2026 Q3 Master Version Changes Log
Stay up to date with the latest improvements, fixes, and new features in 1place. We’ve included known issues for certain versions so users are aware of potential problems they may encounter when updating.
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 26.0825 | YES | BUG FIX: Resolved an issue where some outstanding Invoices and Credit Memos could not be located during initial posting. The search failed when invoice/CM numbers contained leading or trailing spaces. The search logic was updated to trim spaces and correctly locate the matching records. | ||
| 26.0824 | YES | AR Receive Payments | UPDATE: Enhanced the Delete Receipt button in AR > Receive Payments > Payment History with additional security checks. The button is now disabled when the AR/GL date protection setting is enabled and the Payment Date is not the current date, or when the logged-in user does not have AR Receive Payments Delete permission. | SR-4246 |
| 26.0820 | YES | Item Detail | BUG FIX: Resolved an issue with the Receipt ID field in Edit Receipt where entering a Receipt ID could display a “No data found” error and prevent the drop-down list from appearing. The Receipt ID field now properly loads available receipts when selected or when the user begins typing a Receipt ID. | SR-4440 |
| 26.0817 | YES | Find Parts | BUG FIX: Added Lost Sales tracking to the Find Parts screen and restored the popup that appears when users double-click the Qty field, allowing them to record a lost sale. Also added a Lost Sales by Date report for reviewing lost sales activity. | SR-4340 |
| 26.0817 | YES | Import Wizard | BUG FIX: Resolved an issue where saved Import Templates did not retain the correct field mappings. When reusing a saved template for Item Search Catalog, fields could be mapped incorrectly, potentially causing data to be imported into the wrong fields. Saved templates now retain and apply the correct field mappings. | SR-4247 |
| 26.0817 | YES | Receive Payments | UPDATE: Updated the AR Receive Payments screen by changing the Filter button from blue to white for a cleaner and more consistent UI appearance. | SR-3404 |
| 26.0817 | YES | Receive Payments | UPDATE: Added a validation message requiring users to complete the necessary payment details before selecting invoices or credits, while allowing a $0 payment amount when applying only credits/unapplied amounts. | SR-4307 |
| 26.0813 | YES | Find Parts | UPDATE: Added a Display drop-down that allows users to choose which records to view, with the selected setting also applying to the YES buttons. Added 500 as an option under Gear > Show # Records and a Show All link next to the Pages/# Records controls. Also added additional spacing above the footer area for improved readability. | SR-4324 |
| 26.0813 | YES | Invoices | BUG FIX: Resolved an issue where Sales Order line items were being duplicated on Invoices. The invoice creation process was corrected to ensure each Sales Order line item is added only once. | SR-4136 |
| 26.0813 | YES | Invoices | BUG FIX: Resolved an issue where Payment Terms were being pulled from the Ship To customer instead of the Bill To customer. Payment Terms now correctly use the Bill To customer's settings when creating an Invoice. | SR-4359 |
| 26.0812 | YES | AR Aging Summary | UPDATE: Added 91–120 Days and 120+ Days columns to the AR > AR Aging screen to provide a more detailed breakdown of balances over 90 days. | SR-4290 |
| 26.0812 | YES | Import Wizard | BUG FIX: Resolved an issue where the Customer List import displayed “Import Successful” but did not actually import the records. The import logic was updated to automatically truncate values based on the maximum field length defined in the database, preventing oversized values from causing the import to fail silently. | SR-4326 |
| 26.0812 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where the Sales Agent on a Sales Order was incorrectly changed to the user who dispatched the order. The original Sales Agent is now retained even when the order is dispatched by a different user. | SR-3916 |
| 26.0811 | YES | Invoices | UPDATE: Updated the Freight/Other field on invoices so that it remains editable before payment is posted for users with the appropriate permissions, allowing authorized users to make necessary adjustments without the field being locked prematurely. | SR-4291 |
| 26.0811 | YES | Sage Intacct | BUG FIX: Resolved an issue where users were unable to proceed when posting a Debit Memo. The Debit Memo posting process now works correctly. | SR-4356 |
| 26.0810 | YES | Customer Portal | BUG FIX: Resolved an Undefined Error that occurred when creating a Sales Order during Customer Portal checkout. The issue was caused by reverted code related to Sales Tax changes, which affected certain conditions and stored procedures. | SR-4334 |
| 26.0810 | YES | Receive Payments | BUG FIX: Resolved an issue where changing the Payment Date of a reversed payment caused its amount to be reset to $0, preventing it from appearing correctly in Payment History. The validation was updated to properly handle negative amounts for reversed payments when the payment date is changed. | SR-4322 |
| 26.0810 | YES | Reports | BUG FIX: Resolved an issue where the Inventory Stock Transfer - Invoice Report displayed data correctly on screen but the downloaded file was blank. The report export now properly includes the displayed data. | SR-4218 |
| 26.0810 | YES | Shipping & Receiving | BUG FIX: Resolved an urgent issue in v26.0803 where users were unable to print documents from Ship/Rec > To Print & Pick. Printing now works correctly. | SR-4338 |
| 26.0807 | YES | Scanner | UPDATE: Updated Inspect Returns to allow users to scan and inspect returned items at the warehouse where they were received without having to select the original warehouse. After inspection, the item is now returned to stock in the warehouse where it was inspected, rather than being sent back to the original warehouse. | SR-4295 |
| 26.0806 | YES | API | BUG FIX: Resolved an urgent issue affecting CCC, OPS, and PartsTrader Sales Orders and Invoices where the Net Price was incorrectly set equal to the List Price after the company was upgraded to a newer 1place version. The pricing logic was corrected to ensure API-created orders and invoices use the proper Net Price. | SR-4320 |
| 26.0806 | YES | Customer Portal | BUG FIX: Resolved an issue in v26.0805 where the left navigation menu failed to load and the loading indicator remained visible indefinitely. | SR-4319 |
| 26.0805 | YES | Sage Intacct | BUG FIX: Resolved an issue where duplicate entries in the Transaction Log could cause incorrect quantities to appear in the Inventory Adjustment Report. The logging process has been corrected to prevent duplicate transaction records, ensuring inventory adjustment totals accurately reflect the units adjusted. | SR-4100 |
| 26.0805 | YES | Sign up | BUG FIX: Updated the Signup process to display the correct error message when a new company cannot be created. Also updated the subscription pricing, with backend pricing calculated based on the number of users. | SR-4059 |
| 26.0804 | YES | Bin Management | BUG FIX: Resolved an issue where Bin Management automatically removed trailing decimal values (e.g., 100.0 became 100) during import or processing. Bin locations now retain their original format, ensuring compatibility with existing warehouse and scanner configurations. | SR-4265 |
| 26.0804 | YES | Invoice | BUG FIX: Resolved an issue in v26.0803 where the More Invoice Options menu was incorrectly disabled, preventing users from accessing the Credit Memo option. The menu and Credit Memo functionality are now available as expected. | SR-4296 |
| 26.0803.3 | YES | Invoice | BUG FIX: Resolved an issue where Payment Terms were being pulled from the Ship To customer instead of the Bill To customer. Payment Terms now correctly use the Bill To customer's settings when creating an Invoice. | SR-4359 |
| 26.0803.1 | YES | Invoice | BUG FIX: Resolved an issue in v26.0803 where the More Invoice Options menu was incorrectly disabled, preventing users from accessing the Credit Memo option. The menu and Credit Memo functionality are now available as expected. | SR-4296 |
| 26.0803 | YES | API | UPDATE: Optimized the API query used to calculate the Estimated Delivery Date by consolidating multiple lookups into a single query using a UNION condition. This reduces query overhead and improves performance, particularly when processing requests with multiple items. | SR-4258 |
| 26.0803 | YES | API | UPDATE: Optimized the Create Sales Order API by eliminating unnecessary pricing validation for API-generated orders. The system now accepts the pricing supplied by the API and avoids redundant pricing lookups, significantly reducing order creation time and helping prevent timeout errors. For large orders (50+ items), processing time was reduced from approximately 90 seconds to 40 seconds. | SR-4256 |
| 26.0803 | YES | API | UPDATE: Added a new CreateSalesOrderWithGUID API endpoint that returns the newly created Sales Order Number and GUID in the JSON response. | SR-3436 |
| 26.0803 | YES | CCC | NEW FEATURE: Added CCC Shop Registration, allowing 1place to register customers with the CCC TRUE integration service. Once registered, the customer is authenticated with CCC and can use features that require shop registration. | SR-2009 |
| 26.0803 | YES | Customer Fields | BUG FIX: Resolved an issue where assigning a custom field to Form Column 2 caused the field to be duplicated instead of being placed in the second column. Custom fields are now displayed in the correct column without duplication. | SR-4277 |
| 26.0803 | YES | Customer Details | BUG FIX: Resolved an issue where Merge into Bill-To Customer did not correctly update the Bill-To customer on existing transactions. Transactions now retain the correct Bill-To information after the merge. | SR-3803 |
| 26.0803 | YES | Customer Portal | BUG FIX: Resolved issues in the Customer Portal Users screen where the Show All option only refreshed the page instead of displaying all users. Also fixed an issue that prevented portal invitations from being resent, restoring both functions. | SR-4223 |
| 26.0803 | YES | Descartes | BUG FIX: Resolved an issue where editing an invoice associated with a Credit Memo automatically triggered a resync to Descartes. Invoice edits no longer trigger an automatic re-upload after the initial submission. Users can manually resync when needed, preventing deliveries from being incorrectly resubmitted or appearing as unrouted in Descartes. | SR-3074 |
| 26.0803 | YES | Descartes | UPDATE: Updated the Descartes integration to only upload items with Type = INVENTORY. Items with other types are now excluded from the Descartes upload. | SR-4262 |
| 26.0803 | YES | Import Wizard | BUG FIX: Enhanced Pricing Templates to support a Specific Price for a Pricing Category, allowing all items within a category to use a fixed price instead of a markup or discount. Also resolved issues preventing Pricing Templates and Pricing Categories from being imported or updated correctly through the Import Wizard. | SR-3886 |
| 26.0803 | YES | OPSTrax | UPDATE: Updated the OPSTrax integration to reject quote requests when the related customer is marked Inactive. The integration now uses StatusCode 2 for failed responses and StatusCode 1 for successful responses to maintain consistent API handling. | SR-4173 |
| 26.0803 | YES | Sales Order Labels | UPDATE: Enhanced Sales Order Labels to include the Customer PO Number, providing additional order reference information on printed labels. | SR-3891 |
| 26.0730 | YES | API | BUG FIX: Resolved an issue that prevented users from deleting RFID/API records from the Customer API table when the associated shop was not registered in CCC. The deletion process now continues even if CCC returns a failure during shop unregistration, allowing the 1place API record to be removed successfully. | SR-4231 |
| 26.0730 | YES | API | BUG FIX: Enhanced the DoReturn API endpoint to accept Warehouse ID, Warehouse Code, or Warehouse Name, along with new Customer PO#, Order Source, and Shipped Via parameters. Also resolved issues with Credit Memo naming, line item quantities, Partslink Item #, credited unit cost, and carrying over relevant invoice information. | SR-3664 |
| 26.0730 | YES | API | BUG FIX: Updated the CreateSalesOrder API to use the ShipToStreet and ShipToCityStateZip parameters first when determining the Shipping Address, with ShippingAddress used as a fallback. Also resolved an issue where the API could return a 200 Success response with an empty result without creating the Sales Order. The endpoint was tested on the Florida POD using v26.0723. | SR-4192 |
| 26.0730 | YES | Auto Job | UPDATE: Added a new Integrations – Sage – Auto Post Sales Revenues (JE) auto job . When executed, the job automatically compares 1place sales revenue against Sage for each day of the selected period, identifies any discrepancies, and creates the required Journal Entries. The process is performed for all configured Division/Warehouse combinations, fully automating the reconciliation and journal entry workflow that previously required manual execution. | SR-4103 |
| 26.0730 | YES | Inventory Valuation Report | BUG FIX: The Inventory Valuation Report was verified against the ItemStock records, with all stock records having quantities greater than 0 accounted for in the report export. The Average Cost rounding was also updated from 3 decimal places to 2 decimal places to minimize valuation differences due to rounding. | SR-3927 |
| 26.0730 | YES | Sales Order | UPDATE: Enhanced the Picking Ticket to include Sales Order Comments in the printed document, providing warehouse personnel with additional order instructions during the picking process. | SR-4233 |
| 26.0730 | YES | System | UPDATE: Improved system performance by changing how popup messages are loaded. Instead of loading and storing all popup messages during user login, the system now retrieves them through an API only when needed. This reduces login overhead and improves screen loading performance, especially when opening a new version for the first time. | SR-4243 |
| 26.0729 | YES | Credit Memo | UPDATE: Added automatic Batch Number generation when posting a Credit Memo refund. Users can also edit the generated batch number if needed, eliminating the need to manually assign a batch number to each receipt after posting the payment. | SR-4074 |
| 26.0729 | YES | Customer Details | BUG FIX: Resolved issues in Customer Details > Contacts where contact information (including Title) did not immediately display after saving, certain contact fields could not be edited, and the Close button was unresponsive. Contact details now save, display, and can be edited as expected. | SR-4117 |
| 26.0729 | YES | Customer Portal | UPDATE: Updated the subscription pricing text in Settings > Portal | SR-4227 |
| 26.0729 | YES | Descartes | BUG FIX: Resolved an issue where an item billed only once on an invoice was being duplicated in the XML sent to Descartes, causing the same line item to be submitted twice. | SR-4215 |
| 26.0729 | YES | Scanner | BUG FIX: Updated the Scan picking logic to prevent duplicate items from appearing during the Cart to Staging process. The system now validates Sales Order Line Item IDs to ensure each line item is processed only once. This enhancement is available in v26.0729 Scan Beta. | SR-4221 |
| 26.0729 | YES | Receive Payments | BUG FIX: Resolved an issue where posted refunds were incorrectly displayed as $0.00, causing refunded amounts to appear as outstanding customer credits. Refunds now correctly reflect the posted amount, preventing customers from mistakenly appearing to have available credit. | SR-3964 |
| 26.0728 | YES | Item Details | UPDATE: Added a setting to define the default Return Reason Code for Inventory Adjustments. The selected reason code is now automatically populated when adjusting stock quantities in Item Details > Adjust Qtys in Stock. | SR-4195 |
| 26.0728 | YES | Scanner | BUG FIX: Resolved an issue where the Additional Warehouse to Select From for Item Inspection Return setting was not functioning correctly. Users can now select and process return items from the configured additional warehouses as intended. | SR-4170 |
| 26.0727 | YES | Customer Details | UPDATE: Reorganized the Settings tab fields and added a Parent Company field for linking Bill To and Ship To customers. The Bill To Customer field is automatically hidden when the customer is set as Both (Bill To & Ship To). | SR-3734 |
| 26.0727 | YES | Customer Statements | UPDATE: Added a new Open Item (All Shipping Locations - Parent Company) statement type that allows users to view and export transactions for all Bill To and Ship To customers associated with the selected Parent Company. Expanded the drop-down width to make longer customer names easier to view. | SR-3734 |
| 26.0727 | YES | Item Details | UPDATE: Enhanced the Adjust Qty's in Stock workflow by improving the Bin selection experience. A loading indicator is now displayed while bin locations are being searched, and the system validates the selected bin before allowing the adjustment. If an invalid bin is entered, users are notified to select a valid bin from the available list. | SR-4091 |
| 26.0727 | YES | Item Details | BUG FIX: Resolved an issue where the Reserved checkbox in Item Detail > Stock > Edit Receipt could not be checked or unchecked for received backorder items. The reservation status can now be updated successfully. | SR-4167 |
| 26.0727 | YES | Record Numbering | BUG FIX: Resolved an issue where newly created companies could be missing the required Sequence value in the SystemRecordNumbers table after activation. Company creation now correctly initializes the sequence values, ensuring record numbering functions properly for new companies. | SR-4200 |
| 26.0724 | YES | Receive Payments | UPDATE: Credit entries in AR > Received Payments are now displayed in light red for better visibility and easier identification. | SR-1393 |
| 26.0723 | YES | Auto Job | UPDATE: Added a new Integrations – Sage – Auto Post Inventory Adjustments (JE) auto job with configurable Daily, Weekly, or Monthly scheduling. When executed, the job automatically compares 1place inventory adjustments with Sage, identifies any discrepancies, and creates the required Journal Entries for each applicable date. The process runs across all configured Division/Warehouse combinations, eliminating the need for manual reconciliation and journal entry creation. | SR-4105 |
| 26.0723 | YES | CCC | BUG FIX: Improved the CreateSalesOrder API to address slow response times and help prevent duplicate orders from CCC. Added a ThirdPartyOrderNumber field to Sales Orders, Invoices, and Credit Memos, displayed on the More Info tab. When provided by CCC, the API can use this number to identify duplicate orders from the same integration platform and reject additional submissions, helping prevent duplicate orders when requests are delayed or retried. | SR-4145 |
| 26.0723 | YES | Custom List | UPDATE: Expanded the Date filter options available in Custom Lists by adding a comprehensive set of relative date ranges, including Last 1 Day, 2 Days, 3 Days, 5 Days, 7 Days, 10 Days, 14 Days, 21 Days, 30 Days, 60 Days, 90 Days, 6 Months, 1 Year, and 2 Years. These new filters have been added to the bottom of the existing date filter list in a logical order, making it easier to quickly filter records based on commonly used time periods. | SR-4146 |
| 26.0723 | YES | Customer Details | UPDATE: Enhanced Sales Notes by displaying them on the Customer Details screen in addition to the Find Parts screen. The Sales Notes display on Find Parts has also been refined for improved usability. On both screens, a new expand button (magnifying glass icon) opens a larger popup where users can view, add, edit, or delete Sales Notes, with all changes saved directly to the customer record. | SR-3988 |
| 26.0723 | YES | Customer Portal | UPDATE: Enhanced the Customer Portal Find Parts screen with new layout options and usability improvements to provide a wider and more efficient workspace for finding parts. Added configurable Left, Top, and Embedded in Nav Bar layouts, options to hide the navigation/footer, show all or in-stock items, customize row height and column sizing, and automatically remember user layout and column settings. The Top and Embedded layouts were also enhanced with streamlined Year/Make/Model and category navigation, while additional Portal settings support ItemCatalog fields and configurable Year/Make/Model descriptions on Quotes and Sales Orders. | SR-3696 |
| 26.0723 | YES | Item Details | BUG FIX: Resolved an issue where the Save button on the Item Details screen failed to save changes. Updates made to item records are now saved correctly, eliminating the need to exit and reopen the screen for changes to take effect. | SR-4172 |
| 26.0723 | YES | Sales Order | BUG FIX: Resolved an issue where the Sales Rep field could be changed when converting or dispatching a Sales Order to an Invoice. The original Sales Rep is now preserved throughout the transaction lifecycle. | SR-4174 |
| 26.0722 | YES | Customer Portal | BUG FIX: Updated Return Reason Codes so the # Days setting applies only to the Customer Portal. Reason Codes configured to display on Credit Memos, Scanner, or Item Adjustments will now always be available when their respective display option is enabled, regardless of the # Days value. Additionally, an informational "i" icon has been added next to the # Days column to clarify that this setting only limits the availability of Reason Codes on the Customer Portal. | SR-4089 |
| 26.0722 | YES | Find Parts | BUG FIX: Updated Find Parts to honor the configured order cutoff time when calculating the Delivery Date. Orders placed after the cutoff now automatically advance the delivery date based on the warehouse's local time zone, ensuring consistent behavior with Customer Portal orders and returns. | SR-4088 |
| 26.0722 | YES | Item Details | UPDATE: Improved the Adjust Inventory Stock workflow by enhancing the Bin selection field. The dropdown now displays the complete list of available bin locations and supports searching, allowing users to quickly filter and select the appropriate bin. | SR-3843 |
| 26.0722 | YES | Item Details | BUG FIX: Resolved an issue where the Adjust Qtys in Stock button on the Item Details screen failed to open the inventory adjustment form. | SR-4150 |
| 26.0720 | YES | Customer Portal | BUG FIX: Resolved an issue where customers could bypass the available quantity limit by adding a partial quantity of an item, searching for another part, then searching for the original part again and adding more. The system now correctly validates the total quantity added against the available stock, preventing customers from ordering more than the available quantity. | SR-3799 |
| 26.0720 | YES | Item Catalog | BUG FIX: Standardized the Year Range format across the Item Catalog to consistently use the xx-xx format (e.g., 98-02, 02-08). All Catalog Manager import and update processes now apply this format, and validation has been added to Item Details, Item Catalog, Add New Item, and other manual entry screens to enforce the format for Auto Parts companies. | SR-4113 |
| 26.0720 | YES | Item Details | Enhanced the Item Details screen by adding an OEM Number field to the header for improved visibility. The OEM Number is now also displayed beside the Item Number in the header (e.g., HO1000254 (123454576)), while the Item Description field has been expanded to display more information. Changes to the OEM Number are now automatically synchronized between both locations on the Item Details screen when updated by the user. | SR-4111 |
| 26.0720 | YES | Job ID | UPDATE: Added a setting that allows the Job ID field to store a user-defined value instead of selecting from the Jobs list. When enabled, users can enter custom text such as an external Order ID, which is retained across Quotes, Sales Orders, Invoices, and Credit Memos. The value also displays correctly in reports and carries over when converting transactions between document types. | SR-4038 |
| 26.0720 | YES | Reports | BUG FIX: Resolved an issue where running the Invoices/Credits by Date report resulted in a "This site can't be reached" error during download. The report download process has been corrected, and database performance was optimized by adding indexes to the Invoice, InvoicePaymentLineItems, InvoicePayments, and SalesOrderLineItemBins tables, improving report generation and download performance. | SR-3787 |
| 26.0720 | YES | Sales Order | BUG FIX: Resolved an issue where the Sales Order Print Preview became stuck on the loading screen after selecting Print > Preview. The print preview process has been corrected to load successfully, restoring normal printing functionality. | SR-4001 |
| 26.0716 | YES | Item Catalog | BUG FIX & UPDATE: Enhanced the Item Catalog search experience by changing the search behavior to execute only when the user presses the Enter key, matching the functionality of the Item List search. Additionally, expanded the search capability to support multiple search terms separated by commas, allowing users to search for multiple item numbers simultaneously using exact, partial, or contains matches. | SR-4112 |
| 26.0716 | YES | Reports | BUG FIX: Resolved issues preventing report drill-down functionality from opening when selecting report details, restoring access to transaction-level information. Also corrected the Cost of Sales calculation discrepancy, ensuring the reported cost aligns correctly with the associated invoice amounts. Additionally, addressed the underlying report execution issues to improve overall report reliability. | SR-3929 |
| 26.0715 | YES | Invoices | UPDATE: Standardized the naming of Auto Jobs to provide a consistent and organized naming structure across the system | SR-4087 |
| 26.0715 | YES | Invoices | BUG FIX: Resolved an issue where Invoice print formats could reset after installing a new version. | SR-4094 |
| 26.0714 | YES | Find Parts | BUG FIX: Resolved an issue where creating a Sales Order from Find Parts incorrectly reduced the Qty In Stock instead of the Qty Available. Inventory is now reserved correctly by reducing the Qty Available while leaving the Qty In Stock unchanged until the item is shipped. | SR-4086 |
| 26.0714 | YES | Import Wizard | UPDATE: Enhanced the Customer Import process to preserve imported tax information without setting TaxCode1 to NULL when no matching tax code exists in the system. The import process now also updates the Created/Modified date and user information for imported and updated records. After the import completes, users are notified that they may need to run the Refresh Tax Rate Codes function from Settings > Sales > Sales Taxes to ensure tax rates are up to date. | SR-4019 |
| 26.0714 | YES | Sales Order | BUG FIX: Resolved an issue where changing the warehouse, selecting an item to transfer, and then adding it to a Sales Order failed to create the Sales Order line item. Items can now be added correctly after selecting a different warehouse for transfer. | SR-4077 |
| 26.0714 | YES | Sales Order | BUG FIX: Enhanced the Sales Order workflow to allow the Status field to be edited even after the Sales Order has been Invoiced, providing greater flexibility for post-invoice status management. | SR-3829 |
| 26.0713 | YES | Sales Order | BUG FIX: Resolved an issue where Sales Order Line Items were not displaying correctly. Line items now appear as expected. | SR-4085 |
| 26.0713 | YES | Scanner | BUG FIX: Enhanced the Count to Bin process to correctly clear items when a bin has no physical inventory after advancing to the next step. Also improved scan validation to reject invalid or non-existent item numbers, preventing random values from appearing to be accepted by the system. | SR-4031 |
| 26.0710 | YES | Reports | BUG FIX: Resolved an issue introduced in v26.0630 where reports failed to display after clicking Run Report. Reports now generate and display correctly across all report types. | SR-3925 |
| 26.0710 | YES | Reports | BUG FIX: Resolved an issue where downloading reports from 1place redirected users to a "This site can't be reached" page. Report downloads now complete successfully without redirect errors. | SR-3863 |
| 26.0709 | YES | Integrations | UPDATE: Enhanced the integration quote process to continue processing all remaining line items even if one or more items cannot be found. Missing items no longer stop the import, allowing valid items to be processed successfully while skipping only the unavailable entries. | SR-3894 |
| 26.0709 | YES | Sales Taxes | BUG FIX: Resolved an issue where importing taxable customers could cause TaxCode1 to be set to NULL. Customer imports now preserve existing tax codes, while sales tax codes and rates are managed separately through the Sales Taxes settings using the Refresh Sales Tax Codes and Refresh Tax Rates for All Customers functions. | SR-3935 |
| 26.0707 | YES | Find Parts | UPDATE: Enhanced the Find Parts screen to allow users to edit the Ship To Company Name and Ship To Address for the selected shipping location. Any changes made are automatically carried over to the resulting Quote or Sales Order, providing greater flexibility for one-time shipping destinations without modifying the customer record. | SR-4006 |
| 26.0707 | YES | Find Parts | BUG FIX: Resolved an issue where setting Phone # as the default customer search method caused the search results to display incorrect columns and prevented searches from working properly by phone number. The search dropdown now displays the correct columns and returns accurate results based on the selected search method. | SR-4005 |
| 26.0707 | YES | Reports | UPDATE: Expanded the Sales History – 2 Year Comparison reporting with new Bill To Customer and Ship To Customer report variations in both Alpha and Best to Worst formats. Added a new Group By filter with options for All, Order Source, and Sales Rep, allowing users to analyze sales history from multiple perspectives. The Reports screen has also been updated to accommodate the longer report names, and all four reports now support on-screen viewing with the ability to export directly to Excel from the report toolbar. | SR-3896 |
| 26.0706 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where orders containing multiple quantities on the same line remained in the yellow picking status after all items had been picked. Orders now correctly update their status once picking is complete. | SR-3902 |
| 26.0706 | YES | User Security | BUG FIX: Resolved several User Security permission issues that restricted users with appropriate access rights from performing common tasks. Users with the required permissions can now edit paid Credit Memos, manage comments, process and remove payments, update Bill To and Ship To information, modify Sales Rep and Entered By fields, manage item lines, and access reports as permitted by their assigned security settings. | SR-3701 |
| 26.0703 | YES | Customers | BUG FIX: Resolved an issue on the Customer > Add New screen where entering a valid ZIP Code did not automatically retrieve and populate the appropriate Sales Tax Code and Tax Percentage. Automated tax calculation now correctly assigns tax information based on the entered ZIP Code. | SR-3954 |
| 26.0703 | YES | Customer Portal | BUG FIX: Resolved an issue where Customer Portal orders displayed the Unit Price as the List Price instead of the Net Price. Portal orders now follow the same pricing logic as standard orders, ensuring the Unit Price reflects the customer's Net Price consistently across all order sources. | SR-3911 |
| 26.0703 | YES | Sales Order | BUG FIX: Resolved an issue where the Commit Line Item action on the Sales Order screen did not complete after confirming the Stock Selector dialog. Selected inventory can now be successfully committed and saved to the Sales Order. | SR-3953 |
| 26.0702 | YES | Credit Memo | BUG FIX: Restored the missing Check Number field on the Payment (Give Cash Back or Apply Credit Button) screen to support refund check processing. The payment reference field was then further enhanced to dynamically update its label based on the selected payment method, providing a more flexible and consistent user experience. | SR-3850 |
| 26.0701 | YES | Catalog Management | BUG FIX: Resolved an issue in Catalog Management that could cause an undefined error when opening a catalog. Users can now access catalogs without encountering the error. | SR-3907 |
| 26.0701 | YES | Descartes | BUG FIX: Updated the Descartes integration so that Credit Memo and Return Authorization uploads always send an amount of $0.00. The List Price continues to be included, while the return amount is correctly set to zero since no payment is owed for return pickups. | SR-3915 |
| 26.0701 | YES | Import Wizard | BUG FIX: Resolved an issue that caused an undefined error during the Vendor Item Numbers import and update process. The comparison logic between Excel records and existing database records has been corrected, ensuring the Vendor Item Numbers (1 Vendor) update function processes records accurately. | SR-2911 |
| 26.0701 | YES | PartsTrader | BUG FIX: Updated the PartsTrader integration to send a 1-day delivery estimate for orders placed on Fridays. This allows PartsTrader to calculate the correct Monday delivery date instead of incorrectly pushing the Repair Delivery Date to Wednesday. This change applies only to PartsTrader Friday orders and does not affect other integrations. | SR-3887 |
