEN > FILTER BY: When selecting the orders by filter (shipped via) buttons and the items are selected however when clicking the fifth filter button, it kicks out the first selected items. | Orlando | |
| 24.0122.61 | 01/21/25 | 32116 | Bug | Item Detail | ALL Items WITH a Vendor Item #: Bin Location field will have the Vendor Item #/Sku, which will be shown on the Stock Picking Ticket. If the Item has multiple Vendor Item #, use the one that ends with "A". Sample Item: FO1230307, the Vendor Item # to be used is FDF101-15A. | Quickfit | |
| 24.0122.61 | 01/21/25 | 32120 | Bug | Sales Order | LABELS > SHIPPED VIA > It does not show alphabet characters on the print preview for shipped via. | Orlando | |
| 24.0122.61 | 01/21/25 | 32052 | Bug | Credit Memo | Also, when the CMs are approved on the scanner, the Line item totals for the CMs should be zero because the line item is initially unreturned. | TipTop | |
| 24.0122.61 | 01/20/25 | 32115 | Bug | Invoice Detail | Invoice: 2626: Not calculating the tax code resulting in not having the correct Total Price. | Quickfit | |
| 24.0122.61 | 01/20/25 | 32112 | Bug | Customers | Some customers are showing in the search bar or Find Parts but they are not under Quick Fit (Different State). Check the incorrect customers and delete them. | Quickfit | |
| 24.0122.61 | 01/20/25 | 32113 | Bug | Item Details | STOCK TAB>ADJUST QUANTITY BUTTON > Users Maryam, User 1 and Alden are stuck on spinning screen whenever they click on the 'Adjust Quantities in Stock' button for item#GM1230443. | ||
| 24.0122.61 | 01/20/25 | 32108 | New | Credit Memo | Credit Memo Print: Please add credit card # and autorization # on payment details add Paid Sticker | APS | |
| 24.0122.60 | 01/16/25 | 32105 | Bug | Sales Order | SALES ORDER > INVOICE: We can't recreate the invoice after deleting the invoice because of this popup: Sales Order back order already created. SO: S26285. | Orlando | |
| 24.0122.60 | 01/16/25 | 32052 | Bug | Credit Memo | When CMs are created using the scanner, when you try to modify anything on the CM, it marks itself as paid and zeroes out the Unapplied amount. (REDO) Also, when the CMs are approved on the scanner, the Line item totals for the CMs should be zero because the line item is initially unreturned. Need to remove the PAID marks and lock on these CMs: C250113-0004 and C250113-0005 | TipTop | |
| 24.0122.60 | 01/13/25 | 32086 | Bug | Shipping and Receiving | In Route Screen. Displays an undefined error when moving status from In route to another status for multiple orders. | ||
| 24.0122.60 | 01/13/25 | 31132 | Bug | Invoice | INVOICE 2 >Some of the Invoice headers are not appearing on the invoices print preview for Invoice#2, LOGO, Address, it should look the same as the Invoice 1 | Orlando | |
| 24.0122.60 | 01/13/25 | 32083 | Bug | Quotation | LINE ITEMS > The quote order contains a total of 13 line items however on the Quotation screen, it only shows 6. Example: Q38169 | Orlando | |
| 24.0122.59 | 01/10/25 | 32088 | Bug | Reports | Invoice Credit Payment Received>ALL customers> Sort=None
When user clicks the Invoice # field header, the column does not sort. Pls make the sorting of Invoice # column work. Pls fix the Report Title. | APS | |
| 24.0122.59 | 01/10/25 | 32061 | New | Invoice | Invoice PRINT - Show the Authorization # on the payment info - Can we add a 'Paid' sticker? | APS | |
| 24.0122.59 | 32071 | Bug | Credit Memo | B&G Electrics statement : Credit Memo C58483 not updated on QBO properly. | IPC | ||
| 24.0122.59 | 01/09/25 | 32079 | Bug | Quotation | Quote with 107 items times out. Need to convert to SO. Quote# Q250107-0004 | TipTop | |
| 24.0122.59 | 01/08/25 | 32077 | Bug | Reports | Invoice/CM: Reports not working. Just keeps on loading and nothing happens. Invoice/CM Payment Details Invoice/CM Received Payments | APS | |
| 24.0122.59 | 01/08/25 | 28741 | Update | Import Wizard | WHICH values, in all import types, need to be converted (on the fly) because the code is Case Sensitve??? (MAKE LIST of which fields). Such as ItemType could = 'Inventory' or ItemType could = 'inventory'. In this case we need the code to look for both. | ||
| 24.0122.59 | 01/08/25 | 32074 | Bug | Reports | All reports are missing. | ||
| 24.0122.59 | 01/08/25 | 32075 | Update | Reports | Sales Orders>Sales Order Back Orders: Please do not show Sales Orders that are marked as 'CLOSED' status sample: SO 1113 and 1197-B2 | Intl Diesel | |
| 24.0122.59 | 01/07/25 | 32070 | New | Import Wizard | Import custom Invoice payment for Quality from their own excel file | ||
| 24.0122.59 | 01/07/25 | 32069 | Bug | Sales Order | SALES ORDER STATUS: Line items without PO have 'Waiting for delivery from vendor status' tried manually updating the status back to 'Waiting to be Purchased status' but it just reverts back to the same status. | TipTop | |
| 24.0122.59 | 01/07/25 | 32017 | Bug | Sales Order | SALES ORDER STATUS >MOVED TO BACKORDER >We need to not show the status MOVED TO BACKORDER on the Main Status field.) | Orlando | |
| 24.0122.59 | 01/06/25 | 32067 | Bug | Sales Order | We get this error when trying to delete this SO #S25667 on OBP. | Orlando | |
| 24.0122.59 | 01/06/25 | 32064 | Bug | Shippig and Receiving | It loads too long when opening up the screen, searching parts, even invoicing 1 order including the process of dispatching orders and showing all list of orders. The DTU is already at 800. | TipTop | |
| 24.0122.59 | 01/06/25 | 32063 | Bug | Dispatch Screen | Find Order field not working. When pressing enter, the key only moves to the next field. Not auto-selecting the orders when being searched. | TipTop | |
| 01/03/25 | 32054 | Bug | QBO Sync | When user attempt to sync received payments in the Sync Center, it stays or gets stuck at 92%. | IPC | ||
| 24.0122.59 | 01/03/25 | 31893 | Bug | Credit Memo | - "Give Refund" button is still working even without choosing any Payment Type of Refund. - "Last Synced" field is not showing properly on the Payments Screen - After saving the payment created in the credit memo, it will not show on the Payment info tab yet, you need to refresh the page for it to update - If you cancel the Payment in the Credit Memo pop-up, it will give you an error to choose a date first. Same goes with --When deleting a payment transaction on the Payments Pop-up screen, it won't let you delete the payments unless you choose a payment date. So you can't cancel it without choosing a date? - When deleting a credit memo with payments applied, it will give you a pop-up that you need to delete any related payment first but the screen just loads and won't go back to the previous screen. You need to refresh the page for the screen to work again. - Receive Payments Screen > Open Credits > Not showing the correct amount values on the payments made in the Credit Memo | Quickfit | |
| 24.0122.59 | 01/03/25 | 32059 | Bug | Invoice | Cannot print imported invoice with payments | APS | |
| 12/31/24 | 31190 | Bug | Invoice/Credit Memo | Invoice --> When creating a credit memo from an invoice, two invalid popups open up. This needs to be restricted to show the correct popup Credit memo--> Unable to save the credit memo. The subtotal, applied amount and unapplied amount are not showing correct. (Not duplicated). | |||
| 24.0122.61 | 12/31/24 | 32054 | Bug | QBO Sync | -- When user attempt to sync received payments in the Sync Center, it stays or gets stuck at 92%. -- ProgressBar Percentage fixing. | IPC | |
| 24.0122.59 | 12/31/24 | 31778 | Bug | Sales Order | LABEL STICKERS >When another user removes the sticker on the Print Options, and put it back on the box, it removes the sticker design. (CANNOT DUPLICATE THIS ISSUE) | Impact | |
| 24.0122.59 | 12/31/24 | 31881 | Bug | Dispatch | SCANNER >When user scans the SO on the scanner, it only allows user to scan up to 13 Sales Order and there will be a popup that tells user that the SO does not exist. They use the scanner delivery to lookup for the parts on the Dispatching screen. | TipTop | |
| 24.0122.59 | 12/31/24 | 32052 | Bug | Credit Memo | When you open up a Credit memo and make any modifications, The system marks it as PAID and adds in on the payment tab a payment with zero amount and it zeroes out the available credits. It could also be when applying credits on multiple invoices, the Total Amount tab does not show the total amount applied for the multiple invoices. Example: C241122-0011, C241220-0005. | TipTop | |
| 12/30/24 | 30445 | Update | ALL | SHORT-CUT KEYS. There are issues with the F11 and F12 keys. Please make them work this way: F11 = open a Quick Search to find tasks by Task # Ctrl + F11 = open a NEW TASK popup form. Shift + F11 = Open Task List. F12 = Open Quick Search for Job. Ctrl+F12 = Open Job Add New Shift + F12 = Open Job List. Please also update the shortcuts in the 3 green buttons in top left section of nav bar on left side. (added already) | |||
| 12/30/24 | 30495 | Bug | Item Detail | --Made a change to the record. Red save button appeared. Trying to save item record get popup message: Please select Assembly Type (even though an assembly type was already selected). --Vendor costs (on Vendors tab) should show 2 digit currency values. --When I first open up the form, on the Details tab, many fields are visible. When i open the gear to hide some fields they were already unchecked. So I checked/unchecked them and they went away, but then when i close and reopen the same (unselected) fields still appear. --Assem tab. When adding Qty it is not centered. --When adding Price Levels (on Item Det) Be able to add lines without pressing save button over and over. BUG: Item Details pictures. Web URL path looks VERSION specific. | |||
| 24.0122.59 | 12/30/24 | 31163 | Bug | Invoice | Payments > Unable to apply partial amount of the credit memo. It automatically applies the whole amount. All open credit memo for a particular customer is not showing in the 'Apply Credits'. | ||
| 24.0122.59 | 12/30/24 | 30926 | Bug | Invoice | ALLIANCE: (Found in 24.0111). Trying to DELETE Invoice that has a payment (which payment rolled over from SO), gives prompt to delete Invoice Payment first, but then hangs. | ||
| 24.0122.59 | 12/30/24 | 30374 | Bug | Item Detail | Item detail —> View item by warehouse—>When the user after transfer an item from main warehouse to another warehouse. Those changes are not updated on Stock. | ||
| 24.0122.58 | 12/30/24 | 32051 | Bug | Settings | USERS > NEW > It won't let us add new users. When we click Save, nothing happens. The new user does not get added. Customer has existing 23 users and wants to add 2 users: | Orlando | |
| 24.0122.58 | 12/30/24 | 31845 | Bug | Settings | Users > User Full Name > When changing the User Full Name, the system will save it but if you log out and log back in, it will revert to the previous user full name. >It's not working on the Os User. | Quickfit | |
| 12/27/24 | 31777 | New | Financial Periods | * Create Journal Entry based on the QB and 1Place records | |||
| 24.0122.58 | 12/27/24 | 30133 | Bug | Integration | EBIZCharge Integration > Invoice>Receive/Edit Payment>Credit Card > Authorize Card and apply payment > error popsup because of the missing / on the expiry date. | Orlando | |
| 24.0122.58 | 12/27/24 | 31935 | Bug | Shipping and Receiving | There are orders that were previously closed and suddenly appeared on the dispatched status. (CANNOT DUPLICATE THIS ISSUE) | Orlando | |
| 24.0122.58 | 12/27/24 | 32049 | Bug | Credit Memo | Subtotal Table moves from the lower right to the center when you click on the different tabs below the line item such as the "comments" and "customer field" tabs. | ||
| 12/26/24 | 31947 | Bug | Invoice | APPLYING CREDIT MEMO >When applying Credit memo on an invoice, and the screen hangs and user clicks the Apply twice. It records 2 CM payment on the invoice. >When applying partial Credit memo amount on an invoice, the credit applied does not record on the payment info tab of the CM. It also did not deducted the partial amount applied on the invoice against the CM balance. | |||
| 12/26/24 | 32041 | Update | Reports | Quotations > Settings > Shows very limited columns to select from and generate report for quotation list. Should have the same columns as Sales Order Report. Add the following on the List Settings: Sales Order #, Payment Terms, Entered by, Salesperson, Vendor Name, Warehouse, Sub total, Total Payment, Freight or Other Charges, Tax. | Orlando | ||
| 24.0122.58 | 12/26/24 | 31946 | Bug | API | API - Item Call ExpectedDeliveryDate on the Item api call is returning default dates either when there is no zip code or some other issue. | ADS Tampa | |
| 24.0122.58 | 12/24/24 | 32024 | Bug | Find Parts | FIND PARTS > SALES ORDER: When creating orders from the Find Parts screen with some items in backorder, and the popup 'Split the line items' appears and click on Yes, the Sales order created does not show the Save and Submit button. | Orlando | |
| 24.0122.58 | 12/24/24 | 32040 | Bug | User Settings | Do not allow user to change Entered by AND Sales rep to another user. > User can still change the Entered by and Sales Rep on Quote screen. | Orlando | |
| 12/24/24 | 31777 | New | Financial Periods | * Create Journal Entry based on the QB and 1Place records | |||
| 12/24/24 | 31992 | Update | Credit Memo | SHOW/APPLY CREDIT MEMO >We need to clear out all Unapplied Amounts on OBP's show/apply credit window for all their customers. | Orlando | ||
| 12/24/24 | 32005 | Bug | Invoice | APPLYING CREDIT MEMOS TO INVOICES -- Invoice I61006 >Payment info>shows unknown values as unapplied amount. -- User applied credit memo C59075 to I61013, and when it synced, it randomly messed with payments on other credit memos and invoices that are not even related. User tried to remove the unrelated invoices (I59103 and I59076) and credit memos (C59103), but 1place won't allow the user to do so. | IPC | ||
| 12/24/24 | 32042 | Bug | Credit Memo | We need to run our tool to remove the PAID marks on unused CMs for TipTop. | TipTop | ||
| 12/24/24 | 32016 | Bug | Purchase Order | Delete button is not working if the PO was received. Enable to DELETE the received PO if the setting in the PO Statuses (Can Delete Order) was checked. | |||
| 24.0122.58 | 12/24/24 | 32015 | Bug | Purchase Order | P1086 - When the PO was tagged as Received, it deleted the Bin # for all items. (CANNOT DUPLICATE THIS ISSUE) | Quickfit | |
| 12/23/24 | 31958 | Bug | Item List | LISTS > Items > Item Sales Last 365. When click NEXT it loses the Sort order, based on Item Sales descending.(Not Duplicated). | |||
| 24.0122.58 | 12/23/24 | 32039 | Bug | Reports | Quote: Download quotation report file including Entered By, Sales Rep and Created By columns for the month of december this year for OBP. | Orlando | |
| 24.0122.58 | 12/23/24 | 32037 | Bug | Import Wizard | Cannot import Item file. | Andrews | |
| 24.0122.58 | 12/23/24 | 31991 | Bug | Shipping and Receiving | EDIT or REPRINT MANIFEST BUG: >When downloading the manifest, it downloads a blank Excel file. | Orlando | |
| 24.0122.58 | 12/23/24 | 32035 | Bug | Settings | USERS > MODULE SECURITY When updating the module security for a user, when you click the 'check all' function for a certain column, it checks all the unchecked boxes on the left column. So if you click on the checkbox for 'delete all' it then checks all the unchecked boxes for the Print column. | Bichun | |
| 24.0122.58 | 12/23/24 | 32032 | Bug | Settings | USERS When creating a new user, it does not let you save the record. The Save button does not work even after clicking the Activate user box and adding a password for it. | Bichun | |
| 12/20/24 | 30448 | Bug | Item Details | Vendors tab issue. --On the Vendors tab, when added a vendor the RED save button will not turn off.(Not duplicated) | International Diesel | ||
| 24.0122.58 | 12/20/24 | 31456 | Update | Catalog Management | (Auto Door Tampa) 24.0122 Items > Catalog Management > 1e. FILTER (exclude) certain Makes, Models, and Year Ranges from the Catalog results. -- If a user enters a Make, automatically exclude all Models and Years for that Make. | ADS Tampa | |
| 24.0122.58 | 12/19/24 | 31145 | Update | Reports | Sales Orders -Sales Orders by Date > Sub Total column: Add a comma separator after 3 digits (for thousands, hundred thousands, millions, hundred millions and so on) | ASM | |
| 24.0122.57 | 12/19/24 | 32029 | Update | Shipping and Receiving | DISPATCH SCREEN >SHIPPED VIA: Shows multiple filters that does not exist in the item table. | ||
| 24.0122.58 | 12/19/24 | 32025 | Bug | Purchase Order | PURCHASE ORDER > SALES ORDER: Whenever a user tries to unreceive a PO line item linked to a SO, the auto-ship pops up and when user clicks on Yes, it updates the status of the SO line item. | Orlando | |
| 24.0122.58 | 12/19/24 | 31979 | Bug | Purchase Order | When a PO was tagged as RECEIVED, the Columns were not showing properly. Unchecked boxes for the columns are still showing in the line item field. The columns always move even after being arranged. Make a way to save the column arrangement for all the line item fields. | Quickfit | |
| 24.0122.58 | 12/19/24 | 32028 | Update | Purchase Order | Margin field --Please replace calculation using this new formula: Margin = (List Price - Cost) / List Price -- Then show the result as a proper % number Example: Item abc LP = $35, Cost = $19.84, MARGIN = 43.31% | APS | |
| 24.0122.58 | 12/18/24 | 31361 | Update | Item Catalog | CATALOG MANAGER: Is there a way to make the NEXT page function faster? Lets also add a Show All option. Also, when deleting the Catalog (on Additional Function 3a) the progress bar jumps up each time the count is refreshed...That seems to be a bug. | ||
| 24.0122.58 | 12/18/24 | 32008 | Bug | Sales Order | SALES ORDER STATUS: When receiving parts from PO, the line items are stuck on the WAITING FOR DELIVERY but the Qtys were updated. | Orlando | |
| 24.0122.58 | 12/18/24 | 32013 | Bug | Invoice | DELETING INVOICES: Whenever a user deletes and invoice, the Sales Order still has the invoice linked to and the status for the backordered items can't be manually changed from Moved to backorder to either Waiting to be purchased or Waiting for delivery from vendor. | Orlando | |
| 24.0122.57 | 12/18/24 | 32004 | Bug | Item Detail | Item Receipts > When sorting for Date Received, it will reset the list to the first page and not the current list. When clicking the next button, the Date Received column will go back to not being sorted. | Quickfit | |
| 24.0122.57 | 12/18/24 | 32021 | Bug | Sales Order | PACKING SLIP (1 line per item): When trying to print the packing slip, it does not show the line item table on the print preview. | Plastic | |
| 12/17/24 | 32009 | Bug | Quotation | QUOTE > SALES ORDER >This Quote Q35315 have 2 sales orders S24085 and S24086 | Orlando | ||
| 12/17/24 | 32020 | Bug | Invoice | Cannot send Invoice via email option. | Vaillant | ||
| 12/17/24 | 32010 | Bug | Shipping and Receiving | DISPATCH SCREEN > DOWNLOAD MANIFEST for USER ISABEL OSPINA: When downloading manifest using user Isabel, it redirects to a 'site cannot be reached screen' | Orlando | ||
| 12/16/24 | 32012 | Bug | Reports | Cannot open report Invoice/Credits by sales rep (by orders). version 0122.55. | International Diesel | ||
| 12/16/24 | 32010 | Bug | Shipping and Receiving | DISPATCH SCREEN >MANIFEST >SO#S23230 shows twice on OBP's manifest: Print Preview and Excel | Orlando | ||
| 24.0122.56 | 12/16/24 | 31991 | Bug | Shipping and Receiving | 24.0122.53 EDIT or REPRINT MANIFEST: Option 1. Reprint selected Dispatch >It does not show the orders for the selected Dispatch number Option 2. Edit the selected Dispatch >Undefined error occured. | Orlando | |
| 12/16/24 | 31768 | Update | Tax | Changed the Bill to a taxable customer, we should auto check the tax checkboxes for the items. | Orlando | ||
| 24.0122.56 | 12/16/24 | 31946 | Udpate | API | API - Item Call whatever # PartsTrader passed in—one or more parts on this request are not ones they have and its causing that error. | ADS Tampa | |
| 24.0122.56 | 12/13/24 | 31777 | New | Financial Reports | - SQL Table Alteration - New Screen Design - Changing all naming from Month end to Financial periods | ||
| 12/13/24 | 30375 | Update | Customer Portal | - Return a part--> Allow to create CM, without add a Qty Return & reason. After checking the Select all check box on table. - Return a part-->After creation of CM Qty return, Returned and Line Total field values are not update. | |||
| 12/12/24 | 32007 | Bug | Customer Portal | - Send Invite options aren't working. - The customer portal tab's log tables aren't updating properly | |||
| 12/12/24 | 31974 | Bug | Import Wizrd | INVOICE/CM IMPORT WIZARD: User cannot import files bigger than 20mb so user split the 190k invoices into 3 excel files. The first file had about 60k invoice headers. Only 20,000 imported in (with no apparent errors). | Express | ||
| 31777 | New | Journal Entry | Issues : Journal Entry Creation Formatting all columns | ||||
| 32001 | New | Item List | - Need to download item list with no sales. - Download to excel file the new parts from the Add New items (From Catalog Items) screen. | Tiptop | |||
| 24.0122.56 | 12/12/24 | 31965 | New | Purchase Order | Be able to change a PO after it is received in full. When a PO is Opened, if the PO has been received in full, check the user security rights for the user. If have DELETE rights then enable the DELETE button on the PO AND enable the Delete ICON on the PO Line item. If the user has EDIT rights allow the PO to be edited, including the line item values. Then TEST the scenarios in section called: When PO is OPENED AND it is FULLY RECEIVED on KBA 02420. If there are any NEW BUGS send email to Steve and Rachelle and then stop making any additional changes. | Reliable | |
| 24.0122.56 | 12/11/24 | 32002 | Update | API | Need to change FetchPurchaseOrder and ReceivePurchaseOrder API call like Bin count to find a Item using other Item numbers like PartsLink,Ptype,UPC, etc. | Quickfit | |
| 12/11/24 | 31999 | New | Find Parts | Please add GP field to branch version and also update the server for Autoparts Solutions so they can use the branch version. | APS | ||
| 24.0122.55 | 12/11/24 | 31993 | Update | Item Detail | Recalculate Quantity in Stock - When clicked, it recalculated the correct Average cost of the item. Please do the same function for: Recalculate ALL Quantities in Stock to recalculate the correct average cost for all the items that are in Stock. Please recalculate the average cost for all the items under PO: P1021. | ||
| 24.0122.56 | 12/11/24 | 31895 | Bug | QBO Sync | QBO Customer Sync: The Fed tax ID info is not syncing to QBO's Exemption details (Resale#) field. | Impact | |
| 12/10/24 | 31987 | Bug | Reports | REPORTS > ITEMS > Total Sales By Item (Best to Worst $) - Custom Date - Not showing the correct Total Sale by Item Count. Nov 22 - Dec. 31, 2024, only shows 7 for the total sales by item count. When checking the Sales Order Line Items for the same custom date, it shows Sales Order Line Item Count: 303. | |||
| 12/10/24 | 31923 | Bug | QBO Sync | -- Lots of Invoices/CM and Payments are not synced. User tried to sync using QBO Sync Center but did not work. User used the QBO Sync Comparison screen but did now work also. | IPC | ||
| 12/10/24 | 31994 | Bug | Sales Order | QUICKFIT: SO # 1747 - When changing the status to pending, it won't save it. It would still go back to Closed. The same issue happens with the line items. | Quickfit | ||
| 24.0122.55 | 12/10/24 | 31995 | Update | Item Catalog | Update Partslink data for Nov 2024. Dev server S3 server Quality server Live server | ||
| 24.0122.55 | 12/09/24 | 31993 | Update | Item Detail | Recalculate Quantity in Stock - When clicked, it recalculated the correct Average cost of the item. Please do the same function for: Recalculate ALL Quantities in Stock to recalculate the correct average cost for all the items that are in Stock. Please recalculate the average cost for all the items under PO: P1021. | Quickfit | |
| 24.0122.55 | 12/09/24 | 31990 | Bug | Shipping and Receiving | 24.0122.53 DISPATCH SCREEN > DISPATCH PRINT SELECTION: Invoice 2 is not generating/showing up on the Print Preview. | Orlando | |
| 12/05/24 | 31987 | Bug | Reports | ITEMS > Total Sales By Item (Best to Worst $) - Custom Date - Not showing the correct Total Sale by Item Count. Nov 22 - Dec. 31, 2024, only shows 7 for the total sales by item count. When checking the Sales Order Line Items for the same custom date, it shows Sales Order Line Item Count: 303. | Quickfit | ||
| 12/04/24 | 31983 | Bug | API | P1021 - It created the line items thrice after receiving the PO in the OSScan. Delete all duplicate Items with a $0.00 cost. Only the items that have cost should be in this PO. | Quickfit | ||
| 12/03/24 | 31902 | Bug | Item Catalog | Item List > Item Catalog - Cannot download entire list to excel file. Shows Bad Request. Please make sure it dowloads all columns/fields. | ABW | ||
| 24.0122.55 | 12/03/24 | 28701 | Update | Import Wizard | Item - Updated, simplified list. Please change the LIST of fields to be imported on the Import wizard screen, and on the downloadable Excel template (and remove any others that are no longer on this list) | ||
| 12/03/24 | 10852 | New | Customer Detail | Please add these extra columns: On the Quotations form (on the Sales History tab) please add the Sales Order # field to the right of the Quotation # field. On the Sales Orders form (on the Sales History tab) please add the Quote # and the Invoice # as columns to the right of the Sales Order #. On the Invoices form (on the Sales History tab) please add the Sales Order # as a new column to the right of the Invoice # column. | |||
| 24.0122.55 | 12/03/24 | 31946 | New | API | API - Item Call whatever # PartsTrader passed in—please pass that same # back. But also add a new XML value called: TranslatedOEMNumber for the OEM # without any spaces are dashes. | ADS Tampa | |
| 12/02/24 | 31962 | Bug | Reports | REPORTS > ITEMS > Total Sales By Items (Best To Worst $) > Report Period > When changing to a custom date, (Nov. 14 - Nov 30, 2024) it shows, "This report does not contain any data". --Report options were being shown twice. This is happening on all the reports. --Total Sales By Items (Best To Worst $) and (Best To Worst Qty) not sorting properly when choosing a custom date. | Quickfit | ||
| 24.0122.55 | 12/02/24 | 30732 | Update | Price Controls | Fix UI issue. Where the popup appears with a message like this: The lowest authorized price is 202.5% Please press Cancel and change the price. Or, ask your Manager to enter an Over-ride passcode below to proceed. Change it to look more like this: The lowest authorized price is $2,202.00. Please press Cancel and change the price. Or, ask your Manager to enter an Over-ride passcode below to proceed. --Cash Management --QuickPriceCheck --Quotation --SalesOrder | ||
| 24.0122.55 | 12/02/24 | 31973 | Bug | Purchase Order | QUICK FIT: PO Screen - When changing Column Filters, the settings did not apply to all the POs. Also, when I unchecked the box for Duty %, it also unchecked the box for the Sales Order #. | Quickfit | |
| 11/29/24 | 31492 | Update | Item Catalog | Show (and make editable) the ItemCatalog.CatalogSource field on the Item > Catalog tab, with a drop down list showing the Distinct values in that field for that Company. (This will allow the user to change the value from PartsLink to Customer or something else to prevent that catalog entry from being deleted by the Catalog Manager Function 3a.) | Quality | ||
| 11/29/24 | 31934 | Bug | Quote - Sales Order | QUOTE TO SALES ORDER - When converting a quote with more than 10 items, some items with available stocks are marked as backorder/waiting to be purchased. It's not taking the stock from the inventory. Those stocks that were not taken were returned parts from credit memo. | |||
| 11/29/24 | 31777 | Bug | Purchase Or | When Un receive the items from PO checkbox not unchecked when creating BackOrder PO the actual PO page redirected to New PO page When receive all PO not marked as received | |||
| 11/28/24 | 30469 | Bug | Reports | - Customer—> it fetches inactive customers while run customer report. - Customer—> when the user click on the Customize button on setting preference. It shows undefined error. - Customer—>on report criteria group by option is not working. | |||
| 11/28/24 | 30044 | Update | User Setting | Users list Should be in alphabetical order based on user name. --Add a way to see the # of Rows in the list. | |||
| 11/28/24 | 31777 | New | Financial Periods | Sales, the NET value of the net Credits MINUS the net Debits, for x date range, for all accounts where the account 'detail' = Sales of Product Income Accounts Receivable, the NET value of the net Debits MINUS the net Credits, for x date range, for all accounts where the account 'detail' = Accounts Receivable (A/R) Cost of Goods Sold, the NET value of the net Debits MINUS the net Credits, for x date range, for all accounts where the account 'detail' = Supplies & Materials - COGS | |||
| 11/28/24 | 31969 | Bug | Item Detail | Average Cost Issue: Items w/out PO: Adjust the Average cost based on the Excel file. Items w/ PO: Adjust the average cost based on the latest PO. | Quickfit | ||
| 24.0122.54 | 11/28/24 | 11190 | Bug | List Screens | LIST SCREENS. When press refresh make sure it doesn't reset the tab the user is on. | ||
| 24.0122.54 | 11/28/24 | 31976 | Bug | Import Wizard | ITEM >UDPATE FUNCTION >Not working. | Orlando | |
| 24.0122.54 | 11/27/24 | 31959 | Bug | Credit Memo | Item#TO1230257-D was returned twice in stock from CM#C22192. | Orlando | |
| 24.0122.54 | 11/27/24 | 31924 | Bug | Sales Order, Purchase Order | Gross Margin% and SALES ORDER PURCHASE ORDER SCREEN > Margin% column. When manually entering the cost for the line item, the gross margin % is not auto calculating based on the inputted cost. The same with the Margin% column on the Sales Order purchase order screen. | Orlando | |
| 24.0122.54 | 11/26/24 | 31971 | Bug | Purchase Order | When creating a PO, the user could not put the Bin # on the line item but only on the Location field. Even after saving the PO, the user won’t be able to put the Bin #. The user can only put the Bin # after reopening the PO. | Quickfit | |
| 24.0122.53 | 11/26/24 | 31970 | Bug | Shipping and Receiving | DISPATCHING SCREEN - The manifest is not showing any orders - Also, the update on S3 affects the Dispatching screen, the print preview window is not showing the invoice generated on that screen on older branch versions. | Orlando | |
| 11/25/24 | 11831 | Update | Sales Transaction | Ship To - Bill To. When a Ship To customer is linked to a Bill To customer, autofill the Bill To field when Ship To customer is selected on the Find Parts screen. Do the same on Sales Order and Quotes screen (that were not created thru Find Parts). | |||
| 24.0122.54 | 11/25/24 | 31968 | Bug | Settings | SETTINGS > Shipping/Receiving: Duplicate Statuses in the settings. Some functions are being duplicated. Please check everything. | Quickfit | |
| 24.0122.54 | 11/25/24 | 31967 | Bug | Sales Order | SOPOs screen not working - having an error the same as the SO List screen. | Quickfit | |
| 11/22/24 | 31957 | Bug | Credit Memo | --User made credit memos and applied the payment later then user deleted the payment. When user tried to reapply the credit memo, it could not be applied and says the "payment already applied". | IPC | ||
| 23.0122.54 | 11/22/24 | 31964 | Bug | Purchase Order | Cannot create a Back Order PO. | Reliable | |
| 24.0122.54 | 11/21/24 | 31916 | Bug | Invoice | - When trying to add a column, it shows incorrect data. If user adds the QTY RTN column, the description data will show under the QTY RTN field and a different data will appear under the description field. When user tries to show QTY SHIP field then refreshes the page, it will now save. OS ADMIN account works fine, but other accounts, have this issue. | APS | |
| 24.0122.54 | 11/21/24 | 31951 | Bug | Sales Order | Backorder issues > SO#21085, 21805-B1, 21805-B2 > The backordered items on the original sales order got duplicated when moved to the new SO B1, then it triplicate the items from B2 to B3. (COULD NOT DUPLICATE THE ISSUE). | Orlando | |
| 24.0122.54 | 11/21/24 | 31953 | Bug | Audit Log | The download to excel function is not working. | Orlando | |
| 11/21/24 | 31956 | Bug | Find Parts | Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178) BUG found: When entering a tax exempt Bill to Customer, the Fed Tax ID# is not populating on the Fed Tax ID field. | Orlando | ||
| 11/20/24 | 31768 | New | Sales Tax | Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178) SALES ORDER, QUOTE, INVOICE, CREDIT MEMO >When you change the ship to customer, the tax still updates based on the ship to. It should not changed when the ship to address is shippped. | Orlando | ||
| 11/20/24 | 31940 | New | Find Parts | Develop GP field in the Find Parts Screen. Show correct computation. | APS | ||
| 11/20/24 | 28257 | Update | Purchase Order | PURCHASE ORDER: Auto fill Default Bin Location. On Settings > Purchase Orders, add a new option called: [ ] When PO is received, auto fill the 'Default' Bin Location on all PO Line Items where the Bin Location is empty. (Make the default value for this new option to be false). When the PO is received, check to see if this option is True. If follow the logic above. Also, if there is no bin location insert: No Bin Location Make sure the Receive PO API is aware of this option as well. | |||
| 24.0122.53 | 11/18/24 | 31955 | Bug | Item Catalog | --When adding Items from the Catalog it's saying "Bad Request". | Bichun | |
| 24.0122.53 | 11/18/24 | 31954 | Bug | Shipping and Receiving | TO DISPATCH >When the orders were updated, the orders did not appear on the In Route status. The supposed Dispatch number is 24-1118 -GERARDO - ROUTE 3-01 Sample orders: I22177, I22138 and I22130 | Orlando | |
| 11/18/24 | 28257 | Update | Purchase Order | PURCHASE ORDER: Auto fill Default Bin Location. - On Settings > Purchase Orders, add a new option called: [ ] When PO is received, auto fill the 'Default' Bin Location on all PO Line Items where the Bin Location is empty. (Make the default value for this new option to be false). - When the PO is received, check to see if this option is True. If follow the logic above. Also, if there is no bin location insert: No Bin Location - Make sure the Receive PO API is aware of this option as well. | |||
| 24.0122.53 | 11/18/24 | 31950 | Update | Reports | 24.0122.5x (ORLANDO) PACKING SLIP (1 line per line item) The item description is shifted on the Items column. | Orlando | |
| 11/15/24 | 30454 | Update | Jobs | When adding a new job, if the Customer record has 1 contact, and only 1 contact, please auto select that 1 contact for the job. | |||
| 11/15/24 | 30429 | Bug | Customer Detail | CUSTOMER DETAIL SCREEN > audit log > old value & new value not showing | Quality | ||
| 11/14/24 | 31777 | New | Financial Periods | A journal entry in QBO is being created but the #'s are NOT appearing and balancing out on the Fin Periods screen | |||
| 11/14/24 | 31777 | New | Financial Periods | The #'s for Sales and COGS from QBO do not match with QBO figures | |||
| 11/14/24 | 31872 | New | Credit Memo | CREDIT MEMO REFUND > After applying the Give cash back to the customer, the system should automatically calculate the Amount Applied for the refund amount without refreshing the entire screen. | ProParts | ||
| 11/14/24 | 31939 | Update | Reports | ITEM REPORTS > TOTAL SALES BY ITEM (ASCENDING ORDER) - Should have the total of the "total amount" on the bottom part of the page. ITEM REPORTS > TOTAL SALES BY ITEM (All 3 Reports) --Check ALL Figures from QIS, QBO, QPO, TotalQtySales, and Total Amount. Also, Warehouse info is not showing on the other 2 reports. | Quickfit | ||
| 11/14/24 | 31377 | Update | Shipping and Receiving | (ORLANDO) DISPATCH SCREEN > MANIFEST >Remove extra spaces in the box, or make the customer column wider so we can maximize the space, and or make the font smaller? >Add a new column in between the Your Order # and Amount Previously Received called Total # of Pieces.(The Total # of Pieces will be the total Qty Shipped per order, only the ready to be shipped) >At the bottom table, add Total # of Pieces after the Total No. of Orders and move the other 2 tables to the right. (The Total # of Pieces will be the total Qty Shipped for the entire manifest, only the ready to be shipped) >Change the name Total No. of Orders to Total # Orders. | Orlando | ||
| 11/14/24 | 31931 | Update | Shipping and Receiving | SHIP/REC: Update Statuses for unused statuses. - On the Pending, To Cancel, To Pack, To Invoice, and To Load/Ship statuses lets remove the header sections, but then put a BLUE header, like on the Waiting to be purchased that says: 'This is a user defined status. You can use it to store or group certain Sales Orders together using this status.' - On the Pending, To Cancel, To Pack, To Invoice, and To Load/Ship lets REMOVE the NEXT STATUS drop down list, since there is no automated way to move them to the next status. - Lets remove the Move to Back Order from the Ship/Rec settings. (But make sure that SO line items still get set to that status when a Sales Order line item is copied to a Sales Order Back Order. | |||
| 11/14/24 | 31667 | Bug | Import Wizard | Item Stock - ITEM-STOCK IMPORT Wizard: Problem exported items with error to Excel file. I imported 4,669 items. The import process showed 9,338 (which is exactly 2x the # of records imported). That was the first error. Then the process could NOT import 72 of the items. The TAB that showed the 72 items was called: ItemNumber-notFound # (72) but the file had 9,338 records. It should have had 72 records. (Problem is in the Excel File). | |||
| 24.0122.52 | 11/14/24 | 31845 | Bug | Users Setting | User Full Name > When changing the User Full Name, the system will save it but if you log out and log back in, it will revert to the previous user full name. | Quickfit | |
| 11/13/24 | 31918 | Bug | User Settings | EMAIL SETTINGS: When deleting the email settings for the User, an error pops up and it won't let you save the settings. However, after refreshing the page, the email setting is deleted. (Tested on v. 24.1017 and 24.1024). Tried deleting the Outgoing Mail Server field first then last deleted the E-Mail Provider field, and it saved the changes without the error pop-up. | |||
| 11/13/24 | 31746 | Bug | Invoice | When deleting invoices, the Invoice ID remains on the Sales Order that prevents it to get invoice again from the SO screen or dispatch screen. | Quality | ||
| 11/13/24 | 31949 | Bug | Item Detail | Transaction Log > Total in Stock not showing the correct value. The QTY Recvd was only 1 but the Total in Stock shows 2. Sample Items: AC1000195, AC1000185, AC1006149. Please check all items. | Quickfit | ||
| 24.0122.53 | 11/13/24 | 31942 | Bug | Sales Order | SALES ORDER STATUS >When manually changing the status of To Print and pick to To Cancel/Restock, it goes back to its original status. | ||
| 11/12/24 | 31717 | New | User Settings | DO NOT ALLOW> USER CANNOT VIEW COSTS, + Vendors and POs. - New requirement: Need to hide the Line Total and the Totals on the Purchase order screen. | Quality | ||
| 11/12/24 | 31807 | Bug | Reports | TotalQtySales not showing the correct number of sales. | Quickfit | ||
| 24.0122.53 | 11/12/24 | 31901 | Bug | Invoice | INVOICE PRINTING- It's still choosing Invoice 2 even when I click Invoice 3. Invoice -Custom Terms & Conditions not showing the information correctly. | Express | |
| 24.0122.53 | 11/12/24 | 31946 | New | API | API - Item Call If no match is found, then it will look for any dashes or spaces in the item #. If the item being searched for has any dashes or spaces then the item api needs to further search, again, of the same item # without the spaces and dashes. This would prevent us from having to import and maintain the OEM # AND the LONG OEM #. | ADS Tampa | |
| 24.0122.53 | 11/11/24 | 31944 | Update | Find Parts | Use clicked the Show Sales history (F10) at the bottom. The word History is spelt incorrectly. It shows Sales Histroy. | ||
| 24.0122.53 | 11/11/24 | 31777 | New | Financial Periods | Update the Last Updated field whenever the Period is selected and recalculated. Add a TOTAL for each of the Fields that gets recalculated, on the fly, each time we select 1 or more periods to be recalculated. On the Recalc Selected button click it shows 'selected year(s)' in the progress bar. It needs to read: 'selected period(s)' | ||
| 24.0122.53 | 11/11/24 | 31777 | New | Financial Periods | Calculation: Qb Sales (JE) Total of all JE's in QBO for that Month, for all GL Accounts that are a SALES type Account. | ||
| 24.0122.53 | 11/11/24 | 31945 | Bug | Shipping and Receiving | DISPATCH SCREEN >Auto create related Invoices for Sales order in this Dispatch > Print Preview >It does not show invoices for the Sales Order on the Print Preview. | ||
| 24.0122.53 | 11/11/24 | 31943 | Bug | Settings | USER SETTINGS > SECURITY TYPE >MODULE SECURITY >When picking the security type for a user, not all screen category is showing on the list. Example: The find parts or Quick Price check is missing. | ||
| 24.0122.53 | 11/11/24 | 31828 | Bug | Find Parts | MODULE SECURITY > QUICK PRICE CHECK/FIND PARTS >All users were not able to access Find parts screen. Lets SET the Find Parts to be = TRUE for all users that are Sales, Manager, Accounting, Admin. Its currently is auto setting Find Parts to FALSE when closing the User Security screen. Lets fix that and also make the NOTICE to the user about new screens being added something that gets checked BEFORE the screen is opened, not when the screen is CLOSED. | Orlando | |
| 24.0122.53 | 11/11/24 | 31927 | Update | Purchase Order | (APS) URGENT NEW - PO Line Please fix Margin List field. Use the formula below to show correct computation. Data should be displayed in percentage %. This field should be in Line 1. Formula: Margin% = 1 - (Cost / List Price) | APS | |
| 11/08/24 | 31873 | Bug | Credit Memo | Credit Memo > Payment Info > Give Cash Back or Apply Credit: --Even when the date chosen is greater than the Invoice date, it still gives the date validation error. Example: The Invoice was created on 10/14/2024. Date on the payment date is 10/15/2024. --If the payment date was changed to 10/16/2024, the date on the "Date Paid" field still shows as 10/15/2024. --"Last Synced" field is not showing properly on the Payments Screen --"Give Refund" button is still working even without choosing any Payment Type of Refund. Also, I can still process a refund even after giving a full refund to the order. --Action(x) is not functioning | Quickfit | ||
| 24.0122.53 | 11/08/24 | 31777 | Bug | Financial Periods | When trying to open the Financial Periods I did not have permission. The popup message to user is NOT connected to Error messages table and cannot be edited. When selecting ONE period and then clicking the Recalculate Selected Financial Periods is it calculating #s for ALL of the periods (for the QBO columns). Lets put a darker Vertical Border line to the left of: Column 5, 7, 11, 15 | ||
| 24.0122.53 | 11/07/24 | 31877 | Update | Reports | Please look at the criteria for ALL reports and make all fields look symmetrical where the left and right sides of the fields are equal, AND were the labels fit properly. | ||
| 24.0122.53 | 11/07/24 | 31777 | New | Financial Periods | When 1 or more Periods are selected, and the Re-Calculate button is clicked, do all of the calculations by period, the oldest first. Check to see if there are any UN-SYNCED transactions. If so, TRY to sync all un-synced records that affect the GL, such as: Customers related to any Invoices not synced. ALL Invoices/CMs not synced. (If the TO Sync checkbox is FALSE, auto update them to TRUE). ALL Invoice/CM payments not synced. (If the TO Sync checkbox is FALSE, auto update them to TRUE). ALL Inventory Adjustments not synced. (If the TO Sync checkbox is FALSE, auto update them to TRUE). | ||
| 24.0122.53 | 11/06/24 | 31933 | Bug | User Settings | When changing some settings, it erases all the module security making user locked out. | ||
| 24.0122.53 | 11/06/24 | 31930 | Bug | Invoices | Shipped via: There are some invoices created from the dispatch screen that lost the Shipped via value on the invoice. | Orlando | |
| 24.0122.53 | 11/06/24 | 31652 | Bug | Find Parts | FIND PARTS SCREEN > When searching between YMM searches and Part# searches, the Net Price and List Price column disappear. | Quality | |
| 24.0122.52 | 11/05/24 | 31925 | Bug | Reports | PO LIne items Report >Date range: 10/1/24-10/31/24 >Won't load or export the report. | Orlando | |
| 24.0122.52 | 11/05/24 | 31928 | Bug | Invoice | PRINT --> When user clicks Print button, it just shows the loading spinner and does nothing. | APS | |
| 11/05/24 | 31774 | Bug | Find Parts | - unable to add GP and MU% columns/fields. - cannot remove Tax field. | APS | ||
| 11/04/24 | 31915 | Update | Reports | The new report called: Invoices/Credits by Customer, Sales Rep is missing. | |||
| 11/04/24 | 31920 | Bug | Purchase Order | RECEIVING SPECIAL ORDERS ON PO: User received item on a PO, it updated the Qty Ship on the sales order however it did not mark the line item received on the PO. | Orlando | ||
| 11/04/24 | 31919 | Bug | Sales Order | The linked Sales Order on the PO, did not update when B3 was created and updated the stock on the original Sales Order. S19562 was the original order it created a backorder up to B3 linked to P1237. On the PO, it is still linked to the original sales order and when they received it, it updated the Quantity ship on the original sales order S19562 and add it to S19562-B3. | Orlando | ||
| 11/04/24 | 31921 | Bug | Shipping and Receiving | TRANSFER AND SHIP: When picking items from the Other warehouse, the order disappears on the Shipping and receiving screen. | |||
| 10/30/24 | 21070 | Bug | Import Wizard | Customer > Import and update issue. | |||
| 10/30/24 | 31913 | Bug | Import Wizard | User attempted to import customers, it's stuck with the progress bar. | |||
| 10/30/24 | 31912 | Bug | Sales Order | 24.0122.51/52 SO Detail: If user clicks Save and submit button on an imported Invoice, it will not save. | APS | ||
| 10/30/24 | 31911 | Bug | Quotes | The company logo and customer details are printed 2x on top. Please fix, need for goLive customer. | APS | ||
| 24.0122.52 | 10/29/24 | 31869 | New | Ebiz | Ebiz payment: Close Email Popup and prompt user the email is sent | ||
| 24.0122.52 | 10/29/24 | 31907 | Bug | Reports | QUOTATION LINE ITEMS REPORT > REPORT CRITERIA > CUSTOMER >When running the report for specific customer, an error occurs. | Quality | |
| 24.0122.52 | 10/28/24 | 31777 | New | Financial Periods | We only update the Last Updated field whenever the Period is selected and recalculated. Lets Re-Order the Columns based on the columns listed below, by section. Break all of the process down into Progress Bar sections/tasks. | ||
| 24.0122.52 | 10/28/24 | 31777 | New | Financial Periods | When the Financial Periods screen is opened it should remake the 1 periods and show them all as Open. ALL other columns should remain empty. | ||
| 24.0122.52 | 10/28/24 | 31901 | New | Invoice | Create an additional Invoice for Printing purposes. Currently, we have Invoice, and Invoice 2. Add Invoice 3 for an additional option for Invoice. Also, on the Settings, Add Invoice 3 on the Select Document Type to edit the Invoice - Custom Terms & Conditions (printed on bottom of Invoice). | Express | |
| 24.0122.52 | 10/28/24 | 31904 | Bug | Sales Order | When printed, it does not have the correct total amount because of the incorrect TAX. SO# 1745 | Quickfit | |
| 24.0122.52 | 10/28/24 | 31900 | Bug | Invoice, SO | Printing Options - When clicking the "Preview" button, the screen was just loading and not working even if you refresh the page. It also happens with the Sales Order Print Preview. | ||
| 24.0122.52 | 10/26/24 | 31777 | New | Financial Periods | Validations - Checking all mismatching columns on table - checking all values has been calculated correctly - Error message when creating new record on Closed period status | ||
| 24.0122.52 | 10/25/24 | 31893 | Bug | Credit memo | Cash back feature bugs. | Quickfit | |
| 24.0122.52 | 10/25/24 | 31905 | Bug | User Security | Copy User settings from another User. | TipTop | |
| 24.0122.52 | 10/24/24 | 31894 | Bug | PO, SO | When PO Receive, change the condition checking on ItemType with Upper Case. | TipTop | |
| 24.0122.52 | 10/24/24 | 31869 | New | Ebiz | Add Custom Email Template in Ebiz Payment | ||
| 24.0122.52 | 10/24/24 | 31848 | Bug | Email Services | Implementing the Same in OSO Application | ||
| 24.0122.52 | 10/24/24 | 31051 | Bug | Sales Order | SO --> SO PO --> When creating a purchase order from a sales order and receiving the entire order, select "no" on the auto-ship item popup. If the user tries to ship the quantity partially but is unable to ship while having stock. | ||
| 24.0122.52 | 10/24/24 | 31805 | New | FInd Parts | Add SKU # to the Item # search field. (They can use the UPC Code on the Part # search field to find the Item.) | Quickfit | |
| 24.0122.52 | 10/23/24 | 31849 | Bug | Invoice | INVOICE > Tax-exempt customers are suddenly getting charged of tax on the invoice. Example customer: 1811 Could be the item set to taxable be an issue? | Impact | |
| 24.0122.52 | 10/23/24 | 31888 | Bug | Item Detail | An empty page with an error appears When the user navigates to the detail screen. | ||
| 24.0122.52 | 10/23/24 | 31859 | Bug | Purchase Order | Receiving Partial parts from PO: - User received 2 parts out of 5, one sold, 1 remaining. Then they received another part on a different date. Today they attempted to receive another one by updating the Qty Received to 4 but it did not add another stock in record. | Orlando | |
| 24.0122.52 | 10/23/24 | 29726 | Bug | Item Detail | STOCK TAB > ITEM SPLIT: The Date Received should not update based on the date it was split. | Quality | |
| 24.0122.52 | 10/23/24 | 29727 | Bug | Sales Order | Sales Rep field: - When changing the Bill To/Ship To Address on the Sales Order, the Sales Rep changes to the Sales Rep value of the Customer. IF the setting (Auto fill the Sales Rep field with the currently logged-in user name) is enabled, it should retain the Sales Rep who is currently logged in even if the Bill To/Ship To address is changed. | Quality | |
| 24.0122.52 | 10/23/24 | 31798 | Bug | Reports | Invoices /Credits by Sales Rep (Details)NEW - Make it functional. - Remove the word NEW from the title of the report. | ||
| 24.0122.52 | 10/22/24 | 31806 | Bug | Reports | "SALES REPORTS BUGS (Please calculate the TOTAL Cost of ALL Invoices Line Items for 9/1/24 to 9/27/24 to use as a Benchmark of TOTAL COSTS). In ver 24.0122AW click Reports > Invoices / Credits. Getting error. (Cannot find Table 8) Invoices / Credits by Date (Totals) most of the dates show $0 cost. Should be showing costs. Total costs should equal the benchmark costs. Invoices / Credits by Month (Totals). Is the COST right? The Profit and Profit margin are showing 0. Many (maybe all) of the DETAILED Sales Reports that show each Invoice have DUPLICATE invoices on the report. (See Invoices / Credits as an example). | Quickfit | |
| 24.0122.52 | 10/22/24 | 31886 | Bug | Invoice | Print > on the Invoice Print (and other transactions), the Net Price field shows 4 decimals. Now, it only shows 2. Please change it back to to show 4 decimals. | Reliable | |
| 24.0122.52 | 10/22/24 | 31817 | Bug | Customer Portal | 24.0122AV >When creating quote from the Customer Portal, the Quote created does not appear on the Quote List screen but can be searched. >Order Source >When creating orders from the Customer Portal it should auto-fill in the Order Source as 'Customer Portal' | Qaulity | |
| 24.0122.52 | 10/21/24 | 31857 | Bug | Find Parts | GM1002142 - this part shows up on the find parts screen when searching 2019 Chevrolet Suburban- Quality parts | Quality | |
| 24.0122.52 | 10/21/24 | 31884 | Bug | Replenish Stock | When running replenish stock for min/mx its shows error popup. | Plastic | |
| 24.0122.52 | 10/21/24 | 31882 | Bug | Purchase Order | When creating PO from SOPO screen, the descriptions are empty on the PO line items. | Orlando | |
| 24.0122.52 | 10/21/24 | 31883 | Bug | Item Detail | VENDORS -- When adding or deleting a Vendor, it hides the list. You need to refresh the page again to show all the Vendor List. | ||
| 24.0122.52 | 10/18/24 | 31833 | Bug | Shipping and Receiving | Stock Transfer In Route > Show all button does not work for more than 650 records. | Quality | |
| 24.0122.52 | 10/18/24 | 31861 | Bug | Find Parts | Parts# field: when you search up HO1206100 on the find parts screen, HO1206101 comes up also which are 2 different parts. | TipTop | |
| 24.0122.52 | 10/18/24 | 31860 | Bug | Find Parts | 24.0122.50 >FP >View Selected > Undefined Error | ||
| 24.0122.52 | 10/18/24 | 31874 | Bug | Scanner | CREDIT MEMO: When using the scanner to return parts, it adds back the qty in stock but on the CM, the quantity return is not getting auto-filled in. | TipTop | |
| 24.0122.52 | 10/18/24 | 31853 | Bug | Find Parts | When a customer is selected to auto fill (from the Find Parts settings) auto fill the customer Bill To and Ship To but then reset the focus on the Ship To field and Highlight the Ship To Customer Name so it can be easily changed without having to use the mouse. | Quickfit | |
| 24.0122.52 | 10/17/24 | 31824 | New | Shipping and Receiving | PENDING SCREEN > Add Invoice column after the Sales Order Column | Quality | |
| 24.0122.52 | 10/17/24 | 31852 | Bug | Quote | When printing a quote on the Print Preview pop-up, it does not show the correct total price from what was on the screen. If one item is added, it will have the correct price on the Print Preview If two or more, the total amount shown was the total before the additional items were added. | Quickfit | |
| 24.0122.52 | 10/16/24 | 31777 | New | Financial Periods | When the user tries to CREATE A NEW record (for the screens below) that are in a CLOSED Financial Period: Give this popup message: "Cannot create record because the related Financial Period is closed." | ||
| 24.0122.52 | 10/16/24 | 31875 | New | Invoice | Invoice Print - Please make the 'Note to Customer' appear on every page of the Invoice print. If the Invoice print is 3 pages, the note should show on every page. Please make the font smaller (but still readable when printed), maybe pt 5. | APS | |
| 24.0122.52 | 10/16/24 | 31838 | Bug | Item Detail | Item List Price issue. | Quickfit | |
| 24.0122.52 | 10/16/24 | 31738 | Bug | Reports | Invoices/Credits by Customer & Sales Rep (Detailed) on 24.0122.50 - an error pops up when trying to run the report. | Impact | |
| 24.0122.51 | 10/15/24 | 31868 | Bug | Replenish Stock | Import is not working properly. Its imports some records only. (Altered the code to delete temp records before the loop). | ProParts | |
| 24.0122.51 | 10/15/24 | 31863 | New | Item List | Item Lists > Item Receipts tab. Be able to search for the Bin #. | Quickfit | |
| 24.0122.51 | 10/15/24 | 31867 | Bug | Shipping and Receiving | Stock Transfers not showing up on Transfer FROM warehouse To Print & Pick. | ||
| 24.0122.51 | 10/15/24 | 31864 | Bug | Shipping and Receiving | Demo User cannot start to pick a new order. It says he is already picking an order but no orders appear. The COUNTS for most of the Statuses are incorrect. For example, Picking shows 15 but there are no orders that appear. | ||
| 24.0122.51 | 10/14/24 | 31657 | New | Reports | Add ability to filter by Bin # range on a Inventory report. | Quickfit | |
| 24.0122.51 | 10/14/24 | 31823x | New | Sales Order | - When a user manually changes the MAIN STATUS of the Sales Order with several line items in backorder with the PO checkbox is checked (to True), should stay on the Status: Waiting To Be Purchased even after the screen is refreshed. This way we can prevent lose track of items that needs to be ordered. - When a user manually changes the MAIN STATUS of a Sales Order with several line items in backorder with an updated PO#, it should stay on the Status: Waiting For Delivery From Vendor even after the screen is refreshed. This way we can prevent lose track of items that needs to be received. | Quality | |
| 24.0122.51 | 10/14/24 | 31851 | Bug | Reports | 24.0122AV Invoice/Credit line items: the entered by column is missing. | Orlando | |
| 24.0122.51 | 10/14/24 | 31847 | Bug | OS Scan | Count by Bin (or Count by Item) is putting the item in stock with cost = $0. (There is a process of trying to get the cost from several sources. However, if it cannot find the cost from the most recent item in stock, or a Vendor cost, or the most recent PO cost, it needs to get the cost from the Average Cost field. | Quickfit | |
| 24.0122.51 | 10/10/24 | 31835 | New | User Security | Miscellaneous fixes and update. | ||
| 24.0122.51 | 10/10/24 | 31844 | New | Settings | PURCHASE ORDER Number of Decimal Places - for Cost fields can only do 4. Please update so it can do up to 6. | Reliable | |
| 24.0122.51 | 10/10/24 | 31842 | New | New Item Screen | When creating a new Item, the list price only allows 2 decimals. When the decimal is set 5 or 6, decimals on the New Item Screen should be the same. | Reliable | |
| 24.0122.51 | 10/10/24 | 31841 | Bug | Import Wizard | Cannot UPDATE Item List Average Cost. | Quickfit | |
| 24.0122.51 | 10/10/24 | 31777 | New | Financial Periods | Lock the financial records if the period has Closed Invoice, Credit Memo, Invoice Payments | ||
| 24.0122.51 | 10/10/24 | 31807 | Bug | Reports | ITEM REPORTS.Total Sales By Item (Best to Worst Qty) is showing some Qty's in Stock that are incorrect. | Quickfit | |
| 24.0122.51 | 10/09/24 | 31777 | New | Financial Periods | Open and Closed Text and color Button : Close Selected Period(s) and Re-Open Selected Period(s) Change the Status when Button click | ||
| 24.0122.51 | 10/09/24 | 31777 | New | Month End | Financial Periods - When Recalculating financial records always creating 12 rows - Insert the values atfirst when Recalculating new values | ||
| 24.0122.51 | 10/08/24 | 31777 | New | Month End | Update the Same Journal Entry using Period | ||
| 24.0122.51 | 10/08/24 | 31831 | Bug | Replenish Stock | MIN/MAX >When clicking the Show All button, the table disappears. The next button is not working. Exporting the file to excel, error popsup | TipTop | |
| 24.0122.51 | 10/08/24 | 31830 | Bug | API | Item: Gets an empty JSON on the response body when searching for some parts. Example: TO2502286. (Customer was using the 0122W version. If use 24.0122AW or greater version it will work fine.) | Orlando | |
| 24.0122.51 | 10/08/24 | 31827 | Bug | Purchase Order | PO LABEL: The Labels are not showing up on the Print Preview screen | TipTop | |
| 24.0122.51 | 10/07/24 | 31777 | New | Month End | Formatting all Decimal fields Update the period status Progress Message for JE Create | ||
| 24.0122.51 | 10/07/24 | 31777 | New | Month End | Creating Journal entries based on the new values | ||
| 24.0122.51 | 10/07/24 | 31828 | Bug | User Security | MODULE SECURITY > QUICK PRICE CHECK/FIND PARTS: All users were not able to access Find parts screen. | Orlando | |
| 24.0122.51 | 10/07/24 | 31825 | Bug | Shipping and Receiving | To Print and Pick Screen: When you select lines or select filters, the selected lines should be pushed to the top of the list. | Quality | |
| 24.0122.51 | 10/07/24 | 31826 | Bug | Import Wizard | Cannot UPDATE a list of Item List Prices. | Express Body Parts | |
| 24.0122.51 | 10/07/24 | 31820 | Bug | Find Parts | Search Button is not clickable (by mouse). If the TAB/ENTER key is used to go to the Search button, then it works. | Quickfit | |
| 24.0122.51 | 10/04/24 | 31777 | New | Month End | Create Journal Entry based on the 1Place and QBO Total | ||
| 24.0122.51 | 10/04/24 | 31807 | Bug | Reports | Item > Total Sales By Item (Best to Worst Qty) is showing some Qty's in Stock that are incorrect. | Quickfit | |
| 24.0122.51 | 10/04/24 | 31822 | Bug | Shipping and Receiving | Stop Number not getting imported | QCP, Elite Extra | |
| 24.0122.51 | 10/03/24 | 31806 | Bug | Reports | SALES REPORTS BUGS (Please calculate the TOTAL Cost of ALL Invoices Line Items for 9/1/24 to 9/27/24 to use as a Benchmark of TOTAL COSTS). In ver 24.0122AW click Reports > Invoices / Credits. Getting error. (Cannot find Table 8) Invoices / Credits by Date (Totals) most of the dates show $0 cost. Should be showing costs. Total costs should equal the benchmark costs. Invoices / Credits by Month (Totals). Is the COST right? The Profit and Profit margin are showing 0. Invoices / Credits by Sales Rep (Totals) Are the costs accurate?? Many (maybe all) of the DETAILED Sales Reports that show each Invoice have DUPLICATE invoices on the report. (See Invoices / Credits as an example). | Quickfit | |
| 24.0122.51 | 10/03/24 | 31738 | New | Reports | Create a new report called: Invoices/Credits by Customer & Sales Rep (Detailed) - It is the same report as the Invoices/Credits by Customer but is grouped by Sales Rep. - Criteria: Sales Rep, Sort Order (Best to Worst, Alphabetical), Date Range selector. - Alter excel download function to add # of Invoices column. | Impact | |
| 24.0122.51 | 10/03/24 | 31821 | Bug | Reports | When opening the report screen, an error pops up. | Orlando | |
| 24.0122.51 | 10/03/24 | 31819 | Bug | Shipping and Receiving | The Filter By buttons were showing Shipped Via buttons that did not have any Orders in the list with the same Shipped Via. (It shows Shipped via button for Route 4 but there are no existing orders on the table with Route 4. | Orlando | |
| 24.0122.51 | 10/03/24 | 31818 | Bug | Sales Order | When line items in backorder status is set to Future Delivery, we need to show the line item on the Future Delivery screen on the Shipping and Receiveing screen. | Quality | |
| 24.0122.51 | 10/03/24 | 31816 | Bug | Login Screen | They experience randomly getting kicked out of 1place. I checked the server performance and there were no sudden peaks with the DTU. | Impact | |
| 24.0122.51 | 10/03/24 | 31768 | New | Sales | - Add a new option to calculate the Sales Taxes based on Bill To Address. (related to Task#31178) tested on 24.1001v BUG - SALES ORDER, QUOTE, INVOICE, CREDIT MEMO >When you change the ship to customer, the tax still updates based on the ship to. It should not changed when the ship to address is shippped. | Orlando | |
| 24.0122.51 | 10/02/24 | 31803 | New | Settings | User Security >When the 'Hide Dashboard Screen' box is checked, it should then allow user to select which screen to show (by default--instead of the Dashboard). But, if the HIDE Dashboard is TRUE and the Default screen to show is NOT selected, then show the Customer List by default. | Quality | |
| 24.0122.51 | 10/01/24 | 31016 | Bug | Shipping and Receiving | The S/R screen displays service and non-inventory items. | ||
| 24.0122.51 | 10/01/24 | 30780 | Bug | Find Parts | Find parts--> When selecting a line item on the Find Parts screen, users cannot alter both the net price and discount fields simultaneously. If one field is altered, the other becomes empty. | ||
| 24.0122.51 | 10/01/24 | 30781 | Bug | Find Parts | Find parts -->Sales order --> List price & net price are changed. when the user alters Qty orders values "After receiving the stock from the purchase order." | ||
| 24.0122.51 | 09/30/24 | 28239 | Bug | Purchase Order | - When items are received into Stock from PO make sure the Add'l / Landed Cost values do NOT influence the 'Average Cost (for Markup Pricing)' (That value should be the weighted average cost of all items in stock for that item). - Also, when the LAST item is sold from stock do NOT reset to $0. | ||
| 24.0122.51 | 09/30/24 | 27815 | Bug | Sales Order | - Margin % on Sales Order Screen - The margin % is not calculated properly when inputting new values on the Unit Cost field. | TipTop | |
| 24.0122.51 | 09/30/24 | 28442 | Bug | Sales Order | Payments > AUDIT LOG not logging Sales Order Payment Deletions. (And maybe not logging Invoice Payment deletions as well) | Quality | |
| 24.0122.51 | 09/30/24 | 31777 | New | Month End | - 1p Sales (but all fields made in table will have NO spaces). - Net Sales (Total 1place Invoices - Credit Memo's) + Freight (DO NOT INCLUDE SALES TAXES) - Qb Sales | ||
| 24.0122.51 | 09/30/24 | 31801 | Bug | Find Parts | Sort the Make and Model to Ascending order. | TipTop | |
| 24.0122.51 | 09/30/24 | 31800 | Bug | Invoice | The line item totals only calculates for 1 item even though from on the SO it shows the correct amount. | Orlando | |
| 24.0122.51 | 09/30/24 | 31799 | Bug | Item | When user clicks the Adjust qty in stock button for item# GM1230465, the screen would load indefinitely. This works fine with an older version. Prevent the loading error to occur when there are spaces on the bin numbers. | Quality | |
| 24.0122.51 | 09/30/24 | 31809 | Bug | Sales Order | When the form opens up it has the correct date. Then it changes to today's date. | Quickfit | |
| 24.0122.50 | 09/27/24 | 31777 | New | Month End | - Create new table called QBOMonthEnd and Store the calculated values on Database - Show the Current Year Record at firsttime when they opening Screen Prev and Next functions - UI Changes, Validation and ErrorMessages, based on the Year selection | ||
| 24.0122.50 | 09/27/24 | 31804 | Bug | Reports | Invoice number I58908 is not able to print or download pdf because of the number of lines. | IPC | |
| 24.0122.50 | 09/27/24 | 31775 | Bug | Sales Order | Entered by not getting inserted on the Batch create Invoices function on Ship/Rec screen. | QCP | |
| 24.0122.50 | 09/27/24 | 31660 | New Feature | Customer Portal | Item pictures upload. | ||
| 24.0122aw | 09/26/24 | 31797 | Bug | Integration | Ebay - Fix deprecated OAuth Access Call in eBay. | ||
| 24.0122aw | 09/26/24 | 31777 | New | Month End | Journal Entries for that month for the COGS and Inventory. | ||
| 24.0122aw | 09/25/24 | 31744 | Update | Item Details | 24.0122AU ITEM PRICE LEVEL> IMPORT WIZARD: Update record option > We need a validation for the Price levels if they are not in record yet before we proceed to update the data. | Quality | |
| 24.0122aw | 09/25/24 | 31766 | Bug | Replenish Stock |
| Orlando | |
| 24.0122aw | 09/25/24 | 31655 | Update | API | API-Count by Bin, Count by Item. - Also, be able to scan the item by the Vendor Item #. - In all cases, when receiving data INTO the API - Item if the Item # is not found as the ITEM NUMBER in the Item table, look for a CROSS REFERENCE of the item # in all of the places listed in the API - ITEM. | Fitz, Quickfit | |
| 24.0122aw | 09/25/24 | 31772 | Update | Import Wizard | ALL IMPORT WIZARD TABLE FIELDS. Make sure any fields that have a NOT NULL have a DEFAULT VALUE, such as 0 for Bit fields and number fields. Ignore this for any REQUIRED FIELDS. | ||
| 24.0122aw | 09/24/24 | 31770 | Bug | Item Details | Manage Catalig - When making NEW Parts, and selecting the Create Duplicate for Capa option it makes the duplicate Part but it also puts (CAPA) at the end of the Part Description it is duplicating. | EBP | |
| 24.0122aw | 09/24/24 | 31753 | Bug | Credit Memo | OLD CMs with zero Returned but stocks were added in record. When you put in the Qty Return for the parts, it created duplicate returns and you choose the option not to return the item in stock the Unapplied amount updates to Amount Applied field and doubles the amount. It also marks the CM PAID even though it has not been applied to any invoices. Please see video and samples CMs below. | Quality | |
| 24.0122aw | 09/23/24 | 31765 | Bug | Import Wizard | Fix issue on customer import. | Express Body Parts | |
| 24.0122aw | 09/23/24 | 31764 | Update | Invoice | Print - Need to add a bit more space for people to sign? space is too narrow. | APS | |
| 24.0122aw | 09/23/24 | 31761 | Bug | Item Detail | ITEM PRICE LEVEL > IMPORT FUNCTION bug: The import function should only filter those items that match the file. On the 0919v on the dev server it includes all records including the new Price levels on the data validation table. | ||
| 24.0122aw | 09/23/24 | 31760 | Bug | Settings | USER SETTINGS: - When opening the User setting, there's a blank popup window that appears on top of the screen. When I click ok, a Please Wait appears and redirects me to a different screen - When clicking the Edit icon, the User Window does not open. | ||
| 24.0122aw | 09/20/24 | 31660 | New Feature | Customer Portal | Item Pictures upload features needed. [X]. 1. Add an update check box and update the pictures in Server only if the check box is checked [X] 2. Add Partial Match Items with __ or more characters that are the same. So, In Partial match it will show only the Items that match the required characters 3. Paginate the table. 4. Delete the Unmatched Images from the Server | ||
| 24.0122aw | 09/19/24 | 31757 | Bug | Integration | CCC > FTP FILE EXPORT - The line items in the FTP file are being duplicated and the duplicates are showing CAPA that's why non CAPA items still show CAPA. | ADS | |
| 24.0122aw | 09/19/24 | 21071 | Update | Import Wizard | Update option - When using the 'Update' option ONLY REQUIRE the ID / Primary Key field. For instance, updating a customer record requires selecting a Customer Number and a Company name. Doing an Update assumes that there is already a properly constructed record. To Update it should only require the user defined Unique # like the Customer #, Invoice #, etc.. - All fields that have a description that starts with: 'This is x value' needs to have a 'the' inserted. For example: This is the x value'. | ||
| 24.0122aw | 09/19/24 | 31755 | Bug | Item List | Item Receipts > When putting one character in the Search Bar, the page refreshes automatically not letting the user put the next character without refreshing the page. | Quickfit | |
| 24.0122aw | 09/19/24 | 31275 | Bug | Purchase Order | - It seems that there is a mismatch between the total PO and POBO on the list table. - Added payment terms are not properly updated on the list table. - The print dates are not being updated correctly. - The checkbox for drop ship is not functioning properly on the list table. | ||
| 24.0122av | 09/18/24 | 31721 | Update | Invoice | 24.0122AUv INVOICE > ENTERED BY> When invoices are created from the DISPATCH screen the Entered by should be filled in with the User name who created the invoices. | Quality | |
| 24.0122av | 09/18/24 | 31754 | Bug | Shipping and Receiving | PENDING/FUTURE DELIVERY STATUS: When manually changing the status of the order from Future Deliver screen to CLOSED on the sales order , the orders are still showing on the other warehouse's Future delivery screen. | Quality | |
| 24.0122av | 09/18/24 | 31756 | Bug | OS Scan | Inventory > Count by Bin: When trying to scan item # Ztest10002, this item was successfully saved in the Bin Location and adjusted the quantity in stock, however, item # TO1240268 did not save properly. Also, the quantity of item # TO1240268 was not changed in 1place even though it was changed in OS Scan. This also applied to some items in 1place. | ||
| 24.0122av | 09/18/24 | 31758 | Update | Receive Payments | Exclude the Sales order payments from Credit Memo table from Un applied amount. | ||
| 24.0122av | 09/17/24 | 31751 | Update | Sales Order | Copy over Sales Orders Entered by to Invoice and CM Entered by and Sales rep | QCP | |
| 24.0122av | 09/17/24 | 31750 | Bug | Shipping and Receiving | The batch dispatch stopped printing all the sudden after the first driver "Casey" while on driver "Drew". system kicked everyone out but not the main computer we were dispatching on. We tried multiple times to restart the process but the status of printing was all clear and nothing was happening. | QCP | |
| 24.0122av | 09/17/24 | 31731 | Update | Import Wizard | CUSTOMER IMPORT WIZARD: Add the Reason for Sale to Import and Update on the Customer List table. | Quality | |
| 24.0122av | 09/17/24 | 31748 | Bug | Sales Order PO | Whenever opening a sales order with an old date on the SOPO screen, it shows me today's date on the SO screen. | Quality | |
| 24.0122av | 09/17/24 | 31743 | Bug | Import Wizard | Item List Import Issue | Express Body Parts | |
| 24.0122av | 09/16/24 | 31746 | Bug | Invoices | DELETING INVOICES: When deleting invoices, the Invoice ID remains on the Sales Order that prevents it to get invoice again from the SO screen or dispatch screen | Quality | |
| 24.0122av | 09/16/24 | 31573 | Bug | Sales Order PO | Filter on the SOPO invoiced sales orders with backorders not to appear on the SOPO screen. | Impact | |
| 24.0122av | 09/16/24 | 31741 | Bug | Reports | INVOICES/CREDITS BY PRODUCT: When selecting a period and asked to download a report, it redirects to a screen that says: This site can't be reached. On the report criteria, instead of Customers change it to Items so the user can filter the group by items. | Orlando | |
| 24.0122av | 09/16/24 | 31740 | Bug | Sales Order | Print -->Stock picking Ticket After Selecting both Bin Location (from Sales Order) and Bin Location (from Item). the bin location from the sales order is shown twice when printing. When the user prints the packing slip for a single line item, it shows duplicate values. | QuickFit | |
| 24.0122au | 09/13/24 | 31713 | Bug | Invoice | SYNCING INVOICES TO QBO > Duplicate invoices are created when syncing invoice to QBO. | Impact | |
| 24.0122au | 09/13/24 | 31743 | Bug | Credit Memo | CREDIT MEMO >CMs before they update to the new version has issues with CMs not applied yet to any invoice and are marked as PAID. We need to look for CMs with similar issue and fix it. | Quality | |
| 24.0122au | 09/13/24 | 31739 | Bug | Find Parts / Invoice | Invoice -->.Credit memo --> Freight charges are not applied on the Total. Find parts --> When user selects a different bill to and ship to customer, after mapping qty and create SO., it shows empty Bill to and ship to. | ||
| 24.0122au | 09/12/24 | 31734 | Update | Shipping and Receiving | 1. Clear all the Drivers when the ExportIntoELite button is clicked 2. Show the users the Orders failed to sync in EliteExport and Make a Resync button to Sync the failed order to sync again | Quality | |
| 24.0122au | 09/12/24 | 31723 | Bug | Import Wizard | 24.0122AUv BUG >IMPORT WIZARD >ITEM PRICE LEVELS: Update Existing Records > It gets stuck on the loading window. | Quality | |
| 24.0122au | 09/12/24 | 31727 | Bug | Shipping and Receiving | 24.0122AMv Dispatch >Edit /Reprint Delivery Manifest: - When downloading the Excel file Manifest, it downloads but there is no data on the Excel file. - Reprint option, when reprinting the Manifest, it does not show the dispatch number and the Driver's name. | Orlando | |
| 24.0122au | 09/12/24 | 31737 | Bug | Reports | SALES ORDER BY VENDOR REPORT: Orders are showing duplicates (it's showing the same number as the number of line items it has) | Orlando | |
| 24.0122au | 09/12/24 | 31726 | Bug | Sales Order | 24.0122AU > SALES ORDER STATUS: When changing the main SO's status then click on No on the pop-up to ask to update the line items. When refreshed, it does not save the changes instead the SO's main status changes back to its original status. | Quality | |
| 24.0122au | 09/11/24 | 31178 | New | All Transactions | - Add a new option to calculate the Sales Taxes based on Bill To Address. - Add a new Sales Option in Settings > Sales > Sales Taxes, under the Tax Code Creation Method drop down list called: [ ] Calculate (and maintain) Sales Taxes based on the 'Bill To Address' instead of the (Default) Ship To Address. - In all places where the Sales Taxes are enforced, updated, maintained, we need to check to see if the option above is checked. If so link all calculations and UPDATES to tax codes to the Bill To address. | Orlando | |
| 24.0122au | 09/11/24 | 31728 | Bug | Shipping and Receiving | PICKING SCREEN: When picking orders, it only allows the user to pick items max of 15 parts and on the older version like 24.0122S, it only allows user to pick a max of 200 items even after clicking show all items. | Orlando | |
| 24.0122au | 09/11/24 | 31708 | Update | List Screens | Which VALUES (like the Source of Order) are coming in as an ID rather than a user understandable value, such as 'CCC'. | ||
| 24.0122au | 09/10/24 | 31720 | Bug | Credit Memo | For old CMs that are created with zero Returned but shows the Line total amount, whenever user attempts to recalculate the line total on the new version, it marks the CM PAID even though the total Returned field is zero. | Quality | |
| 24.0122au | 09/10/24 | 31719 | Bug | Credit Memo | When clicking on Create Credit Memo > Clicked on Yes for RETURN ENTIRE CREDIT MEMO and Yes for auto-return stock on CM, the Return field are still set to zero. | Quality | |
| 24.0122au | 09/09/24 | 31660 | Bug | Item Details | Item Picture > Issue-- Unable to cancel the upload when it is sent into server. | ||
| 24.0122au | 09/09/24 | 31718 | Bug | Invoice | When creating invoice from the sales order, it sometimes does not bring the warehouse to the invoice which causes issues when creating credit memo. (It should everytime bring over the warehouse to the next transaction form Quote to Sales Order to Invoice to Credit Memo). | Quality | |
| 24.0122au | 09/09/24 | 31715 | Bug | Item List | ITEM LIST > EDIT - On the item list screen, when user clicks 'Edit' button, the list price and oem prices cannot be edited and the prices show '0'. | ADS | |
| 24.0122au | 09/06/24 | 30607 | Bug | Settings | DO NOT ALLOW> USER CANNOT VIEW COSTS, + Vendors and POs. - #5 Sales Order Purchase Order screen > Vendor Cost - Show vendor cost with this setting on | ||
| 24.0122au | 09/05/24 | 10972 | Update | Item Detail | FINANCIAL (TAB): PRICE LEVEL table. Need a way to allow user to sort. | ||
| 24.0122au | 09/05/24 | 31710 | Bug | Settings | (MODULE SECURITY > View Checkbox > When disabling the options for the following, it won't hide it for the user. Cash Management - Move Cash, Cash Management - Receive & Count Cash, Cash Management - Reconcile Cash, Cash Management - Reconciliation Logs, Month End, Receive Payments | ||
| 24.0122au | 09/05/24 | 31707 | Update | Settings | Each time a USER SECURITY setting is opened the system needs to check the # of screens in the MASTER list of screens and then auto update it to that user, so the user always has every possible screen on the list of screens. | ||
| 24.0122au | 09/04/24 | 31711 | Bug | Purchase Order | When clicking on receive all on a PO, all items are NOT being received. which is causing sales orders to not update properly | Impact | |
| 24.0122au | 09/04/24 | 31709 | Bug | Item Details | Item > PO's: Incorrect QtyOnOrder value shows on item detail. For Example, Item CH1225198 shows QTY on Order says it's 150 but the PO says 100. | Quality | |
| 24.0122au | 09/04/24 | 31712 | Update | API | Item API > Need to show list of Item that match with passing parameter. | ADS | |
| 24.0122at | 09/03/24 | 31174 | Update | Invoice List | - Add a column for Contact field on the Invoice List screen. And the same column on the Show/Hide Setting and make them searchable and sortable. - Invoice/Credit Memo's Module Security. When the EDIT option (for a user) is enabled, AND IF the Invoice has already been paid, Keep ALL fields locked EXCEPT for certain fields. | Orlando | See 9/3/24 Task Email |
| 24.0122at | 09/03/24 | 31706 | Bug | API | Item > It shows invalid QTYINSTOCK value. Example : 76003J9000. | ADS | |
| 24.0122at | 09/03/24 | 31689 | Bug | Credit Memo | CREDIT MEMO APPLIED AMOUNT > Not calculating based on the CM application. The used CM amount is not deducted to the Unapplied Amount, which still makes the whole amount available to use to another invoice. | Quality | |
| 24.0122at | 09/03/24 | 31699 | Bug | Credit Memo | User clicked the option not to auto-return the part and the system marked the CM as PAID because of a Total amount of zero and locks the screen. | Quality | |
| 24.0122at | 08/30/24 | 31660 | New Feature | item Details | Item Pictures - Single Image upload irrespective of the version - Multi Image upload mapping with file name and Item Number | ||
| 24.0122at | 08/30/24 | 31332 | New Feature | Payments | Testing all Calculations and Issue fixing - When deleting Credit memo payments in Invoice, credit memo amount will double up the amount - Apply the payment based on the existing un-applied payments. | ||
| 24.0122at | 08/29/24 | 31651 | Bug | Settings | USER SETTING: When copying user setting from another user, some Module security options disappear. | ||
| 24.0122at | 08/29/24 | 31332 | New Feature | Payments | Testing all Calculations and Issue fixing - Add un-applied payment payments on the show / apply credit screen. - Apply the payment based on the existing un-applied payments. | ||
| 24.0122at | 08/28/24 | 31622 | Bug | Dispatch | Make sorting work on dispatch screen for driver and dispatch and tracking number | ||
| 24.0122at | 08/28/24 | 31698 | Bug | Purchase Order | Line Item Tab: It shows invalid total record count after line item import. | Astor | |
| 24.0122at | 08/28/24 | 31695 | Update | CCC | CCC not importing List price on Quotes (and possibly Sales Orders?). | ADS | |
| 24.0122at | 08/28/24 | 31697 | Bug | Integrations | Undefined Error when trying to access Integrations>Parts Trader>Warehouse. | ADS | |
| 24.0122as | 08/27/24 | 31694 | Update | CCC | 1.(ADS) Add 0 as prefix for Numberofdelivery field in CCC | ADS | |
| 24.0122ar | 08/26/24 | 31609 | New Feature | Find Parts | UPC code to be searchable in the F3 field. | Quickfit | |
| 24.0122ar | 08/26/24 | 31691 | Bug | Import Wizard | Invoice Headers Import function: It allows user to import duplicates and it does not import all records in excel file. | Astor | |
| 24.0122ar | 08/26/24 | 31690 | Bug | Dashboard | Extra vertical bar appearing next to main nav section on left side. | ||
| 24.0122ar | 08/26/24 | 31692 | Bug | Invoices | When use OPENS an existing Invoice with an date older than today, it shows the invoice date as TODAY's date. | ||
| 24.0122ar | 08/24/24 | 31332 | New Feature | Payments | - Payment Term Missing on Open Invoices - Testing all Calculations - Credit Memo Check Calculations | ||
| 24.0122ar | 08/23/24 | 31332 | New Feature | Payments | - Redirect to receive payment screen when clicking on the receipt id from payment info tab - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. | ||
| 24.0122ar | 08/22/24 | 31688 | Update | API | CCC File Export & API > ITEM Export for CCC On the Sales > Integrations > Part Type / Code Mapping TAB, lets make these changes. - Move the column called: Your Equivalent Part Type Quality Code (see Quality Indicator Field on Item Detail screen) to the far left. - Rename the moved column to: 'If the 1place > Item Detail > Quality Indicator field is...' - Rename the column called: API Supplier Part Type Quality Code to 'Then Make the CCC PartType value...' (add another column with title) 'And Make the CCC Industry Certification value...' (FIELD NAME: APIIntegrationCodeMapping.SupplierIndustryCertificationCode - Then on the Sales > Integrations > CCC File Transfer (for Export File or FTP File or Email file) when making the file for Part.txt insert the PartType value into Column 5 and insert the Industry Certification value into Column 10. - On the API for Item, add a new tag called: IndustryCertification and insert the mapped value for the industry certification. | ADS | |
| 24.0122ar | 08/22/24 | 31332 | New Feature | Payments | - Amount Set Zero when editing Existing Receive payment line item - Payment terms not showing on Edit Screen. - Apply the Credit memo amount if partially applied when manually editing the amount paid on invoices - On the Rec Payments screen, when a value is selected, turn the entire row light green like on the Find Parts line items when they get selected. - Redirect to receive payment screen when clicking on the receipt id from payment info tab - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. | ||
| 24.0122ap | 08/21/24 | 31675 | Bug | Settings | USERS > MODULE SECURITY: The WAREHOUSE option in the Screen Category is not showing. | ||
| 24.0122ap | 08/21/24 | 31686 | Bug | Reports | INVOICE/CREDIT By Customers Report: The Total Invoice Amount on the downloaded Excel file does not match with the report in 1place. | Orlando | |
| 24.0122ap | 08/21/24 | 31677 | Bug | Credit Memo | When applying a CM partially on an invoice, the Total Unapplied/Applied amount is calculated incorrectly. | Quality | |
| 24.0122ap | 08/21/24 | 31684 | Bug | Customer | CANNOT DELETE CUSTOMER DATA for Express Body Parts (000 Server) without waiting forever. Same issue on 001 server (and maybe 003 server). | ||
| 24.0122ap | 08/20/24 | 31676 | Bug | Reports | Custom Report > Export - The 'State' column is completely blank. Please fix. | Learning | |
| 24.0122ap | 08/20/24 | 31679 | Update | Credit Memo | Remove the popup 'This Invoice has NOT been paid. Are you sure you want to create a Credit Memo for an Unpaid Invoice?'. | Quality | |
| 24.0122ap | 08/20/24 | 31680 | Bug | Credit Memo | When user returns a part and typed in NO on the popup to ask to put back the item into stock, it still adds it in the record. | Quality | |
| 24.0122ap | 08/20/24 | 31662 | Bug | Credit Memo | - On the 24.0122M, CREDIT MEMO BUG > When deleting a CM on an invoice, the CM amount applied on the CM payment tab would not be deleted, making it appear it was still applied on an invoice. and can no longer be reapplied - User was able to apply the credit several times (using 23.1116 and 24.0122AM at the same time) | Quality | |
| 24.0122ap | 08/19/24 | 31674 | Bug | Sales Order | PRINT > PREVIEW > PICKING TICKETS: When using the 24.0122AN version, upon printing the stock picking tickets from the sales order, the items got duplicated. | Quickfit | |
| 24.0122ap | 08/19/24 | 31672 | Bug | Item Detail | FINANCIAL: Price Level > The "X" Icon under the Action tab is not shown correctly. | ||
| 24.0122ap | 08/19/24 | 31673 | Bug | Customer Detail | When adding a tax code, a POP-UP will appear to verify the tax information and you can click the SAVE button to save that correct tax code. However, even when you click the SAVE Button on the pop-up, it will not be saved automatically. Also, when deleting a customer (without any sales history), the page will be unresponsive, if you wait for the page to load, a POP-UP will appear with the UNDEFINED ERROR. | Quickfit | |
| 24.0122ap | 08/19/24 | 31332 | New Feature | Payments | - Change, when Apply SOME OR ALL of 1 Credit Memo to 1 Invoice, on the Invoice screen, CM screen, or Rec Payments screen--save the Invoice, CM #s in the payment detail. User will be able to go to Invoice and see the CM # that applied $x to it. User will be able to go to CM and see the Invoice # that applied $x to it. - When a Payment is made that combines 2 or more Credits to pay 1 or more Invoices then we will insert MULTIPLE as the Invoice # or CM# that appears on the Invoice Payments tab and the CM payments tab. Then on the CM Payments > Invoice # column, turn the Invoice # value (such as the Invoice # 1001, or the word MULTIPLE into a link that will open up the Receive Payment screen - RECEIPT if the value = MULTIPLE, or open up the Invoice screen to the Invoice it paid, if the value is NOT EQUAL to MULTIPLE. On the Rec Payments screen, when a value is selected, turn the entire row light green like on the Find Parts line items when they get selected. | ||
| 24.0122an | 08/15/24 | 31665 | Bug | Sales Order | SALES ORDER STATUS ISSUE: When receiving items from a PO, the status won't update after clicking yes on auto ship pop up window | Impact | |
| 24.0122an | 08/15/24 | 31332 | New Feature | Payments | Show applied invoice number on Credit Memo Payment info tab | ||
| 24.0122an | 08/14/24 | 31656 | New Feature | Item List | Make a way for user to see the items in 1 or more bins, to count or verify. - On Item List > Item Receipts screen by the Bin #. | Fitz, Quickfit | |
| 24.0122an | 08/14/24 | 31650 | Bug | Settings | USER SETTINGS > DO NOT ALLOW WINDOW: - When User goes directly to the Module Security window it clears out all the checkboxes setup in the DO NOT ALLOW tab. | Orlando | |
| 24.0122an | 08/14/24 | 31639 | Bug | Sales Order PO | Sales Order Backorder > SOPO screen Cost: - User manually enters the cost for their backordered items, when the SOs are invoiced from the DISPATCH SCREEN, the costs entered from the original SO should also be on the SOBO for the backordered line item and on the SOPO screen | Orlando | |
| 24.0122an | 08/13/24 | 31626 | New Feature | Settings | USER SETTING >DO NOT ALLOW TAB > User Cannot reprint Quotes - User cannot reprint sales Orders - User cannot reprint Invoices - User cannot reprint Credit Memos | Quality | |
| 24.0122an | 08/13/24 | 31654 | Bug | Integration | The orders from CCC are not coming in correctly. There is an issue with the Third Party Customer ID field. | ADS | |
| 24.0122an | 08/13/24 | 31653 | Update | API | Alter FetchItem and Inventory Bin API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | ||
| 24.0122an | 08/13/24 | 31649 | Bug | Item Details | ADJUST QUANTITY IN STOCK > EDIT RECEIPT >RECEIPT ID DROP DOWN: - COST >The Cost on the dropdown table shows different Cost amount from the one on the Item Stock table. When Selected it updates the Cost of the first line item and the edited receipt ID. | Orlando | |
| 24.0122an | 08/13/24 | 31332 | New Feature | Payments | - (BUG) Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated, and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00. - When user clicks CHECKBOX to apply a CREDIT, lets calculate the Amount to Apply (on the selected Credit) based on this logic: 1. If the REMAINING CREDIT < or = the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = REMAINING CREDIT. 2. If the REMAINING CREDIT > the NET UNAPPLIED, lets set the Amount Applied (on the Credit) to be = NET UNAPPLIED. | ||
| 24.0122an | 08/12/24 | 31636 | Update | Import Wizard | ITEM PRICE LEVEL >Import wizard: - Import New Records >When importing records that matches with the record in 1place, there should be a data validation to show the item prices that are already exist to avoid any duplication of data. - When updating records, it should only update those that matches the item number and the MatrixPriceCode and create a data validation for those that does not exist in yet in record. | Quality | |
| 24.0122an | 08/12/24 | 31646 | Bug | Reports | When selecting any report to run the screen would load indefinitely. | Orlando | |
| 24.0122an | 08/12/24 | 31630 | New | API | Item Count API: - Alter Bin count API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | ||
| 24.0122an | 08/12/24 | 31101 | Bug | AP Bill | QBO wont sync PO 8047268. I tried removing data on back end. What is it that makes the PO AP BILL Sync BUTTON get enabled, or disabled? What data changes or PO states locks it up? How do I manually unlock it? | Learning | |
| 24.0122an | 08/12/24 | 31076 | Bug | AP Bill | (IPC) Bug 24.0122c AP Bill sync - User created an AP bill in 1place for PO P6560 and Vendor Invoice # 998419836. It was created in QBO, the QBO AP Bill ID = 17071. it had a wrong amount so user deleted the AP Bill in QBO. User corrected the amount in 1place and tried to sync the AP bill again but it gives an error. As a workaround, user created a Bill in QBO with Vendor Invoice # 998419836. Can we please connect the AP bill from QBO so it syncs properly in 1place? | IPC | (SEE 31086) |
| 24.0122an | 08/12/24 | 30747 | Bug | Invoice | - INVOICE QBO SYNC: There are invoices with items synced to QBO that have not Qty Ordered and Price. Those items usually have special orders and IMPACT syncs their invoices via QBO Sync Center. - Some orders duplicated the line items after they were invoiced and created duplicate invoices in QBO when synced. Example: I231211-004 | Impact | |
| 24.0122an | 08/12/24 | 31585 | Bug | Credit Memo | - There's a paid mark on the CM even though it's not applied to any invoice example: C240719-0025 - Invoice # I240718-0097, we applied credit memo of $33 (C240719-0031), however the credit memo still shows available to be applied again. But when you open the credit memo there is a “paid” stamp. Also on the credit memo it does not show how its paid or to which invoice its applied to. | Quality | |
| 24.0122an | 08/09/24 | 31634 | Bug | Customer List | The customer list on the last tab that shows customer sales it’s not sorting properly. It seems to sort, highest based on what’s on the first page instead of all of the records combined. | ||
| 24.0122an | 08/09/24 | 31618 | Bug | Credit Memo | REDO 24.0122AM version > CREDIT MEMO: - When a credit memo is applied to an invoice, on the CM payment tab the invoice number where it was applied to is not recorded on the CM payment tab. | Quality | |
| 24.0122an | 08/09/24 | 31332 | New Feature | Payments | - Show receive payment on the invoice and Credit memo screen - Add receipt number when creating receive payments from invoice screen - Redirect to receive payment screen when clicking on the receipt id from payment info tab - Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated, and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00. | ||
| 24.0122an | 08/08/24 | 31641 | Bug | API | API-OBP needs to be able to pull out items with similar item numbers like the find parts. | Orlando | |
| 24.0122an | 08/08/24 | 31642 | Update | API | Check Stocks API: Alter Check Stocks API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | Fitz | |
| 24.0122an | 08/08/24 | 31635 | Bug | Items | Price Levels: Add New Regional List Price feature (to the Price Level table). - On the Item > Price Level table, add ability for User to add a LIST Price that is associated with the Price Level, that will be copied over to the Q,SO,I,CM, and FP screens when a PRICE Level NET Price is used to calculate an Item Price AND when the LIST price field > $0.. - Change the Price label on Item > Price Levels to read: Net Price and then add a column to the LEFT of the NET Price called LIST Price. - When the PRICE LEVELS option is used to calculate an item price, if there is a LIST price >0 in the new List Price field, copy that list price over to the Transaction List Price field. However, if the LIST - - Price field (on the price levels table) is $0 then copy the LIST price from normal LIST price field. - Lets move the Qty Low and Qty High to the RIGHT of the Discount Off List Price column. - Added to 0731 and SOURCE versions. | ||
| 24.0122an | 08/07/24 | 31288 | Update | Credit Memo | Add pagination to the CM, along with prev button, next button, and show all options for the line items. | ||
| 24.0122an | 08/07/24 | 31631 | Bug | Import Wizard | Vendor Items >Update function > Instead of updating the existing records, it adds new record. - Import new records >When importing new records, there should be a data validation window and list those that are duplicate and/or already exist in 1place. | Quality | |
| 24.0122an | 08/06/24 | 31621 | Bug | Find Parts | Showing this error when searching 'ztest' ship to address on Find Parts screen: Could not find stored procedure 'FetchMultiColumnDropdownFilter_2024_06_25'. | Orlando | |
| 24.0122an | 08/06/24 | 31589 | Bug | Invoice and Sales Order | SALES ORDER AND INVOICE DATE: - Seem to be storing midnight UTC, need to check this. Make sure to store the dates Eastern Time (quality's time zone) | Quality | |
| 24.0122an | 08/06/24 | 31616 | New | Integration | CCC - Made changes on the ftp files. | ADS | |
| 24.0122am | 08/05/24 | 31625 | Bug | Settings | TabPreference/GeneralSalesSettings - In payment terms table, the column header next to day of month column is not visible. - Also when saved without entering data, then popup shown wrongly. | ||
| 24.0122am | 08/05/24 | 31624 | Receive payments: when tab is continuously pressed in customer input tab, then the page loads infinitely with black screen. | ||||
| 24.0122am | 08/05/24 | 31623 | Bug | Quotes | Print > Quotes print setting, 'Note to Customer' section is missing | ||
| 24.0122am | 08/05/24 | 31622 | Bug | Sales Order | Print > 'Note to Customer' section in Sales Order print setting does not allow you to enter any texts. | ||
| 24.0122am | 08/05/24 | 31620 | Bug | Item Detail | Save button gets an undefined error: Could not find stored procedure 'FetchItem_31_07_2024'. | Fitz | |
| 24.0122am | 08/05/24 | 31598 | Bug | Item Detail | Fixed Cost (ForMarkupPricing): - Fixed Cost is being updated by new PO costs. The Fixed Cost should not get auto-updated in any way. - Fix issue notes: Not able to recreate | TipTop | |
| 24.0122am | 08/02/24 | 31332 | New | Payments | Add 2 quick calculation buttons: - Place a small right hand arrow button to the RIGHT of the Payment Terms. When clicked, regardless of # of days, if the Payment Terms 'could' have a discount, calculate it and insert the Discount Amount, % - Place a small right hand arrow button to the LEFT of the Discount Amount. When clicked, auto calculated and insert the DIFFERANCE between the Net Balance Due and then Amount Paid. The purpose is to help the user calculate and enter the 'Difference' paid and applied to the Invoice vs the Amount Due. In this case, for example, if the Amount STILL due after entering the Amount Paid was $3.23 cents. When the button is clicked it will insert $3.23 cents into the Discount Amount field and will change the Net Balance Due to $0.00.
| ||
| 24.0122am | 08/01/24 | 31615 | New | Dispatch Screen | Show columns Elite Dispatch status and Elite manifested name | Quality | |
| 24.0122am | 08/01/24 | 31208 | New | Sales Order | Allow to add and save Qty Rtn. Before adding Qty order & qt ship enter on line items. | ||
| 24.0122am | 08/01/24 | 31610 | Bug | Credit Memo | Tried returning and unreturning an item and it gives me a popup 'Cannot Unreceive Item'. I was trying to zero out the Line total because the Returned field was originally zero quantity. | Quality | |
| 24.0122am | 08/01/24 | 31614 | New | Catalog Management | ITEM LIST AND ITEM CATALOG: - Download the following columns for item list: Item Number, year, make and model and description. - Download all columns for item catalog. | Quality | |
| 24.0122am | 08/01/24 | 31332 | New | Payments | - DO NOT AUTO SELECT INVOICES after entering Amount Received From Customer value. - When selecting a customer with an Invoice that is partially paid, AND has a discount payment term, AND is within the range to receive an early payment discount, then re-calculate the full % and discount and insert into the fields, even if there already is a partial payment applied. - Be able to Select or Unselect the CHECKBOX using the SPACE BAR OR ENTER keys. - After saving, when completely saved, clear screen, make a BEEP sound, and set focus on Company name, ready to enter the next Payment. - There is still an issue where the user tries to CHANGE the Discount Amt or % and is being prevented from doing that. We need to remove ALL controls and let the user make any changes to those 2 fields, before or after the eligible discount date. - So we had a $200 Credit. We applied $50 toward an Invoice to pay the Invoice in full. Then the Credit Memo no longer showed the remaining $150 open. | ||
| 24.0122am | 07/31/24 | 31456 | New | Integration | Change all CCC file name in Capital | ADS | |
| 24.0122am | 07/31/24 | 30607 | Bug | Settings | DO NOT ALLOW> USER CANNOT VIEW COSTS, + Vendors and POs. #1 On the Item List, it only removed the header for the Average cost, not totally removing the column #2 On the Item Receipt tab, the Cost column still appears on the table. #3 On the Item Vendors tab, the Cost still appears on the table. #4 Item Detail screen > Financial tab > last Additional Cost and Service Cost #5 Sales Order Purchase Order screen > Vendor Cost -working but please double check (REDO) > Items > Items details > financial tab (anything to do with cost) Also on this tab, they should not be allowed to change the price levels, they must view but not be able to change. | Quality | |
| 24.0122am | 07/31/24 | 31613 | Bug | Import | - The Elite Import Function Is not working - Change the Elite PDF download path | Elite | |
| 24.0122am | 07/31/24 | 31611 | Bug | Credit Memo | - There are unapplied credit memos that appears on the Customer credit screen with zero amount. When I clicked on the magnifying glass, it directs me to a bad request screen. - There's a blank invoice with an existing amount on the payment tab. - There are CMs with zero unreturned items that has a Line Total amount, we need to clear the Line Total for CMs whose Returned field is zero. | Quality | |
| 24.0122am | 07/31/24 | 31612 | New | API | Alter Bin count API to get a data based on OEM #,Other #,UPC Code,Alt #1,Alt #2 fields. | ||
| 24.0122am | 07/31/24 | 31332 | New | Payments | - When selecting a customer with an Invoice that is partially paid, AND has a discount payment term, AND is within the range to receive an early payment discount, then re-calculate the full % and discount and insert into the fields, even if there already is a partial payment applied. - When click CHECKBOX to apply a CREDIT, lets calculate the Amount to Apply (on the selected Credit) based on this logic:
| ||
| 24.0122al | 07/30/24 | 31606 | Bug | PrinterConnect | 1Place Printer Connect download pdf is not working on Live servers | ||
| 24.0122al | 07/30/24 | 31599 | Bug | Purchase Order | CHANGING LIST PRICE: - When changing the List Price for a line item, a popup appears to re-auto-ship the item and it updates the status of the SO line item. | ||
| 24.0122al | 07/30/24 | 31608 | Bug | Find Parts | The 'Find Parts' screen shows a quantity of zero, but in the item detail screen it show a number in quantity in stock. | Quick Fit | |
| 24.0122al | 07/30/24 | 31605 | Bug | Credit Memo | CREDITS THAT ARE NOT EVEN RETURNED YET ARE SHOWING UP AS AVAILABLE ON CUSTOMERS ACCOUNTS. Example: I240717-0358 check the Show/Apply Credits window | Quality | |
| 24.0122al | 07/30/24 | 31602 | Bug | Credit Memo | - Returned CMs not showing on the Find parts screen > Customer Credits window - When deleting a credit memo, a popup appears saying that there's a related payment related to the invoice even though there's none. - When applying CM, the Payments tab on the Credit memo is missing the Invoice#, Receipt # and Payment # and it adds another extra line above with zero amount. | ||
| 24.0122al | 07/30/24 | 31332 | Bug | Payments | - Cannot close form, after saving, clicking the Close button. - After saving, when completely saved, clear screen, make a BEEP sound, and set focus on Company name. - Deleting WORKS but doesn't get through the progress bar process. | ||
| 24.0122al | 07/30/24 | 31602 | Bug | Credit Memo | Returned CMs not showing on the Find parts screen > Customer Credits window | ||
| 24.0122ak | 07/29/24 | 31606 | New | CCC Integration | Change CCC true FTP File name to capital letters. | ADS | |
| 24.0122ak | 07/29/24 | 31600 | Bug | Purchase Order | The screen is stuck from loading and when deleting an item, the screen would load indefinitely and gets stuck. | Quality | |
| 24.0122ak | 07/29/24 | 31604 | Bug | Item Details | ADJUST INVENTORY STOCK: - SPLIT RECEIPT BIN LOCATION > When you click on the drop down icon, the table does not show the info for the Bin #, PO# and Vendor. | Quality | |
| 24.0122ak | 07/29/24 | 31601 | Bug | OsScan | Gets an error when logging in. | Fitz | |
| 24.0122ak | 07/26/24 | 31332 | Bug | Payments | When DELETE previously made Payment, it doesn't delete. Make the Payment Terms and Discount DATE un-editable. When I tried to use 1 or more of the Credits it didn't use them, it just made ANOTHER Credit for the amount not applied. | ||
| 24.0122aj | 07/25/24 | 31060 | Bug | Sales Order | - Cannot properly Delete Sales Order. (On 24.0122c and 24.0213 version) Created Sales Order, Created Invoice. Deleted Invoice. Said NO to NOT delete the related Sales Order. Encountered 3 issues. - The Invoice # was still in the Invoice # field, even after it had been deleted. - When trying to delete the Sales Order it gave popup error: 'Could NOT delete Sales Order because it has 1 or more line items that are shipped.' (It's supposed to just unship them and put them back in stock and delete the Sales Order after the user types YES to confirm. - After getting the error above I clicked on the Close button (i think...) and then I got a popup that is related to the new Mass Delete form PK created to help mass delete Invoices from QuickBooks Online for - IPC. The message reads: TITLE: Mass Delete Invoices from QuickBooks Online? Message: This will delete ALL of the transactions in QuickBooks Online (for the Transaction Type selected) in the date range you selected. Do you want to Continue? | IPC | |
| 24.0122aj | 07/25/24 | 31595 | Bug | Logout | The error page shows up when logging out. | Quick Fit | |
| 24.0122aj | 07/25/24 | 31332 | Bug | Payments | When I tried to use 1 or more of the Credits it didn't use them, it just made ANOTHER Credit for the amount not applied. When DELETE previously made Payment it doesn't delete. | ||
| 24.0122aj | 07/24/24 | 31429 | Bug | Sales Order | Backorder on an invoiced Sales Order > REPLENISH STOCK (MIN/MAX) - The backordered line items in an invoiced sales order should no longer be accounted to purchase on the SOPO screen and should not be counted as backorder. There are some old backorders still showing that aren't valid. This causes the replenishment quantities to increase beyond what is actually needed to be ordered. Here are 2 examples: H903-0066 and 110-0128ECC. They run replenishment on min/max - Plastic | Plastic | |
| 24.0122aj | 07/24/24 | 31592 | Bug | API | API: - When receiving item from API it did not update PO status to received. | Quick FIt | |
| 24.0122aj | 07/24/24 | 31586 | Bug | Import Wizard | ITEM VENDORS >IMPORT WIZARD:
| ||
| 24.0122aj | 07/24/24 | 31332 | Bug | Payments | - When QBO Syncing is ON and have 1 or more Invoices that are NOT synced to QBO, and then SAVE the payment, and get prompted to SYNC the Invoice to QBO and answer NO, then it doesn't finish the syncing. When I closed the Popup manually it still didn't SAVE the payment... - Make the Payment Terms and Discount DATE un-editable. | ||
| 24.0122ai | 07/23/24 | 31591 | Bug | Sales Order | CLOSING SALES ORDER STATUS: - After typing yes on the popup window that asks to update all line item to close, the screen would load and get stuck. | Quality | |
| 24.0122ai | 07/23/24 | 31210 | Bug | Catalog Managemet | When the user creates an item from the 'Manage Catalog' section, the pricing category is not being fetched. | ||
| 24.0122ai | 07/23/24 | 31225 | Bug | Sales Order | When a user adds a line item and closes the SO without saving the header and list status is not updated. | ||
| 24.0122ai | 07/23/24 | 31520 | Bug | Invoice and Sales Order | SALES ORDER AND INVOICE ROUNDING ISSUE | IPC | |
| 24.0122ai | 07/23/24 | 31332 | Bug | Payments | - Partial Payment shows duplicates - On Edit Screen Partial Applied Credit memo Calculation wrong. | ||
| 24.0122ai | 07/22/24 | 31182 | Bug | Reports | Items - Based on the report criteria, the created date is empty on the report. - Change the header column name "Manufacturer" to "Vendor". - Sorting not working properly. - Change the popup while clicking the print option. it shows "You can only download a pdf with 10 or fewer columns. Please fix and try again." - The customize option not working on the hide/show column. - Item(date added) Not working properly. | ||
| 24.0122ai | 07/22/24 | 31581 | Bug | Sales Order | Packing Slip > The Bin (From Sales Orders) should be after the Qty Ship Column as it was on the old version. | Quality | |
| 24.0122ai | 07/22/24 | 31583 | Bug | Credit Memo | The Sales order S240718-0122 with item CH1043120 was originally has 2 Qty Ship items, when user returned the part from an invoice it changed the Qty Ship 2 to Qty Backorder 2. | Quality | |
| 24.0122ai | 07/22/24 | 31587 | Bug | Shipping and Receiving | Kindly fix the 'Shipping & Receiving' screen, it is in gray and cannot proceed. I tried to find something in the settings but could not resolve it. | Quick Fit | |
| 24.0122ai | 07/19/24 | 31154 | Bug | Reports | INVOICES / CREDITS BY SALES REP (TOTALS) report has a few bugs. - Remove column (and show/hide options) for Average Sale. - Move Total Cost column over toe the left of the Profit column. - Move Net Sales over to the left of the Total Tax and change the name to Total Item Sales (and make sure that columns show the total of the SUBTOTAL fields). - Add a new column called Freight/Other that shows the total of that field on the invoice. - Add a new column called Total Sales (that - Add a new column called Total Paid (that shows the totalpayment field for invoices) - Add a new column called Balance Due (that shows the totalbalancedue field for invoices - Add Show/Hide options for Total Profit and Total Profit - When i test showing/hiding columns (using ASMs data it gives an error). - Please make sure all currency columns have totals. | ASM | |
| 24.0122ai | 07/19/24 | 31578 | Bug | Settings | USER SETTING > DO NOT ALLOW TAB: - It clears out the checked boxes. Need to make sure it does not clear out. (need to check what causes it) | Quality | |
| 24.0122ai | 07/19/24 | 31580 | Bug | Sales Order | When creating a SOPO transaction under Quick Fit, after creating the sales order, clicked 'Create PO(s)' button, the Sales Order Purchase Orders (to create) screen does not show the line items of the sales order | Quick Fit | |
| 24.0122ai | 07/19/24 | 31332 | Bug | Receive Payments | - When CHANGE the Amount Paid, if the Discount Amount > 0 AND the Amount Paid NOT = to the Net Balance Due, then reset the Discount % and the Discount Amount to 0 and then give this popup: Title: Discount Removed Msg: 'You cannot apply an early payment discount if the Invoice is not paid in full. The Discount will be reset to $0.' - If manually change the % discount (for early payment) or the Discount $ amount it is losing, it's formatting and NOT updating the Amount Due. - We have a few invoices that appear that show $0 due, for zTest (0602 McDonalds Anaheim). - Saving Received payment the syncing process got to the 4th step (35%) and got stuck. | ||
| 24.0122ai | 07/18/24 | 31573 | Bug | Sales Order | When deleting SOBO, it makes the previous backorder on the original sales order to appear on the SOPO screen | ||
| 24.0122ai | 07/18/24 | 31576 | Bug | Reports | INVENTORY VALUATION - CURRENT >Download to excel not working. | Impact | |
| 24.0122ai | 07/18/24 | 27547 | Bug | Reports | Report 'names' do not match the report name in the report selection list. | ||
| 24.0122ai | 07/18/24 | 31332 | Bug | Open Invoice Reports - When CHANGE the Amount Paid, if the Discount Amount > 0 AND the Amount Paid NOT = to the Net Balance Due, then reset the Discount % and the Discount Amount to 0 and then give this popup: Title: Discount Removed Msg: 'You cannot apply an early payment discount if the Invoice is not paid in full. The Discount will be reset to $0.' - If manually change the % discount (for early payment) or the Discount $ amount it is losing, it's formatting and NOT updating the Amount Due. - Opening QBO Sync Center and Receive Payments are BOTH opening TOP of the other, rather than opening a new tab. | |||
| 24.0122ai | 07/17/24 | 31574 | Bug | Reports | INVOICE/CREDITS REPORT: - After selecting columns (specifically the Additional Cost column) to show on the report, downloading to excel redirects to 'This site can't be reached' | Orlando | |
| 24.0122ai | 07/17/24 | 31567 | Bug | Find Parts | OBP can pull out items with similar item numbers like the find parts. Also they wanted to be able to show their List Price instead of the Net Price. | OBP | |
| 24.0122ai | 07/17/24 | 31571 | Bug | Reports | INVOICE by sales rep (totals) report > Can't download to excel file. | ||
| 24.0122ai | 07/16/24 | 31332 | Bug | Invoice | - Payment Method Validation - Pop Up Message not closing after saved - Undefined error when saving Received Payments - Highlight the Cost when focusing on the price fields - Un Applied amount calculation - Tab index on Receive Payments Screen - Save the Notes field - Change the Font style for Total Balance Due | ||
| 24.0122ai | 07/16/24 | 31568 | Catalog Manager | Fix Part Description, option #2 for new Catalog search records (visible on the Find Parts screen and copied over to the Sales Order). (A few months ago you made a new feature to allow the user to determine HOW the Part Description would be formatted. Option 1 was the original way: Year, Make, Model, Item Description. The New Option 2 was Item Description, Year, Make, Model. That option #2 works perfectly when making a NEW Part. But when making new search Catalog records, which are visible on the Find Parts screen, they appear in the Option 1 format. We need to fix that asap on the latest SOURCE version. | Quickfit | ||
| 24.0122ai | 07/16/24 | 31328 | Bug | Shipping and Receiving | CANCEL/RESTOCK SCREEN> SHOW ALL is not working | Quality | |
| 24.0122ai | 07/16/24 | 31091 | Bug | Sales Order | SALES ORDER BACK-ORDER PROMPT: - When the item on backorder is at the end of the sales order line item that goes on the 2nd page. It doesn't show the NEED for SOBO prompt and auto-creates the SOBO. | ||
| 24.0122ai | 07/16/24 | 31569 | Bug | Customer Portal | QUOTES > SALES ORDER/INVOICE: - The Qty column alignment should be centered. This also happens when adding new line from the main account. - On the sales order, the magnifying glass for invoice and quote is disabled. - When requesting to return a part, user should only be able to create a credit memo one time. Right now, it allows users to create multiple CMs for the same part and invoice. | ||
| 24.0122ai | 07/16/24 | 31570 | API | Create API credentials and check it on swagger. | Auto Door Store | ||
| 24.0122ai | 07/15/24 | 31456 | Bug | Integrations | CCC Integrations - FTP Inventory and part file don’t have any file. - Check ISS Connections - (Auto door store tempa)File Missing Supplier ID in Delivery File | ADS Tampa | |
| 24.0122ai | 31520 | Bug | Sales Order | SALES ORDER AND INVOICE ROUNDING ISSUE On SO S56857, item: CT30-200 has rounding issue but, on its Invoice, I59345, it is correct. | IPC | ||
| 24.0122ai | 07/15/24 | 31332 | New | Payments | List the Un applied Payment amount on the Credit Memo table, so that user can apply the over paid amount to the open invoices | ||
| 24.0122ah | 07/12/24 | 31277 | Bug | Item Details | Adjust quantities in Stock -->Edit receipt and Split Receipt Bin Location functions are not working. Adjust quantities in Stock -->Tab & enter Function not working properly. | ||
| 24.0122ah | 07/12/24 | 31158 | Bug | Customer Details | CONTACTS TAB --> unable to select Title dropdown. MARKETING INFO-->' Last Campain Method' change to 'Last Campaign Method'. | ||
| 24.0122ah | 07/12/24 | 31565 | Bug | Invoice | When user changes the Qty Shipped change the popup to an input box with this text that allows the user to enter a new Qty Shipped value: - Changes to the Qty Shipped on an Invoice do NOT adjust the Inventory Levels. (Inventory levels are adjusted on the related Sales Order). If you want to adjust the Qty Shipped on this Invoice (without affecting inventory levels) please enter the Qty in the field below. - Please also fix the tab order. It is skipping the Item Number field. | Reliable | |
| 24.0122ah | 07/12/24 | 30499 | Bug | Find Parts | Pictures on the item are no longer showing on FP screen (unless I don’t know how to make it work). - Also, when delete picture (on Item Detail) and replace it with a different (better) version of picture--it just shows the old version. It doesn't seem to delete it the original on the server. - 2nd issue is it shows the URL on our server in a particular VERSION folder. It would seem that when we change the Customer version to a newer version I think it will break the link to the pictures.. | ||
| 24.0122ah | 07/11/24 | 31183 | Bug | Reports | Purchase order Issues - Report period dropdown values not working properly. - On purchase order list table, make warehouse values center alignment. - Cannot edit a number of columns - Cannot print or download to PDF because the number of columns is more than 10 and columns cannot be edited. | ||
| 24.0122ah | 07/11/24 | 31159 | Bug | Item Details | - When the user unchecks the Assembly Check box after adding an Assembly type on the detail screen, the type still appears on the screen. - After checking the vendor tab check box, the vendor tab is not appearing. | ||
| 24.0122ah | 07/11/24 | 31151 | New | Settings | SUBSCRIPTION INFO prices. - Please change the Pro from $70 to $65 and the Enterprise from $90 to $80 and all related calculations. | ||
| 24.0122ah | 07/11/24 | 31564 | New | Server | 0001 Server Auto Scale Up / Down | ||
| 24.0122ah | 07/10/24 | 31562 | Bug | Reports | When user run TOTAL SALES BY ITEM (ASCENDING ORDER) report it shows undefined error. | ||
| 24.0122ah | 07/10/24 | 31073 | Bug | Credit Memo | User unchecks the 'To Sync' button, the button turns red. But if mouse pointer hovers over the save button, it turns blue immediately even if user does not click yet. If you click the save button, and refresh, the 'to sync' button is still checked because it did not save properly | ||
| 24.0122ah | 07/10/24 | 31184 | Bug | Sales Order | Line item-->Unable to commit line item. user Previews the description tab and closes it. during the time it occurs. | ||
| 24.0122ah | 07/09/24 | 31009 | Bug | Item Details | Item adjusts Quantities in Stock: - The last added cost will be shown by default in the "On Cost" field." Fix issue notes: - First we check latestItemStockCost for that item. - If no cost exist, then we will check latest PO cost. - If no cost exist, then we will check first vendor cost. - If no cost exist on all above scenarios, then we will show 0 on cost fields. | ||
| 24.0122ah | 07/09/24 | 31559 | Bug | 24.0122AGv Stock Transfers In Route: - Undefined error: Cannot find table 7. | Stock Transfers | ||
| 24.0122ag | 07/04/24 | 31181 | Bug | Reports | Item adjustment - Based on the 'Report period' values are not shown properly. it display "this report doesn't contain any data". - Sorting feature is not functioning properly - Reason/User notes are displayed empty | ||
| 24.0122ag | 07/04/24 | 31557 | Bug | Invoice | Update all invoices and credit memos on IPC those blank warehouse field to master warehouse. | IPC | |
| 24.0122ag | 07/04/24 | 31556 | Update | Purchase Order | Purchase Order screen and print out - On the screen and print out, column indentation: 'Qty Ord', 'Qty Recd' and 'Sales Order#' should be right indented. - Print out: - Columns 'Qty Ord', 'Qty Rec'Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right and right indented - Should be left indented: 'Vendor #' column | ||
| 24.0122ag | 07/04/24 | 31555 | Update | Invoice | Invoice screen and print out - On the screen and print out, column indentations: 'Qty Ord', 'Qty Ship', 'Qty BO', 'Prev Shp', and 'Qty Rtn' should be right indented. - Print out: Columns 'Qty Ord', 'Qty Ship', 'Qty BO', 'Qty Prev Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right. - Print out, payment section: - Columns should be right indented: 'Ck/Card #', 'Amt Paid', and 'Amt Applied'. - Should be left indented: 'How Paid' column - Columns should have a comma separator every 3rd digit from the right: 'Amt Paid' and 'Amt Applied' | Reliable | |
| 24.0122ag | 07/04/24 | 31554 | Update | Sales Order | Sales Order screen and print out - On the screen and print out, column indentation: 'Qty Ord', 'Qty Ship', 'Qty BO', and 'Prev Shp' should be right indented. - Print out: Columns 'Qty Ord', 'Qty Ship', 'Qty BO', 'Qty Prev Shipped', and 'Line Total' should have a comma separator every 3rd digit from the right. | ||
| 24.0122ag | 07/04/24 | 31535 | Bug | Credit Memo | - Find the last version in RELEASE 24.0122 that does NOT use the Setting for Allow User to NOT return the item back to stock--AND DOES keep inventory levels proper. Then send that version # to Steve via email and then make another newer release 24.0122AH that REMOVES the checkbox option in settings, and makes the Returned field on the CM properly return values to stock, when >0 or Remove values from stock when changed from >0 to 0. - On the latest unrelease SOURCE version, implement the Checkbox option explained in KBA 02531, and implement the code logic in the section called: Required and Optional Columns for Line Items (next to the RTS field). - | Quality | |
| 24.0122ag | 07/02/24 | 30938 | Bug | Sales Order | When the user adds an item and enters a quantity of 0, the status changes from "New" to "To print & pick". We should not allow the status to be changed. | ||
| 24.0122ag | 07/02/24 | 30066 | Bug | Sales Orders | After Importing a unshipped line item on SO. based on that import line total are not fetching. Fix Issue Notes: - We did not make any calculation while importing. We just validate and insert a record from excel file. | ||
| 24.0122ag | 07/02/24 | 31082 | Bug | Reports | Purchase order issues - PO -->Add a $ symbol before the prices in the PO Amount field. - PO -->When the user clicks on the 'PO date' header column for sorting, the page hangs and does not respond. - Purchase orders special orders reports are not displayed based on vendors related to special types. - Po -->The purchase order (PO) field was not updated with a value during PDF export. | ||
| 24.0122ag | 07/01/24 | 31535 | Bug | Credit Memo | CM Setting >INVOICE>QTY RTN: - The first popup that asks, 'Do you want to automatically RETURN this item back to stock when the Credit Memo is created? Please type YES or NO in the field below.' and I typed in Yes and created the credit memo, it should auto-populate the Qty Return field on the Credit memo. If NO, then do NOT auto-populate the Qty Returned on the CM. ---Right now, what happens is when I type in NO, when I try to return the part on the CM and answered yes to the 2nd popup 'Do you want to return this item back to stock? Please type YES or NO in the field below' , it does put back the item back into stock. (BUG) - The first popup on the Invoice screen should only either auto-populate the QTY Returned field and auto return the item to stock ('YES'), or NOT auto-populate the QTY Returned field ('NO") - The 2nd popup on the CM when inputting the QTY Returned will be the one that will decide whether to put back the item in stock or not. | Quality | |
| 24.0122ag | 07/01/24 | 31114 | Bug | Sales History | SALES HISTORY - 2 YEAR COMPARISON BY CUSTOMER (BEST TO WORST) bugs. - Its not sorting Best to Worst. - It needs to NOT show any customers that dont have sales in at least 1 of the 2 periods. | ASM | |
| 24.0122ag | 07/01/24 | 31113 | Bug | Sales History | SALES HISTORY - 2 YEAR COMPARISON BY CUSTOMER (ALPHA) report has bugs. - Its not sorting alphabetically. - It needs to NOT show any lines where there are NO sales from at least 1 of the 2 periods. | ASM | |
| 24.0122ag | 07/01/24 | 30075 | Bug | Sales Order | - SO PO—> When the user create PO via SOPO. it need to be update based on SO Qty BO not a Qty order. Bcz if the user made partial Shippement messed up on PO. - Sales order —> Line item2—> Not fetching the item vendor values on vendor field. | ||
| 24.0122ag | 06/27/24 | 31545 | Bug | Report | Not all items with stock is showing on the report | Fitz | |
| 24.0122ag | 06/27/24 | 31534 | Bug | Invoice Detail | Invoice payments window > Show/Apply Credits >Add a magnifying glasss next to the CM#. | Quality | |
| 24.0122ag | 06/27/24 | 31543 | Bug | Reports | Items - When you select Items, the report criteria appears to be glitched showing duplcates. - When running the Item Stock report, it loads indefinitely. | Fitz | |
| 24.0122ag | 06/27/24 | 31532 | Bug | Credit Memo | When returning items to stock, it does not register the warehouse for the returned item. | Orlando | |
| 24.0122ag | 06/26/24 | 29947 | Bug | Purchase Order | PO Label>Customer PO# - Not showing the data in the Customer PO# field on the label | ||
| 24.0122ag | 06/26/24 | 31207 | Bug | Sales Order | - When the SO header is SAVED where the Status = New, if there are any line items that need to be ordered it is changing the SO Header status to 'Waiting to be purchased'. Lets make it work this way: When the SO header is SAVED where the Status = New, if there are ANY line items that CAN be picked, lets change the SO Header status to the 'next status'. Otherwise, if any of the line items are waiting to be purchased then we will change the SO header status to Waiting to be purchased. - Header status is not updated properly while creating SOBO. It is currently displaying as 'waiting to be purchased' instead of 'moved to backorder'. | ||
| 24.0122ag | 06/26/24 | 31531 | Bug | Shipping and Receiving | Change dispatch dropdown from single to multi search. When loading single search it takes more time to load 12k records. | Quality | |
| 24.0122ag | 06/25/24 | 29180 | Bug | Credit Memo | - Must add an item to delete a Credit Memo. If 1--user starts a CM and then changes mind, AND - if 2--there are no line items lets allow the user to delete and not give any further pop ups. | ||
| 24.0122ag | 06/25/24 | 30078 | Bug | Shipping and Receiving | To Print & pick: - When the user print stock picking Ticket on preview screen bin location are showing incorrect. | ||
| 24.0122ag | 06/25/24 | 31475 | Bug | Warehouse | INTERCOMPANY STOCK TRANSFER: - When clicking on Proceed button, undefined errors popup: Violation of PRIMARY KEY constraint 'PK__StockTra__3214EC272EE72814'. Cannot insert duplicate key in object 'dbo.StockTransfer'. The duplicate key value is (). | ProParts | |
| 24.0122ag | 06/25/24 | 31332 | Bug | Payments | - Receive payments --> Total amount mismatching when partially paid invoice with Discount amount - Receive payments --> Calculate balance amount after applied the amount to invoices from credit memo | ||
| 24.0122ag | 06/22/24 | 31245 | Bug | Sales Order | SALES ORDER STATUS: - When changing the MAIN Sales Order STATUS field to CLOSED, a popup will appear and ask, 'Do you want to CLOSE this Sales Order and also set the Status of ALL LINE ITEMS ON THIS SALES ORDER to Closed?' If so, please type YES in the field below. - If the user types YES set the STATUS of all line items to Closed. If the user presses Cancel then UNDO any changes to the Sales Order Status field. | Quality | |
| 24.0122ag | 06/22/24 | 31383 | Bug | Printing | The invoices were printing the entered by name, but actually viewing the invoice in 1.place its cleared out when trying to print it. | ||
| 24.0122ag | 06/22/24 | 31530 | Bug | Transactions Tab | Fix tab index issue on all transaction module like PO,SO,Invoice.CM and Quote. | ||
| 24.0122ag | 06/22/24 | 31524 | Bug | Sales Order | When creating orders from the Find Parts screen, the Order Source should autofill to Find Parts, and For OPSTrax, PartsTrader, CCC True. | EXCEL/PROPARTS | |
| 24.0122ag | 06/22/24 | 31528 | Bug | Sales Order | 0620 version commit line item not saving. | ABC | |
| 24.0122ag | 06/21/24 | 31527 | Bug | Integration | Add Integrations on Item Details Tab for Excel and ADST | ||
| 24.0122ag | 06/21/24 | 30275 | Bug | Sales Order | I made 1st sales order with ship date 6/3, it added the $10.00 fee. When I made the 2nd sales order for the same customer, with the same ship date of 6/3 it did not add delivery fee which is good, however, continuing on the same 2nd sales order, I changed the ship date to 6/5 or any other date, it is not charging the delivery fee. | ||
| 24.0122ag | 06/21/24 | 31457 | Bug | Printing | - The print bleed in Invoices - Increase length of the print collation option | ||
| 24.0122ag | 06/21/24 | 31332 | Bug | Payments | - Receive payments-->When users make partial payments via the receive payment screen, it shows duplicate values on the invoice payment tab. - When manually clicking a checkbox, after changing the Discount % or Amount it is not putting the proper TOTAL Received - When Syncing with QBO there is a step that reads: Checking all Transaction(s) were synced with QuickBooks Online - Let’s change this to read: Checking to see if all Transactions have been synced with QuickBooks Online. - Also, it did not finish syncing with QBO when we had an Invoice that we gave an early payment discount. | ||
| 24.0122ag | 06/20/24 | 31495 | Bug | Customer Portal | For Customer Portal email, this email only directs me to 1place.cloud, it used to be a page where I can setup my customer portal password. When we sent the email, and manually activates it and tried to login in, it tells user that the account is not activated and have to click on the activation link. | ||
| 24.0122ag | 06/20/24 | 27816 | Bug | Import Wizard | When updating the Item Vendor, instead of updating the values for a particular vendor, it imports the data and creates another line. | ||
| 24.0122ag | 06/19/24 | 31522 | Bug | Sales Order | On the 24.0122AG version, when I invoiced an order with a backorder the status for the backordered line item did not update to Moved to Backorder. I invoiced the SO from the Dispatch screen. | ProParts | |
| 24.0122ag | 06/19/24 | 31332 | Bug | Payments | - Payment date doesn't fill in automatically, after opening and closing a few times, or switching back and forth between the Receipt and the Log.. - Add magnifying glass to open a Transaction on a new tab. - Add Receive Payments to the User Security as 'Sales - Receive Payments' - On Settings > Sales > General > Payment Terms we cannot add a % sign. In the real-world company make payments terms like: 2% 10 Net 30. - Also on Payment Terms screen the columns are overlapping and not resizable. - If manually change the % discount (for early payment) or the Discount $ amount it is losing it's formatting and NOT updating the Amount Due. - When Syncing with QBO there is a step that reads: Checking all Transaction(s) were synced with QuickBooks Online - Lets change this to read: Checking to see if all Transactions have been synced with QuickBooks Online. - Also, it did not finish syncing with QBO when we had an Invoice that we gave an early payment discount. | ||
| 24.0122ag | 06/18/24 | 31457 | Bug | Printer Connect | Printer connect issues and customizations. - After printing 1 batch of Invoices for 1 driver it did NOT update the Status of the Invoice to the Next Status... | ||
| 24.0122ag | 06/18/24 | 31049 | Bug | Purchase Order | PO BO-->We should disable the "Backorder PO" button once all the line items have been received. | ALL | |
| 24.0122ag | 06/18/24 | 31517 | Bug | When clicking the Print and then click the label gear icon, the label design disappears. | Impact | ||
| 24.0122ag | 06/18/24 | 31503 | Bug | Invoice | INVOICING from Sales order screen: - On sales order S240611-0198 , we applied payment to the sales order, and invoiced it. - When we invoiced it, it took off 3 parts and took off the payment. | Quality | |
| 24.0122ag | 06/17/24 | 31498 | Bug | Purchase Order | RECALC button, error occurs: Column 'Weight' does not belong to table PurchaseOrder. | Orlando | |
| 24.0122ag | 06/17/24 | 31511 | Bug | Items | MIN/MAX: Exporting the records to excel, error occurs. Procedure or function 'FetchReplenishStockExportList' expects parameter '@FromDate', which was not supplied. | TipTop | |
| 24.0122ag | 06/17/24 | 31513 | Bug | Reports | Items On the list of Reports, user clicks Items, page is stuck on loading. Gear icon spinning only and does not do anything. | MRF | |
| 24.0122ag | 06/17/24 | 31489 | Bug | Find Parts | Check to see if the SHIP TO customer selected is LINKED to a BILL TO Customer. If so, auto fill in the Bill To Customer and highlight the value. Otherwise, do not auto fill. | ProParts | |
| 24.0122ag | 06/17/24 | 29951 | New Feature | Purchase Order | NEED A WAY TO DELETE UNRECEIVED INDIVIDUAL PO LINES. - Check the AP Bill status when edit Qty Received value - PO--> when user receive the item manually during that time received checkbox are not enabled automatically. as well sales order auto ship popup is not shown. | IMPACT/RELIABLE/IPC | |
| 24.0122ag | 06/17/24 | 31474 | Bug | Tasks | TASK LIST bugs. - Be able to sort by Task # - Be able to SHOW ALL. - Be able to Export ALL selected. | ||
| 24.0122af | 06/14/24 | 31324 | Bug | Customer Detail | Data changes not getting saved. When user adds, deletes, or changes data on tab x and then clicks on another tab--the data does NOT get saved. When navigating from 1 tab to another, if the RED Save button is enabled then we need to auto save the changes (and sync to QBO if enabled) taking the focus OFF the tab with unsaved data. | ||
| 24.0122af | 06/14/24 | 31454 | Bug | Purchase Order | PO that was created in QBO and synced to 1place does not show the line items. | Vaillant Marketing | |
| 24.0122af | 06/14/24 | 31320 | Bug | Invoice | 24.0122 BUG Invoice > Payments - Payments does not sync. The checkbox does not save when checked. | ||
| 24.0122af | 06/14/24 | 31332 | Bug | Payment Info | Need to be able to resize columns on both tabs. | ||
| 24.0122af | 06/13/24 | 31509 | Bug | Dispatching | Have trouble with the dispatching screen printing out one invoice and a manifest. | ProParts | |
| 24.0122af | 06/13/24 | 31501 | Bug | Shipping and Receiving | PICKING SCREEN >When picking over 100 pieces of items and picking a Picker to select all orders, it only filters only up to 15 items and the Show All button disappers. | Orlando | |
| 24.0122af | 06/12/24 | 31494 | Bug | Replensih Stock | PAST SALES HISTORY: The returns or credit memos are not deducted to the total number of quantity SOLD. | Orlando | |
| 24.0122af | 06/12/24 | 31499 | Bug | Credit Memo | On the 24.0122AD version > CREATING CREDIT MEMO: It automatically adds the qty on the Returned field. | Orlando | |
| 24.0122af | 06/11/24 | 31438 | Bug | NEW COMPANY creation wizard isn't inserting some LIST TABs for ITEMS, VENDORS, CUSTOMERS, and maybe others... | |||
| 24.0122af | 06/11/24 | 31482 | Bug | Replenish Stock | MIN/MAX: - It is still showing items that should have had their back orders deleted after being invoiced. They invoice an order and it should ask us if we want to delete the back order. If the back order is going to ship from another location, we opt to delete the back order. - part # 922-0DS6. It shows 151 on b/o that should have been deleted when invoiced on sales order # 24002749 | Plastic | |
| 24.0122af | 06/11/24 | 31310 | Bug | QBO Sync Center | 24.0122M: Not selected and To Sync links > When I click on the number links, it directs me to a blank tab. | Impact | |
| 24.0122af | 06/11/24 | 31332 | Bug | Payment Info | Edit Receive Payment and Delete Receive Payment | ||
| 24.0122af | 06/10/24 | 31488 | Bug | Transaction List | SO and Invoice list: Sales Order and Invoices List cannot be downloaded. Shows an error. user needs to download ALL Sales Order list and Invoices List. | Learning | |
| 24.0122af | 06/10/24 | 31478 | Bug | API-Items | Having some issues with the API developed for them, when search for a part link example TO2503286, the results doesn't show the TO2503286C or TO2503286V. | Orlando | |
| 24.0122af | 06/10/24 | 31483 | Bug | Dispatching Screen | DISPATCH SCREEN using 1place admin user account: When dispatching and updating status, an error occurs: The conversion of a datetime2 data type to a datetime type resulted in an out-of-range value. | ProParts | |
| 24.0122af | 06/10/24 | 31332 | Bug | Payment Info | Fix the behaviour of the Delete button, when editing data, and the connection to QBO. | ||
| 24.0122ae | 06/07/24 | 31332 | Bug | All Transactions | - When SAVING data, show a progress or spinner. - Changes on the X button behaviour. | ||
| 24.0122ae | 06/06/24 | 31376 | Bug | ALL Transcations | - Created By: By default, this is filled in with the logged in users’ name. However, if you are creating a Sales Order from a Quote (or an Invoice from a Sales Order) the original Created By user value is retained and copied over. - Entered By: This is auto filled in with the logged in users’ name. (Even if the Sales Order or Invoice is 'converted' from a Quote or Sales Order, this will auto fill in the logged in users' name). - Sales Rep: By default, this field remains empty. If the selected Customer has a Sales Rep saved on its record, then that Sales Rep will be auto filled. There is also an option in the settings to auto fill the Sales Rep field with the logged in user that is creating and/or entering the sales transaction. | Orlando | see KBA: AA-02792 |
| 24.0122ae | 06/06/24 | 30634 | Bug | Credit Memo | CREDIT MEMO > When creating a new credit memo from an invoice, it should not auto-populate qty returned to “1”. | Quality | |
| 24.0122ae | 06/06/24 | 31481 | Bug | Customer Portal | - Create new portal user and check to search to fetch data properly. - Also check Quote and SO is working or not. | ||
| 24.0122ae | 06/06/24 | 31432 | Bug | Sales Order PO | Margin % column not working. | Orlando | |
| 24.0122ae | 06/06/24 | 31480 | Bug | Reports | For Item vendors report, there's no report criteria and Date filters. | TipTop | |
| 24.0122ae | 06/05/24 | 31411 | Bug | Shipping and Receiving | - When select a few Orders, then click NEXT (to show more orders) it ERASES the driver and does NOT retain the selected Orders on the TOP of the list. (It needs to show selected on top of list). - When click SHOW ALL it is erasing the driver. - After entering a Sales Order # (in the Find Order field) and press Enter, then 1--Find and Select the Sales Order, 2--Send a Beep signal if it finds and selects it successfully, 3--Display a popup if it does NOT find the Order successfully: Title: Order Not Found. Msg: The Sales Order # you have entered cannot be found. - Please check the # and try again. 4--HIGHLIGHT the value in the field so it can be SEEN by the User AND easily typed OVER by the user when entering the next Sales Order #. (This field should NOT tab). - Add a button, to the right of the Refresh button called: Refresh Sort Order (when clicked it will show SELECTED ORDERS on Top, then sort by Stop #. - Lets remove the FIND Batch ID field but leave the space there (so the searching features are in their own little group). | ||
| 24.0122ae | 06/05/24 | 31477 | Bug | Dispatch | PRINT AND UPDATE STATUS - When clicking this function, it loads and gets stuck.- When doing stock transfers, the orders from Fairway to Pro is not showing up on the In Route to Warehouse of Pro. | ProParts | |
| 24.0122ae | 06/05/24 | 31476 | Bug | Item Details | MIN/MAX: Show all button not working. | TipTop | |
| 24.0122ae | 06/04/24 | 31446 | Bug | Invoices | INVOICING SALES ORDERS WITH BACKORDERS: - When invoices are created the unit cost entered for the backordered line item on the sales order disappears when it's invoiced and moved to SOBO. | Orlando | |
| 24.0122ae | 06/04/24 | 31472 | Bug | Dispatch | Cannot update the order to the next status. Error: InsertWarehouseBatchesForToDispatch. | ProParts | |
| 24.0122ae | 06/03/24 | 31342 | Item Catalog | MANAGE CATALOG > PTYPE FILTER: - On the Manage catalog Ptypes filter, the parts that are selected not to appear, shows up on the Find Parts screen. - ADDITIONAL FUNCTIONS > 3a and 3c need to be tested and fixed if not working properly. | TipTop | ||
| 24.0122ae | 06/03/24 | 31426 | Bug | Import Wizard | MISSING COLUMNS ISSUE | ProParts | |
| 24.0122ae | 06/03/24 | 31099 | Bug | Sales Order | - After printing the sales order, click on Create Invoice, a popup 'No Item Selected. Do you want to DELETE this line' appears and requires you click yes or no. Even after clicking Yes, it does not delete any lines. This all happens before they can invoice the sales order. - Fix issue notes: We cannot re-create this issue. We will test it again after the 24.0122e version is updated on the live server. | Plastic | |
| 24.0122ae | 06/03/24 | 31470 | Bug | Sales Order | SALES ORDER STATUS BUG on SO backorder - Status line items for the SO backorder that are moved to the SOBO are not updating from Waiting from delivery from vendor to the next status. | Orlando | |
| 24.0122ae | 06/03/24 | 31471 | Bug | Purchase Order | RECEIVED PO LINE ITEMS > EDITING COST - When editing the cost of a received line item, the Auto ship popup always pops up and when the user clicked on Yes, it keeps updating the status of the order. We should not show the auto ship pop up once the line item is already received. | Orlando | |
| 24.0122ac | 05/30/24 | 31445 | Bug | Invoices | DELETING INVOICES > When deleting invoices, the Sales order still shows it's tied to the deleted invoice number and the line items 'Waiting to be Purchased' can't be seen on the S/R screen. | Orlando | |
| 24.0122ac | 05/30/24 | 31462 | Bug | Import Wizard | Item List > The Microsoft Access database engine could not find the object 'F:\Production_HOSTING\S2\21.0122Y. | TipTop | |
| 24.0122ac | 05/29/24 | 31459 | Bug | Invoice / Credits | Downloading invoice/cm list shows a blank page. | IPC | |
| 24.0122ac | 05/29/24 | 31264 | Bug | Customer Portal | - The search by Year Make Model doesnt display any parts now that we have moved the search buttons to left side. - After Category selected, the Sub Category is not getting selected. | Impact | |
| 24.0122ac | 05/29/24 | 31410 | New Feature | Customer Portal | - Add a SORT ORDER field and icon for the Item Detail > Pictures tab (in the Item Images table). - Display the picture for the item, using the URL for the picture of the item (with the lowest sort order), usually the one with a 0. - MOVE the HORIZONTAL search fields from the top of the screen to the left side of the screen and make the search fields section movable by the use in case the area is too wide or not wide enough. | Impact | |
| 24.0122ac | 05/28/24 | 31392 | Bug | Printing | - Elite Batch Dispatching bugs - Printing Is very Slow. | QCP | |
| 24.0122ac | 05/28/24 | 31440 | Bug | Purchase Order | Purchase Order (SO-PO) - I intentionally clicked NO to the first auto ship pop up and clicked YES to the auto ship pop once you clicked save. The pop up message is "It appears that there is 1 or more items on this PO that are linked to Sales Order Back Orders. Do you want to auto ship the Sales Order line items that are linked to Special Order items on this PO?" Upon checking only 1 of the 3 items was auto shipped. It should be all items received be auto shipped. Fix issue notes: - Its wrongly called autoship popup method on salesorder save method. Actually we handled everything on line item save. | Reliable | Reference |
| 24.0122ac | 05/28/24 | 31411 | Bug | Shipping and Receiving |
| ||
| 24.0122ab | 05/27/24 | 31455 | Bug | Quotes | Quote total mismatch issue occurs when printing. | IPC | |
| 24.0122ab | 05/27/24 | 31430 | Bug | Sales Order | PROMPT to create a backorder - When invoicing an order with a Backorder, you have to "SHOW ALL" or it will NOT ask you if you want to create a backorder. It automatically generates one. | ||
| 24.0122ab | 05/27/24 | 31427 | Bug | Quotes | Settings > The page loads indefinitely. | Proparts | |
| 24.0122ab | 05/23/24 | 31444 | Bug | Reports | Some Exception report throws error. | QCP | |
| 24.0122aa | 05/22/24 | 31441 | Bug | Invoice | Customer warehouses are not syncing. User made payment on SO after creating invoice and then processed invoice to credit memo. | ||
| 24.0122aa | 05/22/24 | 31439 | New Feature | Replenish Stock | - REP STOCK (for MIN/MAX SOBO Calculations). Programming Code for Min/Max Calculation Method - NEW ON 5/21/24: When we calculate the QBO we do NOT use the Item.QtyOnBO field. To Make it more accurate we recalc the # on BO on Sales Orders where there is NO Invoice. | ||
| 24.0122aa | 05/21/24 | 31429 | Bug | Sales Order PO | Backorder on an invoiced Sales Order - The backordered line items in an invoiced sales order should no longer be accounted to purchase on the SOPO screen and should not be counted as backorder. There are some old backorders still showing that aren't valid. This causes the replenishment quantities to increase beyond what is actually needed to be ordered. | Plastic, Orlando, Impact | |
| 24.0122aa | 05/21/24 | 31134 | Bug | Sales Order | SHIP TO field >Add new customer: - After inputting information for the new customer and save it, the New name fills in both for the Bill to and Ship to addresses. It should only auto fill the Ship to field. - After adding the new customer on the ship to, the tab key is only shifting from bill to to warehouse. The tab should go over to the Line items table till the end. | Plastic | |
| 24.0122aa | 05/21/24 | 31428 | Bug | Sales Order PO | SOPO > PO: - Items for PO created from the SOPO screen did not bring over the description. | Orlando | |
| 24.0122aa | 05/20/24 | 31435 | Bug | Shipping and Receiving | Update Invoiced Stock Transferred Sales Orders from In Rack to Closed | QCP | |
| 24.0122aa | 05/20/24 | 31421 | Bug | Import Wizard | Invoice / Credits > Imported a file with 50,000 records and it took an hour and confirmed all data imported but no data was imported in 1place. | ProParts | |
| 24.0122aa | 05/20/24 | 31434 | Bug | Item Detail | When I try create a new Item, click save then a blank page shows up. | Autodoor Store | |
| 24.0122aa | 05/20/24 | 31433 | Bug | Sales Order | Unable to make payment on the sales order. It shows an execution timeout error. | ||
| 24.0122z | 05/17/24 | 31379 | Bug | Reports | CUSTOM REPORT is not working. Stuck at loading. | Vaillant | |
| 24.0122z | 05/16/24 | 31424 | Bug | Sales Order | SALES ORDER > PRINT SETTING > LABELS > Settings - When clicking the gear setting for the label for the first time the label designer table show blank but when you click on the print preview and click the label for the 2nd time the design appear. | Orlando | |
| 24.0122z | 05/16/24 | 31414 | Bug | Reports | INVOICE/Credit and line items report - Created By column, not showing the value for the credit memo. | Orlando | |
| 24.0122y | 05/15/24 | 31409 | Bug | Sales Order | SALES ORDER PAYMENT > When they Invoiced S240510-0436 with 2 line items, it only brought over one line and the payment from the sales order was not copied to the invoice. | Quality | |
| 24.0122y | 05/14/24 | 31328 | Bug | Shipping and Receiving | CANCEL/RESTOCK SCREEN> SHOW ALL is not working | Quality | |
| 24.0122y | 05/14/24 | 30893 | Cash Management | - Will you please update the CASH MANAGEMENT screen ‘data’ to hide all unreconciled payments from 1/17/24 and back? - I am meeting with him on Friday at 11am MST. Can you join us to help us test/use it/train us. - Will you please DELETE the Default BIN LOCATION for ALL ITEMS in the ITEMS. - On the Cash Management screen, when the screen is first opened, please check to see what the OLDEST records are. Then pop this message to the use: ‘You have [x[ days of Cash Receipts to reconcile. Please type in the field below the # of days to KEEP to be reconciled. The rest will be removed from the reconciliation screen.’ (Where X is the # of days of the oldest unreconciled payment from today). (When it hasn’t been in use for weeks or months it usually freezes. - Please give Quality the very latest version on their server in preparation to run the Batch Printing test with Ray on Thurs 1/18 in afternoon, and Cash Management changes you make on 1/18 for meeting with Tom on 1/19. | |||
| 24.0122y | 05/14/24 | 31359 | Bug | Sales | Come up with a way to avoid and/or warn user if there is a price that is $0. | Quality | |
| 24.0122y | 05/14/24 | 31167 | Bug | Shipping and Receiving | when select a Driver it makes the system do some type of work. It shouldn't do any real work except to COPY the the Name of the driver button clicked over to the Driver field in the top right side. | ||
| 24.0122y | 05/14/24 | 31273 | Bug | Quotes | - Started quote. Changed mind. It would not CLOSE using Close button. - Deleted a line item. After popup confirmation it HID all line items. Had to close and reopen to make them come back. - Cannot delete a line when there is no item. It forces you to finish adding a line in order to delete the line. | ||
| 24.0122y | 05/14/24 | 31408 | Bug | Credit Memo | CREDIT MEMO PRINT - On the Credit Memo detail and print, the first line item total shows $0.0. | IPC | |
| 24.0122x | 05/13/24 | 31406 | Bug | Item Detail | Vendor Tab -> Not opening and throws an error. | ||
| 24.0122x | 05/13/24 | 31357 | Bug | Reports | Invoice/Credits Line item Report (BUG) - The columns headers are not matching with the data - Add Entered By and Created By and Last Modified By Columns on the Report Lists Settings - Add on Group By: Created By. | Orlando | |
| 24.0122w | 05/10/24 | 31384 | New Feature | Reports | INVOICE/CREDIT REPORT >Report Criteria - Add on the Group By: Entered By and Created By. | Orlando | |
| 24.0122w | 05/10/24 | 31402 | Bug | Reports | Invoice/Credits Report - Downloading the report to Excel and PDF not working. | UAB | |
| 24.0122w | 05/10/24 | 31398 | Bug | Customer Portal | Customer Portal issues 24.0122S - When clicking on the Sales Order and Invoice screen on the left panel, a popup comes up and says I do not have permission to access the page - Find Sort Order not working on the Customer Portal. | Impact | |
| 24.0122w | 05/09/24 | 31399 | Bug | Customer | When user clicks on a customer, it directs the user to a bad request screen. | Proparts | |
| 24.0122w | 05/09/24 | 31396 | Bug | Audit Log | AUDIT LOG > QUOTE - Next button on the Quote Audit Log - Editing Freight/Other not getting logged. | Orlando | |
| 24.0122w | 05/09/24 | 31394 | Bug | Find Parts | Orders created from the Find Parts screen it only moves the 20 characters to Quote. | Orlando | |
| 24.0122u | 05/08/24 | 31375 | New Feature | Purchase Order | Total Cubic Square Feet / Volume: - Should calculate the Qty x Volume for each part and show the total.- DO NOT SHOW the Value of the Total Volume (by default), - then (2) add a small white button to the right of the field called Calculate. Then when pressed it could do the work to calculate it on the fly. | Orlando | |
| 24.0122u | 05/08/24 | 31393 | New Feature | Item Detail | Add QPC SortOrder column on item list import. | ||
| 24.0122u | 05/08/24 | 31374 | Bug | Shipping and Receiving | - On Picking status, when click the picker it needs to auto filter to that Picker's items being picked. - On To Dispatch, when click the Driver name it stalls a little. This should only insert the Drivers name in the field and NOT run any other code to slow it down. Show be immediate. - On the To Dispatch status it is clearing out selected items when click NEXT. If the user selects a Driver, creates a Dispatch #, and then scans or hand types Sales Order numbers and presses Enter it finds and selects the proper Sales Order, but then if click NEXT to see the next page of records it CLEARS selected Sales Orders (and possibly the Driver and Dispatch #...I cant remember on that). | ||
| 24.0122u | 05/07/24 | 31388 | Bug | Sales Order | FIND PARTS SCREEN > SALES ORDER - When adding new items from the find parts screen to sales order one by one, the unit price of the first item gets updated to the List Price amount. | Quality | |
| 24.0122u | 05/07/24 | 31385 | Bug | Sales Order | When correcting Bill to and Ship to addresses on an invoiced Sales order with backorder, they delete the invoice and the backorder. The Bill To and Ship To field becomes restricted for change and when clicking the Create Invoice button, a popup appears that a backorder is already created even though it was already deleted. | Orlando | |
| 24.0122u | 05/06/24 | 31373 | Bug | Catalog Manager | Additional Function 3c isn't working correctly. Using version 24.0122u I used function 3a to DELETE the Catalog records, then I used function 3c to re-build the catalog. It is supposed to use the various criteria to EXCLUDE certain Makes, Models, Year range etc. (I did NOT test that function). It is also supposed EXCLUDE (NOT INSERT) any catalog search records that have any of the PTYPES in the ItemCatalogPartsLinkPTypes.ExcludePartType where the value is TRUE, meaning YES EXCLUDE these records.3 | TipTop | |
| 24.0122u | 05/06/24 | 31364 | Bug | Invoice and Sales Order | Invoice/Sales order Last Modified By - When someone adds a payment on the invoice or sales order, the Last Modified By on the Invoice/Credits or Sales Order report does not update to the user who applies the payment. | ||
| 24.0122u | 05/06/24 | 31363 | Bug | Audit Log | Audit Log for Quote and Invoice - When a Quote and Invoice are created, there's no record in the log added. - When someone else edited a Quote, it records the person who edited the log as the person who created the Quote and or invoice. - For quote log, when you add or edit info that's the only time the log appears. - Audit Log is incorrect in Quote and Invoice- giving wrong information. It doesn't appear who created the invoice and who paid the invoice. - (InProgress)The Audit log should record everything that is being changed on all of the fields. Including payment on sales order and invoice and Freight. | Orlando | |
| 24.0122u | 05/02/24 | 31360 | Bug | Credit Memo | Allow the option to NOT return items back to stock when items are returned on a Credit Memo. - When creating a credit memo from an invoice, the Line total always gets set to zero even if there's quantity on the returned field. | Quality | |
| 24.0122u | 04/30/24 | 31353 | Bug | Shipping and Receiving | TO PRINT AND PICK: When Selecting the Shipped Via, and clicked on Print and Pick Selected. For Quality, old Sales order's item labels were reprinted. For Orlando, old Sales order's Packing Slip got reprinted. When they checked the Sales Order status, every line item were in In Route. | Quality / Orlando | |
| 24.0122u | 04/30/24 | 31354 | Bug | Invoice | When they were invoicing old sales orders - usually from Future Delivery, only the first item on the SO is moved to the Invoice. - Fix issue notes: Please check it on 24.0122S version. We cannot re-create it. | Quality | |
| 24.0122u | 04/30/24 | 31304 | Bug | OS Scan | OSSCAN > CREDIT AUTHORIZATION: - When an Invoice has 3 different line items but THE SAME item number and requested for return, it only shows 1 out of 3 of those same items on the Credit Authorization table. | TipTop | |
| 24.0122t | 04/29/24 | 31133 | Bug | Find Parts | SPLIT LINE ITEM PROMPT > Find part screen >Enter partially available stocks to an item > Create Quotes Not working on the 24.0122d. | Orlando | |
| 24.0122t | 04/29/24 | 31302 | Bug | Waiting to be Purchased screen > Undefined error Refresh. | |||
| 24.0122t | 04/29/24 | 31352 | Bug | User Settings | Create a new 1place account screen - An error message occurs. And cannot proceed with the activation of the account. - Kindly replace "an" instead of "a" in the error message. It should be "Error: Company Creates an invitation...." instead of "Error: Company Create a invitation..." Please the see email for your reference screenshot of the message. - Issue: Transaction failed. The server response was Message rejected: Sending paused for this account. For more information, please check the inbox of the email address associated with your AWS account. | ||
| 24.0122t | 04/26/24 | 31346 | Bug | Invoice | Payment Info > If CM is applied to an Invoice, the sync box on the payment screen is not checked and cannot be checked and saved. Hence, the payment does not sync to QBO. | IPC | |
| 24.0122t | 04/26/24 | 31350 | Bug | Credit Memo | Credit Memo Issues - Old CMs with zero Returned, when filled with Qty. The Credit Memo does not appear on the 'Show Apply/Credits Window' - When creating a credit memo and it auto fills the Qty Rtn adn Returned fields and you remove the Qty on the Returned field. The amount that appears on the 'Show Apply Credits' will still be the whole amount of the CM, even when it's actually zero amount. - When user has 2 items returned on a CM, returned 1 part and adds to the total of the CM, the amount that appears on the 'Show Apply Credits' will still be the whole amount of the CM even when it's only partially returned. - When user is trying to remove the qty on the Returned field this popup appears and it won't go away even after clicking OK button. | ||
| 24.0122t | 04/25/24 | 31347 | Bug | Find Parts | On version 2.0122Q When selecting a part on the FIND Parts screen from another warehouse from the multiple warehouse popup screen it does NOT make a Stock Transfer… Let’s fix this asap. | Quality / Orlando | |
| 24.0122t | 04/25/24 | 31043 | New Feature | Sales Order | Bill to and Ship to search field - Typing Core & Main maximize the search drop-down from A to Z. (all the list that begins with Core & Main) | Plastic | |
| 24.0122s | 04/24/24 | 31343 | Bug | Batch Printing | When we Auto Create Invoice. The Batch Printing not working for the Auto Created Invoice. | QCP | |
| 24.0122s | 04/24/24 | 31285 | Bug | Reports | Invoice/Credits Received Payments report > Sort by Payment type by date range: - Invoice Paid Amount column for Credit Memos, we need to show the total amount of applied per date range for this filter. Right now it just shows the total amount of the Credit Memo. - Add Balance column on the right side after the Invoice paid amount - When clicking the lines it opens a about:blank tab. - Also, there are CM that does not belong to the date range under No Payment Type. | TipTop | |
| 31341 | Bug | Invoices | Payment info > Some CM does not appear on the Show/Apply Credits window of the Invoice screen. | Orlando | |||
| 24.0122s | 04/23/24 | 31326 | Bug | All Transcations | Audit Log - Does not record who initially created the order. It does create a log for Sales order but not for other sales transactions. - When the page is more than 20 records, the next button is not working. | Orlando | |
| 24.0122s | 04/23/24 | 31064 | Bug | Item Detail | MIN/MAX Calculation issue. | Plastic | |
| 24.0122r | 04/22/24 | 31338 | Bug | SO - Invoice | When user changes an order from taxable to tax-exempt and invoice the SO, the Invoice still becomes taxable. As a workaround, I unchecked the tax exempt checkbox and unchecked the line items' taxable columns and re-invoice the order. | ||
| 24.0122r | 04/22/24 | 31245 | Bug | Sales Order | - When changing the MAIN Sales Order STATUS field to CLOSED, a popup will appear and ask, 'Do you want to CLOSE this Sales Order and also set the Status of ALL LINE ITEMS ON THIS SALES ORDER to Closed?' If so, please type YES in the field below. - If the user types YES set the STATUS of all line items to Closed. If the user presses Cancel then UNDO any changes to the Sales Order Status field. | Orlando | |
| 24.0122r | 04/22/24 | 31294 | New Feature | Invoice | Payment > When changing the payment date to an older date, remove the popup that restricts the user to change the date. | ||
| 24.0122r | 04/18/24 | 30607 | Bug | Hide Costs, disable viewing Vendors and Pos. | Quality | ||
| 24.0122r | 04/18/24 | 30867 | New Feature | Reports | Invoice/Credits by Payment Details. The Group by on the report criteria is locked. Lets REMOVE the GROUP BY criteria and just make it group by default on the report by Payment Type (Please remove the Date group by that is currently there). The goal of the report is to be able to run it for a date range of 1 day, or a few days, and to have it show each payment, by payment type, such as Cash, Check, Credit Card, etc with the detail of each receipt of that type below the grouping header, and the TOTAL of all payments for that payment type being in the header for the Payment type, over to the far right side. so it is easy to see the total and easy to see the smaller details of each payment of that type below it. Make sure it sorts by date in ascending order, then by Customer Name ascending. | Alliance | |
| 24.0122r | 04/18/24 | 31329 | Bug | Orders coming from other warehouses and when the orders are placed on the In Route screen of the other warehouse, the orders do not appear on the Main warehouse's In Route to Warehouse screen. | Quality | ||
| 24.0122q | 04/17/24 | 31298 | Bug | Settings | Module Secuity > QBO SYNC CENTER > The QBO Sync setting for the all user roles is not saving. | Impact | |
| 24.0122q | 04/16/24 | 31293 | Bug | Report | When downloading the SALES ORDER REPORT to excel and PDF it should include ALL columns shown on the report screen. | TipTop | |
| 24.0122q | 04/16/24 | 31239 | Bug | Sales Order | SALES ORDER STATUS ISSUE: - When changing the tax-exempt Ship to address to taxable Ship to address, it does not auto select the items to be taxed. Also it does not auto-calculate the tax. - As for the status, when I manually checked the boxes for the tax line items, the status would change to New and when I refreshed the page the status disappeared. | Orlando | |
| 24.0122q | 04/16/24 | 31323 | New Feature | AP Bill | AP Bill Vendor Invoice number validation with 21 Characters | IPC | |
| 24.0122q | 04/16/24 | 31217 | Bug | Customer Details | Customer tax codes keep changing or being removed randomly. | IPC | |
| 24.0122p | 04/12/24 | 31313 | Bug | Reports | - Invoice/CM by Customer OPEN - The total is incorrect. - Please see Mark's email for the screenshot and explaination. - Grand total is incorrect. It adds up all the line items and disregards whether they are positives or negatives. Please see Mark's email. | ||
| 24.0122p | 04/12/24 | 31255 | New Feature | Shipping and Receiving | Make a few changes to streamline how it works. - When the user is on the Ship/Rec > To Dispatch screen and clicks a DRIVER name, if the Sales > Integrations > Elite Extra IS NOT enabled, then do NOT do run any other code, except to COPY the driver name over to the field, like it does now. - Make sure the Drivers and Shipped Via buttons are displayed in Alphabetical Order. - In the top right corner there is a SEARCH field called Find Order. When the user types in an order # and then presses enter (or scans an Order barcode and the scanner makes a carriage return / Enter) have it run the code to find/select the order, and then set the focus BACK on the same search field and HIGHLIGHT the Order # entered BEFORE. - On the In Route screen make it sort, by default, the the Sales Order #. Make these columns sortable in ascending order (if clicked once time) and descending order if clicked again: Sales Order #, Dispatch #, Date, Delivery Date, Customer Name, Shipped Via. - On the Sales > Integrations, add a new integration on the list (at the top of the list) called '1place Warehouse Management (Scanning)'. Then add a single checkbox option that looks like this: [ ] Enable 1place integration with 1place Warehouse Management (WMS)' - On the Ship/Rec > To Dispatch, change the Dispatch Selected button to a BUTTON (not a drop down list) that has options to select from in a short drop down list with these values: 'Dispatch Selected' and '1 Click Print' - Then have it remember which option was last selected so the next time the screen is opened it will auto select it. | ||
| 24.0122p | 04/12/24 | 30117 | New Feature | Credit Memo | Make a way to give money back (cash, check, or credit memo). | ||
| 24.0122p | 04/12/24 | 31306 | Bug | Sales Order and PO | SO and PO LABELS > The fields are automatically centered even if I remove the checkbox to center. - When we click on the setting for the first time for the labels, the label designs disappears. - The saved labels always disappears. | ||
| 24.0122p | 04/12/24 | 31311 | Bug | Shipping and Receiving | ITEMS TO RECEIVE > IN ROUTE TO WAREHOUSE: - Undefined Error >olumn 'TotalCount' does not belong to table TotalPOCount. | ||
| 24.0122p | 04/11/24 | 31240 | Bug | Customer Portal | - SALES ORDER LIST and SO backorder tabs/Invoice & Credit Memo List tab > ALL Line items tab > It's showing the company data. It should only be limited to customer's orders. - The Logo for the Potal Login and Company Logo are not saving the picture and not working on their respective areas. | Impact | |
| 24.0122p | 04/11/24 | 31300 | Bug | Sales Order | When selecting a different vendor for the item with a cost recorded in the Vendor tab, it does not auto update the Vendor Cost for the the vendor selected. | TipTop | |
| 24.0122o | 04/10/24 | 31280 | Bug | Shipping and Receiving | - Shipping & receiving --> If certain line item items are out of stock, they will not be displayed with the "New" status. - To print & pick -->The Sort function is not working for the Date and Delivery date fields. - Sales order Back orders (s100-b1)are not shown in the S/R screen. | ||
| 24.0122o | 04/10/24 | 31283 | Bug | Invoice | When the customer changes their credit amount in the "amount to apply" field on the payment tab of the invoice, it automatically updates the prices field. | ||
| 24.0122o | 04/10/24 | 31284 | Bug | Customer | - Customer --> add new-->When the user tries to add a link to a customer from the dropdown list, the 'Link to' customer doesn't update in the detail screen. - Customer -->add new -->When a user adds a default pricing method called "Item Price Leve + discount", they should have the option to add a discount percentage and pricing level—not having the option to add but detail screen we have. | ||
| 24.0122o | 04/10/24 | 31307 | Bug | Import Wizard | IMPORTING/UPDATING DATA in 1place >ITEMS AND PO LINE ITEMS: - Undefined error: The 'Microsoft.ACE.OLEDB.12.0' provider is not registered on the local machine. | Orlando | |
| 24.0122o | 04/10/24 | 31270 | Bug | QBO Sync | Some CM that were created in QBO and are PAID, do not sync in 1place. User used the QBO Sync center and synced the CM and the CM is still NOT PAID in 1place. | IPC | |
| 24.0122n | 04/09/24 | 31295 | Bug | Invoices | There are old open invoices that were imported but the screen are greyed out. Please remove the restriction. | TipTop | |
| 24.0122n | 04/09/24 | 31299 | Bug | Item Detail | List price and OEM price on the item detail screen for an item, rounds off. | ||
| 24.0122n | 04/09/24 | 31297 | New Feature | Sales Order | To extend the 'Unit Price' and 'Net Price' to 6 decimals. | Reliable | |
| 24.0122n | 04/09/24 | 31246 | Bug | Replenish Stock | PAST SALES HISTORY >Ran 2 different versions: 23.0821d and 24.0122l and both versions gave me 2 different results. The 23.0821d listed 62 items, however, the 24.0122l only listed 20 items to buy both with the same filters. | TipTop | |
| 4/09/24 | 30889 | Bug | QBO Sync | ITEM LIST QBO SYNC >Synced the item list to QBO using the QBO Sync Center and it zeroed out the List Prices in 1place. Checked the Items in QBO and the items have list prices. | Impact | ||
| 24.0122n | 4/09/24 | 30998 | Bug | QBO Sync | UNRETURNED CM SYNCED TO QBO > When unreturned item from the CM is synced over to QBO, it brings over the tax amount. | Impact | |
| 24.0122n | 04/08/24 | 30841 | Bug | QBO Sync | Issues on QBO sync and data being shown on the reports such as Totals, and Shipping fee. | Vaillant | |
| 24.0122n | 04/08/24 | 29562 | Bug | QBO Sync | INVOICE TAX on the QBO Sync Center >Right now it's not syncing the TAX to QBO when syncing using the QBO Sync center. It SHOULD ALSO SYNC THE INVOICE TAX. | Impact | |
| 24.0122n | 04/05/24 | 31292 | New | Credit Memo | Customer wants to return an item for LESS than the amount paid on invoice, then we will allow the creation of the CM to proceed. | ||
| 24.0122n | 04/05/24 | 31059 | Bug | QBO Sync Comparison | IMPROVE QBO SYNC COMPARISON screen. - (Issues) Go-Live Date and functionalities. | IPC | |
| 24.0122n | 04/05//24 | 30788 | Bug | QBO Sync | Purchase Order --> when the user create an PO(QBO) and bill as Paid. after syncing with OneSource those bills and Qty received are not update properly. | ||
| 24.0122m | 04/03/24 | 30742 | Bug | Sales Order PO | - When entering Vendor cost on the field, it auto round off the cost. It should not auto round off the decimals. The Decimal Price setting to whole number should not apply to Costs. - They set their Decimal settings for Prices to 0 in the Sales Settings. But on the PO settings, it's set up for 2 decimal places. However, whenever they try to input costs in the Sales Order Purchase Order screen, it auto round off to whole numbers. | TipTop | |
| 24.0122m | 04/02/24 | 31248 | Bug | Sales Order | Orders on New status is not showing on the New screen of the Shipping and Receiving screen. | Orlando | |
| 24.0122m | 04/01/24 | 31205 | Bug | Printing | - Sp's update (Fixed) - 1Place Printer connect app updated.(Fixed) - Status Not Updating properly. (Fixed) (Requested Sikkandar to share his code knowledge on how he is updating the status) (Progress) Disable the Print Button. Even after the 1Place Printer connect app is running it shows PRINTER ERROR to connect. Already the application is running popup. (QUALITY) ELITE BATCH-PRINTING ERROR. If you log into the TEST version of Quality > Ship/Rec > To Dispatch > Dispatch Elite Extra Orders (button). Click checkbox next to 1st driver. Click the 2 checkboxes on bottom left. Click Print ALL Selected Driver Orders (and make sure the 1placePrinterConnect is already installed and logged in on your PC). I tried to demo this process to Tom, and it gave me an error. | Quality | |
| 24.0122m | 04/01/24 | 31104 | Bug | Item Details | The “Item Price Level + Discount” is not working. | Quality | |
| 24.0122m | 04/01/24 | 31250 | Bug | Invoice | OTHER INFO TAB > CREATED BY field: The Created By Field will be filled out by the user who invoiced the Sales Order, whether it be from the SO Screen or the Dispatching screen. | Orlando | |
| 24.0122m | 04/01/24 | 31233 | Bug | Replenish Stock | REVISE THE WAY Qty On BO is calculated on Rep Stock. - When we calculate the QtyOnBO we do NOT use the Item.QtyOnBO field. To Make is more accurate we need to recalc the # on BO on Sales Orders where there is NO Invoice #. | Fitz | |
| 24.0122m | 04/01/24 | 31267 | Bug | Invoice | Payment > User wants to pay Invoice I58482 by using CM C58482 but this CM does not appear on the Invoice payment info window. | IPC | |
| 24.0122l | 03/28/24 | 31266 | Bug | Invoice | When a SO is paid in full and converted into an Invoice, it causes a decimal rounding issue and makes the Invoice off by $0.01. | IPC | |
| 24.0122l | 03/27/24 | 31238 | Bug | Credit Memo | The stocks that came from CMs not linked to any Invoice stays in stock even when the CM is deleted. | Orlando | |
| 24.0122l | 03/27/24 | 31251 | Bug | Credit Memo | The totals of CMs are not appearing on the Show/Apply Credit screens or Find Parts screens and has be refreshed every time we need to apply. On the Show/Apply window, the Arrow is not functioning. | Orlando | |
| 24.0122l | 03/25/24 | 31249 | Sales Order | Sales Order Line Item Total > The line item total does not give the correct total if the unit price entered is with 5 decimals, it is only saving 4 decimals which is also a basis for the line item total | Reliable | ||
| 24.0122l | 03/25/24 | 31244 | Bug | Sales Order, Invoice, CM | Pop Up Message: "Mass Delete Invoices from QuickBooks Online?" | Reliable | |
| 24.0122l | 03/25/24 | 31243 | Bug | Customer Details | The 'Link To' field is not saving the linked customer name. | Reliable | |
| 24.0122l | 03/21/24 | 31235 | Bug | Purchase Order | PRINTING PO LABEL > When printing labels for 124 line items with a total of 180 stocks, it does not get to have the 2nd half of the item labels on the print preview. Example sent through skype. | Orlando | |
| 24.0122l | 03/21/24 | 31206 | Bug | Invoice | QTY STOCK/QTY BACKORDER: Invoiced SOs with backordered items should be ignored in calculating the Qty Backorder. | IPC | |
| 24.0122l | 03/21/24 | 31180 | Bug | QBO Sync Center | Customer Checkbox > When checking the Customer sync, undefined error occurs. | Impact | |
| 24.0122k | 03/20/24 | 31127 | Bug | Purchase Order | PO screen> Customer PO# field > The Data on the SO Customer PO# field gets copied to the PO when creating special orders. | Orlando | |
| 24.0122k | 03/20/24 | 31132 | Bug | Invoice Details | Print > Invoice 2 > Some of the Invoice headers are not appearing on the invoices print preview for Invoice#2, LOGO, Address, it should look the same as the Invoice 1 | Orlando | |
| 24.0122k | 03/20/24 | 31229 | Bug | Sales Order PO | When selecting some line items with complete data (vendor and cost) then click on proceed, there's a popup asking the user to fill out for the fields of unselected line items. | Orlando | |
| 24.0122k | 03/20/24 | 31164 | Bug | Sales Order | Status > Orders with backordered items with To Print and Pick Status and sometimes Waiting to be Purchases but the line items are on to print and Pick. | Orlando | |
| 24.0122k | 03/20/24 | 31230 | New Feature | QBO Sync | When we are syncing Invoices into QBO that have items NOT in QBO and NOT allowed to be added to QBO for whatever reason, Add new Item called ‘default’ item to automatically create an Use that item for QBO Transactions. | IPC | |
| 24.0122j | 03/18/24 | 31226 | Bug | Sales Order | All line item tab: - Fix issue on pagination for SOLine item list. - Need to sort this tab to salesorder date descending order. | ||
| 24.0122j | 03/18/24 | 31187 | Bug | Shipping and Receving | Delivered> The Show All button is not working. | Orlando | |
| 24.0122j | 03/16/24 | 31150 | Bug | Purchase Order | RECEIVING PO via Auto-Ship - We found orders that are updating the Qty Ship but not the status of the Order. Please check. - With multiple line items, it sometimes updates the status of another line item when one line item is received from the PO. | Orlando | |
| 24.0122j | 03/16/24 | 31219 | Bug | Sales Order - PO | Not being able to add a new item to an existing PO, using the Sales Order PO's Prebuild Summary | Orlando | |
| 24.0122j | 03/16/24 | 31086 | New Feature | QBO Sync | New Syncing buttons on PO and Payments forms. - On the Last Synced field for the PO AP Bill, Invoice, Invoice Payments, SO payment, Customer, Vendor, Item put a Sync/Resync 'link' on the far right side of the field that when pressed will sync/resync. Then if there is a problem re-syncing because the QBO record is no longer there, then we can just clear out the QBO ID and start over and sync it again like it was being synced for the very first time. - Note: If the SAVE button is RED or any other flag is in place to normally run the sync process, lets avoid syncing it again. - Invoice and Credit Memo (done) | IPC | |
| 24.0122i | 03/14/24 | 31214 | Bug | Shipping and Receiving | To Cancel/Restock screen. When 'Show All' is clicked, the gear icon appears and is running, but it is not showing the rest of the list. | Orlando | |
| 24.0122i | 03/14/24 | 30760 | Bug | Log Out | - When click you click Log Out from the gear icon, it redirects to 1place.cloud/home/logout and shows the "Your connection is not private" message on the screen. | Alliance | |
| 24.0122i | 03/13/24 | 31015 | Bug | QBO Sync | Item---> manually added stock(Via adjust Quantities in Stock)in 1place. those added stocks are not updated on QBO. | ||
| 24.0122i | 03/13/24 | 31007 | Bug | Item Detail | QBO Sync -->When the user made changes to the list price(Sales price) in QBO, those changes caused the list price to become 0 in 1place | ALL | |
| 24.0122i | 03/13/24 | 31194 | Bug | Credit Memo | When the user saves the CM, it shows QBO sync error "Missing QuickBooks Online Settings.". but the QBO settings are correct and connected. | ||
| 24.0122i | 03/13/24 | 31202 | Bug | QBO Sync | - Valiant Marketing, Invoices that were synced from QBO are missing bill to missing city state, and zipcode. Most ship to info are correct. - Some imported invoices are missing their line items. Because of this issue, it cannot be resynced. | Vaillant | |
| 24.0122i | 03/12/24 | 31163 | Bug | Invoice | Payments > Unable to apply partial amount of the credit memo. It automatically applies the whole amount. | Reliable | |
| 24.0122i | 03/12/24 | 31059 | New Feature | QBO Sync Comparison | Make QBO Syncing Errors Log. | IPC | |
| 24.0122i | 03/11/24 | 31144 | Bug | Reports | Sales Order - Duplicate report titles. | ASM | |
| 24.0122i | 03/11/24 | 31129 | Bug | Sales Order PO | (24.0122x) After adding items from SOPO screen to a PO the Item Descriptions are not carrying over to the PO. | Fitz | |
| 24.0122i | 03/07/24 | 31179 | Bug | PO Label | It should show the default bin of the item on the label. if there's none, we need to show the bin of the stock. | Impact | |
| 24.0122i | 03/07/24 | 31059 | New Feature | QBO Sync | QBO SYNC COMPARISON & LOGGING TOOLS. IMPROVE QBO SYNC COMPARISON screen. - Add Go-Live Date and functionalities - Combine the Sync Center, Sync Comparison, and Syncing Errors Log onto ONE tab with 3 sub tabs. | IPC | |
| 24.0122g | 03/05/24 | 31146 | Bug | Sales Order | Status > Some line items keep on reverting to To Print and Pick despite changing it repetitively. This is a huge fire for Orlando because they keep on Printing the same orders they already delivered and closed. | Orlando | |
| 24.0122f | 03/01/24 | 31140 | Bug | (0122e) The order and Line-Item Statuses not working properly in dev and 03 server | ALL | ||
| 24.0122e | 02/29/24 | 31130 | New Feature | Purchase Order | - PRINTED PO Report on PO screen. Please REMOVE the SO# option from the optional settings for the HEADER. Then please ADD another line item option called SO#, TO THE LEFT of the QTY Ordered on the PO. | Fitz | |
| in Progress | 03/01/24 | 31059 | New Feature | QBO Sync Comparison | - Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected. - Error Log Writing | IPC | |
| 24.0122e | 02/28/24 | 31059 | Bug | QBO Sync Comparison | - There are numerous rows that shows missing Invoice #s in the 1place column (that are actually IN 1place). - Also those same show values of $0 in both columns. We need that data to be accurate. - Lets add a Show ALL button on the QBO Sync screen and make sure that the CLOSE buttons do not get covered. - Lets add a SELECT column on the far left side. (Start with the Invoices/CMs and Invoice Payments lists). Then add a Batch Actions buttons (like on Customers list) with option called: Re-Sync Selected. (Also if any are selected that do - NOT have the SYNC checkbox selected already, please update those first to True and then loop (with progress bar) and sync all selected. - Invoice & Credits Payments: Add column for 1place Invoice/CM Date - Change column name: OS Total to: 1place Total - BUG: It is showing several rows with NULL value/Total for 1place that ARE in 1place (but the totals did not match). - Filter the records based on user selected as soon as the selection is made. - Show a progress bar to show the progress - When completely done show: x Selected to Sync, x Synced Successfully, x Not Synced Successfully. - Auto Refresh the screen when down syncing - Add a (Select All) Checkbox. - Have a drop down list with these values: All records, All records (Unmatched, un-intentional) - Add a LOG to track syncing errors (see TASK ____) | IPC | |
| 24.0122e | 02/28/2024 | 31118 | Sales Order | - When manually adding a new line on the sales order line item in backorder or with stock it gives a default status new. The correct process for manually adding lines when after the save and submit button is gone, it should assign To Print and Pick for those with stock and waiting to be purchased for the ones in BO. - When creating invoice for items in backorder, the status gets deleted for the remaining items invoiced | Orlando / Impact | ||
| 24.0122e | 02/28/2024 | 31072 | Bug | Invoice | INVOICING SALES ORDER WITH BACKORDER >When invoicing a SO with backorders, it does not include those items in backorder on the invoice. The older version include those to show to their customers that they have some orders pending. | Impact / Plastic | |
| 24.0122d | 02/23/24 | 31093 | Bug | Sales Order | Line Item > The sorting function not working. | Plastic | |
| 24.0122d | 02/22/2024 | 31090 | Bug | Reports | - Gross Amount grand TOTAL is incorrect. Please check other totals as well to make sure. - Fix update: Total off by a penny. Nirmal to check. | IPC | |
| 24.0122d | 02/22/2024 | 31092 | Bug | Purchase Order | Shows an undefined error when trying to receive a PO or just editing the line item. | IPC | |
| 24.0122c | 02/20/24 | 31071 | Bug | Sales Order | - When they click Save and update status for orders with backorder, the status updates to Dispatch even if it's in backorder. Which leads to when receiving items from a PO and auto ships, the status of the order only updates to Waiting for Delivery from vendor. - Also for orders with multiple lines, when one item is waiting to be purchased or waiting for delivery. The general status of the order should be on that status. | Impact | |
| 24.0122c | 02/20/24 | 31087 | Bug | Invoice | Another rounding error. | ||
| 24.0122c | 02/16/24 | 31065 | New | Sales Order | Sales Order Print Documents - Add the other print documents to the new server. Like Packing Slip (by Bin) and (by Item) to fix the issue on the duplicate line items. | ||
| 24.0122c | 02/16/24 | 31067 | Bug | Packing Slip | Printing the packing slip print out of sequence order. It should show the same way as it is ordered in the line item screen. | Plastic | |
| 24.0122c | 02/15/24 | 31056 | Bug | Replenish Stock | REPLENISH STOCK SCREEN > MIN/MAX > Undefined Error. | ALL | |
| 24.0122c | 02/14/24 | 31038 | Bug | Item Details | List Price, OEM Price should display amount/ values up to sales decimal setting | ||
| 24.0122c | 02/14/24 | 31046 | Bug | ALL | When LOGOUT getting an error. | ALL | |
| 24.0122c | 02/14/24 | 31026 | Bug | Sales Order | When invoicing Sales Order from the dispatch screen or the sales order the status disappears. When invoicing the sales orders from the dispatch screen, an undefined error appears and did not load the google maps The X or delete icons are missing. | ALL | |
| 24.0122c | 02/14/24 | 31020 | New Feature | QBO Sync | We need a way to Programically MASS DELETE ALL Invoices in IPCs QBO FROM 12/31/23 and BACKARDS (*** WE MUST NOT DELETE ANY Invoices or Credits dated 1/1/24 or newer). | IPC | |
| 24.0122c | 02/13/24 | 31045 | Credit Memo | Print out template (Credit Memo and Credit Memo 2): List Price, Net Price, Line Total, Amount (payment details) should have a $ sign and a comma in every after 3 number. | Reliable | ||
| 24.0122c | 02/12/2024 | 31042 | Bug | Reports | BROKEN INVOICES/CM Reports. | IPC | |
| 24.0122c | 02/07/24 | 30400 | Bug | Shipping and Receiving | Undefined error on the latest version (24.0122) (QUALITY) SHIP/REC Screen, additional issues slowing down their end of day dispatching. | Quality | |
| 24.0122c | 02/07/24 | 30534 | Bug | Delivery Date | If we change the shipped via, the delivery fee will be changed; after that, if we change the delivery date, the delivery fee will revert to its original value. | Quality | |
| 24.0122c | 02/07/24 | 30983 | Bug | Reports | Sales order -->When the user runs a sales order report, duplicate values appear based on the invoice and credit memo. | ||
| 24.0122c | 02/06/24 | 31008 | Bug | Settings | Shipped via-->"Save" button are not working on the "We make deliveries on" dropdown. while selecting the option should change to red. | ALL | |
| 24.0122b | 02/01/24 | 30922 | When printing 2 copies it is not Collating the copies. (Example: If there are 5 invoices, it needs to print Invoice 1, then Invoice 2, etc... then start over and print them all a gain for the 2nd batch.. This way the dispatcher can HAND the 1st stack to the driver and the 2nd stack to the office personnel without have to separate all of the copies into 2 separate stacks). (In-Progress)Final popup screen to select the Printers needs to REMEMBER the user selections. (Done)Disable the PRINT button. (Done)On the form with Drivers, add more details to Status of what is going on. Send detailed list of all code processes to Steve so he can help come up with more statuses to show the user. (Done)Add a button to bottom of Batch Printing form called Refresh which will unlock the buttons that got disabled. (Be sure to disable the green print button when first pressed). Script For Updating Stock Transfer : (Done)Ship order type (Need To Test) Trans ship order. | ||||
| 24.0122b | 02/01/24 | 30947 | Bug | Reports | Invoice/Credits - by Customer (OPEN) > Report has all the details on preview. But when is sent via email, the received copy does not match the preview. The details are gone. | IPC | |
| 24.0122b | 02/01/24 | 30946 | Bug | Sales Order | Audit log > When 'next' is clicked, it does not show or move to the next page | Reliable | |
| 24.0122b | 01/29/24 | 30969 | Bug | SO, Invoice, CM | Sales order/Invoice/Credit memo -->Line item 2 -->The default date of 01/01/2001 is being displayed in the 'date delivered' field. | ALL | |
| 24.0122b | 01/30/24 | 30954 | Bug | Import Wizard | Please import customer tax code data for IPC. Import Wizard for Customer does not have a field for customer tax code. Please request file from Mark. | IPC | |
| 24.0122b | 01/29/24 | 30965 | Bug | Reports | - Loading Spinner does not disappear - Email -> When Entering new mail in To mail, Restricting the User to choose only from the List | IPC | |
| 24.0122b | 01/29/24 | 30960 | Bug | Sales Order | The sales order line item and header status appear incorrect when edited. | ALL | |
| 24.0122b | 01/29/24 | 30963 | Bug | Credit Memo | When a user creates a credit memo from an invoice, the "To be returned" values are 0, but the line total updates. | ALL | |
| 24.0122b | 01/29/24 | 30958 | Bug | Find Parts | When a user is on the manual tax code calculation method. but if the user clicks on the "calculate tax" button shows a zip code-based tax popup. We should restrict that button. | ALL | |
| 24.0122b | 01/30/24 | 30937 | Bug | Sales Order / Quote | SO/Quote -->If the user enters an order quantity of 0, then the Purchase Order checkbox should be unchecked.". | ||
| 24.0122a | 01/25/24 | 30948 | Bug | Reports | Purchase Order Report > Data shows under wrong column. | Impact | |
| 24.0122a | 01/25/24 | 30168 | Bug | Labels | On the Shipping and receiving screen (If have 2 diff part # in the SAME BIN LOCATION. If Have item GM and item CH in the same bin location...Combined doesn't print those in the proper order. (Report and Labels need to PRINT IN EXACT SAME SORT ORDER: Bin, Item#, SO#) >The labels should be sorted in alphabetical order by bin | Quality | |
| 24.0122a | 01/24/24 | 30942 | Bug | Credit Memo | When returning 1 part out of 3 items on an invoice it created an empty Credit memo. It did not bring over the selected item to return. | Quality | |
| 24.0122a | 01/24/24 | 30943 | Bug | Shipping and Receiving | To Print and Pick > The Combined Printing ticket on the 24.0102b is stuck on loading. | Quality | |
| 24.0122a | 01/24/24 | 30944 | Bug | Sales Order | SALES ORDER STATUES: When manually changing the statuses on the line item, it reverts back to old status. | Quality | |
| 24.0122a | 01/24/24 | 30945 | Bug | Shipping and Receiving | When the user navigates to the dispatch screen, the page shows blank and they are unable to proceed. | ALL | |
| 24.0122a | 01/24/24 | 30939 | Bug | Credit Memo | When a credit memo is deleted from the detail screen, the navigation takes the user to the older credit memo list screen instead of the invoice/credit memo list screen. | ||
| 24.0122a | 01/24/24 | 30367 | Bug | Sales Transactions | All transaction--> delete--> "Reason for delete" popup not working properly. | ALL | |
| 24.0122a | 01/24/24 | 30924 | Bug | TRIPLE CHECK TO MAKE ALL AREAS OF SYSTEM DOES NOT ALLOW INCORRECT PRICES AND/OR DISPAY COSTS IF USER DOES NOT HAVE PERMISSION. 1-->User cannot view Costs, Markup%, and Gross Profit (GP) % (Changed) 2--> Find Parts -> COST, Markup and GP% (Removed) 3--> Item Details -> Dashboard -> Profit Details section (Removed) 4--> Item Details -> Stock -> Cost, Additional Cost (Removed) 5--> Item Details -> Vendor-> Vendor Cost (Removed) 6-->Others (Pending) | Quality | ||
| 24.0122b | 01/23/24 | 30941 | Bug | Sales Order | Shipped via --> When updating a shipped via on SO, a popup appears asking if the user wants to update the delivery fee. However, the tab and enter functions are not working. | ||
| To be fixed in later version | Sales order --> Shipped via --> When updating a shipped via on SO, a popup appears asking if the user wants to update the delivery fee. However, the tab and enter functions are not working. | ||||||
| 09/02/24 | 31649 | Bug | Item Details | ADJUST QUANTITY IN STOCK > EDIT RECEIPT > RECEIPT ID DROP DOWN: - COST >The Cost on the dropdown table shows different Cost amount from the one on the Item Stock table. - When Selected it updates the Cost of the first line item and the edited receipt ID. | Orlando | ||
| 09/02/24 | 31651 | Bug | Settings | When copying user settings from another user, some Module security options disappear. | Quality | ||
| 09/02/24 | 31700 | Bug | Manage Catalog | On trying to get to the final screen where it shows parts to add it gets stuck. | |||
| 04/01/24 | 31282 | Sales Order | The Sales order header and line item status do not update properly when a partial quantity is received from the PO. | ||||
| 04/01/24 | 31281 | Sales Order | Status Issues > When a user adds four line items to a sales order, and three of those items do not have enough stock, while one does, we move the status of the item with enough stock to the Shipping & Receiving screen. This alters the status of the sales order header from "waiting to be purchased" to "dispatched". | ||||
| 03/26/24 | 31263 | Bug | Sales Order | SO --> Invoice-->Gross margin values are not being fetched into the invoice. Sales order gross margins are shown, but the invoice GM field is empty. | |||
| 03/26/24 | 31262 | Bug | Sales Order PO | Unable to select Vendors from the dropdown list. | |||
| 03/26/24 | 31261 | Bug | Invoice | Credit Memo Issue > When importing a credit memo for a customer with an unapplied amount and a partial payment made on an invoice, the changes are not updated on the apply credit table, and the entire credit memo total is still shown. | |||
| 03/26/24 | 31260 | Bug | Invoice | - Unable to create a credit memo for non-payment invoices. A pop-up appears and when the user clicks "Yes", it does not allow to create a credit memo. - There seems to be an issue with the auto-fetching values icon on the credit table application. It is not functioning properly. | |||
| 03/26/24 | 31259 | Bug | Credit Memo | The newly added Credit Memo's customer credit is not shown in the invoice payments. | |||
| 03/14/24 | 31220 | Bug | Purchase Order | Restrict the "Backorder PO" button when the user receives all the line items on PO. | |||
| 03/14/24 | 31221 | Bug | Replenish Stock | Intercompany transfer --> When the user selects additional criteria, they receive an undefined error message. | |||
| 03/14/24 | 31222 | Bug | Customer | When creating a transaction, the customer's tax code keeps changing. To remove the existing tax code on the customer. | IPC | ||
| 03/14/24 | 31223 | Bug | Tax Codes | Settings-->When the user changes the "tax code creation method" in settings, an undefined error is displayed. | |||
| 03/14/24 | 31224 | Bug | Log Out | When the user signs out, they are redirected to a blank page instead of the sign-in page.. | |||
| 03/12/24 | 31210 | Bug | Purchase Order | List and special order margin values are not updating properly on line items. | |||
| 03/12/24 | 31209 | New Feature | Invoice | payments--> QBO sync check-boxes are not updated automatically when making a partial payment using apply for customer credit on an invoice. | |||
| 02/21/24 | 31098 | Bug | Replenish Stock | 24.0122c PAST SALES HISTORY >Giving incorrect Qty Needed. Items with backorders are not appearing on the table. Examples are sent in GC. | Fitz | ||
| 02/21/24 | 31094 | Bug | Sales Order | 24.0122c SO Status >After splitting the item with a backorder, all line items are in To Print and Pick. Clicked save and submit, the line item with backorder did not update to Waiting to be purchased. | Fitz | ||
| 02/23/24 | 31112 | Bug | Shipping and Receiving | (24.0122c) and d version SHIPPING AND RECEIVING SCREEN >Stuck on loading screen. | TipTop | ||
| 02/13/24 | 31052 | Bug | Purchase Order | The "Auto link sales order" feature is not functioning properly. | ALL | ||
| 02/13/24 | 31053 | Bug | Sales Order | When the user enters a quantity of 0 while adding an item, the status changes from "New" to "To print & pick". It is not possible to change the status to empty values. | ALL | ||
| 02/16/24 | 31073 | Bug | Credit Memo | User unchecks the 'To Sync' button, the button turns red. But if mouse pointer hovers over the save button, it turns blue immediately even if user does not click yet. If you click the save button, and refresh, the 'to sync' button is still checked because it did not save properly. | IPC | ||
| 02/19/24 | 31083 | Bug | Sales Order | Freight charges-->User creates multiple sales orders with the same date and freight charges are applied. | ALL | ||
| 02/19/24 | 31084 | Bug | Invoice | Payments--> Unable to apply partial customer credit on invoice payments. If the user enters a partial amount, the full amount will be applied automatically. | ALL | ||
| 02/19/24 | 31085 | Bug | Sales Order | When the user receives a Quantity from a Purchase Order using an auto-ship function, the line item statuses are not updated properly. | ALL | ||
| 31198 | Bug | Credit Memo | 0122i > Allow to creation of a credit memo for unshipped item from invoice. | ||||
| 31199 | Bug | Sales Order | 0122i > We should restrict adding a line item, after creating an invoice & SOBO from SO. | ||||
| 31195 | Bug | QBO Sync Center | 0122i > When the user clicks "Turn On QuickBooks Online (QBO) syncing" checkbox. it shows undefined error to the user. | ||||
| 31194 | Bug | Credit Memo | 0122i > When the user saves the CM,it shows QBO sync error "Missing QuickBooks Online Settings.". but the QBO settings are correct and connected. | ||||
| 31196 | Bug | Sales Order | 0122i > Added Inventory items bin and location are not update properly in line items. | ||||
| 02/05/24 | 30779 | Bug | Find Parts | SO -->SOBO-->When the user alters a Qty order Net Price and Unit price back into item list price. | ALL | ||
| 02/05/24 | 31006 | Bug | User Security | Empty lines in the default user security group table are shown without security level, screen name, and screen category. | ALL | ||
| 01/29/24 | 30982 | Bug | Reports | Item--> Issues - The "INVENTORY COUNT SHEET (BY CATEGORY / SUBCATEGORY WITH FIXED BIN LOCATIONS)" report displays items without bin locations. - The "INVENTORY COUNT SHEET BY BIN LOCATIONS" report is showing values without bin locations. - The "INVENTORY COUNT SHEET BY BIN LOCATIONS" report displays "SERVICE" and "NON INVENTORY" type items on the inventory report. - The "INVENTORY VALUATION - CURRENT (CATEGORY / SUB-CATEGORY)" report is showing invalid data.. | ALL | ||
| 01/29/24 | 30981 | All Trasactions | On manual tax code, when manually selecting a different Ship to customer after Bill to customer, the tax code that was manually added is removed and replaced by a zip code-based tax code | ALL | |||
| 01/29/24 | 30970 | Bug | Sales Order | Sales order -->When a user makes edits or deletions to existing sales orders, the header status is not updated correctly. | ALL | ||
| 01/24/24 | 30962 | Bug | Purchse Orders | Online item spec order price, additional cost, and duty field not working on the purchase order. | ALL | ||
| 01/26/24 | 30959 | Bug | Find Parts | Unable to add net price and discount simultaneously. If the user adds values on both fields, net price goes back to zero. | ALL | ||
| 01/23/24 | 30933 | Bug | Customer | add new-->In one source, payment methods added by customers do not reflect in QBO after syncing. | ALL | ||
| 01/23/24 | 30933 | Bug | Purchase Order | QuickBooks --> when the user creates a PO(QBO) and bill as Paid. After syncing with OneSource those bills and Qty received not update properly. | ALL | ||
| 01/24/24 | 30937? | Bug | Sales Order and Quote | If the user enters an order quantity of 0, then the Purchase Order checkbox should be unchecked. | ALL |
