Stay up to date with the latest improvements, fixes, and new features in 1place. These release notes include details about new features, enhancements, bug fixes, and known issues for each version.
Some versions are designated as Stable Releases. A Stable Release is a version of 1place that has completed our automated and manual testing process and is intended to provide a stable and tested version of the system. New features are not added to a Stable Release, which helps reduce the possibility of new bugs being introduced through feature changes.
To make these releases easier to identify:
- Green highlighting indicates fixes included in weekly minor releases for Stable Releases.
- Red highlighting indicates known issues that users may encounter when updating to or using a particular version.
Version 26.0701 – Latest Release
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 26.0910 | YES | Auto Job | BUG FIX: Updated Automated Jobs to use the Warehouse time zone when determining scheduled run times, ensuring jobs run at the time configured by the user. | SR-4392 |
| 26.0910 | YES | Find Parts | UPDATE: Improved item number searching on Find Parts/Portal so that when no match is found, the system will automatically retry the search after removing spaces and dashes from the item number. | SR-4607 |
| 26.0910 | YES | Transactions | UPDATE: Updated the Freight/Other field on Quotes, Sales Orders, Invoices, and Credit Memos to allow users to enter negative amounts. | SR-4164 |
| 26.0909 | YES | CCC Integration | BUG FIX: Improved batch CCC Shop Registration by providing detailed results when the process is completed. When the user clicks OK or Cancel on the results popup, an Excel file containing the customer and error details is automatically downloaded, making it easier to identify and review failed registrations. | SR-4144 |
| 26.0909 | YES | Credit Memo | BUG FIX: Fixed a bug that prevented new Credit Memos from saving. They now save correctly and appear in the Invoice & Credit Memo's list. | SR-4670 |
| 26.0909 | YES | Print Settings | UPDATE: Added Shipping & Receiving > To Print as a new Print Default option on the Print Settings. Users can now configure default documents and copy quantities for the Shipping & Receiving screen, which will automatically populate when the To Print screen is opened. | SR-4671 |
| 26.0909 | YES | Quotation | BUG FIX: Fixed an issue where the printed Quotation total could differ from the total displayed on screen when the last line item had not yet been committed. The system now automatically commits the pending line item when the user clicks Save, ensuring the printed Quotation includes all line items and reflects the correct total. | SR-4638 |
| 26.0908 | YES | AR Aging Summary | UPDATE: Added an option in AR / GL Settings to enable Force Balance controls on the AR Aging screen. When enabled, users can specify a date range and balance threshold to automatically force-balance invoices with very small positive or negative differences. The adjustment is now handled through Freight Charges, with the transaction amount added or subtracted to update the balance, providing a straightforward way to resolve minor AR balance differences. | SR-4076 |
| 26.0908 | YES | AR Payment History | UPDATE: Improved the Payment History display when grouping by Received By & Payment Method or Received By & Batch #. The payment method or batch number is now displayed next to each payment for better visibility and clarity, and Payment Method and Batch Number sections are collapsed by default. | SR-2731 |
| 26.0908 | YES | Reports | UPDATE: Created a new Inventory Valuation + UnInvoiced Sales Orders Shipped report. Added Type and Sales Order columns, with existing inventory records identified as Stock. The report also includes each line item from shipped but un-invoiced Sales Orders, identified as Sales Order with the corresponding Sales Order #, so inventory that has been shipped but not yet invoiced remains included in the valuation. | SR-4101 |
| 26.0907 | YES | Customer Portal | UPDATE: Added new options to customize the Embedded Search background color and vertical accent bar, giving users more control over the Customer Portal’s color palette and overall appearance. | SR-4596 |
| 26.0907 | YES | Customer Portal | BUG FIX: Added the List Price back to the Customer Portal invoice display. | SR-4634 |
| 26.0907 | YES | Purchase Order | UPDATE: Added a validation prompt to remind users to post and/or distribute additional costs before receiving a Purchase Order. The prompt applies to Fully Received, Partially Received, and Line Item-wise Received Purchase Orders when additional costs have not yet been distributed. | SR-3909 |
| 26.0907 | YES | Picking Ticket | UPDATE: Improved the Picking Ticket layout and field customization options. Header and Line Item fields are now organized into separate sections, with new options to display the Customer PO # under the Company Name and Item Description beside the Item Number. Also adjusted the header field placement to provide additional spacing. | SR-4590 |
| 26.0903 | YES | Item Label | UPDATE: Added options to Label Design for all label sizes to display Sales Order # Barcode and Invoice # Barcode on printed labels. | SR-3512 |
| 26.0903 | YES | Shipping & Receiving | UPDATE: Improved the Statuses section on Shipping & Receiving screen to make individual columns easier to resize, allowing users to adjust each column wider or narrower as needed. | SR-4538 |
| 26.0902 | YES | CCC Integration | UPDATE: Added a Starting From Date field to the API Integration Details tab under CCC Settings. This allows users to specify the date from which CCC integration data should begin. | SR-4502 |
| 26.0902 | YES | Credit Memo | BUG FIX: Fixed an issue where deleting a Credit Memo prevented you from making a new one from the same Invoice. The system now correctly registers the deletion, allowing you to recreate the Credit Memo without receiving a ‘You have already returned ALL that can be returned for this line item.’ error message. | SR-4613 |
| 26.0831 | YES | Reports | UPDATE: Added a new Invoices / Credits by Order Source report that displays each day in the selected date range as a separate row. The report includes a column for each unique Order Source, showing the total number of orders and total sales for each source by day. | SR-3900 |
| 26.0831 | YES | Support Tickets | BUG FIX: Resolved issues with the Jira Integration where users were unable to add comments and where an unposted comment remained in the comment entry box when navigating to a different Support Request. The comment box now properly clears when switching between SRs. Also added the Given By name to identify the actual user who added each comment, since the integration uses a single registered Jira account. | SR-3581 |
| 26.0827 | YES | AR Receive Payments | BUG FIX: Resolved an issue where the Group Byfilter in Payment History was not working correctly. | SR-4505 |
| 26.0827 | YES | Customer Portal | UPDATE: Reorganized the Email Templates section into Individual Requests, Mass Invitations, and New Transaction Confirmations to make the available templates easier to understand and manage. Added an i icon next to each template with a description explaining when and how the template is used, including user signup requests, account activation and invitations, mass user invitations, and Quote and Sales Order confirmations. | SR-4499 |
| 26.0826 | YES | CCC Integration | UPDATE: Added a user note to clarify that all fields above can be left blank if the company does not have a dedicated CCC API Server. | SR-4484 |
| 26.0826 | YES | Customer Portal | UPDATE: Added a PlainTextYesNo column to the Customer Portal import template. When Yes is entered, the system will encrypt the password during the import process. | SR-4288 |
| 26.0826 | YES | Import Wizard | BUG FIX: Fixed issues with Pricing Categories and Customer Custom Pricing Template imports. Added support for importing Pricing Templates, Pricing Categories, and Item Numbers using a single spreadsheet. Also added Additional Options for import settings and improved post-import navigation and pricing value handling. | SR-4199 |
| 26.0824 | YES | Find Parts | UPDATE: Updated the Find Parts screen to keep the Line Item headers fixed while scrolling, so the column headers remain visible at all times. | SR-4380 |
| 26.0820 | YES | Sales Integrations | BUG FIX: Resolved issues with Estimated Delivery Date calculations, particularly for OpsTrax orders after the 5 PM cutoff and PartsTrader orders on Fridays. Updated the calculation to ensure the delivery date is based on the correct warehouse time zone and ZIP Code delivery days, preventing inconsistent dates across Eastern and Central time zones. | SR-4407 |
| 26.0819 | YES | Customer Detail | UPDATE: Replaced the three existing merge options with an Open Customer Merging Tool button that launches a new wizard-style Customer Merging Tool screen. The tool guides users through selecting a merge option and clearly explains what will happen before proceeding. Added a Proceed button to execute the selected merge option. | SR-3724 |
| 26.0818 | YES | AR Receive Payments | UPDATE: Enhanced AR Receive Payments so the selected Payment Method and Batch # are retained when switching between customers. The Batch Total now accumulates across payments within the same batch. When the user changes the Payment Method, a new batch is automatically created and the Batch Total resets to $0. | SR-4412 |
| 26.0817 | YES | Automated Job | BUG FIX: Resolved several issues in Auto Jobs, including the inability to edit Run SQL and missing Schedule and Next Run information. Also removed the popup message from Invoices - Send Invoices Created Today. | SR-4374 |
| 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 |
| 26.0817 | YES | Scanner | UPDATE: Added a new company setting, Require PO Status to Receive PO, allowing users to select which Purchase Order status must be met before a PO can be received using the scanner. | SR-4303 |
| 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 |
| 26.0812 | 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. | |
| 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 | 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 | Receive Payments | NEW FEATURE: Added a Reverse Payment function on the Receive/Edit Payments on Invoices to allow users to reverse payments for returned checks, NSF, chargebacks, or other payment reversals without affecting the original sales transaction. The process creates a new negative payment using the current date and the selected NSF or OTHER payment method, reverses the payment across all related Invoices/Credit Memos when applicable, and resets the related Invoice/Credit Memo to unpaid. | SR-3737. |
| 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 | CCC Integration | UPDATE: Added CCC Invoice Posting functionality, allowing invoices to be sent to CCC directly from the Sales Order and Shipping & Receiving screens. The Invoice screen now includes an Integration Info tab, and the integration has been updated to support proper token management for shop registration and invoice posting, separate handling for customers with and without an integration server, and validation to ensure only eligible CCC records are posted. The Repair Order Number is also now included in the CCC invoice posting process and automatic invoice posting job, along with fixes to invoice data formatting and posting issues. | SR-2660 |
| 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 |
| 26.0804 | 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 |
| 26.0803.1 | 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 | 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 Memonaming, 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 | 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 Binselection 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 | 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 | Item Details | UPDATE: Added a Bin Locations drop-down list to the Bin field, allowing users to select from available bin locations when adjusting quantities in stock. | SR-3470 |
| 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 | 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: 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 |
Version 26.0401 – 26.0630.6
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 26.0630.6 | 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 |
| 26.0630.6 | 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 |
| 26.0630.6 | 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. | |
| 26.0630.5 | YES | Auto Job | UPDATE: Added a new Auto Job called CCC - Invoice Posting that automatically uploads batches of invoices to CCC True using the same API process as the Manual Invoice Posting function. This allows CCC invoice postings to be scheduled and processed automatically without requiring users to manually initiate the upload. | SR-4056 |
| 26.0630.5 | 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 |
| 26.0630.5 | YES | Receive Payments | BUG FIX: Resolved an issue that prevented AR payments from being finalized due to duplicate invoice and credit memo numbers with different letter casing. Invoice and Credit Memo validation is now case-insensitive, preventing duplicate processing and overpayments, allowing payments to be saved and deposited successfully. | SR-4116 |
| 26.0630.5 | 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 |
| 26.0630.4 | 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 |
| 26.0630.4 | 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 |
| 26.0630.4 | YES | Invoices | BUG FIX: Resolved an issue where Invoice print formats could reset after installing a new version. | SR-4094 |
| 26.0630.4 | 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 |
| 26.0630.4 | 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 |
| 26.0630.4 | 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 |
| 26.0630.4 | 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 |
| 26.0630.3 | 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 |
| 26.0630.3 | 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 |
| 26.0630.3 | YES | Reports | BUG FIX: Resolved an issue where the Reason filter and report displayed the Reason Description instead of the Return Reason Code. The Item Adjustment Report and its Reason drop-down now correctly display the configured Return Reason Codes. | SR-4034 |
| 26.0630.3 | 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 |
| 26.0630.3 | 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 |
| 26.0630.2 | 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 |
| 26.0630 | YES | Customer Portal | BUG FIX: Resolved an issue where Customer Portal orders were uploaded to Descartes with an incorrect Amount value. The integration now uses the correct pricing field, ensuring delivery receipts display the accurate order amount for both portal and non-portal orders. | SR-3903 |
| 26.0630 | YES | Customer Portal | UPDATE: Updated the subscription pricing text in Settings > Portal. | SR-4227 |
| 26.0629 | YES | Warehouse Shipping Priorities | BUG FIX: Resolved an issue where Warehouse Shipping Priorities were not being followed correctly when selecting inventory from alternate warehouses. The system now properly evaluates available stock and prioritizes warehouses according to the configured shipping priority rules, ensuring eligible warehouses are selected and displayed correctly in inventory transfer recommendations. | SR-3834 |
| 26.0627.2 | YES | Descartes | BUG FIX: Resolved an issue where invoice line items were incorrectly uploaded to Descartes as duplicate pieces, causing delivery receipts to display the same part multiple times. Invoice uploads now correctly reflect the actual quantity and line item structure, ensuring accurate delivery receipts. | SR-3587 |
| 26.0626 | YES | Reports | UPDATE: Added Ship To Address and Ship To Customer Number columns to the Invoice/Credit Memo report. Also resolved an issue where the Source of Order column was not displaying data, and it now reports the correct values. | SR-3652 |
| 26.0625 | YES | Integration | BUG FIX: Added a new CCC Integration option to continue searching the Cross Reference table when an initial part match is found but none of the matched items have inventory available. This ensures additional cross-reference matches are evaluated, improving part matching accuracy and increasing the likelihood of returning in-stock alternatives. | SR-3782 |
| 26.0625 | YES | Menu Bar | BUG FIX: Resolved an issue where the left navigation menu would intermittently expand beyond its intended width on various screens, causing layout and spacing inconsistencies. The navigation bar now maintains a consistent width, ensuring proper alignment of menu highlights and page content across the application. | SR-2743 |
| 26.0625 | YES | Reports | BUG FIX: Updated the inventory report (Inventory Valuation) export to ensure the Bin column is exported as text. This prevents Excel from automatically converting bin locations into date formats, preserving the original bin values and improving data accuracy. | SR-3805 |
| 26.0624 | YES | Cash Management | BUG FIX: Resolved multiple issues on the Cash Management (1 Step Process) > Final Reconciliation & Deposit screen. Fixed the Select All checkbox, Search functionality, Total Amount and Total Amount Selected calculations, and the Make Deposit process. The screen now functions correctly, allowing users to complete reconciliation and deposit workflows successfully. | SR-3816 |
| 26.0624 | YES | Item Catalog | BUG FIX: Resolved an issue where new Item Catalog entries created from the PartsLink table did not place the Year at the beginning of the description. Catalog descriptions now follow the correct formatting when imported from PartsLink. | SR-3840 |
| 26.0624 | YES | Replenish Stock | BUG FIX: Resolved an issue in Replenish Stock that could cause the process to fail with an undefined error. Users can now run stock replenishment successfully without encountering the error. | SR-3828 |
| 26.0624 | YES | Reports | BUG FIX: Resolved an issue that prevented the Invoice/Credits by Date (Totals) report from being exported to Excel. The report now exports successfully while preserving the report data and totals. | SR-1469 |
| 26.0624 | YES | Sales Order | BUG FIX: Resolved a user interface issue where the Show/Hide Columns popup opened above the Gear button, causing part of the window to be cut off. The popup now displays in the correct position and is fully visible on Sales Transaction screens. | SR-2986 |
| 26.0624 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where 4×2 labels could not be printed from the Shipping & Receiving > To Print & Pick screen, causing the print process to remain in a loading state. Label printing now completes successfully while maintaining support for configured label fields. | SR-3841 |
| 26.0623 | YES | Descartes | BUG FIX: Updated the Descartes integration so editing an invoice no longer triggers an automatic resync. Invoices are now synced only when they are created, manually resubmitted from Shipping & Receiving, or when the Delivery Date is changed to a future date. | SR-3820 |
| 26.0623 | YES | Reports | BUG FIX: Resolved an issue where the Item Stock Report displayed an incorrect "As Of" date on the screen while the exported report showed the correct date. The report now consistently displays the current "As Of" date in both the application and exported output. | SR-2954 |
| 26.0622 | YES | Find Parts | BUG FIX: Updated the Find Parts settings so the "Prompt User if the Same Customer Calls Back..." option is hidden whenever Display Find Parts in Standard Layout is enabled, ensuring only relevant settings are shown for the selected layout. | SR-3514 |
| 26.0622 | YES | Reports | BUG FIX: Updated the Inventory Valuation (Current) and Inventory Valuation (Historical) reports to include the report headers when exporting to Excel. Exported files now display the Company Name, Report Name, and Report Date, matching the information shown in the on-screen report. | SR-2956 |
| 26.0622 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where accessing the Shipping & Receiving > To Invoice & Dispatch screen could result in an undefined error. The screen now loads correctly and users can proceed with invoicing and dispatch operations without errors. | SR-3793 |
| 26.0618 | YES | Credit Memo | UPDATE: Added a new setting under Sales > Invoice/Credit Memo Settings that allows users to enable or disable automatic assignment of returned items to the Returns Area bin location. When enabled, items returned to stock through a Credit Memo are automatically placed in the Returns Area, making them easy to identify and scan for relocation to their proper bin locations. This enhancement does not automatically change the item's reservation status. | SR-3146 |
| 26.0618 | YES | Customer Statements | BUG FIX: Resolved an issue where Customer Statements failed to send when multiple email addresses were entered in the recipient field. Statements can now be successfully emailed to multiple recipients. | SR-3792 |
| 26.0618 | YES | Import Wizard | UPDATE: Enhanced the AR Payment Import process by optimizing performance, implementing batch processing, and improving database efficiency to better support large import files. Additional validation was added to prevent duplicate invoice payment creation, and duplicate payment records were removed to ensure successful and reliable payment imports. | SR-3791 |
| 26.0618 | YES | Partslink | BUG FIX: Resolved an issue where new items created through the PartsLink Wizard were incorrectly marked as non-taxable. Newly created items now apply the correct taxable setting by default. | SR-1497 |
| 26.0618 | YES | Purchase Order | UPDATE: Updated the Purchase Order print layout to include additional spacing and display the Purchase Order Number on the second and subsequent pages, improving readability and providing consistency. | SR-1579 |
| 26.0618 | YES | Sales Order | UPDATE: Updated the Packing Slip print layout to include additional spacing and display the Sales Order Number on the second and subsequent pages, providing a consistent multi-page format similar to the Invoice print layout. | SR-1561 |
| 26.0617 | YES | Scanner | BUG FIX: Resolved an issue in ScanBeta v0611 where return reason codes were not being accepted during the return process. Return reason code validation has been corrected and the selected codes now process as expected. | SR-3773 |
| 26.0617 | YES | Shipping and Receiving Screen | BUG FIX: Resolved a display issue on the Shipping & Receiving > Pending screen. The screen now loads and displays pending records correctly. | SR-1788 |
| 26.0616 | YES | Purchase Order | BUG FIX: Resolved an issue in v26.0316 where the total amount displayed on the Purchase Order List did not match the total shown within the Purchase Order detail screen. PO list totals now accurately reflect the values calculated on the corresponding Purchase Orders. | SR-2780 |
| 26.0616 | YES | Sales Order | BUG FIX: Updated the Order Source field to use only values defined in the Order Source Settings table. Manual orders created through Find Parts now default to Phone, ensuring the field is never left blank. The available Order Source list has been standardized to approved values, and manual entry has been disabled so users can only select from the predefined list. | SR-3682 |
| 26.0616 | YES | Scanner | UPDATE: Add the ability to filter records in the Scanner Items on Dock section by Item Number or PO Number. This will make it easier for users to quickly locate specific items and improve dock management efficiency. | SR-2017 |
| 26.0615 | YES | Catalog | UPDATE: Updated the Item Detail > Catalog tab so the Category and SubCategory dropdown lists dynamically display distinct values based on the selected Year Listing, Make, and Model, similar to the behavior on the Find Parts screen. Added refresh buttons next to both fields to allow users to manually reload and update the available Category and SubCategory options. | SR-2366 |
| 26.0615 | YES | Catalog | UPDATE: Enhanced the OEM Price Update process in Catalog Manager to always use the OEM Price from the latest model year associated with the OEM Number. The selected OEM Price is now consistently applied to both CAPA and Regular parts. | SR-1855 |
| 26.0615 | YES | Import Wizard | BUG FIX: Resolved an issue in v26.0608 where the ParentCustomer field was not being updated during customer imports, even though the import process completed successfully. Parent Customer relationships can now be imported and updated correctly when valid Parent Customer identifiers are provided. | SR-3749 |
| 26.0615 | YES | Import Wizard | BUG FIX: Resolved an issue where the Customer Import Wizard attempted to fetch and update Sales Tax Rates during customer imports, resulting in import errors. Customer imports now bypass sales tax rate updates and process successfully without modifying tax rate data. | SR-3612 |
| 26.0615 | YES | Item List | UPDATE: Added a new Item Receipts record source to the Item Lists > Items Custom Tab. All fields available on the Item Receipts List, including the new Reserved field, can now be selected and displayed. Filtering, sorting, and Excel export functionality have also been enabled to support reporting and analysis of reserved inventory. | SR-3209 |
| 26.0615 | YES | Item List | BUG FIX: Resolved an issue where the Bin Location column in Item List custom views displayed a generic bin instead of the item-specific bin location. The field now correctly shows the corresponding bin location for each individual item line. | SR-3132 |
| 26.0611 | YES | Invoice and Credit Memo | UPDATE: Consolidated Return Reason Codes and Item Adjustment Codes into a single configurable table, allowing administrators to define which reason codes are available for Credit Memos, Customer Portal, Scanner, and Item Adjustments. The settings screen has been updated with new visibility options, improved layout, resizable columns, and streamlined data entry. The Item Adjustments screen now uses the shared Reason Code list, requires users to select a valid reason before saving, and replaces the previous Adjustment Reason Code field. Dropdowns throughout the system now display only the reason codes applicable to their respective screens. The Item Adjustments report has also been enhanced with a Reason Code column, separate User Notes, and new filtering options for Reason Code and Warehouse to improve reporting and analysis. | SR-2553 |
| 26.0611 | YES | Scanner | BUG FIX: Receiving > Return Items > Request Credit. Updated the Reason dropdown behavior so it no longer defaults to the first available option. The field now defaults to "Select One", and users must choose a valid reason before they can proceed. This helps prevent accidental selections and improves data accuracy. | SR-3706 |
| 26.0610 | YES | Catalog | BUG FIX: Resolved an issue where Catalog Descriptions could include unnecessary parentheses () when rebuilding the catalog. The fix has also been applied when adding items directly from the Catalog screen, ensuring consistent description formatting across both processes. | SR-3471 |
| 26.0610 | YES | List | BUG FIX: Resolved an issue where exporting records from Customer Lists, Custom Wizard Tables, and other data tables could fail, displaying an incorrect record count and redirecting users to an error page. Export functionality has been corrected and selected records now export successfully across supported lists and tables. | SR-3745 |
| 26.0609 | YES | Catalog | BUG FIX: Resolved an issue where the Make and Model filters in Manage Catalog were not being applied correctly, causing unrelated models to appear in the list of items available to add. Filter results now properly reflect the selected Make and Model criteria. The Year Range filter was also reviewed and confirmed to be functioning correctly. | SR-2365 |
| 26.0609 | YES | Customers | BUG FIX: Resolved an issue that prevented certain inactive customer accounts from being reactivated. Customer records can now be successfully reactivated without generating errors. | SR-3758 |
| 26.0609 | YES | Sales Order | BUG FIX: Updated the Sales Order print document to display the Bill To Customer Number instead of the Ship To Customer Number. This ensures the correct customer number is shown on printed sales orders when the Bill To and Ship To customers are different. | SR-1833 |
| 26.0608 | YES | AR Receive Payments | UPDATE: Enhanced the customer search functionality on the Receive Payments screen by adding Company, Customer #, Phone #, Address, and Address Type columns to the standard customer search results. Added a new Default Customer Search Method setting under AR & GL Settings, allowing users to choose between Company Name, Phone #, Customer #, or Search All Columns as the default search method. The Receive Payments screen now dynamically adjusts displayed columns based on the selected search method and supports searching across all available customer fields when Search All Columns is selected. | SR-3181 |
| 26.0608 | YES | Catalog Management | UPDATE: Added a new Catalog Manager option to create generic Item Descriptions when generating new items. When enabled, the Item Description is populated using only the PartsLink Description and its associated variables, excluding the Year, Make, and Model. The setting is retained between sessions, allowing users to consistently create generic item descriptions for parts that fit multiple vehicle applications. | SR-3688 |
| 26.0608 | YES | Descartes | BUG FIX: Resolved an issue where invoice line items with quantities greater than one were uploaded to Descartes as a single line. Invoice uploads now correctly reflect the item quantities, ensuring delivery receipts generated in Descartes display accurate totals. | SR-3501 |
| 26.0608 | YES | Users | BUG FIX: Resolved an issue where attempting to add a user after reaching the licensed user count generated an error. License validation has been corrected, and support was added to accommodate the requested additional user account. | SR-3702 |
| 26.0605 | YES | Item Details | BUG FIX: Resolved an issue in v26.0528 where accessing Default Bins by Warehouse from the Item Detail > Stock tab resulted in an undefined error. Users can now successfully view and manage default bin locations for each warehouse. | SR-3683 |
| 26.0605 | YES | Reports | BUG FIX: Resolved a calculation issue in the Invoices/Credits by Customer (Item Vendor) report where invoice totals were being counted multiple times across vendors, resulting in inflated report totals. The report now correctly allocates amounts by Item Vendor and calculates accurate invoice and summary totals | SR-3628 |
| 26.0604 | YES | Help Button | BUG FIX: Reviewed Help buttons across the application to ensure they are properly linked to the correct Knowledge Base articles. | SR-3660 |
| 26.0604 | YES | Labels | UPDATE: Added a new 4×6 (Landscape) label layout option, allowing users to print labels in landscape orientation to better accommodate their labeling and printing requirements. | SR-3356 |
| 26.0604 | YES | Reports | BUG FIX: Resolved an issue where the Invoices/Credits Payment Details report could not be downloaded. The report now generates and downloads successfully. | SR-3585 |
| 26.0604 | YES | Reports | BUG FIX: Resolved an issue in v26.0527 where the Cost values displayed in the Inventory Valuation Historical report did not match the values exported to Excel. The report and exported file now use consistent cost calculations and display the correct values. | SR-3633 |
| 26.0604 | YES | Reports | UPDATE: Added new reporting capabilities for Customer Portal return requests, Credit Authorization requests in 1place Scan, and all returns across all sources. The reports include key return details such as Item Number, Quantity Returned, Reason Code, Request/Order Date, Driver Name, Original Invoice Number, and Credit Memo Number to improve return tracking and reporting. | SR-3395 |
| 26.0604 | YES | Sales Order | BUG FIX: Resolved an issue in v26.0604 where opening a Sales Order could result in a Bad Request error. Sales Orders now open correctly without generating the error. | SR-3725 |
| 26.0602 | YES | Customers | BUG FIX: Resolved an issue where the Customer Record Number was incorrectly skipping or jumping to the next number in the sequence. Customer numbering now follows the configured numbering logic correctly when creating new customer records. | SR-3617 |
| 26.0602 | YES | Sales Order | BUG FIX: Resolved an issue where enabling Define Prefix by Warehouse caused Sales and Credit Memo numbers to ignore the configured numbering format and generate incorrect values. Document numbering now correctly follows the selected number type and formatting rules while applying warehouse-specific prefixes. | SR-3251 |
| 26.0602 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where the Waiting to Be Purchased list count did not match the total displayed on the left-side counter. Also added a Customer PO column option and a magnifying glass button to quickly open the related Sales Order. | SR-1669 |
| 26.0602 | YES | Reports | BUG FIX: Resolved an issue in the Total Sales by Item (Ascending Order) report where the Warehouse filter was not being applied correctly. The report now properly filters results based on the selected warehouse. | SR-325 |
| 26.0601 | YES | AR Receive Payments | BUG FIX: Updated the duplicate payment validation to prevent unnecessary warnings when entering values in the Check / CC # field for credit card payments. The duplicate payment warning is now displayed only for check payments, helping prevent the reuse of duplicate check numbers while eliminating unnecessary popups for recurring credit card transactions. | SR-3375 |
| 26.0601 | YES | Integrations | BUG FIX: Updated the Integration Mapping Tables to display the correct integration names. References to CCC PartType have been replaced with the appropriate OPSTrax PartType and PartsTrader PartType labels in their respective mapping screens. | SR-3646 |
| 26.0601 | YES | Reports | BUG FIX: Added a Customer Ship-To State column to the existing Invoice/Credits report, allowing users to filter, group, and export invoice and credit data by the customer's shipping state. | SR-3473 |
| 26.0601 | YES | Sales Order Lists | UPDATE: Expanded filtering capabilities on Sales Order Lists to support filtering by all available columns, including SO Status, Order Source, Invoice Date, and other list fields. Added support for date range filtering to make it easier to locate and analyze Sales Orders based on specific time periods. | SR-125 |
| 26.0601 | YES | Special Notes | UPDATE: Added a new Sales Order setting that controls how Item Special Notes are displayed when an item is added to a Sales Order. Users can choose to never display notes, show them embedded on the Sales Order screen, or display them as a popup message. Also updated the field label to indicate that Special Notes can be displayed on both Find Parts and Sales Order screens. | SR-2060 |
| 26.0529 (26.0608) | YES | Invoices | BUG FIX: Resolved an issue where the Qty Rtn field was locked on imported invoices, preventing users from creating manual return authorizations. Users with permission can now enter return quantities and process returns as expected. | SR-3328 |
| 26.0529 | YES | Lists | BUG FIX: Added a Created Date column to the Vendor, Quotation, and Purchase Order (PO) lists, allowing users to view and filter records based on when they were created. | SR-318 |
| 26.0527 | YES | Item Details | BUG FIX: Added a confirmation prompt when users click Recalculate All Qty’s in Stock. Users must now type YES to proceed, helping prevent accidental execution of the long-running process. Also added a Cancel button to the progress screen so users can stop the recalculation while it is running. | SR-3489 |
| 26.0527 | YES | Item Details | BUG FIX: Removed the Default Bin Locations tab and related column filter settings from Item Detail, since the same functionality is now available through the popup form/button interface. | SR-3590 |
| 26.0527 | YES | Reports | UPDATE: Added date range selection functionality to the Invoice / Credits by Item Category (Summary) report. | SR-3433 |
| 26.0526 | YES | Item Details | BUG FIX: Resolved an issue on Item Details > Financial where the List Price and OEM Price fields were incorrectly rounding decimal values. Entered values now retain the correct precision without unwanted rounding changes. | SR-3498 |
| 26.0526 | YES | Item Details | BUG FIX: Renamed the existing Special Notes field to Special Sales Notes to better reflect its use on the Find Parts screen. Added a new optional Additional Notes field on Item Detail, supporting up to approximately 1,000 characters of text. Also added AdditionalNotes to the Item Detail Import Wizard for both import and update operations. | |
| 26.0526 | YES | Item Details | UPDATE: Added a new Patented checkbox to Item Detail > Other Details for internal use. Also updated integration mapping support to recognize DSC (Diamond Standard CAPA) quality indicators as CAPA parts across the applicable integrations. | SR-3207 |
| 26.0526 | YES | Import Wizard | BUG FIX: Added support for the following fields in the Item Import Wizard for both import and update operations: YearRange, eCommerce, Shippable, and Patented. | SR-3369 |
| 26.0526 | YES | Record Numbering | BUG FIX: Updated the Use Sales Order Number for Invoice # functionality to properly handle record prefixes. When converting a Sales Order to an Invoice, the system now applies the configured Invoice prefix and removes the Sales Order prefix when both prefixes are defined. If no Invoice prefix is configured, the original Sales Order number and prefix are retained. This ensures consistent numbering and reduces confusion between Sales Orders and Invoices. | SR-3430 |
| 26.0526 | YES | Reports | BUG FIX: Resolved an issue where reports such as the Invoice/Credit Report would fail to download to Excel and remain stuck spinning without generating the file. Excel exports now complete correctly. | SR-3308 |
| 26.0526 | YES | Auto Job | UPDATE: Added a new automated maintenance job to delete records from the Integrations > Requests table that are older than a configurable number of days. This helps reduce database size and maintain system performance by automatically removing outdated integration request records. | SR-3589 |
| 26.0525 | YES | Sales Order | BUG FIX: Investigated and resolved an issue where backorders were still being created even though the Make a Backorder setting was disabled. Updated the validation logic to properly respect the company backorder setting during order processing. | SR-3516 |
| 26.0522 | YES | Support Tickets | NEW FEATURE: Added a Support Tickets feature under Settings > Support Tickets. Customers can view support requests related to their company, search and filter tickets, review SR details and work logs, and track ticket status. Additional functionality, including saved filters, prioritization, and expanded ticket management features, will be added in future updates. | SR-336 |
| 26.0521 | YES | Customer Portal | BUG FIX and UPDATE: Implemented multiple Customer Portal enhancements based on user feedback: Fixed the MAKE and MODEL dropdowns to always display in alphabetical order. Changed the default Items/Page setting to 50. Updated the results grid so the header row remains visible while scrolling. Investigated and improved the upper-right Search field behavior to properly support searching by relevant fields such as Description, Item #, and OEM #. | SR-3552 |
| 26.0521 | YES | Item Details | BUG FIX: Resolved an issue where the EXP DATE was intermittently missing from the Item Detail > POs section. Expected dates now display consistently when available. | SR-3523 |
| 26.0521 | YES | Labels | BUG FIX: Resolved an issue in v26.0519 where using the Zone filter caused transfer and ship order label data to not display correctly on printed labels. Labels now properly show the related transfer and shipping information when filtered by zone. | SR-3565 |
| 26.0521 | YES | Reports | BUG FIX: Resolved an issue where custom fields such as Sales Tax were not available when exporting the Invoice/Credit Detail Report to Excel. The report now properly supports the Sales Tax field and custom column exports. | SR-3297 |
| 26.0520 | YES | AR Receive Payments | UPDATE: Added the ability to search the Payment History tab on the Receive Payments screen by Invoice # or Credit Memo #, along with performance optimizations for faster results. | SR-3544 |
| 26.0520 | YES | Scanner | UPDATE: Added support for assigning additional warehouses to Scanner users for Inspect Returns. Users can now select which assigned warehouse to process the return into, and inventory will be returned to the selected warehouse. | SR-3462 |
| 26.0519 | YES | Merging Accounts | NEW FEATURE: Added support for two distinct customer account management processes: Account Merge and Account Adoption. The Account Merge process is designed for consolidating duplicate customer records by moving invoices, credits, payments, API settings, contacts, and portal users into a primary account while preserving the primary account’s pricing, tax settings, payment terms, shipping methods, and customer information. The Account Adoption process supports parent/child customer relationships by allowing one customer account to serve as the billing account for another. Child accounts retain their own customer records, shipping addresses, contacts, portal users, API settings, and account preferences, while billing and statements are managed through the designated parent account. Statements can also be separated by shipping location. | SR-3100 |
| 26.0519 | YES | Shipping and Receiving | Resolved an issue where Sales Orders containing transfer items were being marked as complete too early. The # of Items on Order now correctly counts quantities across all warehouses, preventing premature syncing to Descartes. | SR-3406 |
| 26.0519 | YES | Shipping and Receiving | Resolved an issue where cancelled Sales Order lines (Qty Ordered changed to 0) were still included in the # of Items on Order count. The dispatch screen now updates totals correctly based only on remaining active quantities. | SR-3406 |
| 26.0515 | YES | Scanner | UPDATE: Completed functionality for the existing All Sales Orders, Single Order, and Customer Pickup options in Shipping > Picking > Pick Orders and Cart to Staging. Also added a new setting to define which Shipped Via value represents Customer Pickup. Added a new Shipping Options section in Settings and moved the Customer Pickup Shipped Via setting into that section. Fixed UI alignment issues where checkbox descriptions were not displaying correctly beside their checkboxes. Updated scanner prompts and instructions for improved clarity. Also resolved issues when the same item appears on multiple lines of the same Sales Order, improved handling for “All Orders” workflows, and added a Back button for easier scanner navigation. | SR-3280 |
| 26.0514 | YES | Reports | BUG FIX: Resolved an issue where the Invoice/Credits (Open) Report was incorrectly including fully paid invoices and credits. The report now properly filters and displays only open balances. | SR-3352 |
| 26.0514 | YES | Credit Memo | BUG FIX: Resolved an issue in v26.0512 where users were unable to delete Credit Memos or Return Authorizations. Delete functionality now works correctly. | SR-3481 |
| 26.0514 | YES | Customers | BUG FIX: Resolved an issue where the Zip Code on a new customer record would change after saving and confirming the sales tax code. The entered zip code now persists correctly without being overwritten. | SR-3484 |
| 26.0514 | YES | Sales Order | UPDATE: Enhanced the Packing Slip / Order Acknowledgment print layout by adding a new Row Padding option under Print Settings. Users can now adjust spacing between line items from 4px to 10px for improved readability and clearer separation of item descriptions. | SR-2859 |
| 26.0514 | YES | Scanner | BUG FIX: Resolved an issue where scanning a new part number not already in the Count by Bin list would disappear without being added. New items are now properly added during the counting process | SR-3482 |
| 26.0513 | YES | AR Customer Statements | BUG FIX: Resolved an issue in v26.0507 where the Customer Statements screen failed to load correctly and features from v26.0427 appeared missing. Fixed a layout conflict caused by the newly added Payment Term field, where the File Type field merged with the From Date field when Distribution Method = Email. Screen positioning and workflow have now been corrected. | SR-3445 |
| 26.0513 | YES | AR Receive Payments | BUG FIX: Resolved an issue where payment imports were incorrectly showing balance discrepancies and preventing users from proceeding. The calculation logic has been corrected, and batch processing for database uploads has been optimized for better performance. | SR-3451 |
| 26.0513 | YES | Purchase Order | BUG FIX: Resolved an issue where changing the PO Qty back to 0 did not reset the Line Total to $0. Line totals now recalculate correctly when quantities are updated. | SR-3474 |
| 26.0512 | YES | Scanner | UPDATE: Added support for searching and filtering Return Items by both Invoice # and Sales Order #. The related Invoice # is now also displayed during the return process for easier tracking. | SR-3073 |
| 26.0511 | YES | API | UPDATE: Created a new API to return available quantities for active, shippable items (QtyInStock - QtyReserved), with optional DateTimeSince filtering and restricted access hours based on Mountain Standard Time. | SR-2292 |
| 26.0511 | YES | Catalog | UPDATE: Updated Manage Catalog so users can modify the Make Duplicate CAPA and Make Duplicate Tier Part options before generating item lists. Temporary records are now automatically cleared on page load, with a progress bar displayed during cleanup to prevent old records from appearing by default. | SR-3370 |
| 26.0511 | YES | Customers | BUG FIX: Resolved an issue when adding a new customer where entering a Zip Code caused a duplicate key error in SalesTaxRates. Updated the unique key logic to use the combination of CompanyID, ZipCode, TaxCode, and TaxRate, allowing multiple tax codes/rates per zip code. | SR-3456 |
| 26.0511 | YES | Customer Details | BUG FIX: Resolved an issue where customer RFID/Third Part IDs (Customer Details > API tab) were not saving correctly and would disappear after changing tabs. | SR-3367 |
| 26.0511 | YES | Import Wizard | BUG FIX: Enhanced the Invoice Payment Import process to correctly apply imported payments, ensuring unapplied amounts are handled properly and AR balances remain accurate. Support has been added for negative reversal payments, allowing them to offset previously imported positive payments without automatically converting values to positive numbers. The Import Wizard instructions for Invoice Type and Total Payment have also been updated for clarity, and the Invoice Payment screen now includes improved action icons and tooltips for deleting, syncing, and reversing payments. | SR-3124 |
| 26.0511 | YES | Purchase Order | BUG FIX: Resolved an issue where the RCVD checkbox could not be unchecked because the value would automatically revert back. The checkbox state now saves correctly. | SR-3411 |
| 26.0511 | YES | SOPO | BUG FIX: Resolved an issue where creating a PO from a Sales Order would hang, return an error, and fail to refresh the screen. The PO creation process now completes properly and updates the Sales Order automatically without requiring manual refresh. | SR-3450 |
| 26.0511 | YES | Wizard Table | UPDATE: Added Customer Type and Customer Sub Type to the filter options in Wizard Tables for Sales Orders, Invoices, and Credit lists, improving filtering and segmentation. | SR-3380 |
| 26.0508 | YES | Scanner | UPDATE: Updated Scanner > Receiving > Return Items > Inspect Returns so returned inventory is added back to the user’s assigned warehouse (scanner warehouse) instead of the Credit Memo warehouse, ensuring inventory is returned to the correct physical location. | SR-3402 |
| 26.0507 | YES | AR Aging Summary | BUG FIX: Resolved an issue in version 26.0505 where the AR Aging Summary calculation could become unresponsive or fail to process after extended loading. | SR-3418 |
| 26.0507 | YES | Customer Detail | BUG FIX: Resolved an issue on the Customer Detail > API tab where deleting one API entry was removing two lines. Also corrected the confirmation message to display “Do you want to delete this API?” instead of “contact.” | SR-3278 |
| 26.0507 | YES | Sales Order | BUG FIX: Resolved an issue where Sales Order numbers were being skipped or duplicated. The system now maintains a consistent and sequential numbering without reuse. | SR-2594 |
| 26.0507 | YES | Purchase Order | BUG FIX: Resolved an issue where error messages appeared during PO receiving even though the receipt process completed successfully. Receiving now processes without unnecessary error prompts. | SR-3376 |
| 26.0506 | YES | AR Statements | UPDATE: Added a new Payment Terms filter to the Statements (View, Print, PDF, and Excel) and AR Aging Summary screens. The filter displays a unique customer-based list of payment terms in alphabetical order and defaults to ALL. The Statements screen layout was also updated by moving the From Date field above the To Date field. | SR-3326 |
| 26.0506 | YES | AR Receive Payments | BUG FIX: Resolved an issue in version 26.0505 where a validation error on the Receive Payment screen was preventing users from processing payments. | SR-3373 |
| 26.0506 | YES | Labels | BUG FIX: Resolved an issue where printed labels did not match the selected bin/zone filter and included picks from unrelated zones. Labels now print only for the bins and picks selected by the applied filter. | SR-3302 |
| 26.0506 | YES | Sales Order | UPDATE: Updated the Unit Cost field behavior for Sales Order line items to support backordered item processing. Users with the appropriate permissions can now edit and save the Unit Cost when no quantity has been shipped, or when shipped quantities exist but the current cost is zero. Once a line item has shipped and a cost has been established, the Unit Cost field becomes locked to prevent further changes. | SR-2884 |
| 26.0506 | YES | Scanner | BUG FIX: Resolved an issue where Count by Bin did not translate scanned cross-reference/KSI numbers to the correct item during cycle counts. The scanner now properly converts and counts the related item. | SR-3295 |
| 26.0506 | YES | SOPO | BUG FIX: Updated the SOPO > Update Item Vendor Cost Prompt functionality to properly respect the Yes / No / Prompt settings and correctly save vendor cost information to the Item Detail screen for future auto-population. Added a new Vendor Item # column, and when the setting is configured to Prompt, users will now be prompted to save the cost if a Vendor Item # is entered. | SR-2959 |
| 26.0505 | YES | Find Parts | BUG FIX: Updated Quick Search (Search by Category) so that selecting a category button automatically clears the Keyword search field, ensuring accurate results. | SR-2173 |
| 26.0505 | YES | Label Designer | BUG FIX: Resolved an issue where labels designed from Sales Order print were not matching those in Shipping & Receiving. Label configurations are now synchronized across both screens. | SR-3294 |
| 26.0505 | YES | Reports | BUG FIX: Resolved an issue where the Inventory Valuation Report was not including all items. The report now correctly includes all inventory records. | SR-3351 |
| 26.0505 | YES | Scanner | BUG FIX: Resolved an issue where removing a user in Scanner > User Security would log out the current session. Users can now be removed without forcing a re-login. | SR-3353 |
| 26.0504 | YES | Integrations | BUG FIX: Resolved an issue where Sales Orders created through integrations (such as CCC, OPSTrax, and PartsTrader) did not correctly update their status after invoicing. Sales Order statuses now transition as expected throughout the order lifecycle. | SR-2881 |
| 26.0504 | YES | Scanner | BUG FIX: Resolved an issue where returns could not be created for partial quantities on an invoice line. Users can now process returns for individual quantities (e.g., 1 of 2 items). | SR-3296 |
| 26.0430 | YES | AR Statements | UPDATE: Added a Customer PO# (from Invoice) column to AR Statements, placed to the right of the Trans # column. Adjusted existing column widths to accommodate the change. This update applies to all statement types, including Excel exports. | SR-3267 |
| 26.0430 | YES | Import Wizard | UPDATE: Added Credit Card Number and Authorization Number fields to the Invoice/Credit Payment Import Wizard for import support. | SR-3228 |
| 26.0430 | YES | Purchase Order | UPDATE: Added a Customer PO # column to AR Statements, replacing the previous Type column for improved visibility and reference. | SR-3284 |
| 26.0430 | YES | Sales | BUG FIX: Resolved an issue where markup pricing (%) was not being applied correctly in Find Parts. Pricing now properly calculates as Cost + (Cost × Markup %) and reflects accurately for customers with assigned markup rules. | SR-3304 |
| 26.0429 | YES | AR Receive Payments | UPDATE: Added new AR Import options to either Cancel & Re-Reconcile or Proceed & Force Balance when payments do not match exactly. The system can now automatically handle overpayments/underpayments, add balancing notes, and generate an Excel summary with applied amounts and adjustment details. | SR-3049 |
| 26.0429 | YES | Purchase Order List | BUG FIX: Resolved an undefined error that occurred when applying filters on PO Status in the PO List (including custom lists). Filtering now works correctly when refining results for open or not-yet-received POs. | SR-3276 |
| 26.0429 | YES | Import Wizard | UPDATE: Added support for the Volume field in the Item Import Wizard for both Import and Update processes, positioned between FixedCostForMarkupPricing and ShipLength. | SR-3246 |
| 26.0429 | YES | Sales Order | UPDATE: Added a new Import Line Items option to Sales Orders with support for importing line items into a single order, including optional Auto Ship and Auto Price Calculation features. | SR-3069 |
| 26.0428 | YES | Import Wizard | BUG FIX: Resolved an issue where the Customer Import Wizard was not importing customer lists due to validation and format mismatches. Fixed handling of NULL CreateDate values by removing the field from mapping, and updated the temporary import table to allow NULL DeliveryFee values (aligned with Customer table behavior). Import now completes successfully. | SR-3265 |
| 26.0428 | YES | Item Details | BUG FIX: Item Details > Custom Fields. Resolved an issue where newly added Custom Fields were not appearing in Item Detail, Item List, or Add screens, and where date-type custom fields were not saving. Custom fields now display correctly across screens and persist after saving. | SR-2877 |
| 26.0428 | YES | Item List | BUG FIX: Resolved issues where Export to Excel caused undefined errors or timeouts when exporting reports such as Item List and Stock Replenish List. Export processing has been stabilized and optimized. | SR-3203 |
| 26.0427 | YES | Cross Reference | BUG FIX: ITEM DETAILS > CROSS REFERENCE. Resolved issues where “Modified By” was not updating when users edited cross references and where user changes were being overwritten. Updates now correctly track the modifying user and persist without being overridden. | SR-3068 |
| 26.0427 | YES | Customer Portal | UPDATE: Added support for mass importing Customer Portal users with automatic matching of imported CustomerID values to existing customer records, bulk approval functionality, template-based onboarding emails, and a new CreateNewPassword email variable for password setup links. | SR-2990 |
| 26.0427 | YES | Customer Portal | BUG FIX: Resolved issues with Customer Portal Returns for Credit Memo/RA (Descartes) processing. The system now applies the correct document prefix, calculates the proper Estimated Delivery Date using the same logic as invoices, and uploads the To Return Qty instead of the Returned Qty to Descartes. | SR-3071 |
| 26.0427 | YES | Integrations | UPDATE: Added a new Include Vendor Qty’s in Inventory File option to the CCC FTP Export screen. When enabled, inventory exports will include items with zero local stock if vendor inventory quantities are available. | SR-2973 |
| 26.0427 | YES | Sales Order | BUG FIX: Resolved an issue where invoices marked Tax Exempt still showed tax when printed. The system now automatically unselects tax checkboxes when Tax Exempt is enabled, ensuring accurate print output. | SR-2931 |
| 26.0427 | YES | Scanner | BUG FIX: Resolved an issue in the Putaway process where Step 3 only accepted a Parts Link number after initially scanning a company item number. The system now recognizes and accepts either the company item number or the Parts Link number throughout the entire putaway workflow. | SR-3228 |
| 26.0427 | YES | Scanner | BUG FIX: Resolved an issue where items could be stocked using cross-reference numbers but could not be picked to cart. The scanner now supports cross-reference values for both stocking and picking workflows. | SR-3202 |
| 26.0424 | YES | Customer Detail | BUG FIX: Resolved an issue where unchecking Tax Exempt would revert after saving and reloading the customer. The setting now persists correctly when updated. | SR-3225 |
| 26.0424 | YES | Items Details | BUG FIX: Item Details > Cross Reference tab. Added Modified Date to the Cross Reference section, displayed alongside Modified By User (e.g., Admin 01/01/2001) for clearer tracking of changes. | SR-3116 |
| 26.0421 | YES | AR Customer Statements | BUG FIX: Resolved an issue where Customer Statements were excluding same-day payments, credits, or invoices due to the selected TO Date only using 00:00:00 time. The system now automatically includes the full day range (23:59:59) for the selected TO Date, ensuring all transactions for that day appear correctly on statements. | SR-3180 |
| 26.0421 | YES | Find Parts | BUG FIX: Resolved an issue where clicking Clear All on the Find Parts screen would log users out of 1Place. The button now properly resets filters without terminating the session. | SR-3198 |
| 26.0421 | YES | Item Details | BUG FIX: Added the Shippable and Patented field to the Item Detail screen and Item List Settings. | SR-3188 |
| 26.0421 | YES | Purchase Order | BUG FIX: Resolved an issue where Container Detail data was being cleared after the container was marked as received. Data now remains intact for reference after receipt. | SR-3156 |
| 26.0420 | YES | Customer Portal | BUG FIX: Resolved issues in Customer Portal: Other Settings > Email Templates where the layout became disarranged after selecting Edit and saved templates were not retaining changes properly. Templates now save and display correctly. | SR-2016 |
| 26.0420 | YES | Shipping and Receiving | BUG FIX: Enhanced the Cancel/Restock screen with top-level options for Select All, Unselect All, and Delete & Unship All Selected. The bulk action properly unships, logs, and deletes selected records. | SR-2682 |
| 26.0417 | YES | Invoices | BUG FIX: Resolved an issue where the system incorrectly blocked invoice deletion due to a non-existent payment. Validation now accurately checks for actual payments before preventing deletion. | SR-3129 |
| 26.0417 | YES | Reports | BUG FIX: Resolved an issue where the warehouse filter on the Invoice/Credit Total report was not applying correctly and showed totals for all locations. The report now filters accurately by the selected warehouse. | SR-3171 |
| 26.0416 | KNOWN ISSUE | Credit Memo | Unable to save line item. | |
| 26.0416 | KNOWN ISSUE | Purchase Order | Unable to Send email. Documents to print dropdown are disable. Unable to create AP bill while click "Sync with Quickbooks online' | |
| 26.0416 | YES | Audit Log | BUG FIX: Resolved an issue where the Audit Log "Turn Off" setting was being automatically enabled after changing versions. The setting now retains its configured value during version updates and changes. | SR-2065 |
| 26.0416 | YES | Customer Portal | BUG FIX: Resolved an issue where Customer Portal transfer orders were adding an extra day to the Estimated Delivery Date. Transfer orders now calculate and display the correct delivery date. | SR-2778 |
| 26.0416 | YES | Quick Search | BUG FIX: Resolved an issue where changing the “Search By” dropdown caused the system to freeze. The dropdown now updates correctly without impacting performance. | SR-3232 |
| 26.0416 | YES | Receive Payments | BUG FIX: Resolved an issue where changing the Customer or Display Filter (All Customers / Customers with Balance) caused popup errors. Customer selection and filtering now work smoothly without errors. | SR-3042 |
| 26.0416 | YES | Receive Payments | BUG FIX: Fixed the Select All button to properly select all records when checked and deselect all when toggled again. | SR-3058 |
| 26.0416 | YES | Scanner | BUG FIX: Resolved an issue where Move Dock Items to Bin did not require scanning each item after selecting a PO. The system now enforces item-by-item scanning before completing the move. | SR-3061 |
| 26.0416 | YES | System | UPDATE: Redesigned how PDF reports are stored. Instead of copying files across versions, all PDFs are now saved in a single centralized folder, improving storage efficiency and cleanup management. | SR-3039 |
| 26.0413 | KNOWN ISSUE | User Security | Unable to edit Shipped via while user have edit rights. | |
| 26.0413 | KNOWN ISSUE | Reports | Invoice/Credit by Customer (Open) Report Displays All Records Instead of Only Open Balance Orders | |
| 26.0413 | YES | AR Receive Payments | UPDATE: Added a new validation to the Receive Payments screen to help prevent duplicate payment entries. Users will now receive a Duplicate Payment? warning message when the same payment number is entered for the same customer within the past 90 days, helping identify potential duplicate payments before posting. | SR-3019 |
| 26.0413 | YES | Item Detail | BUG FIX: Resolved an issue in Item Detail > Custom Filters > Tabs where duplicate entries (e.g., multiple Show Default Bin and Show Picture options) were appearing. Filters have been cleaned up to display correctly without duplicates. | SR-3096 |
| 26.0413 | YES | Item Detail | BUG FIX: Improved the Item Cross Reference Wizard import process by reducing the batch size from 500 to 100 to help prevent performance delays during large uploads. Additional testing was completed against the database, including CAPA files, and cross-reference values were verified to import and display correctly. Further QA testing was also performed for Item Vendor, Item Manufacturer, Notes, and Cross Reference update behavior. | SR-3087 |
| 26.0413 | YES | Record Numbering | BUG FIX: Resolved an issue where warehouse-based numbering in Find Parts was using the Bill-To warehouse instead of the selected warehouse. The system now correctly applies the prefix based on the chosen warehouse. | SR-3103 |
| 26.0413 | YES | Sales Order | BUG FIX: Resolved an issue where editing the line item description (and other fields) would reset the status to NEW. Line item status now remains unchanged when making edits. | SR-3076 |
| 26.0413 | YES | Settings | UPDATE: Reorganized the Settings navigation menu for improved usability, including renaming AR & GL and removing QuickBooks Online Integration (moved to Sales > Integrations), | SR-3067 |
| 26.0413 | YES | Shipping and Receiving | UPDATE: Removed all filters and criteria below the blue title on the Ship/Rec > NEW screen for a cleaner interface. | SR-3077 |
| 26.0409 | KNOWN ISSUE | Record Numbering | Warehouse-based record numbering prefix. Settings → System → Record Numbering →Warehouse Prefix Numbering while creating a Sales Order and accessing Find Parts, the warehouse-based numbering is being fetched incorrectly. The system currently retrieves the numbering prefix based on the Bill-To warehouse instead of the selected Warehouse. | |
| 26.0409 | YES | Customers | BUG FIX: Resolved an issue where the Save button would not create a new customer in version 26.0406. Customer creation now works correctly. | SR-2998 |
| 26.0409 | YES | Customer Details | BUG FIX: Resolved an issue where the search field was missing from the Invoices tab in Customer Detail. The search functionality has been restored to match previous versions. | SR-3059 |
| 26.0409 | YES | Find Parts | UPDATE: Updated the security validation when selecting a customer in Find Parts (Corporate). If a user does not have access rights to the company associated with the selected customer, the system now displays a clearer Missing Credentials message explaining that additional company security permissions are required and advising the user to contact their system administrator. | SR-2988 |
| 26.0409 | YES | Item Details | BUG FIX: Fixed an issue where Receipt ID was not automatically populating when manually adding stock in Item Details > Stock (v26.0407 and earlier). Receipt IDs are now correctly generated and assigned during stock entry, ensuring items can be properly adjusted. A cleanup process has also been applied to update existing stock records missing Receipt IDs. | SR-3028 |
| 26.0409 | YES | Item Details | BUG FIX: Updated the system to ensure audit and logging fields, such as Date Added, Date Edited, Added By, Edited By, and similar tracking fields, remain read-only at all times, regardless of user security rights or administrator privileges. This includes the Date Added field on the Item Detail > In Stock tab and other applicable screens throughout the system. | SR-2602 |
| 26.0409 | YES | Label Designer | UPDATE: Added Other # field in the label designer and verified functionality through testing. Also fixed the issue with saving the changes on the label. | SR-2896 |
| 26.0409 | YES | Label Designer | BUG FIX: Resolved an issue where added fields and label changes in Label Designer were not saving properly. Fields now persist after saving and display correctly in both the designer and preview. | SR-2962 |
| 26.0409 | YES | Record Numbering | BUG FIX: Resolved an issue where Customer record numbers were not consistently auto-populating and the Next Number field was being cleared or triggering an error popup. The record numbering sequence has now been properly implemented and stabilized on the Customer creation screen. | SR-3032 |
| 26.0409 | YES | Sales Order | BUG FIX: Resolved an issue where the “Item Added to PO” log entry was showing an incorrect time. The system now consistently uses the user’s local time for all fulfillment log entries. | SR-3013 |
| 26.0409 | YES | Sales Order | UPDATE: Added a new setting under Settings > Sales > Sales Orders: [ ] Prompt to mass set Qty Ordered to 0 for Back Ordered items. When enabled, and a user changes Qty Ordered to 0 on a non-invoiced SO, the system prompts to reset all backordered items to 0. If confirmed (by typing “ALL”), all qualifying items are updated with no inventory or adjustment impact, followed by a success confirmation message. | SR-3065 |
| 26.0409 | YES | Shipping and Receiving | BUG FIX: Resolved inconsistencies in the “New” status section across locations where item counts did not match actual records. Counts and item listings are now aligned and display correctly per warehouse. | SR-3003 |
| 26.0409 | YES | User Security | UPDATE: Added a new Check for Modules & User Tab Updates button to the Module tab in User Security. This utility checks for missing modules and automatically synchronizes any missing user tabs across all screens, ensuring users have access to all applicable tabs based on their assigned security settings. | SR-2693 |
| 26.0408 | KNOWN ISSUE | User Version | Unable to assign version to users on the admin portal | |
| 26.0408 | YES | Admin | BUG FIX: Resolved an issue with the Show Users screen in Admin.1Place.Cloud and added pagination to display users in batches of 500 records per page for improved performance and usability. | SR-3329 |
| 26.0408 | YES | AR Receive Payment | BUG FIX: Added a date range filter to the Receive Payments screen in the footer of the detail area. Users can now specify Start and End dates (defaulting to 1/1/2000 and today’s date) to filter displayed invoices and credit memos before or after selecting a customer. | SR-2935 |
| 26.0408 | YES | Credit Memo | BUG FIX: Resolved an issue where the Credit Memo numbering field was being cleared, causing CMs to be created without numbers. | SR-3017 |
| 26.0408 | YES | Descartes | UPDATE: Enhanced the Descartes integration by moving pickup creation and updates from the Scanner to the Credit Memo workflow. Added a new setting under Sales > Integrations > Descartes to optionally prompt users to create a pickup after submitting a Credit Memo. A new Upload/Update Pickup to Descartes option has also been added to the More Options menu on the Credit Memo screen, allowing users to create or update pickups based on the scheduled pickup date. The system now validates existing pickups, displays appropriate status messages, and supports automatic pickup creation after Save & Submit when the feature is enabled. | SR-2409 |
| 26.0408 | YES | Purchase Order | BUG FIX: Resolved an issue where PO line items were not saving and totals were not calculating correctly. | SR-3060 |
| 26.0408 | YES | Sales Order | BUG FIX: Resolved an issue where Sales Order numbers were being skipped or duplicated. The system now maintains a consistent and sequential numbering without reuse. | SR-2594 |
| 26.0408 | YES | User Interface | BUG FIX: Reverted the Item Detail screen section styling to the previous color scheme, restoring a consistent appearance across all tabs. | SR-3035 |
| 26.0408 | YES | User Settings | BUG FIX: Resolved an issue where the User Settings screen could become stuck on the loading screen when handling large numbers of users. Added pagination support for environments with more than 200 users to improve loading performance and usability. | SR-2033 |
| 26.0407 | YES | Customer Portal | UPDATE: Added a new Customer Portal setting to automatically create a Descartes Pickup when a customer submits a Credit Memo / Item Return request. When enabled, return requests from the portal automatically generate a pickup request in Descartes, streamlining the return process for customers using the optional Descartes integration. | SR-2835 |
| 26.0407 | YES | Find Parts | BUG FIX: Updated the Last Sale Price (LSP$) behavior in Find Parts to calculate per customer and per item only upon selection. The column now defaults to $0 and displays the customer-specific last sale price when selected; if none exists, it remains $0. System updates to the global Item!LastSalePrice field have been removed. | SR-2375 |
| 26.0407 | YES | Invoices | BUG FIX: Added a print setting on the Invoice Detail screen to allow users to hide the date and time at the bottom of the printed invoice, accommodating customer preferences. | SR-1578 |
| 26.0407 | YES | Purchase Order | BUG FIX: Fixed a layout regression where “Import Line Item” and “Commit Line Item” were incorrectly stacking instead of displaying side-by-side. Restored the previous UI behavior (white button left, blue button right). | SR-2999 |
| 26.0407 | YES | Reports | BUG FIX: Resolved an issue where the Inventory Adjustment report failed to generate due to an error. The report now runs successfully. | SR-2902 |
| 26.0406 | KNOWN ISSUE | Customers | Unable to add new customer. | |
| 26.0406 | YES | AR Receive Payment | BUG FIX: Resolved an issue where the Payment History screen would freeze and continuously show the loading icon. The data now loads properly without delays. | SR-2971 |
| 26.0406 | YES | Customer Details | BUG FIX: Implemented pagination on the Sales History tab in Customer Details to resolve the issue where the data would keep loading indefinitely. Sales history now loads efficiently with large datasets. | SR-2979 |
| 26.0406 | YES | Find Parts | UPDATE: Enhanced the Find Parts screen to highlight the entire row in yellow when an item’s QIS (Qty In Stock) = 0, improving visibility of out-of-stock items. | SR-2376 |
| 26.0406 | YES | Item Details | BUG FIX: Resolved an issue where typed Bin Location values were not saving unless selected from the dropdown. Users can now manually enter or select a bin, and the value (including blank) will save correctly without auto-assignment. | SR-2807 |
| 26.0406 | YES | Shipping and Receiving | UPDATE: Added a new Check / Move to Next Status button in SHIP/REC > In Route for Descartes-enabled deliveries. The process now displays progress updates for each order being processed, along with Cancel and Close options during status updates. | SR-2390 |
| 26.0403 | YES | Integrations | BUG FIX: Resolved issues where imported E-Commerce backorder items were missing Warehouse and Shipped Via values. The Sales Order warehouse is now pulled from Integrations > Ecom Imports > Create Sales Order In, while the default Shipped Via is sourced from the EBay customer’s default Shipped Via setting | SR-2955 |
| 26.0402 | YES | AR Receive Payment | BUG FIX: Added a date range filter to the Receive Payments screen in the footer of the detail area. Users can now specify Start and End dates (defaulting to 1/1/2000 and today’s date) to filter displayed invoices and credit memos before or after selecting a customer. | SR-2935 |
| 26.0402 | Invoice | BUG FIX: Resolved an issue where comments on invoice line items were not appearing after importing data. Imported comments now correctly display in 1Place. | SR-2987 | |
| 26.0402 | YES | Reports | BUG FIX: Resolved errors causing the Item Adjustments report to fail and Sage uploads to get stuck. Performance tuning was applied to ensure reports generate correctly and uploads complete successfully. | SR-2935 |
| 26.0402 | YES | Shipping and Receiving | UPDATE: Added a multi-select filter for the Shipped Via field on To Dispatch/Invoice screens, allowing users to select and filter by multiple shipping methods at once. | SR-2118 |
| 26.0402 | YES | User Security | BUG FIX: Resolved an issue where users with the appropriate User Security permissions were unable to access the User Security screen. Access validation has been corrected to properly honor assigned security rights. | SR-2805 |
| 26.0402 | YES | Vendor Detail | BUG FIX: Fixed an issue where the PO Date column was blank in Vendor Detail > Purchase Order tab, even though dates appeared correctly on the main PO list. Dates now display properly for all POs under the vendor. | SR-2410 |
| 26.0401 | YES | AR Receive Payment | UPDATE: Updated the Credit Memo Refund tab to include additional columns similar to the Payment History tab and added a field to enter a batch number for refunds. | SR-2772 |
| 26.0401 | YES | Find Parts | BUG FIX: Added a new setting under Settings > Sales > Find Parts called Default Order Source for Find Parts. Users can enter a value to auto-populate the Order Source on Sales Orders created from Find Parts; if left blank, the field remains unchanged. | SR-2107 |
| 26.0401 | YES | Import Wizard | BUG FIX: Resolved an issue where the Delivery Zip Code Import Wizard was not detecting the WarehouseCode field, causing the process to get stuck. The import now correctly recognizes the field and completes successfully. | SR-2934 |
| 26.0401 | YES | Invoices | BUG FIX: Resolved an issue where deleting payment lines on invoices/credit memos (imported data) caused an undefined error. Also enabled the Give Cash Back button to allow users to view payment details. | SR-2668 |
| 26.0401 | YES | Item Details | BUG FIX: Resolved an undefined error that occurred when adding inventory due to a missing stored procedure. Inventory adjustments can now be added successfully. | SR-2936 |
| 26.0401 | YES | Sales Order | BUG FIX: Resolved an issue where cancelling “Ship From Different Bin/Lot” would incorrectly change the line item to Back Order / Waiting for Purchase. The item status now remains unchanged when canceling. | SR-2938 |
| 26.0401 | YES | Scanner | UPDATE: Added Other # field in the label designer and verified functionality through testing. | SR-2896 |
Version 26.0105 – 26.0331
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 26.0331 | YES | Find Parts | BUG FIX: Resolved an issue where stock information would not display after clicking the Show Stock button in Find Parts. The stock details now appear correctly on the screen. | SR-2761 |
| 26.0331 | YES | Bin Management | BUG FIX: Resolved an issue where the Bin Locations Import Wizard would get stuck on the loading screen during import. | SR-2019 |
| 26.0331 | YES | Integration | BUG FIX: Resolved an issue where E-Commerce transfer orders between that were getting stuck and not appearing in the “Transfers into Our Warehouse” menu. Transfer orders now display correctly in the warehouse transfer queue for proper processing and tracking. | SR-2915 |
| 26.0331 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where Print Preview on Print and Pick Selected would hang with the loading icon. Users can now successfully preview picking documents after selecting users, routes, and orders. | SR-2947 |
| 26.0331 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where items were stuck in “transfer into our warehouse” due to incorrect Pick Type (set to Ship-order instead of Trans-Ship-Order) from API/imported orders. | SR-2930 |
| 26.0331 | YES | Vendors | BUG FIX: Resolved an issue where viewing a PO from the Vendor Details screen opened a blank page. POs now display correctly when accessed from the Vendor > Purchase Order tab. | SR-2882 |
| 26.0330 | YES | AR Receive Payments | BUG FIX: Updated AR Receive Payments, AR Aging, and AR Statements to display all open balances, including those for inactive customers, ensuring full visibility of outstanding amounts. | SR-2639 |
| 26.0330 | YES | Customer Detail | BUG FIX: Resolved an issue where marking a customer Inactive and then attempting to reactivate them caused an undefined error. Customers can now be reactivated without errors. | SR-2883 |
| 26.0330 | YES | Customer Portal | UPDATE: Enhanced image display in the Customer Portal to support improved zoom with better quality. There are no specific size or format requirements, and the system handles scaling automatically. The same image can be used for both thumbnail and full-size views. | SR-2665 |
| 26.0330 | YES | Find Parts | BUG FIX: Resolved an issue where Tax Recalculation would trigger multiple times on Find Parts and Sales Order screens and not save on the first attempt. | SR-2018 |
| 26.0330 | YES | Find Parts | BUG FIX: Resolved an issue in Find Parts where customer searches under the Corporate account were not routing users to the correct pod database and instead remained in the corporate database. | SR-2338 |
| 26.0330 | YES | Item List | BUG FIX: Resolved the export issue from Item List > Custom Tab that previously showed a “site can’t be reached” error. A progress bar with a cancel option has been added for item record downloads. Note: For very large datasets (e.g., over 200k records), errors may still occur due to volume limits. A full fix will require server-side file generation instead of HTML rendering. | SR-2815 |
| 26.0330 | YES | Invoices | BUG FIX: Resolved an undefined error when using Save Layout for All Users button on the Invoice screen. | SR-2852 |
| 26.0330 | YES | Labels | BUG FIX: Resolved an issue where transfer orders were generating labels without the “Transfer From” field. Labels now correctly display the source warehouse to avoid confusion during picking. | SR-2890 |
| 26.0330 | YES | User Security | BUG FIX: Reviewed and corrected the “Do Not Allow” settings so they now accurately enforce restrictions as described. Specifically, users are prevented from modifying invoice fields (dates, line items, quantities, prices) but are still able to print, reprint, or email invoices. | SR-2888 |
| 26.0330 | YES | Reports | BUG FIX: Resolved an issue where the Invoices/Credits by Customer report would not download to Excel after selecting the export option. The download now triggers correctly. | |
| 26.0330 | YES | Customer Detail | BUG FIX: Fixed an undefined error that prevented changing customers from Inactive to Active. Updates now work correctly both on the Customer Detail screen and via the Import Wizard. | SR-2872 |
| 26.0330 | YES | Sales Order/Invoices | BUG FIX: Resolved issues where Category and Item # columns appeared merged, field checkboxes could not be toggled, and the Layout Designer Close button was disabled. Fix applies to both Sales Order Detail and Invoice Detail screens. | SR-2880 |
| Scan 26.0330 | YES | BUG FIX: Resolved an issue where staging a part after picking in scanbeta returned a 500 error. The staging process now completes successfully. | SR-2892 | |
| 26.0326 | YES | Bin Management | BUG FIX: Resolved an issue in Bins Import Wizard where uploads were incorrectly processed as invoices/credits, failed to import, and redirected to the wrong screen. | SR-2495 |
| 26.0326 | YES | Customer Portal | BUG FIX: Resolved an issue where Customer Portal orders were pulling Shipped Via from the Bill-To address instead of the Ship-To address. The system now correctly applies the shipping method based on the delivery location. | SR-2857 |
| 26.0326 | YES | Import Wizard | BUG FIX: Updated the Delivery Zip Code Import Wizard to support both add and update functionality, preventing duplicate records during import. | SR-2862 |
| 26.0326 | YES | Item API | BUG FIX: Updated the ITEM API process for OPSTrax orders to automatically use the customer’s Ship To ZIP Code when a ZIP Code is not included in the API request. This ZIP Code is now used to calculate the appropriate Estimated Delivery Date based on OPS transit data. | SR-2866 |
| 26.0325 | YES | AR Receive Payments | BUG FIX: Resolved an issue where credits would not open in the Receive Payments screen and returned a Bad Request error. | SR-2837 |
| 26.0325 | YES | Created By Process | BUG FIX: Added support to populate the CreatedByProcess field for all transactions across key sources (FindParts, Sales Orders, Quotes, Customer Portal, Scanner, and integrations such as CCC, PartsTrader, and OPSTrax) to improve reporting accuracy. | SR-2773 |
| 26.0325 | YES | Customer Detail | UPDATE: Added Default Printed Transactions in the Customer Detail > Communications tab, allowing users to define default print options for Quotes, Sales Orders, Invoices, and Credit Memos. Also added a new Sales Defaults section in Settings to manage system-wide default print preferences instead of relying on last-used selections. | SR-2354 |
| 26.0325 | YES | Quotes | BUG FIX: Resolved an issue causing undefined errors when creating quotes on versions 0323 and 0324. Users can now create quotes without errors. | SR-2839 |
| 26.0324 | YES | Sales Order | BUG FIX: Resolved an issue where the Sales Order Delivery Date was not consistently saving, causing some orders to be created without a delivery date. | SR-2829 |
| 26.0324 | YES | Reports | BUG FIX: Resolved an issue where running the Sales History – 2 Year Comparison by Customer (ALPHA) report for “Last 365” days exported an Excel file with detailed invoices and credits instead of the summarized data. The Excel export now matches the report view for all date ranges. | SR-2492 |
| 26.0324 | YES | User Security | BUG FIX: Resolved an issue where updating a user’s settings was not applying changes to other linked (copied) users. Settings now correctly propagate to all related users. | SR-2225 |
| 26.0323 | YES | Catalog Management | BUG FIX: Resolved an issue where certain PartsLink items were not being identified as available in the Add New Items from PartsLink function within Manage Catalog. The underlying detection logic has been corrected, ensuring all eligible PartsLink items are properly included in the list of items available to add. | SR-3359 |
| 26.0323 | YES | Find Parts | BUG FIX: Resolved an issue where clicking “Reset Item” in Find Parts (Standard Layout) prevented new or repeated searches from displaying results. The screen now refreshes properly without needing to reopen the page. | SR-2510 |
| 26.0323 | YES | Invoices | BUG FIX: Resolved an issue where the Invoice # was not displaying in the Payment Details tab and required additional clicks to view. The Invoice # now displays correctly, and the Payment Details print setting is retained after saving. | SR-2525 |
| 26.0323 | YES | Labels | BUG FIX: Resolved an issue where label design changes were not being saved on the Dispatch screen. The Save button now properly activates when modifications are made, ensuring label updates are retained. | SR-2762 |
| 26.0320 | YES | Customer Portal | BUG FIX: Resolved an issue where searching for parts in the Customer Portal (via part number or Year/Make/Model) returned an undefined error. | SR-2706 |
| 26.0320 | YES | Customer Portal | BUG FIX: Resolved an issue where customers were unable to print Credit Memos from the Customer Portal. | SR-2755 |
| 26.0320 | YES | Invoices | BUG FIX: Resolved an issue where users could type comments on invoices but received an error when saving. Comments can now be saved properly according to user permissions. | SR-2424 |
| 26.0320 | YES | Purchase Order | UPDATE: Updated the PO functionality and KBA to ensure proper enforcement of editing, deleting, and adding rules. | SR-2631 |
| 26.0320 | YES | Purchase Order | BUG FIX: Resolved issues with the PO description field so it now behaves consistently with the Sales Order description field, including proper click/edit functionality on all lines. Also corrected special character handling so the “&” symbol no longer converts to “amp”. | SR-2493 |
| 26.0320 | YES | Users | BUG FIX: Updated the system so that for new companies, the Dashboard is visible by default for all new users, instead of being hidden. | SR-2518 |
| 26.0319 | YES | Credit Memo | BUG FIX: Fix: Resolved an issue where the Show Payment Details option on Credit Memo printing was not saving and therefore not appearing on printed documents. | SR-2754 |
| 26.0319 | YES | Find Parts | BUG FIX: Resolved an issue in Find Parts where Sales Orders could be created without Bill To and Ship To by restricting selection to active customers only. | SR-2787 |
| 26.0319 | YES | Integrations | BUG FIX: Added validation to prevent integrations from creating quotes or orders for customers marked as Inactive. | SR-2372 |
| 26.0319 | YES | Labels | UPDATE: Redesigned label storage to use existing tables with added versioning, ensuring the latest label is always used and preventing loss of designs. The Save Label button now activates on changes, and users can optionally save previous versions, view version history, and restore or revert to earlier label designs as needed. | SR-2276 |
| 26.0319 | YES | Sales Order | BUG FIX: Resolved an issue where customer orders were created without prefixes despite having a default warehouse assigned. | SR-2727 |
| 26.0319 | YES | Sales Order | BUG FIX: Resolved a stored procedure error that prevented creating Sales Orders in versions 0323 and 0324. Users can now create SOs without errors. | SR-2841 |
| 26.0319 | YES | User Security | BUG FIX: Fixed an issue where creating a new company caused User Security to display incorrectly (modules showing random codes). | SR-2769 |
| 26.0319 | YES | Vendor Detail | BUG FIX: Resolved an issue where users were unable to save vendor contact information even with full permissions. Contact updates now save correctly. | SR-2760 |
| 26.0318 | YES | Item Detail | BUG FIX: Added a dropdown for Default Bin Location on Item Detail, displaying bin locations from the Warehouse Bin Locations table in alphabetical order. | SR-2650 |
| 26.0318 | YES | Item Detail | PDATE: Updated the Stock tab to hide multi-warehouse-related buttons when the Multi-Warehouse functionality is disabled in settings. | SR-2650 |
| 26.0318 | YES | Item Picture | BUG FIX: Fixed an issue where uploading item images using the template would fail with a “path format not supported” error. Added a Default checkbox column in the Item Detail > Picture table. Updated layout to reposition Picture ID before the Updated By/User/Date fields. | SR-2695 |
| 26.0318 | YES | Labels | UPDATE: Added a new field for Received Date in all labels, and the related logic has been completed. | SR-2725 |
| 26.0318 | YES | Labels | UPDATE: Enhanced PO label printing by adding larger font size options (34, 36, 38, 40, 42) to improved readability of Item Numbers when printed. | SR-2723 |
| 26.0318 | YES | Sage Integration | BUG FIX: Resolved an issue where the AP Bill Upload button was not working in Purchase Orders. | SR-2667 |
| 26.0318 | YES | Shipping and Receiving | BUG FIX: Resolved an issue where items were being picked from reserved “On Dock” bins. The system now prevents selection from reserved bins during picking. | SR-2717 |
| 26.0317 | YES | Credit Memo | BUG FIX: Updated reporting for Credit Memos created from Customer Portal orders so the Created By reflects the 1Place user who created the original Invoice, instead of the Customer Portal user. | SR-2694 |
| 26.0317 | YES | Customer Portal | BUG FIX: Resolved an issue where the default Created By value was not auto-populating for integration orders from PartsTrader, CCC, and OPSTrax. Also corrected Customer Portal return processing so the Customer Portal user name no longer overrides the Created By value on generated Credit Memos. | SR-2724 |
| 26.0317 | YES | Invoices | BUG FIX: Resolved an issue where the PO Box option was being automatically checked on invoices. The default behavior has been corrected, and existing invoices have been updated to uncheck the PO Box option where applicable. | SR-2550 |
| 26.0317 | YES | Invoices | BUG FIX: Prevented duplicate Invoice and Sales Order numbers by adding a unique index to the Invoice and SalesOrder tables. | SR-2696 |
| 26.0317 | YES | Item Details | BUG FIX: Resolved an issue where the Put Away function (scanner) was not recording the user in the Transaction Log. | SR-2697 |
| 26.0317 | YES | Reports | BUG FIX: Resolved an issue where the Sales Tax Liability Summary report was not exporting data to Excel. The file now downloads correctly with complete data. | SR-2669 |
| 26.0317 | YES | Sales Order | BUG FIX: Added validation to check for duplicate Customer PO numbers per customer when creating Sales Orders or using Find Parts. A warning prompt now appears if a duplicate PO is detected. | SR-2685 |
| 26.0317 | YES | Stock Transfer | BUG FIX: Fixed the issue preventing transfers from updating correctly after being sent and received. Transfers that were previously stuck in “In Route” status now properly move to Invoice & Receiving once the transfer process is completed. | SR-2164 |
| 26.0316 | YES | Descartes | BUG FIX: Updated logic so that only invoices with one or more line items having Qty Shipped > 0 are sent to Descartes. Invoices with zero Qty Shipped are excluded from upload. | SR-2451 |
| 26.0316 | YES | Descartes | BUG FIX: Updated invoice uploads so that only Ship-To customer information is sent to Descartes. Bill-To customer data is no longer used in routing or stop creation. This prevents duplicate or split stops and ensures deliveries are correctly consolidated by Ship-To address for routing accuracy. | SR-2680 |
| 26.0316 | YES | Ecom Integrations | BUG FIX: Updated integrations (CCC, PartsTrader, etc.) to prevent quoting or selling inactive items and customers. The system now automatically sets the ECOM flag to FALSE when an item is marked inactive, ensuring inactive parts are excluded from API transactions. | SR-2037 |
| 26.0316 | YES | Item Details | UPDATE: Added functionality so that when images are uploaded via URL, the first photo is automatically set as the Default image to display on the Find Parts screen. | SR-2653 |
| 26.0316 | YES | Item Details | BUG FIX: Resolved an issue where certain logins were missing tabs on the Item Detail screen. Tabs and settings are now properly displayed and configurable. | |
| 26.0316 | YES | Sage Integration | BUG FIX: Resolved an issue causing errors during API recalculation with Sage Intacct. | SR-2727 |
| 26.0316 | YES | Sales Order List | BUG FIX: Resolved an issue where the “Contains” filter condition for the SOStatus field was not functioning correctly in the New Tab Wizard. | SR-2683 |
| 26.0316 | YES | Sales Tax | BUG FIX: Resolved discrepancies between the Sales Tax Liability Summary and Detailed reports, and addressed incorrect tax calculations for unregistered jurisdictions. Customers outside applicable states have been updated to Tax Exempt with a default Federal Tax ID, ensuring accurate tax reporting and compliance. | SR-2778 |
| 26.0316 | YES | Customer Details | BUG FIX: Resolved an issue where customers set as Bill To only were incorrectly populating both Bill To and Ship To addresses on Quotes, Sales Orders, and Invoices. The system now correctly assigns the Bill To address and pulls the linked Ship To customer where applicable. | SR-2313 |
| 26.0316 | YES | User Security | BUG FIX: Updated Custom Security behavior so that changes made to a user with a Custom security type are automatically applied to all linked users. | SR-2308 |
| 26.0314 | YES | Item Catalog | BUG FIX: Resolved issues with incorrect year ranges, missing models, and incomplete catalog data after rebuild. Items now reflect accurate year coverage and display all applicable models for proper search results. Also fixed issues where some items (e.g., KI1000212) were missing catalog data, and corrected item description formatting, including spacing, removal of extra parentheses, and restoration of proper CAPA/Non-CAPA and Diamond Standard suffixes. | SR-2467 |
| 26.0312 | YES | Credit Memo | BUG FIX: Resolved an issue where users were unable to view the credit receipts and payment info and access the Give Cash Back or Apply Credit to review how a payment was applied on a Credit Memo. | SR-2664 |
| 26.0312 | YES | Descartes | BUG FIX: Updated invoice uploads to Descartes to include the total tax amount for the order and a calculated estimated tax per line item. Line item tax is derived proportionally and may have minor rounding differences compared to the total. | SR-2513 |
| 26.0312 | YES | Integrations | UPDATE: Enhanced API logic to use Ship-To ZIP code when determining estimated delivery days. For integrations like OPS Trax (where ZIP is not provided), the system now derives the ZIP from the customer’s Ship-To address. Also corrected delivery mapping to ensure ZIP-based rules apply accurately (e.g., OK ZIP codes now return 3-day delivery as configured), resolving incorrect ND/overnight quotes. | SR-2581 |
| 26.0312 | YES | Scanner | BUG FIX: Resolved an issue where the scanner displayed the wrong Default Bin Location. The scanner now correctly references the Default Bin Location by Warehouse table instead of the old Item Detail Default Bin field. | SR-2636 |
| 26.0311 | YES | AR Aging Summary | BUG FIX: Resolved an issue where credit memo amounts were showing as zero when exporting the AR Aging Report to Excel. The exported file now correctly includes the actual credit memo amounts. | SR-2615 |
| 26.0311 | YES | AR Receive Payments | BUG FIX: Resolved an issue where an undefined error would occur after selecting a customer in the AR Receive Payment screen. | SR-2632 |
| 26.0311 | YES | AR Customer Statements | BUG FIX: Updated the Excel Statement email export so that all Ship To locations for a single Bill To customer are included in one file and one email. This eliminates the previous behavior of sending separate emails for each Ship To, while still distinguishing the different Ship To locations within the statement. | SR-2615 |
| 26.0311 | YES | Descartes | BUG FIX: Resolved upload failures by connecting the process to the Error Handling table. Errors now display with an error number and message alongside the existing alert, improving visibility and troubleshooting directly on the screen. | SR-2618 |
| 26.0311 | YES | Invoices | BUG FIX: Resolved an issue in version 0305 where AR users, including admins, were unable to access the Edit Payment button under the Payment Info tab in invoices. The button is now accessible to all users with proper permissions. | SR-2558 |
| 26.0311 | YES | Sales Order | BUG FIX: Resolved an issue where users could not select a specific receipt to sell or ship in the Stock Selector. The “Required Quantity already fulfilled” message now only appears when the quantity has actually been met, allowing proper receipt selection | SR-2445 |
| 26.0311 | YES | Sales Order | BUG FIX: Enhanced the Re-Import Line Items tool to fully support CCC and OPSTrax integration orders in addition to PartsTrader. The import process now validates integration requests, imports only missing line items, skips duplicates already on the Sales Order, and provides a summary of imported and rejected lines upon completion. Improved error handling has also been added to detect unsupported XML format changes and notify users with a clear import failure message when integration data is no longer compatible. | SR-2575 |
| 26.0311 | YES | Send Email | BUG FIX: Resolved an issue where users with print rights could not select Email Document unless the setting “User cannot make changes to Invoices & Credit Memos after printed” was unchecked. Email document access now works correctly with proper permissions. | SR-2399 |
| 26.0309 | YES | AR Receive Payments | BUG FIX: Resolved a critical error that occurred when applying payments in AR Receive Payments. The issue, caused by an outdated fetch stored procedure, has been fixed. | SR-2556 |
| 26.0309 | YES | Descartes | BUG FIX: Resolved an issue where the Origin DC field was incorrectly using the invoice location instead of the actual source warehouse/DC. The system now sends the correct picking location (origin DC) based on where the item was fulfilled. | SR-2541 |
| 26.0309 | YES | Item List | BUG FIX: Fixed issues with the Vendor Items Import Wizard where uploads would timeout or get stuck, and where some vendor records were being created with blank item numbers. The upload function now processes updates reliably and ensures all item numbers are populated. | SR-2572 |
| 26.0309 | YES | Item Detail | BUG FIX: Resolved an issue where removing inventory from Item Detail > Stock > Adjust Inventory Stock would cause the Save button to grey out and not save the record. | SR-2566 |
| 26.0309 | YES | Item Detail | BUG FIX: Resolved an issue where uploaded image URLs were not displaying in the Customer Portal. Images now appear correctly when uploaded via URL. | SR-2540 |
| 26.0309 | YES | Item Detail | BUG FIX: Resolved an issue in Item Detail > Vendor Tab where changes to Vendor QIS did not trigger the Save button and QIS Last Updated was not saving correctly. | SR-2573 |
| 26.0309 | YES | Quotes | BUG FIX: Fixed an issue where creating a Quote would result in an undefined error, preventing the quote from being created. | SR-2397 |
| 26.0309 | YES | Reports | BUG FIX: Resolved an issue where totals and counts were incorrect in the Invoices/Credits by Created By report. | SR-2097 |
| 26.0309 | YES | User Security | BUG FIX: Resolved an issue in versions 0304 and 0305 where changes made in User Security could not be saved. | SR-2559 |
| 26.0306 | YES | AR Receive Payments | BUG FIX: Updated the Total Balance display to show the actual total balance due across all records, instead of only summing the amounts shown on the current page. | SR-2492 |
| 26.0306 | YES | Customers | NEW FEATURE: Added a new Merge Customer function allowing users to merge one customer into another, re-linking all related records (contacts, transactions, AR data, etc.) and removing the original customer. Supports both single merge and batch merge via upload (with downloadable template). Includes validation rules to prevent invalid merges (e.g., Bill To/Both into Ship To) and avoid duplicate records via API. Handles Bill To / Ship To / Both logic to ensure correct reassignment of customer relationships. Provides guided prompts and warnings to ensure proper setup before merging. | SR-2123 |
| 26.0306 | YES | Find Parts | BUG FIX: Resolved an issue where selecting the Category dropdown after pre-filling Year/Make/Model would freeze the page and eventually display an “undefined” error. The issue has been fixed across all affected versions, and the Category dropdown now loads correctly. | SR-2546 |
| 26.0306 | YES | User Settings | BUG FIX: Resolved multiple issues in User Settings, including the persistent loading icon appearing on every screen, inability for admin users to edit accounts, and random lines appearing within the module security. | SR-2552 |
| 26.0305 | YES | AR Aging Summary | BUG FIX: Resolved an issue where running the Accounts Receivable (AR) Aging Summary report would return a “Bad Request” error. The report now runs correctly and returns expected results. | SR-2521 |
| 26.0305 | YES | Customer List | BUG FIX: Resolved an issue where the Customer List screen would display an endless loading spinner. | SR-2534 |
| 26.0305 | YES | Descartes | BUG FIX: Resolved an issue where the Sync window would still appear on the Dispatch screen when creating invoices, even if the Descartes integration was disabled. | SR-2522 |
| 26.0305 | YES | Item Cost | BUG FIX: Standardized the costing logic for returns and invoicing: -When items are returned to stock, the system now uses the Invoice Unit Cost only, with Added Cost set to $0, since the invoice unit cost already includes any additional costs. -When creating an Invoice from a Sales Order, the invoice line now inherits the Unit Cost from the Sales Order line item instead of recalculating using the item’s Weighted Average Cost. -Cost calculation logic across Credit Memo creation scenarios (from scratch, from Invoice, from Scanner, and from Customer Portal) has been reviewed and aligned to ensure consistent costing behavior. | SR-2327 |
| 26.0305 | YES | Payments | BUG FIX: Fixed an issue where payments applied to Sales Orders were not correctly reflected on the corresponding invoices. Payments now properly update both the Sales Order and its invoices, ensuring balances are accurate. | SR-2511 |
| 26.0305 | YES | Item List | UPDATE: Added a new Ecommerce column to the Item List Import Wizard, allowing users to include eCommerce-related data during item imports | SR-2293 |
| 26.0304 | YES | Customers | BUG FIX: Resolved an issue where the Show/Hide Column settings panel would incorrectly appear on top when adding a new customer. | SR-2532 |
| 26.0304 | YES | Labels | BUG FIX: Fixed an issue where using Ship From Different Lot or Bin could create duplicate lines and labels for the same item. The original pick is now properly replaced, preventing duplicate label printing and avoiding unintended inventory adjustments. | SR-1927 |
| 26.0304 | YES | Parent Company | UPDATE: Added support for ParentID and ChildID fields in the Customer Import Wizard, allowing import and updates for parent-child customer relationships. | SR-1927 |
| 26.0304 | YES | PartsTrader Integration | BUG FIX: Fixed the issue where items without a Quality Indicator did not use the configured Default Quality Indicator, causing the Third Party Part Type Code to not be returned. The integration now correctly applies the default value when the Quality Indicator is missing. | SR-2378 |
| 26.0304 | YES | Sales Order | BUG FIX: Resolved an issue where switching bins after printing labels would not update the bin on the label and incorrectly reset the Qty Ship and Qty Ordered to 0, causing inventory lines to appear missing. The process now updates bins correctly without altering item quantities or inventory records. | SR-2327 |
| 26.0304 | YES | User Security | BUG FIX: Updated the User Security screen so that clearing the Version # no longer removes the existing list filters, keeping the user list filtered as expected. | SR-2309 |
| 26.0304 | YES | User Security | BUG FIX: Resolved multiple user security issues affecting Invoice, Credit Memo, and Sales Order screens where users with proper permissions were unable to perform actions such as selecting documents to print/email or accessing certain fields and buttons. Security rules were updated to align with the defined user rights. | SR-2231 |
| 26.0304 | YES | Warehouse Shipping Priorities | BUG FIX: Fixed the issue where orders were not following the configured warehouse shipping priorities. Orders now correctly evaluate warehouse priority before selecting the fulfillment location. | SR-2269 |
| 26.0303 | YES | Catalog | BUG FIX: Resolved an issue where adding new items from the Catalog would get stuck on the loading spinner. The feature now loads new items correctly in all affected versions. | SR-2339 |
| 26.0303 | YES | Integrations | BUG FIX: Resolved an issue where setting Number of Delivery Days = 3 was incorrectly treated as overnight in integrations. Delivery days now map correctly based on the configured value. | SR-2354 |
| 26.0303 | YES | Printer Connect | BUG FIX: Updated 1Place Printer Connect so that it now prints invoices correctly in addition to manifests. | SR-2414 |
| 26.0303 | YES | Stock Transfers | BUG FIX: Resolved an API-related issue where transfer warehouse priorities were not being followed correctly. The API now properly checks warehouses in the configured order (e.g., 94TX → 92TX → 93TX) when stock is unavailable. | SR-2286 |
| 26.0302 | YES | Customer Portal | UPDATE: Added “Use Vendor Qty’s” option to Customer Portal Find Parts with tooltip and settings for QIS update days and delivery date adjustment. When enabled, hides Ship Qty, Needs PO, and PO #. Also improved vendor item updates and added import/update buttons on the Vendors tab. | SR-2082 |
| 26.0302 | YES | Descartes Integration | UPDATE: Updated Descartes integration to populate the original invoice number on InvoiceNum, Return Reason Code, and Customer PO # fields. | SR-2471 |
| 26.0302 | YES | Shipping and Receiving | BUG FIX: To Print and Pick. Resolved an issue where printing picking documents would remain stuck on the loading screen and not proceed to the preview. | SR-2239 |
| 26.0227 | YES | Credit Memo | BUG FIX: Fixed an issue where returned items were still being marked as Reserved even when the setting to reserve items on CM returns was disabled. | SR-2406 |
| 26.0227 | YES | Customer Portal | BUG FIX: Fixed an issue where transfer orders created through the Customer Portal were not appearing in Shipping/Receiving > To Print & Pick. Orders now display correctly for processing. | SR-2443 |
| 26.0227 | YES | Descartes | BUG FIX: Resolved an issue where Ship Stage, Due Date, Invoice #, and Part # fields were appearing blank in Descartes uploads, particularly for Credit Memos. These fields are now properly populated during export. | SR-2451 |
| 26.0227 | YES | Elite Extra Integration | BUG FIX: Resolved an issue in the Elite Extra integration where incorrect stop numbers were being assigned and driver data was not importing correctly. The Ship/Rec workflow (Export → Import from Elite → Print grouping by driver) has been corrected and stabilized, restoring proper stop sequencing and driver assignment. | SR-2450 |
| 26.0227 | YES | User Security | BUG FIX: Resolved an issue where a recent update caused User Security module access to become incorrect. User accounts now retain the proper module permissions after updates. | |
| 26.0226 | YES | Catalog | BUG FIX: Fixed the issue preventing CAPA parts from being generated when the Cert column was set to C. The system now allows CAPA items to be created even if the item already exists in 1place, and the items display correctly in the Catalog Management screen. | SR-2361 |
| 26.0226 | YES | Customer Portal | BUG FIX: Fixed the issue causing category and subcategory differences between the Customer Portal and the Find Parts screen. Categories are now aligned to ensure consistent filtering and navigation across both areas. | SR-2354 |
| 26.0226 | YES | Items | BUG FIX: Resolved an issue where the Recalculate All Quantities in Stock process failed and displayed an undefined error message. The recalculation process now executes correctly and provides proper status handling during execution. | SR-3305 |
| 26.0226 | YES | Sales Order | BUG FIX: Fixed the issue where the Gear button on the Sales Order print screen was not functioning. The button now works as expected, allowing users to access print options. | SR-2402 |
| 26.0226 | YES | Sales Order Import | BUG FIX: Fixed the issue preventing Sales Order Line Items from importing when the Taxable field was missing from the Excel file. Because this field does not allow null values, the import was failing even though it displayed “Imported Successfully.” The Taxable field is now clearly marked as REQUIRED, and imports process correctly when the field is included. | SR-2300 |
| 26.0225 | YES | Customer Portal | BUG FIX: Fixed the issue affecting the ability to print from the Customer Portal. Customers can now successfully print documents directly from the portal as expected. | SR-2212 |
| 26.0225 | YES | Descartes | BUG FIX: Fixed the issue preventing Descartes conversions due to the ModifiedBy field being saved as username instead of user ID. Customer detail pages now display correctly, and the Descartes integration works as expected. | SR-2398 |
| 26.0225 | YES | Error Log | UPDATE: Added search functionality to the Error Log, allowing users to search by Error # or by description for faster and more efficient troubleshooting. | SR-2280 |
| 26.0225 | YES | Integration | BUG FIX: Resolved an issue where integration processes (including CCC) could intermittently slow down or freeze, resulting in timeout errors. Performance and timeout handling have been optimized to improve stability across all integration customers. | SR-2392 |
| 26.0225 | YES | Invoices | BUG FIX: Fixed the issue preventing invoices from being properly cleared when duplicate payments were recorded. Invoices that were previously marked as paid in OneSource and later re-recorded in 1place have been corrected to eliminate balance discrepancies. | SR-2337 |
| 26.0225 | YES | Quotes | BUG FIX: Fixed the issue preventing users from printing quotes in versions 0.220 and 0.224. | SR-2404 |
| 26.0224 | 26.0224 | AR Receive Payments | BUG FIX: Fixed the issue where users could not sort AR Rec Payments by Tran #, Invoice Date, Invoice Total, Previous Payments, or Balance Due. Sorting now works correctly both before and after clicking the All link. | SR-1188 |
| 26.0224 | YES | Bin Management | UPDATE: Removed the Bin Counts button from Warehouse > Bin Management. Clicking on a row now displays the items in that bin in a subform dropdown, similar to viewing stock on the Item Detail page, but grouped by bin instead of by item. | SR-1307 |
| 26.0224 | YES | Customers | BUG FIX: In version 0.224, an issue preventing users from creating new customers has been resolved. Users can now add customers normally, and all customer information saves correctly. | SR-2405 |
| 26.0224 | YES | Customer Portal | BUG FIX: Fixed the issue where sub-categories displayed options not related to the selected category after choosing Year, Make, and Model. Sub-category results now properly filter based on the selected category, ensuring only relevant options are shown. | SR-2326 |
| 26.0224 | YES | Invoices | BUG FIX: Fixed the issue preventing the invoice header from displaying when printing invoices in version 26.0223. Invoices now print with the correct header information. | SR-2360 |
| 26.0224 | YES | User Security | BUG FIX: Fixed an issue where User Security was not loading due to large data volumes. Implemented pagination for the Users list and optimized company mapping retrieval to improve performance. | SR-2356 |
| 26.0224 | YES | User Security | BUG FIX: Added a “Check for Module Updates” button on the Modules tab and removed the automatic update check when opening the tab. | |
| 26.0223 | YES | Invoices | BUG FIX: Fixed the issue where invoices appeared to delete successfully but still remained in search results. Invoices now delete properly and no longer appear after removal. | SR-2333 |
| 26.0223 | YES | Item | NEW FEATURE: Added a new function to merge one item into another, consolidating inventory, pricing, logs, and all references across quotes, orders, invoices, credit memos, and POs. | SR-2124 |
| 26.0223 | YES | Reports | BUG FIX: Fixed an issue where running the Inventory Valuation report by History for specific date ranges could produce an Undefined Error. The report now generates correctly for any selected date range. | SR-1886 |
| 26.0223 | YES | Scanner | UPDATE: Updated the Return Reason dropdown in the scanner Return Reason 2/2 screen to display both the Return Code and Description. The dropdown now shows the code and the description beside it in parentheses. | SR-202 |
| 26.0220 | YES | Bin Management | BUG FIX: Fixed the issue where certain bin locations were not showing available inventory. Inventory now displays correctly for all locations when viewing line items in Bin Management. | SR-2282 |
| 26.0220 | YES | ECom Integration | UPDATE: Added a new IsShippable field to items, allowing PartsTrader Retail to identify which parts are shippable. Users can now enable the Only Quote/Sell Items Marked as ‘Shippable’ option in the PartsTrader Retail integration settings. The API has been updated to respect this flag, rejecting quotes or sales orders for items not marked as shippable. Existing items with SpecialOrder = True have been updated to set IsShippable = True. The IsShippable field is also included in the API output under the Ecommerce element. | SR-2119 |
| 26.0220 | YES | Scanner | UPDATE: Updated Inspect Return (1 of 2) in the scanner to display the full list of parts currently in the Returns area, making it easier for users to review and process returned items. | SR-204 |
| 26.0219 | YES | Credit Memo/Refund | BUG FIX: Fixed the issue where the Credit Refund line was missing for certain Credit Memo Refund transactions. Refund payment details now display correctly in the Payment Info tab on the Credit Memo screen. | |
| 26.0219 | YES | Customer Portal | BUG FIX: Fixed the issue where Custom Pricing Templates were not being applied to orders placed through the Customer Portal. Pricing now reflects the correct template settings. | SR-2241 |
| 26.0219 | YES | Default Bins | BUG FIX: Fixed the issue where the Default Bin Location setup page was not displaying all locations and was not functioning as expected. All bin locations now load correctly, restoring proper support for the put-away process. | SR-2209 |
| 26.0219 | YES | Delivery Date | UPDATE: Moved the “We Make Deliveries On” setting to General Sales Settings and updated the label to display on one line as “We Make Deliveries” (dropdown). Enhanced the Estimated Delivery Date logic: If the calculated delivery date falls on a weekday (Mon–Fri), it remains unchanged. 5 Days (Mon–Fri): Saturday and Sunday deliveries move to Monday. 6 Days (Mon–Sat): Saturday remains the same; Sunday moves to Monday. 7 Days (Mon–Sun): No changes; weekend dates are allowed. | SR-2064 |
| 26.0219 | YES | Labels | BUG FIX: Fixed the issue where the UT and PO fields were not printing correctly on labels and were displaying as an apostrophe (') regardless of field size in versions 2120 and 2122. The fields now print properly as expected. | SR-2233 |
| 26.0219 | YES | Scanner | UPDATE:Updated the scanner process so that when returned items are placed back into stock in the Returns area, the ItemStock notes will display “Waiting to be Restocked.” | SR-205 |
| 26.0219 | YES | Scanning Reports | UPDATE: Added a new Item Returns report under Warehouse > Scanning Reports. The report includes the following columns: Date/Time, Scan User, Item, Invoice/CM #, Price, Good for Stock (Y/N), and Return Reason Code. Users can filter the report by Date Range, Scan User, Good for Stock, and Return Reason Code. | SR-279 |
| 26.0218 | YES | Credit Memo | BUG FIX: Fixed an issue where a credit memo could be automatically marked as Paid when the Returned Quantity was changed from 0 to 1. The payment status now updates correctly based on actual payment activity. | SR-2255 |
| 26.0218 | YES | Customer Portal | BUG FIX: Resolved a critical issue where portal users could access the full Customer List and customer details by clicking the logo or directly navigating to the Customer List URL. The root cause was identified in the invitation workflow, where new portal users were automatically assigned all System User Security objects by default, unintentionally granting access to unnecessary screens. The invitation process has been corrected to apply only the appropriate permissions. In addition, all existing portal users’ security settings have been reviewed and updated to remove unauthorized screen access. Additional safeguards have been implemented to prevent cross-customer visibility going forward. | SR-2216 |
| 26.0218 | YES | Descartes | BUG FIX: Updated the invoice export process to send the Ship-To Customer ID instead of the Bill-To Customer ID, ensuring the correct customer information is used for shipping in Descartes. | SR-2252 |
| 26.0218 | YES | Descartes | BUG FIX: Resolved an issue where invoices were not automatically uploading to Descartes upon creation as intended. Automatic export now triggers correctly based on the configured integration settings. | SR-2238 |
| 26.0218 | YES | Descartes | BUG FIX: Fixed the issue preventing the Picture tab from displaying for certain users on newer versions of 1place. User profile tabs now load correctly based on permissions and version settings. | SR-2114 |
| 26.0218 | YES | Partslink | UPDATE: Updated the Partslink data to ensure proper functionality and data alignment. | SR-2261 |
| 26.0218 | YES | Reports | UPDATE: Added a new report called Lost Sales by Date, allowing users to review lost sales data filtered by a selected date range. | SR-1556 |
| 26.0218 | YES | Scanner | Updated Count by Item in the scanner to allow users to scan items that are not currently showing in stock. Added color coding similar to Count by Bin for easier visual tracking. | SR-2088 |
| 26.0217 | YES | Descartes | UPDATE: Updated the Descartes API payload to send monetary values with 2 decimal places instead of 4. This applies to Item List Price, Amount, VAT, and Item Amount Including VAT, ensuring consistent formatting and compatibility with the Descartes API. | SR-2240 |
| 26.0217 | YES | Invoice | BUG FIX: Updated date editing behavior so that when a user has Edit rights and GL Lock Dates/Costs is set to False, the Invoice Date is now editable as expected. | SR-2169 |
| 26.0217 | YES | User Settings | BUG FIX: Fixed an issue where changes to module settings for users were not saving. Updates now persist correctly after clicking Save and Close. | SR-1763 |
| 26.0216 | YES | Sales Order | BUG FIX: Fixed an issue where selecting a stock line auto-filled an incorrect (excessive) quantity. The selector now defaults to the Sales Order line quantity when available. Additionally, the Warehouse field in the Sales Order header is now locked once line items are entered to prevent inconsistencies. | SR-2196 |
| 26.0213 | YES | Import Wizard | BUG FIX: Fixed an issue where the Item Cross Reference upload process was not functioning correctly. Imports now process and save as expected. | SR-2150 |
| 26.0213 | YES | Subscription Info | UPDATE: Company Settings > Subscription Info. Updated the pricing table to reflect revised pricing for the Standard, Pro, and Enterprise plans, including updated base package and per-user rates. | SR-2162 |
| 26.0212 | YES | Find Parts | BUG FIX: Fixed an issue where searching for certain item numbers (e.g., Item #2416) could fail and disable the search button. The problem was resolved at the database stored procedure level (FetchQPCAutoBodyItemSearch_2025_08_18) and is effective in version 25.0818 and later. Search performance and results now return correctly. | SR-2142 |
| 26.0212 | YES | Scanner | UPDATE: Enhanced the Pick to Cart screen so the Item # now links directly to the item’s photo (Item Picture URL), allowing users to quickly view product images during picking. | SR-1419 |
| 26.0212 | YES | Statements | BUG FIX: Fixed the issue where statements displayed inaccurate balances when partial credit memos were applied. The Balance column now reflects correct amounts, ensuring statement accuracy. | SR-2202 |
| 26.0211 | YES | Descartes | BUG FIX: Descartes Integration - Time Window: Updated the invoice export so the Time Window field is now sent as blank to Descartes. This allows routing to default to the standard customer delivery window (e.g., 08:00–17:00) and prevents incorrect time values from impacting route optimization. | SR-2180 |
| 26.0211 | YES | Find Parts | BUG FIX: Fixed an issue where the Model dropdown displayed all models after selecting Year and Make. The list is now correctly filtered to show only models related to the selected make. | SR-2174 |
| 26.0211 | YES | Find Parts | BUG FIX: Fixed an issue where in-stock items were not turning green or being added to the Quote or Sales Order when clicking Add to Order, while out-of-stock items were added correctly. Items now add properly regardless of stock status. | SR-2175 |
| 26.0211 | YES | Integrations | BUG FIX: We resolved an issue that was preventing parts and inventory from uploading to CCC. The account name now correctly matches CCC’s requirements. Users can now successfully save a Fax number in the integration settings (even a placeholder like (999) 999-999). These fixes ensure that all parts and inventory uploads sync properly with CCC. | SR-1899 |
| 26.0211 | YES | Pick Labels | BUG FIX: Added a new Customer PO Barcode field to picking labels, with support for multiple label sizes to ensure proper formatting and scanning. | SR-2146 |
| 26.0211 | YES | Scanner | BUG FIX: Fixed an issue where the Scanner could display different bin locations than shown in Item Details, while Check Stock by Bin reflected the correct data. Bin location data is now consistent across all screens. | SR-2187 |
| 26.0210 | YES | Purchase Order | BUG FIX: Fixed an issue where creating a new PO and selecting a vendor could load an existing PO instead of allowing a new one to be created. New POs now remain unique and do not display prior vendor orders. | SR-2140 |
| 26.0210 | YES | Sage Integration | BUG FIX: Fixed the issue where updating the cost of an inventory item from a returned Credit Memo did not update the Inventory Adjustment Ledger. Cost updates now correctly reflect in the general ledger when inventory cost is modified after receipt. | SR-1207 |
| 26.0210 | YES | Sales Order/Invoice | BUG FIX: Fixed the issue where Sales Orders with the Back Order setting set to No allowed invoices to be created even when no line items were shipped. The system now properly validates shipment status and only allows invoice creation when at least one line item has been shipped. | SR-2161 |
| 26.0210 | YES | Sales Order | UPDATE: Updated date editing behavior so that when no invoice exists and GL Lock Dates/Costs is set to False, the Sales Order date remains editable as expected. | SR-2167 |
| 26.0210 | YES | Scanner | UPDATE: Completed and aligned both Bin Transfer functions to work similarly to the previous Scan version, while incorporating the new UI and features where applicable. Updated the workflow so Step 3 automatically skips to Step 4 when there is no PO to select or only one PO available. | SR-1540 |
| 26.0209 | YES | Customer Pricing | BUG FIX: Fixed an issue where certain items displayed only the fixed cost instead of the actual price on the Find Parts screen. Prices now correctly reflect the customer-specific pricing bracket. | SR-1811 |
| 26.0209 | YES | Descartes | BUG FIX: Resolved an issue where many orders were uploading to Descartes without the ShipStage (Shipped Via) value. The export now properly sends the configured Shipped Via field to ensure accurate routing and delivery handling. | SR-2052 |
| 26.0209 | YES | Record Numbering | BUG FIX: Fixed an issue where changes to Record Numbering settings could not be saved due to a missing Save button. Prefix settings now save correctly and are applied as expected. | SR-2135 |
| 26.0209 | YES | Reports | BUG FIX: Fixed the issue where certain users were unable to download the Invoices & Credits reports to Excel. Report exports now function correctly for all users with proper access permissions. | SR-2116 |
| 26.0209 | YES | Reports | BUG FIX: Fixed the issue where exporting the Invoice/Credits report to Excel generated a corrupted file. Exports now complete successfully and open correctly in Excel. | SR-2125 |
| 26.0209 | YES | Reports | UPDATE: Added Invoices / Credits by Customer (Full Invoices) report that generates full invoice and credit copies by customer. To protect system performance, report generation is limited to a maximum of 5,000 invoices per run. If the selection exceeds this limit, users will receive a “Record set Too Large” warning prompting them to narrow their criteria. Performance has also been enhanced with pagination and user-selectable page sizes to reduce loading delays during preview and PDF generation. | SR-1605 |
| 26.0209 | YES | Sales | BUG FIX: Fixed the issue where manually updating the Entered By field was also overwriting the Created By field. The Created By field now retains the original user as intended, and API/Integration processes have been aligned to ensure it is populated correctly. | SR-2141 |
| 26.0209 | YES | Scanner | BUG FIX: Fixed an issue where users were unable to scroll to view the full page of data during the Bin Transfer process. | SR-2111 |
| 26.0209 | YES | Users | UPDATE: Aligned the import and export templates and added two new columns: Copy from Parent and Copy from User. During import, the system can now copy all security and module settings from either the Parent template or a specified existing user, with safeguards to ensure stability and proper validation. | SR-1432 |
| 26.0209 | YES | Warehouse | BUG FIX: Fixed an issue where Statuses were missing in Warehouse Settings. | SR-2165 |
| 26.0208 | YES | Invoice | BUG FIX: Adjusted the invoice barcode size to ensure it prints fully and scans reliably without being cut off. | SR-2138 |
| 26.0208 | YES | Printer Settings | BUG FIX: Redesigned printer preferences so that the default company printer settings now apply to all users. Defaults have been moved to the Print Settings section, ensuring each user starts with the company-wide default. | SR-1890 |
| 26.0208 | YES | Sales Order | BUG FIX: Added the ability to double-click the Sales Order # label to edit the Sales Order number on the fly, provided no invoice exists, no line items have been entered, and the user has permission to edit Sales Orders. | SR-2168 |
| 26.0206 | YES | Customer Statements | UPDATE: Added a Customer Payment Terms column between the customer email and customer balance. The column is now also included in the search filter, allowing users to quickly filter customers by payment terms. | SR-2121 |
| 26.0206 | YES | Find Parts | BUG FIX: Fixed an issue where users could receive a “Please select at least one line item to proceed” message even after selecting items with quantities. | SR-2113 |
| 26.0206 | YES | Invoices | BUG FIX: Resolved an issue where the print time on invoices could be incorrect due to an unassigned or incorrect warehouse time zone. Once the warehouse time zone is set, the print time now displays accurately. | SR-2115 |
| 26.0206 | YES | Labels | BUG FIX: Fixed an issue where using Ship From Different Lot or Bin could create duplicate lines and labels for the same item. The original pick is now properly replaced, preventing duplicate label printing and avoiding unintended inventory adjustments. | SR-1927 |
| 26.0206 | YES | Scanning Report | BUG FIX: Fixed an issue where unknown users could appear in scan reports. Scan activity is now correctly attributed to the appropriate user. | SR-2095 |
| 26.0206 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where orders created from Quotes could fail to appear in the To Print queue at the picking warehouse. These orders now display correctly for printing. | SR-2049 |
| 26.0205 | YES | Credit Memo | BUG FIX: Updated behavior so that when a Credit Memo is created from the Scanner and linked to an invoice, the Created By field now inherits the Invoice Created By value for accurate attribution. | SR-2050 |
| 26.0205 | YES | Descartes | BUG FIX: Updated the Origin DC field export to send the warehouse 4-character code instead of the warehouse name, removing the “– Warehouse” suffix for cleaner and more accurate mapping in Descartes. | SR-2101 |
| 26.0205 | YES | Ecomm | BUG FIX: Fixed an issue where exporting data files could return a Bad Request error. The export process now retrieves records in separate calls, improving performance and reliability when opening the Contact, Delivery, Part, and Inventory tabs. | SR-161 |
| 26.0205 | YES | Find Parts | BUG FIX: Fixed an issue where the LSP$ (Last Sale Price) column was not displaying values. The column now correctly shows the last sale price for each part. | SR-1739 |
| 26.0205 | YES | Purchase Order | BUG FIX: Fixed an issue where a portion of a Purchase Order could be duplicated during the receiving process, resulting in incorrect on-dock inventory quantities. Duplicate item receipts have been identified and addressed, and safeguards have been added to prevent duplicate receiving on the same PO items. | SR-2043 |
| 26.0205 | YES | Sales | UPDATE: Added a new option under Settings > Customer Portal > FindParts Settings to set the default Created By user for online orders. The system now respects the Entered By value and prevents it from being overwritten for Customer Portal orders. This update has been tested and is working as expected. | SR-2051 |
| 26.0205 | YES | Scanner | BUG FIX: Fixed an issue where Transfer Bin activity was posting to the wrong column in the Scanning Report. Transfer activity now correctly records under the Transfer Bin column instead of Putaway Return Items. | SR-2096 |
| 26.0204 | YES | Integrations | BUG FIX: CCC Integration. Added new response fields CompanyContactName and CompanyPhoneNumber to ensure company name and phone information are returned correctly when using real customer IDs. | SR-1945 |
| 26.0204 | YES | Integrations | UPDATE: Updated fallback customer behavior so that sales orders created using the Fallback Customer are set to Pending status | SR-2080 |
| 26.0204 | YES | Invoice | BUG FIX: Fixed an issue where printing an invoice could result in an error. | SR-2059 |
| 26.0204 | YES | PartsTrader Integration | NEW FEATURE: Added a new PartsTrader (Retail) integration. The existing integration has been renamed to PartsTrader (Wholesale), and a separate PartsTrader (Retail) settings menu is now available, allowing Wholesale and Retail integrations to be configured independently. | SR-2057 |
| 26.0204 | YES | Replenish Stock | BUG FIX: Fixed an issue where the Replenish Stock tab displayed inaccurate quantities even after using Recalculate Qty in Stock. Stock levels now refresh correctly, providing accurate recommendations for replenishment. | SR-1994 |
| 26.0204 | YES | Test Mode | BUG FIX: Fixed an issue where the Test Mode link at login was not working unless the 1place domain was manually copied. | SR-1382 |
| 26.0204 | YES | User Security | BUG FIX: Fixed an issue where changes to module security and security group assignments on the Edit User screen were not saving and would revert after Save & Close. User access updates now persist correctly. | SR-2085 |
| 26.0203 | YES | AR Receive Payments | UPDATE: Notes entered on the Received Payments Screen are now added on the Payment History screen and included in the Excel export for easier reference and reporting. | SR-1699 |
| 26.0203 | YES | Replenish Stock | BUG FIX: Fixed an issue where Past Sales History analysis could calculate incorrect Qty In Stock (QIS) values affecting replenishment recommendations. | SR-2021 |
| 26.0203 | YES | Scanner | BUG FIX: Resolved an issue where PO scans were not registering in 1Place when users had a different warehouse selected in the Scan App, even though the warehouse ID matched the PO. The mismatch prevented items from being shifted. The issue has been corrected, and PO receiving and put-away scanning is now working as expected. | SR-1935 |
| 26.0202 | YES | Admin | BUG FIX: Fixed an issue where the Admin Companies page could be accessed without authentication when directly navigating to the URL. Login is now required before accessing the admin site. | SR-2035 |
| 26.0202 | YES | Company Version | BUG FIX: Fixed an issue where the Current Version for the company was not visible on the Users screen. | SR-1786 |
| 26.0202 | YES | Descartes | BUG FIX: Improved the batch invoice export experience when submitting to Descartes. A progress indicator now displays immediately upon export, and a completion summary shows which invoices were successfully exported and which failed (with reasons). The export process now properly returns and displays the GPS Link ID when successful. | SR-1846 |
| 26.0202 | YES | Emails | BUG FIX: Added missing email templates. Fixed an issue where sending emails to customers was not working. | SR-1754 |
| 26.0202 | YES | Integrations | UPDATE: Removed unused integration options (BigCommerce, WooCommerce, Magento, and UPS) from the Integrations navigation to streamline the menu. | SR-1751 |
| 26.0202 | YES | Parent Company Mode | UPDATE: Implemented synchronization of Items, Catalog entries, Item Vendor Items, and Item image URLs from the parent company to child companies. | SR-1221 |
| 26.0202 | YES | Shipping and Receiving | BUG FIX: In Route Status - Fixed an issue where column repositioning was not saving correctly. Fixed an issue where selecting a single label to print would print all labels for the order. Corrected the Delivery Date so it no longer defaults to the Sales Order creation date. Resolved an issue preventing Zone selection. UPDATE: In Route Status - Added a dropdown option in the Select Your Name section. | SR-1754 |
| 26.0202 | YES | Reports | BUG FIX: Fixed an issue where the exported Sales Tax Liability Detail Report Excel file could not be opened after download. The report now generates a valid Excel file that opens correctly. | SR-1756 |
| 26.0130 | YES | Customers | BUG FIX: Fixed an issue where the Federal Tax ID entered in Customer Detail settings was not displaying in the Federal Tax ID column on the Customer List screen. | SR-2000 |
| 26.0130 | YES | Customer List | BUG FIX: Fixed an issue where searching by Phone Number on the Customer List was not working. | SR-97 |
| 26.0130 | YES | eCom Imports | BUG FIX: Fixed an issue where Sales Orders created via ECOM import could select an incorrect part (e.g., CAPA variant) instead of the exact part number specified in the load file. The system now strictly processes the part number provided in the import template. | SR-2010 |
| 26.0130 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where Route and Bin information was missing on several tabs. | SR-260 |
| 26.0130 | YES | Tax Codes | BUG FIX: Resolved multiple issues affecting tax code handling, including missing customer tax codes, incorrect tax code mismatch warnings during order creation, and duplicate tax codes in the sales tax table. Tax codes are now properly calculated, validated, and applied, allowing Customer Portal and Find Parts orders to be placed without errors. | SR-1931 |
| 26.0130 | YES | User List | BUG FIX: Fixed an issue where the company version list in the user selection popup was not sorting alphabetically. | SR-29 |
| 26.0129 | YES | Descartes Integration | UPDATE: Invoices are exported to Descartes only if their Shipped Via value is included in the allowed list configured under Integrations > Descartes settings. | SR-1989 |
| 26.0129 | YES | Sales | BUG FIX: Fixed an issue where the Created By and Entered By fields could be mixed up. Previously, the system inserted the logged-in user as Created By when creating a Sales Order → Invoice or Invoice → Credit Memo. Now, the Created By value from the previous transaction is correctly carried forward, while Entered By and Sales Rep are set appropriately. | SR-475 |
| 26.0128 | YES | Catalog | BUG FIX: Fixed an issue where importing a PTypes list from Excel using the export format from function #5 was not working. The import process now correctly reads and adds PTypes from the Excel file. | SR-1937 |
| 26.0128 | YES | Invoice | UPDATE: Increased the size of the barcode for invoice numbers in the top-right corner to improve scan reliability. | SR-1879 |
| 26.0128 | YES | Sales Order/Invoice/Credit Memo | UPDATE: Updated field population logic for new and converted records. For newly created Quotes, Sales Orders, Invoices, and Credit Memos, Created By and Entered By now default to the logged-in user (or default integration/portal user), and Sales Rep auto-fills from the customer when available. When records are created from another record (e.g., Quote → Sales Order, Sales Order → Invoice, Invoice → Credit Memo), Entered By and Sales Rep are carried over from the source record for accurate tracking. | SR-1340 |
| 26.0127 | YES | eCom Imports | BUG FIX: Fixed an issue where Sales Order Transfers were not appearing in the correct Pick From warehouse on the Shipping & Receiving screen. | SR-1954 |
| 26.0127 | YES | Picking Ticket | UPDATE: Picking Tickets. Added Qty In Stock as an optional column on printed Picking Ticket documents, allowing visibility without requiring the With All Bin Locations format. | SR-1912 |
| 26.0127 | YES | QBO Integration | BUG FIX: Fixed a syncing issue related to QuickBooks Online settings. | SR-1997 |
| 26.0127 | YES | Sales Order | BUG FIX: Updated sales order numbering to consistently apply the warehouse prefix based on the Default Sales Order Warehouse setting on the integration page. This ensures sales order numbers are generated consistently. | SR-1820 |
| 26.0127 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where, after the 26.0127 update, the item counts shown in parentheses were incorrectly displaying as 0 and zone filters are missing. | SR-1979 |
| 26.0123 | YES | AR Receive Payment | BUG FIX: Resolved an issue where a payment could be applied multiple times if a user was unable to complete a revert due to missing Delete permissions. Additional safeguards have been reinforced to prevent duplicate application of the same payment. Users should be on the latest version and have appropriate permissions to ensure proper revert functionality. | SR-1932 |
| 26.0123 | YES | Integrations | UPDATE: Ecom Imports. The Auto Ship option is now a dropdown allowing users to select: Do Not Auto Ship, Ship From All, or a specific warehouse. Orders will only ship from the selected warehouse. If inventory isn’t available, the shipped quantity will be 0 and the backorder will match the order quantity. | SR-1776 |
| 26.0123 | YES | Sales Order | BUG FIX: Fixed an issue where a system error could occur when changing an order’s status to Delivered. | SR-1916 |
| 26.0123 | YES | Sales Order Payment | BUG FIX: Fixed an issue in version 26.0122 where sales order payments could not be applied. | SR-1917 |
| 26.0123 | YES | Scanner | BUG FIX: Returns / Put Away to Bins: Fixed multiple issues affecting the final stages of the put-away process. Item scanning now correctly registers when pressing Enter, popup selection windows only appear when multiple POs exist, and keyboard navigation (including Enter) now advances properly through the final steps of the workflow. | SR-1801 |
| 26.0123 | YES | Receive Payment | UPDATE: Enhanced the Search functionality to allow searching by Transaction Numbers and all other numeric fields. | SR-297 |
| 26.0122 | YES | AR Receive Payment | UPDATE: Added a clearer popup message when attempting to revert a payment without proper permissions, indicating that the Revert action requires Delete rights in AR → Receive Payments user security settings. | |
| 26.0122 | YES | AR Receive Payment | BUG FIX: Added additional validation to prevent posting a payment when the invoice customer does not match the payment customer. This ensures payments cannot be incorrectly posted under the same Payment ID. Users will now be blocked from proceeding in this scenario, helping avoid posting errors. | SR-1883 |
| 26.0122 | YES | Customer Portal | BUG FIX: Enhanced the Send Invite workflow to use the designated email template configured under Settings > Customer Portal > Email Notifications to Users. Updated the activation link to direct users to a branded activation page while securely maintaining the unique activation token. The activation experience now includes a branded confirmation page after password setup, guiding users to sign in and bookmark the Customer Portal for future access. | SR-1892 |
| 26.0122 | YES | Descartes | BUG FIX: Enhanced invoice export controls to better manage which orders are sent to Descartes. Added improved filtering to prevent non-delivery orders (e.g., Diligent, CPU, Ecommerce) from being exported and strengthened warehouse/location mapping to ensure invoices upload to the correct Descartes location, including support for satellite delivery centers. | |
| 26.0121 | YES | API | BUG FIX: API / Integrations. Updated fallback customer handling so that when an order is created, Ship To contact, company, and address details (Address, City/State/Zip) are correctly populated in the Ship To fields for CCC, PT, and OPS orders. | SR-1837 |
| 26.0121 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where the Ship/Rec screen could become unresponsive or locked, preventing warehouse staff from printing picking labels or invoices. The underlying query handling has been optimized to prevent multiple stuck sessions. | SR-1910 |
| 26.0120 | YES | Scanner | BUG FIX: Inspect Returns. Fixed an issue where items marked as Good for Stock during the inspect return process were not being returned to inventory, even though the return was completed and converted to a credit memo. | SR-1853 |
| 26.0119 | YES | API | BUG FIX: Credit Memo.Fixed an issue where the DoReturn process did not apply the Credit Memo prefix defined by warehouse in Settings > Record Numbering during scanner return processing. | SR-1792 |
| 26.0119 | YES | Invoice/Credit Memo | BUG FIX: Fixed an issue where invoices with applied credit memos could appear to be paid twice, resulting in incorrect negative balances. Payments and credit applications are now reflected accurately on invoices and receipts. | SR-1835 |
| 26.0119 | YES | Item Details | UPDATE: Item Details > Catalog Tab - Moved the Manage Catalog button to the right of the Add New Row button for improved layout and usability. | SR-1743 |
| 26.0119 | YES | Record Numbering | BUG FIX: Fixed an issue where record numbers and dates could advance to the next day prematurely, causing confusion about the actual invoice date. | SR-1818 |
| 26.0119 | YES | Record Numbering | BUG FIX: Improved Define Prefix by Warehouse behavior to fully respect existing Record Numbering settings. When a record type is set to Manual, record numbers (such as Customer and Sales Order numbers) remain user-editable, even when warehouse-based prefixes are enabled. | SR-1842 |
| 26.0119 | YES | Sales Tax | BUG FIX: Fixed an issue where the Calculate Sales Tax button was not functioning as expected. | SR-1782 |
| 26.0118 | YES | Custom Pricing | BUG FIX: Fixed an issue where markup pricing was not calculating correctly. | SR-1810 |
| 26.0114 | YES | Credit Authorization | BUG FIX: Fixed an issue where scanning an invoice and its parts during the return process would display “part is not available for return.” The Credit Authorization was being created without any parts populated, requiring manual entry. Parts are now correctly included, allowing returns to be completed without manual input. | SR-1791 |
| 26.0114 | YES | Descartes | UPDATE: Added a new option “Export each item unit as a separate delivery”. When enabled, each unit on an order is exported as an individual delivery in Descartes. For example, an order with 2 of Item X and 3 of Item Y would create 5 separate deliveries. | SR-249 |
| 26.0114 | YES | Scanner | BUG FIX: Resolved an issue in version 26.1222 where clicking Done could trigger an error message. The Done action now completes properly and disables further processing as expected. | SR-1765 |
| 26.0114 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where selecting Needs Review or To Cancel / Restock could result in undefined errors | SR-1779 |
| 26.0114 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where selecting the New status could result in an error. | SR-1707 |
| 26.0113 | YES | Credit Memo | BUG FIX: Fixed an issue where a newly created credit memo could be incorrectly marked as Paid even when no payments had been applied. | SR-1729 |
| 26.0113 | YES | Descartes | UPDATE: Added an Export Selected to Descartes button when Descartes integration is enabled. Users can now select all invoiced orders not yet submitted to Descartes in a single action, which highlights the selected orders and moves them to the top of the list for easier review and export. | SR-1525 |
| 26.0113 | YES | Find Parts | BUG FIX: Fixed an issue where the Delivery Date was not carried over when creating a Sales Order from the Find Parts screen, which could impact Descartes uploads. | SR-1620 |
| 26.0113 | YES | Scanner | BUG FIX: Fixed an issue where adding bins per warehouse was not saving (v25.1223). Updated bin logic so the Default Bin Location now reflects the warehouse-specific default instead of the item-level default. The Default Bin Location has been moved above the bin table into its own highlighted row for clearer visibility. This enhancement has also been applied to Inventory → Move Bins for consistency. | SR-1549 |
| 26.0112 | YES | Credit Memo | BUG FIX: Fixed an issue where imported credit memos were created without the required “C” prefix in the credit memo number. | SR-1715 |
| 26.0112 | YES | Descartes | UPDATE: Added support for Loading Zone / Loading Order by introducing a new item-level field used during invoice export. The Delivery Loading Order value is now stored per item and is included when invoices are exported to Descartes, ensuring the correct loading sequence per invoice line item. | SR-1638 |
| E | ||||
| 26.0112 | YES | Integrations | BUG FIX: Fixed an issue where imported line items were not displaying the correct Item Number in the Item Number field. | SR-1676 |
| 26.0112 | YES | Integrations | BUG FIX: Car-Part EXPORT - Fixed an issue where the NumbersMap.cap file could contain invalid OEM numbers (e.g., extremely large scientific notation values). | SR-1674 |
| 26.0112 | YES | Payment Terms | BUG FIX: Fixed an issue where a customer’s Payment Terms could revert to a previous value after modifying a sales order or invoice. | SR-1705 |
| 26.0112 | YES | Printer Connect | BUG FIX: Fixed an issue where printers were not automatically populated from Settings > Sales > General when printing orders. | SR-1703 |
| 26.0112 | YES | Printer Connect | BUG FIX: Fixed an issue where the number of print copies would occasionally double automatically (approximately every 5–10 print jobs). | SR-1721 |
| 26.0109 | YES | API | BUG FIX: API: Updated the Quotation to automatically calculate List, Unit, Discount, Net, and Line Total when no pricing details are submitted. This ensures accurate pricing even if no values are provided in the request. | SR-1698 |
| 26.0109 | YES | Find Parts/Sales Order/Quote | BUG FIX: Fixed an issue where Find Parts > Create Sales Order or Create Quote could time out in some versions (0108, 0107, and earlier). | SR-1697 |
| 26.0109 | YES | Integrations | BUG FIX: ECOM IMPORTS (Generic) - Fixed an issue where duplicate orders could be created for the same Customer PO # and Order Source. Imports now fail with a warning when duplicates are detected. | SR-1649 |
| 26.0109 | YES | Printer Connect | BUG FIX: Fixed an issue where multiple documents could occasionally print to the wrong printer or with incorrect quantities. Each print job is now correctly sent to the selected printer with the proper number of copies. | SR-1696 |
| 26.0109 | YES | Sales Order Import | BUG FIX: Fixed an issue where the Sub Total could be calculated incorrectly during import. | SR-1687 |
| 26.0108 | YES | AR Aging Summary | UPDATE: AR Aging Report: Updated the report to show inactive customers with remaining balances. Inactive customer rows are now highlighted with a light gray background for easy identification. | SR-1271 |
| 26.0108 | YES | Customer Portal | BUG FIX: Fixed an issue where users could receive a permission error after entering the vehicle year and selecting the make during vehicle lookup. | SR-1658 |
| 26.0108 | YES | Descartes | UPDATE: Enhanced the API export to include additional fields such as Ship-to State, Ship-to Route, Delivery/Pickup type, Customer PO #, Tax (VAT) amount, Confirmation # (Invoice Number), and Return Reason Code. | SR-1326 |
| 26.0108 | YES | eCom Imports | BUG FIX: Updated the import process so the Ship To name in the name and address fields now reflects the imported ShipToCompany value. | SR-1653 |
| 26.0108 | YES | Integrations | UPDATE: Sales > Integrations > Ecom Import (Generic). Added a new Sales Order Status column, allowing a specific default Sales Order Status to be assigned per Order Source using a drop-down list of available Sales Order Statuses. | SR-1668 |
| 26.0108 | YES | Integrations | BUG FIX: Ecom Import (Generic) - Ship-To phone numbers are now added to the Sales Order comments because this field is not available on the Sales Order screen, ensuring the information is always visible and retained on imported orders. | SR-1665 |
| 26.0108 | YES | Integrations | BUG FIX: ECOM IMPORTS (Generic) - Fixed an issue where orders with the same PO # but different Order Sources could be incorrectly combined, and where the Ship To Phone value could be missing. Orders are now uniquely grouped by both Order Source and Order Number during import. | SR-1664 |
| 26.0108 | YES | Payments | BUG FIX: Fixed an issue where invoices with multiple payments could display incorrect values for Total Previous Payments, Amount Received, and Amount Paid. All applied payments are now correctly reflected across the invoice and payment screens. | |
| 26.0108 | YES | User Security | BUG FIX: User Security - Fixed an issue where Company Version updates could not be saved (save button was missing) and, in some cases, the User Security screen would fail to load in certain versions. | SR-1652 |
| 26.0108 | YES | User Security | BUG FIX: User Settings: Fixed an issue where users were unable to access User Settings after a version update (KSI-TX). | SR-1580 |
| 26.0107 | YES | AR Customer Statements | UPDATE: Updated the Balance column to display the net amount due per transaction, calculated as Amount − Amount Applied. | SR-1617 |
| 26.0107 | YES | AR Receive Payments | BUG FIX: Fixed an issue where clicking the magnifying glass for a Credit Memo would not open the credit memo correctly and could result in an error in a new tab. | SR-1647 |
| 26.0107 | YES | Customer Portal | UPDATE: Customer Portal - Hidden the Balance Forward statement option on the portal. | SR-188 |
| 26.0107 | YES | Invoice | BUG FIX: Fixed an issue where applied discounts caused invoices to incorrectly show a balance due. Total Paid and Balance Due are now calculated from InvoicePaymentLineItems instead of the Invoice header, ensuring discounts are reflected correctly across invoices and credit reports. | SR-1606 |
| 26.0107 | YES | Shipping Labels | BUG FIX: Fixed a critical issue where opening a label, making changes, and then clicking Save or Cancel could unintentionally delete the label. All automatic delete logic has been removed to ensure label designs are never deleted by system actions. Labels can now only be removed by users manually deleting individual fields, preventing accidental data loss and warehouse disruptions. | SR-1637 |
| 26.0107 | YES | User Security | BUG FIX: Fixed an issue where clicking the X to clear or change the version for a single user was unintentionally clearing the version values for all users on the screen. Only the selected user’s version is now affected. | SR-1629 |
| 26.0106 | YES | Sales Order Import | BUG FIX: Fixed an issue where imports using Sales Order Header + Lines (1 File) could complete successfully but fail to create sales orders. This occurred when certain mapped fields (such as Item Price and Item Quantity) were not processed correctly. | SR-1576 |
| 26.0106 | YES | Scanning Report | BUG FIX: Fixed issues affecting the accuracy and reliability of the Scanning Report | SR-1636 |
| 26.0105 | YES | Customer Portal | UPDATE: Added a Show/Hide Left Navigation Menu option, allowing users to toggle the visibility of the portal’s left-hand menu. | SR-1524 |
| 26.0105 | YES | Descartes | UPDATE: SHIP/REC > Descartes: Added visibility into Descartes export status on the To Dispatch screen. A new field, GPS Link ID, was added to both Sales Orders and Invoices to store the Descartes GPS link returned after export. This field is now available as an optional column on Ship/Rec > To Dispatch, allowing users to quickly confirm whether an order or invoice was successfully exported to Descartes. | SR-1494 |
| 26.0105 | YES | Sage Integration | UPDATE: Added new default settings that allow each Sage Intacct integration component to be individually enabled or disabled. When a component is disabled, related buttons and columns are hidden or adjusted accordingly on the associated screens. | SR-1418 |
| 26.0105 | YES | User Security | BUG FIX: Fixed an issue where the User Security screen would not open in versions 1220, 1223, and 1230. The screen now loads correctly. | SR-1613 |
