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 Production Releases. A Production 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 Production 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 Production Releases.
- Red highlighting indicates known issues that users may encounter when updating to or using a particular version.
Version 26.1001 –Latest Release
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 26.1021 | YES | Sales Order List | UPDATE: Improved search functionality by allowing users to search the Sales Order list by Comments. The Sales Order Items list can now also be searched by Item #, Item Description, and Company Name. | SR-4644 |
| 26.1020 | YES | Invoices | BUG FIX: Fixed an issue where creating invoices from the Shipping & Receiving screen could result in duplicate invoice line items. The process now checks whether a Sales Order Line Item is already linked to an existing invoice line and skips it to prevent duplicates. | SR-5154 |
| 26.1016 | YES | Auto Job | BUG FIX: Fixed an issue where invoices were not being sent as scheduled. Updated the email-sending workflow to use a Service Bus trigger for faster processing. The job now sends invoices only, excluding Credit Memos, and includes a Run Job Now option so users can manually run and test the job. | SR-5034 |
| 26.1016 | YES | Scanner | UPDATE: Added the item description, return code description, and a link to the item picture on Inspect Item to Return (2 of 2) to help users identify returned items during inspection. | SR-4821 |
| 26.1016 | YES | Scanner | BUG FIX: Fixed an issue where approving a credit authorization displayed an error on the first attempt. Users previously had to exit and reopen the screen before the credit could be approved successfully. | SR-5128 |
| 26.1013 | YES | Purchase Order | BUG FIX: Fixed an issue where downloading the Purchase Order list did not include all columns displayed on screen. The downloaded file now includes all visible columns from the list. | SR-5010 |
| 26.1010 | YES | Find Parts | UPDATE: Added a When Sales Order is Created option in Find Parts settings, allowing users to choose between Create Order(s) and Open Order (default) and Create Order(s) and Auto Submit. This ensures all Sales Orders created when line items are split into multiple orders can be submitted without needing to open each order individually. | SR-5049 |
| 26.1008 | YES | Customer Portal | BUG FIX: Fixed an issue where the Customer Portal's Find Parts screen could become unresponsive and display no parts due to processing a large number of category and subcategory records. Improved processing performance and completed the required portal configuration to ensure parts display correctly. | SR-4974 |
| 26.1008 | YES | Import Wizard | BUG FIX: Fixed a timeout issue that caused the Import Wizard to get stuck at Linking Transaction with Corresponding PaymentTerm(s). Improved performance by processing Excel data in batches when reading and inserting records into the temporary database. | SR-5017 |
| 26.1008 | YES | Invoices | BUG FIX: Fixed an issue preventing PartsMax users from entering values in the Freight/Other field on invoices due to the Save button being disabled. Removed obsolete import-status validation so footer field editability is now determined solely by the user's current security permissions, regardless of whether the invoice was imported. | SR-4862 |
| 26.1008 | YES | Login | UPDATE: Added the ability to reorder company names on the login screen by dragging and dropping them, allowing users to arrange companies in their preferred order. | SR-4842 |
| 26.1008 | YES | Sales Tax | BUG FIX: Added a Sales Taxes Last Updated date field to display the actual date the sales tax rates were last updated, rather than the current date. The date is read-only for users and is also displayed on the Tax Code Assignment popup for reference. | SR-4177 |
| 26.1007 | YES | Invoices | BUG FIX: Fixed an issue where the invoice logo and company name could disappear or fail to save when switching between companies. Invoice Print Settings now handle company attachments correctly, helping ensure invoices display the correct logo and company name. | SR-4877 |
| 26.1007 | YES | Print Settings | BUG FIX: Fixed an issue where the Display Logo setting would reset to No when opening Print Settings. The setting now retains the saved value across Invoices, Credit Memos, Purchase Orders, Quotations, and Sales Orders. | SR-4970 |
| 26.1007 | YES | Print Settings | BUG FIX: Fixed an issue where Invoice Print Settings could disappear or reset when switching between companies. Invoice print settings are now retained correctly when using the Switch Company function. | SR-4201 |
| 26.1006 | YES | Customer Portal | UPDATE: Added a new Reports (& Audit Log) section under Settings > Customer Portal, with separate tabs for Reports and Audit Log. The Reports tab includes three report types: Sales – Best to Worst, Sales – Biggest Drop in Sales, and Login Abuse, with filters for date range and customer selection. Reports display relevant customer sales, order, quotation, login, and engagement metrics, with configurable periods of 30, 90, or 365 days where applicable. Added sorting to highlight top-performing customers, declining sales, and potentially abusive login activity. | SR-4286 |
| 26.1006 | YES | Descartes | BUG FIX: Updated the Descartes integration to prevent invoices from being automatically re-uploaded when edited. When a Credit Memo is created, the invoice will sync to Descartes once; any subsequent invoice changes will only be uploaded when the user manually clicks the Upload/Updateinto Descartes button. | SR-4971 |
| 26.1006 | YES | Import Wizard | BUG FIX: Improved Import Wizard performance for large data files by processing validation in smaller batches to prevent timeouts. Added a progress bar to display validation progress and improved the import process to handle large files more reliably. | SR-4866 |
| 26.1006 | YES | Invoices | UPDATE: Added a Unit Price option under Gear > Settings(Print) to control whether the Unit Price column appears on printed invoices. When enabled, Unit Price is displayed between List Price and Discount on Invoice, Invoice 2, and Invoice 3. | SR-4966 |
| 26.1006 | YES | Item Details | BUG FIX: Fixed an issue where items remained marked as Reserved after their associated Sales Order Line Item was deleted during Purchase Order creation from a Sales Order. This ensures the reservation status is correctly cleared so available items can be added to other Sales Orders. | SR-4593 |
| 26.1006 | YES | Sales Integration | BUG FIX: On Ecom Imports (Generic), fixed an issue where the Default Bill To/Ship To customer drop-down list could freeze and fail to load the full customer list. | SR-4930 |
| 26.1006 | YES | Scanner | BUG FIX: Fixed an issue where selected Company Settings for 1place Scan were not being saved. Settings now remain selected after clicking Done and refreshing the screen. | SR-4951 |
| 26.1005 | YES | Customer Detail | BUG FIX: Resolved an issue where clicking Proceed in the Customer Merge Tool did nothing. The merge wizard now opens correctly, allowing users to select a merge option, click Next, and choose the customer to merge into. | SR-4808 |
| 26.1005 | YES | Customer Detail | BUG FIX: Resolved an issue where the customer list in the Customer Merge Tool did not filter correctly when searching by customer name. Search results now match the entered text. | SR-5001 |
| 26.1005 | YES | Receive Payments | Update: Replaced the Yes and No buttons in the Payment Date Change popup with more descriptive labels to make the available actions clearer to users. | SR-4498 |
| 26.1001.01 | YES | Purchase Order | BUG FIX: Fixed an issue that prevented users from creating Purchase Orders in version 26.1001. | SR-5023 |
| 26.1001 | YES | Invoice | BUG FIX: Fixed an issue where the Tax checkbox on Sales Order line items was unchecked after the Sales Order was invoiced. The Tax selection is now retained correctly on the Invoice. | SR-4771 |
| 26.1001 | YES | Item Details | BUG FIX: Fixed an issue where the Pictures tab was missing from the Item Details screen after switching between versions. The Pictures tab now remains available as expected. | SR-3680 |
| 26.1001 | YES | PartsTrader Integration | BUG FIX: Fixed an issue where changing PartsTrader Warehouse field values could create duplicate entries. Warehouse settings now prevent a second save request from being submitted while the current save operation is still in progress. | SR-4797 |
| 26.1001 | YES | Print Setting | BUG FIX: Fixed an issue where the Default Printer field under System > Print Settings > Advanced was not displaying available printers. Users can now select from the printers available on their computer. (Download printer file on Advanced print option required) | SR-4919 |
| 26.1001 | YES | Scanner | BUG FIX: Fixed an issue where users zoomed in on scanner devices could not scroll to the bottom of the screen to select Good for Stock during return inspection. | SR-4916 |
Version 26.0701 –26.0930
| Version # | QA Tested | Module | Description | Support Request # |
|---|---|---|---|---|
| 26.0930 | YES | Purchase Order | BUG FIX: Resolved an issue where the Qty on Purchase Order value in the Item Details Screen did not update after importing line items into a Purchase Order and clicking Save. | SR-4810 |
| 26.0930 | YES | Reports | BUG FIX: Fixed incorrect values and total counts in the Invoices/Credits by Item, Invoices/Credits by Item (w/ Item Qtys), and Invoices/Credits by Line Items reports. Added Sales Date, Shipping Date, and Delivery Date fields, along with improved Excel exports that include Total formulas, header filters, and a frozen header row. Excel download functionality is now also available for the Line Items report. | SR-4855 |
| 26.0929 | YES | Item List | BUG FIX: Fixed an issue affecting data exports from the Item Receipts, Item Prices, Item Vendors, Item Catalog, and Item Sales Last 365 tabs. | SR-4863 |
| 26.0929 | YES | Shipping and Receiving | BUG FIX: Fixed an issue where the Ready to Ship quantity on the Invoice and Dispatch screen did not correctly reflect the quantity picked when multiple units of the same item were ordered. This could cause fully picked order lines to remain highlighted in yellow and appear partially picked. | SR-4625 |
| 26.0928 | YES | Custom Fields | UPDATE: Added support for displaying Custom Fields on the Sales Order screen, allowing configured Custom Fields to be viewed directly when working with Sales Orders. | SR-4605 |
| 26.0928 | YES | Sales Transactions | BUG FIX: Fixed an issue where the Created Date/Time on Sales Transactions could display the incorrect time zone. The Created Date/Time now reflects the time zone of the Shipped From Warehouse. | SR-4849 |
| 26.0928 | YES | Scanner | UPDATE: Added an Inventory Assignments button to Inventory > Count Inventory, displaying the total number of assignments and allowing users to recount assigned items by bin. Users can scan items to update the recount quantity, reset the count, and complete the recount. Based on the recount results, users can make inventory adjustments to remove missing stock or add extra stock, with an Adjustment Reason Code required when an adjustment is needed. Success messages confirm whether inventory was adjusted up or down or no change was made. | SR-3845 |
| 26.0925 | YES | Customer Portal | UPDATE & BUG FIX: Updated the dashboard font styling and fixed an issue affecting the calculation of order percentages for logged-in users. | SR-4870 |
| 26.0924 | YES | Auto Job | UPDATE: Added a Customer Portal Abuse Auto Job to help identify potential portal misuse, such as customers repeatedly checking prices without placing orders. Admins can configure login and login-to-sales thresholds over the past 90 days and receive email notifications when customers meet the criteria, helping them identify accounts for review and determine whether access should be restricted. | SR-4813 |
| 26.0924 | YES | Item Detail | UPDATE: Fixed the Recalculate Quantities function to return accurate counts for each pricing category while improving performance. Counts are now calculated separately across Customer Prices, Items, PTypes, and Templates. Added a Delete All With 0 Count button to remove unused pricing categories, automatically skipping any categories that are still in use. | SR-4831 |
| 26.0923 | YES | Auto Job | UPDATE: Created a new Send Invoice Email Daily Auto Job to automatically send invoices daily. When sending invoices, the job checks for an email address in the Customer Communications table with the Invoice type first, then uses the email address on the transaction, and finally falls back to the customer's default email address. A contact name is not required in Communications; only the type and email address are needed. To improve Sales Order creation performance, email addresses are not retrieved or updated when creating Sales Orders through APIs or other methods. When converting a Sales Order to an Invoice, the existing email address is copied without looking up Communications. | SR-2983 |
| 26.0923 | YES | Customer Details | BUG FIX: Fixed an issue where clicking Proceed in the Customer Merge Tool did nothing after selecting a merge option. The Next button now works as expected, allowing users to proceed after selecting an option. | SR-4841 |
| 26.0922 | YES | Customer Details | BUG FIX: Fixed an intermittent issue where Third Party information was not being saved correctly on the Customer API screen. | SR-4715 |
| 26.0922 | YES | Custom List | UPDATE: Added an Is Empty filter option to the Custom List Tab Wizard for all columns, including Date fields, across all Custom Lists. Also improved the New Tab Wizard loading performance by reducing unnecessary server requests and adding caching and a loading indicator for a faster and smoother experience when creating or editing Custom Lists. | SR-4796 |
| 26.0922 | YES | Find Parts | BUG FIX: Added a new setting under Settings > Sales > Find Parts to prompt users to enter a Customer PO#. When enabled, the Customer PO# is included in the tab order, and users are prompted to enter a Customer PO# when creating a Sales Order if the field is empty. The prompt allows users to enter a PO# but does not require one. | SR-4674 |
| 26.0922 | YES | Settings | BUG FIX: Fixed an issue where Payment Terms could not be deleted from Settings. Payment Terms can now be deleted as expected. | 26.0922 |
| 26.0922 | YES | Reports | UPDATE: Added a new Credit Memo Totals by Return Reason Code report with date range filtering and credit memo count. | SR-3654 |
| 26.0922 | YES | Scanner | BUG FIX: Fixed an issue where Bin Locations or other item/order number fields could contain spaces when entered through scanning or manual test input. Input fields in the Scanner app now prevent spaces from being entered, and Bin Locations copied from Item Stock to Sales Order Line Items are automatically trimmed. | SR-4430 |
| 26.0921 | YES | Customer Detail | UPDATE: Improved the Parent Company drop-down list on the Customer Detail screen by limiting the displayed columns to Company Name and Customer #, making the list more compact and easier to use. | SR-4675 |
| 26.0921 | YES | Customer Portal | NEW FEATURE: Added new Customer Portal settings to show or hide the Login and Sign Up sections independently, with an option to display a Site Down message over either or both sections. Added formatting options for the Site Down message, including font name, size, color, background color, and support for URL links to the previous portal. New User notes are also automatically hidden when Sign Up is disabled. | SR-4739 |
| 26.0921 | YES | Customer Portal | BUG FIX: Updated Customer Portal login to allow users to sign in using either their email address or phone number. When a phone number is entered, the system cross-references the associated portal user and uses the linked email account for authentication. | SR-4719 |
| 26.0921 | YES | Customer Statements | BUG FIX: The Customer Email column in AR > Customer Statements now reflects the email address entered under Customer Details > Communications > Default Email Communications when Customer Statements is selected as the Type. | SR-4769 |
| 26.0921 | YES | Reports | UPDATE: Added an Open Balance, Closed Balance, or All filter to the Invoice/Credits by Customer (Full Invoice) report, allowing users to send only invoices or credits with an open balance. Also expanded the invoices/credits per PDF page options to include 100, 250, and 500. | SR-4768 |
| 26.0921 | YES | Sales Order | BUG FIX: Updated Sales Order Custom Lists so Created Date displays both the date and time, while Sales Date displays the date only without the time. | SR-4811 |
| 26.0917 | YES | CCC Integration | BUG FIX: Fixed an issue where Sales Orders created through the CCC integration could be imported without line items in versions 26.0909, 26.0911, and 26.0915. Sales Order line items now import correctly. | SR-4728 |
| 26.0917 | YES | Find Parts | UPDATE: Updated the Find Parts screen so the Save Settings for All Users button appears when columns are resized, allowing administrators to save the updated column widths for all users. | SR-4774 |
| 26.0917 | YES | PartsTrader | BUG FIX: Fixed an issue where Expected Delivery Dates sent to PartsTrader could be incorrect for orders received on Fridays. The API now calculates the Expected Delivery Date without adding weekend days to the date sent to PartsTrader. | SR-4650 |
| 26.0916 | YES | Sales Order | BUG FIX: Fixed a display issue where the green and white line items in the Add/Edit Line Item section were not the same size. The line items now display consistently. | SR-4734 |
| 26.0915 | YES | Bin Management | BUG FIX: Fixed an issue preventing Bin Location data from being imported into a new SQL Server database. The import now properly handles Bin Location data using the Bin Location template, including records without Bin Picking Order or Bin Zone values. | SR-4735 |
| 26.0915 | YES | Find Parts | BUG FIX: Added a new Find Parts setting to control how quantity fields are highlighted, with options to highlight quantities that are 0, quantities that are not 0, or leave colors unchanged. Added a color picker and an option to apply the color to either the quantity fields or the entire row. Rows selected for a Quote or Sales Order will continue to use the standard green highlight. | SR-4693 |
| 26.0915 | YES | Descartes | BUG FIX: Fixed an issue where opening the Drivers tab in the Descartes integration could cause 1place to hang. The Driver Mapping tab has been temporarily disabled until the required Descartes API details are available. | SR-4701 |
| 26.0911 | YES | Bin Management | BUG FIX: Updated Staging Bins and Zones to allow users to quickly enter multiple records using the keyboard without popups clearing previous entries or requiring unnecessary fields to be completed. | SR-4431 |
| 26.0911 | YES | Credit Memo | UPDATE: Updated Invoice user security so users with Credit Memo View access can create a Credit Memo directly from the Invoice screen, even if they do not have Credit Memo Edit access. The Credit Memo Details tab is also now available for users with View access. | SR-4516 |
| 26.0911 | YES | Customer Portal | UPDATE: Customer Detail > Customer Portal > Dashboard. Added a new Customer Portal Dashboard to provide a quick view of customer portal activity and engagement. The dashboard includes Portal Sales, Portal Sales Orders, Portal Quotations, Last Login Date, Last Order Date, Days Since Last Order, Total Logins, and Login-to-Order percentage. | SR-4285 |
| 26.0911 | YES | Scanner | UPDATE: Updated Company Settings and User Settings navigation so that clicking Done closes the settings screen and returns the user to the previous menu. User Settings will no longer automatically log the user out. | SR-4703 |
| 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 | Auto Job | BUG FIX: Fixed an issue preventing the Run SQL option from opening in Auto Jobs. | SR-4109 | |
| 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 | Item Details | UPDATE: Updated Average Cost to Weighted Average Cost (WAC) throughout the application, including Settings and the Item Detail > Financial tab. Improved WAC recalculation logic so it recalculates only when appropriate and does not recalculate when inventory goes out of stock through Sales or Item Adjustments, while Purchase Order transactions continue to recalculate WAC as needed. | SR-2461 |
| 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 | Credit Memo | BUG FIX: Fixed an issue where creating a Credit entirely through the scanner workflow (Request, Authorize, and Inspect) could incorrectly create an additional +1 line in Item Adjustment. The issue was isolated to the scanner authorization process. Credits created in 1place and only inspected through the scanner were not affected. | SR-4655 |
| 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 |
| 26.0909 | YES | Receive Payment | UPDATE: Added an Export button next to the Filter button, allowing users to select a date range and download an Excel file in the correct import format. This helps users prepare the data for import and proceed with transactions more smoothly. | SR-4623 |
| 26.0909 | Shipping and Receiving | BUG FIX: Fixed an issue where fully picked Sales Order lines with multiple quantities were incorrectly displayed as partially picked, showing a lower Ready to Ship quantity and remaining highlighted in yellow. The calculation now counts the relevant line items instead of summing the shipped quantities, ensuring fully picked orders display the correct status. | SR-4646 | |
| 26.0909 | YES | Subscription | UPDATE: Updated the Subscription settings to ensure user count and subscription changes display the correct pricing and behave consistently. | SR-4007 |
| 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 | OPS Trax | BUG FIX: Fixed issues with Expected Delivery Date calculations for OPS Trax orders. The calculation now uses the correct warehouse time zone based on where the part will be picked and properly applies the Same Day Cutoff Time, Cutoff Time to Add Additional Day, Stock Transfer days, Warehouse Shipping Priority days, and ZIP Code additional days without incorrectly adding extra days. | SR-4649 |
| 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 | Auto Job | NEW FEATURE: Added the Integrations - OPS - Invoice Postings automated job to process invoice postings in a manner consistent with the Integrations - CCC - Invoice Postings auto job. | SR-4609 |
| 26.0903 | YES | Auto Job | UPDATE: Improved Auto Jobs settings by preventing the Enabled status from being changed directly from the Automated Job List summary screen. When disabling a job from the Job Setup/Edit screen, users are no longer required to complete other fields before saving. | SR-4611 |
| 26.0903 | YES | Descartes Integration | BUG FIX: Updated the Descartes integration to control when invoices and Credit Memos are uploaded. Invoices are uploaded when created manually, processed through Shipping & Receiving > ToDispatch, or manually resubmitted using Resubmit Selected to DesCartes. Editing an invoice or Credit Memo without changing quantities or amounts will not trigger an upload. Transactions with an existing GPSLink will not be automatically re-uploaded when changed; users can still manually upload them through More Invoice Options > Upload / Update Pickup to Descartes. | SR-4528 |
| 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 |
| 26.0902 | YES | Import Wizard | BUG FIX: Fixed an invoice header import issue caused by a conversion error involving the Customer Next Number. Improved import performance by optimizing validation updates, implementing batch processing, and adding an index to support faster validation. | SR-4582 |
| 26.0902 | YES | Invoices | BUG FIX: Fixed an issue where Items were not transferred from a Sales Order to the Invoice when an Invoice was deleted and then recreated from the same Sales Order. | SR-4547 |
| 26.0901 | YES | Customers | BUG FIX: Fixed an issue where the Parent Customer ID did not properly update the BillToAddress field. Also updated the Parent and Child Customer ID field instructions to clarify that these fields are only used for Multi-Region, Parent/Child company configurations. | SR-4565 |
| 26.0901 | YES | Item List | BUG FIX: Fixed issues with Custom Filter Tabs when using Reserved and ItemStock fields. Reserved filters now work correctly, and tabs combining Item and ItemStock fields no longer produce undefined or SQL errors when creating or loading tables. | SR-4559 |
| 26.0831 | YES | Cash Management | BUG FIX: Fixed an issue where refunded Credit Memos were incorrectly counted as positive cash in Cash Management. Also fixed an issue where certain batch or customer names could cause the Cash Deposit screen to fail to load, preventing access to the Reconciliation Logs, Move Cash, and Receive Cash tabs. | SR-3878 |
| 26.0831 | YES | Item Details/ Sales Order | BUG FIX: Fixed an issue where Sales Orders could incorrectly use inventory that are marked as Reserved. | SR-4487 |
| 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 | Sage Integration | BUG FIX: Fixed a discrepancy between Inventory Adjustment report totals and Journal Entry amounts. The inventory adjustment calculation now uses the adjustment quantity and item cost from the Item Adjustment table to ensure the reported totals are consistent. | SR-4093 |
| 26.0831 | YES | Scanner | NEW FEATURE: Added a Receive Payment screen on the Scanner for drivers to collect invoice payments at the time of delivery. The screen supports processing credit card payments through eBizCharge, saving or recalling saved credit cards, and applying available Credit Memos or Unapplied Payments to outstanding invoices. | SR-4339 |
| 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 |
| 26.0827 | YES | Import Wizard | BUG FIX: Improved the Invoice Payment Import process to reduce validation timeouts and improve import performance by optimizing validations, adding database indexing, and processing records in batches. Added the new fields to the InvoicePayments and InvoicePaymentLineItems tables, ensuring payment records now display correctly on the Invoice Detail screen. Also completed UI updates to the Additional Options and Help sections. | SR-4510 |
| 26.0827 | YES | Test Mode | BUG FIX: Fixed an issue where Test Data was not deleted after taking a user out of Test Mode and confirming the deletion. | SR-4010 |
| 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 Invoice Payment imports that could cause duplicate processing, timeouts, and excessive database load. Improved batch processing and reduced the batch size to improve import performance and reliability. Also fixed an issue where imports could stop after 1,000 records and corrected the Payment Info tab for Credit Memos with multiple payment records so the corresponding payment amounts display correctly. | SR-4463 |
| 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 |
| 26.0825 | YES | Invoices | BUG FIX: Resolved an issue where some outstanding Invoices and Credit Memos could not be located during initial posting. The search failed when invoice/CM numbers contained leading or trailing spaces. The search logic was updated to trim spaces and correctly locate the matching records. | SR-4434 |
| 26.0824 | YES | Auto Job | UPDATE: Added a new SystemAutoJobsLog table to record when each Automated Job starts and finishes. Start and end times are recorded using the Warehouse time zone instead of UTC. | SR-4373 |
| 26.0824 | YES | Customer Details | BUG FIX: Resolved an issue in v26.0819 where the Customer Merging Tool was not functioning correctly. The merge process now works as expected. | SR-4464 |
| 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 |
| 26.0824 | YES | Sales Order | BUG FIX: Fixed an issue where selecting a Shipped Via with Delivery Charge under Shipped Via was not adding the configured delivery fee to the Sales Order total. | SR-4492 |
| 26.0821 | YES | Customer Portal | UPDATE: Improved Embedded Search to use the Item Catalog for Category and SubCategory searches, keeping the drill-down search consistent with the catalog data used for Year, Make, and Model. Added a new setting to choose whether Categories and SubCategories are populated from the Item List or Item Catalog. Also reduced the width of the Item Popup and removed the Left Side search layout option for new configurations. Existing customers using the Left Side layout will not be affected. | SR-4385 |
| 26.0820 | YES | Find Parts | UPDATE: Improved Item Number searching in Find Parts, Customer Portal, and API integrations by ignoring dashes and spaces when matching Item Numbers. This allows searches to find matching items even when the entered Item Number formatting differs from the stored value. | SR-4607 |
| 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 |
| 26.0819 | YES | Dashboard | UPDATE: Added a new Source of Order (Top 10) widget to the Dashboard. The widget displays order counts by Order Source across different time periods, including Today, Last 30 Days, Previous 30 Days, and Last 365 Days, with percentage change comparisons. The list is limited to the Top 10 Order Sources, ranked by order volume. | SR-3333 |
| 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 |
| 26.0818 | YES | Item List | BUG FIX: Fixed an issue where selected Item Catalog records on Item List could not be deleted. Deleted records now remain removed after refreshing the Item Catalog. | SR-4416 |
| 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 |
| 26.0817 | YES | Scanner | UPDATE: Added two new Company Settings options for Scanner to allow users to configure Return Reason Codes for Physical Inventory / Cycle Counts and Inspect Return items marked as Not Good for Stock. | SR-4035 |
| 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 |
| 26.0720 | YES | Scanner | NEW FEATURE: Added a Cannot Find in Bin option to the Scanner Pick to Cart screen, allowing users to select alternate bin locations when an item cannot be found. Added configurable actions for items that cannot be found, including doing nothing, adjusting inventory, or creating an Inventory Assignment, along with improved alternate-bin selection, quantity tracking, logging, and optional warehouse notifications. | SR-2054 |
| 26.0716 | YES | Items | BUG FIX: Updated item handling to map Vendor IDs , address missing images from Item Details tab, and prevent SKUs from appearing in the Customer Portal and Sales search results. | SR-4480 |
| 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 |
