23.0821 (released 8/21/2023)
| Version # | Date | Task # | ======== Type ======== | Screen (or Report Name) | Description | Links to Additional Info |
|---|---|---|---|---|---|---|
| 8/30/23 | 29500 | Bug Fix | QBO Sync | Partially PAID invoices and partially used-up CMs should be synced to QBO. I tried manually syncing them over to QBO however the payment attached to it didn't sync over to QBO. | ||
| 8/30/23 | 29620 | Bug Fix | AP Bill | If AP Bill created AND PAID, does 1place allow PO to be changed? (It should not) | ||
| 8/30/23 | 30370 | Bug Fix | Shipping and Receiving screen | - In the Picking Tab, after selecting a username and click on 'Auto Select & Update All Qty' tab, click 'Pick Completed' tab, a pop appears "No Order have been selected." - Sample Transaction: Warehouse: Antoine, Item: Test Antoine 001 | ||
| 8/30/23 | 30371 | Stock Transfer on the Shipping and receiving screen> OsScan | - After initiating a qty of the item in the Stock Transfer screen, checking the status in the Shipping and Receiving screen under 'To Print & Pick' tab. The item transferred is listed but checked in the OsScan portal, there were no items listed to be picked. - Warehouse: Antoine, transferred item to Harwin: Test Antoine 001. | |||
| 8/30/23 | 30368 | Item Details > Assemblies | - Fix in 0821a - Print Assembly(Bundle) build list - bug - Print Assembly build list—> browser header label missing. - Print Assembly build list—> Component# filed should be shown on alphabetical order. - Print Assembly build list—>Qty can build shown wrong value. - Print Assembly build list—> Vendor filed values are showing incorrect. | |||
| 8/30/23 | 30378 | Item Details > Assemblies | Item Assembly Qty build is showing wrong value. | |||
| 8/29/23 | 25530 | Bug Fix | Invoice / CM | When the CM is refunded and linked as payment on QBO. The CM on 1place only shows as Paid (checked) on the Invoice list but the amount still shows on the Customer Credit. We need to be able to put something that it has been paid back to the customer (maybe on the Payment info tab) when it gets synced from QBO. - When creating CM, the Qty on the Qty Shp should go to Qty Rtn field. - When user tried applying a CM on an invoice, it still required the user to put something on the amount tendered though it was the CM is applied for the whole amount. Then when the user closed the screen, the amount is applied on the invoice. | ||
| 8/29/23 | 30366 | Bug Fix | Reports | (All Reports) - When running reports it shows only Loading Icon. | ||
| 8/29/23 | 30269 | Bug Fix | Transaction log | MA2503151C, the Bin count shows total 2 in stock but there's only 1 item scanned. | ||
| 8/29/23 | 30364 | Bug Fix | Customer Detail Screen | After creating new company ,unable to open the customer detail screen. | ||
| 8/28/23 | 30361 | Bug Fix | Reports | On the 0810v, the reports screen only keeps on loading. It's happening to all versions. | ||
| 8/28/23 | 30323 | Bug Fix | Inventory Stock Transfer | - Tested: Made transaction with inventory stock transfer from Antoine to Harwin, but it did not show in the Shipping & Receiving status of Antoine Warehouse. See SO S2440 - Wanted to transfer stock from Antoine to Harwin. The Sales Order is made in Harwin, and one line item will be coming from Antoine warehouse. When doing the stock transfer in the status of delivered, the item should now be in Harwin, checked in the OSScan to see if the transfer can now be viewed and picked in Antoine warehouse. But the item transferred can not be found in the line item for that Sales Order. Checked SO S2406. | Link to video for more details. | |
| 8/25/23 | 29644 | Bug Fix | QBO Sync | When there are invoices created in QBO and synced to 1place. Then deleted in QBO, those invoices stayed in 1place and could not be manually deleted and can be resynced back to QBO. | ||
| 8/24/23 | 30271 | Bug Fix | Credit Memo | Shows bad request screen when opening certain CMs on certain User accounts. Please see the task number for more info. | ||
| 8/23/23 | 30342 | Bug Fix | Invoice > Payment | - PAYMENT ON INVOICES for Customers linked with QBO >When trying to apply payment it created duplicate invoice payments. - When applying payments on invoices, the payment does not sync to QBO. | ||
| 8/23/23 | 27305 | Bug Fix | Reports > My Favorites | My Favorites feature is not working. | ||
| 8/22/23 | 30351 | Bug Fix | API | Fix issue on FetchCatalogPartslinkListOfParts API calls. | ||
| 8/22/23 | 30350 | Shipping and Receiving screen | Error when opening the In Route status. | |||
| 8/22/232 | 30247 | Bug Fix | Shipping and Receiving screen | - The numbers on the Shipping and Receiving status are giving incorrect count of the orders. (Remaining: Dispatch Status) - There are routes showing on the Shipped Via filter though there are no orders to filter. (To Print and Pick screen and Dispatch screen). | ||
| 8/21/23 | 30295 | Bug Fix | OS Scan | Delivery/Shipping and Receiving - After shipping the part on the osscan, the order does not appear on the next Status on the Shipping and Receiving screen. Example: From Dispatch screen to Route to Cust status. | ||
| 8/21/23 | 30237 | Bug Fix | Sales Order | - For special orders, when manually changing the quantity ship ON the SO to UNSHIP the item on the SO (so we can unreceive the item on the PO), the SO Line Item Status does NOT get changed--and the user might not notice this. After then qty is UNSHIPPED lets add this popup. 'Please DOUBLE CHECK the LINE ITEM STATUS to see if it needs to be changed to a different Status. - (Then after this popup is closed we need to auto expand the line item to show 2 lines). | ||
| 8/18/23 | 30328 | Bug Fix | Item Assemblies | Build Bundles always shows 0 Bundles to Build, not calculation the correct values. | ||
| 8/18/23 | 30288 | Bug Fix | QBO Sync | After I click sync all button, it appears to have sync successfully but AP bill became 0 records. When user exits and open QBO sync center again, all the records need to be synced again. | ||
| 8/18/23 | 30285 | Bug Fix | Item Details | When I click on the Assembly checkbox on the Item Detail screen it needs to auto show the Assemblies tab (without having to manually refresh--since some users don’t know how to do that). | ||
| 8/18/23 | 30284 | Bug Fix | Item Details > Sync | When I added a new item I MANUALLY unchecked the sync with QB. Then I looked up the item and checked the SYNC checkbox on the Item Detail screen and clicked the RED Save button. In the background it DID sync into QBO but it did not indicate that it was syncing on the Item Detail screen. (No syncing progress bar, and it did not update last synced value. Then a minute or so later it randomly DID update the lasted synced value as 12/31/0, which is the wrong date and time). | ||
| 8/18/23 | 30272 | Bug Fix | Shipping and Receiving Screen | S230803-0191 MAIN STATUS IN NEW, THE LINE ITEM IS IN NEW. BUT ITS SHOWING ON PRINT AND PICK IN M2121 BUILDING. | ||
| 8/18/23 | 30337 | Bug Fix | Reports | Invoice/Credit by Item report does not show a proper record between date ranges. | ||
| 8/18/23 | 30338 | Bug Fix | Find Parts Screen | The number of characters on the Customer PO# on the Find Parts is not the same on the Customer PO# on the Sales order/invoices and etc. | ||
| 8/18/23 | 30339 | Bug Fix | Reports | Invoice/Credits Line items Report when clicking the Line Item with Type Credit it pops up To Invoice doesn't exist. | ||
| 8/18/23 | 30321 | Bug Fix | All Screens | Please make sure ALL sync Date/Time values get inserted with the users browser Date/Time. Pease display in regular (non-military) time. 20:00 should display as 4:00pm. | ||
| 8/18/23 | 30332 | Bug Fix | Sales Order | Sales Order payment shows multiple records. | ||
| 8/18/23 | 30324 | Bug Fix | Sales Order | Fixed an issue where an Invoice will have a different customer details and totals after being created from a Sales Order because of duplicated Invoice numbers in QBO. | ||
| 8/18/23 | 30325 | Bug Fix | Settings | DO NOT ALLOW TAB > It keeps on resetting every couple of days to all users. | ||
| 8/16/23 | 30260 | Bug Fix | Sales Order | Can't create an invoice for Sales Order S230728-0033, there's a popup that says that sales order backorder has been created. | ||
| 8/16/23 | 30311 | Bug Fix | Settings | Module security for Daniela - QBO Sync Missing for other Admin accounts. | ||
| 8/16/23 | 30309 | Bug Fix | Purchase Order > Custom Tabs | Custom Tab is not working properly. User created a custom tab that should only show the received POs but the custom tab still shows ALL PO. | ||
| 8/16/23 | 30303 | Bug Fix | Sales Order Back Order | Batch invoicing orders from the Dispatching screen, there are some partially available orders that did not create SOBO. | ||
| 8/16/23 | 30313 | Bug Fix | W-9 field | It should not auto insert today's date on the field when it should be blank. | ||
| 8/16/23 | 30302 | Bug Fix | Reports | Sales Order Report > Total Payments - The Sales Order deposit or the Invoice payment applied is not reflecting on the Total payments column on the report. - The Payment Method column should show the correct data: the 'How' column on the payments. - Add the Payment Terms column, Freight, Tax. | ||
| 8/14/23 | 30304 | Bug Fix | QBO Sync | When syncing applied CMs from QBO to 1place, please include the Payment method and put it on the How column in 1place and include the CM number under the CK/Card#/CM column. | ||
| 8/14/23 | 29282 | Bug Fix | QBO Sync | The Payments that are on QBO for VIP were not included after I sync them to 1place. | ||
| 8/14/23 | 30307 | Bug Fix | Sales Order | The Sales Order Total Field is zero and does not allow user to apply sales order deposit. | ||
| 8/14/23 | 30306 | Bug Fix | Sales Order | Not able to Edit/ Delete line item(s) for admin users. Checked on their security settings, they are allowed to delete and edit. | ||
| 8/14/23 | 30308 | Bug Fix | Invoice/Credit Report | It's not showing all data for date range August 7 to 11 | ||
| 8/14/23 | 30222 | Bug Fix | Reports | QUALITY - MAKE NEW EXCEPTION REPORT Called: Sales Orders - Edited (Header / Footer). Bugs: Sorting and Excel downloading issue | ||
| 8/14/23 | 30223 | Bug Fix | Reports | MAKE NEW EXCEPTION REPORT Called: Purchase Orders - Edited (Line Items). Bugs: Sorting and Excel downloading issue | ||
| 8/11/23 | 30288 | Bug Fix | QBO Syncing Error | |||
| 8/10/23 | 30296 | Bug Fix | Shipping and Receiving Screen > Picking Status | - When manually selecting the parts, it requires the user to click on the Auto select button and does not allow user to manually pick parts. - Remove the requirement to click on the auto select to be able to update the status. | ||
| 8/10/23 | 30292 | Bug Fix | Customer Detials Screen > Pricing tab | When manually adding Pricing Category at the bottom table the save button does not turn red and it's not saving the record. | ||
| 8/10/23 | 30297 | Bug Fix | Item Details > Assemblies > Print | Fixed the decimal point for the 'quantity' on the Assembly Bundle Build List report. | ||
| 8/10/23 | 30293 | Bug Fix | Catalog Management | Add New items to Items List > After selecting Entire records checkboxes, a popup appears and does not go away. Need to auto close the popup after selecting all records. | ||
| 8/9/23 | 30262 | Bug Fix | Price fields Setting | Round off decimal for the taxes. | ||
| 8/9/23 | 30247 | Bug Fix | Shipping and Receiving screen | - The numbers on the Shipping and Receiving status are giving incorrect count of the orders. - There are routes showing on the Shipped Via filter though there are no orders to filter. | ||
| 8/9/23 | 30280 | Bug Fix | Sales Order, Purchase Order | When user inputs the vendor and press enter, it used to check and highlight the line. | ||
| 8/8/23 | 30262 | Bug Fix | Price fields Setting | Round off decimal for the taxes. | ||
| 8/8/23 | 30247 | Bug Fix | Shipping and Receiving | The numbers on the Shipping and Receiving status are giving incorrect count of the orders. | ||
| 8/8/23 | 30237 | Bug Fix | Sales Order > Statuses | - For special orders, when manually changing the quantity ship from the SO and unreceive the item from the PO, the system does not auto update the correct status of the line item. - Statuses for backorders shall only be restricted to either Waiting to be Purchased if the item has no linked PO, or Waiting for Delivery from vendor if there's already a PO created. | ||
| 8/7/23 | 30216 | Bug Fix | Sales Order > Send Email > Packing Slip | When sending a Packing Slip, the Sales order document is the one sent. We should send the correct document selected. | ||
| 8/7/23 | 30265 | Bug Fix | Shipping and Receiving Screen | There are stuok transfers and ship items with no Sales order. M2121 warehouse. | ||
| 8/7/23 | 30251 | Bug Fix | Sales Order BO | When creating backorders, the taxes should be recalculated based on the available line items on the Invoice. Right now what happens is, the system carries over the calculated tax from the Sales Order. | ||
| 8/7/23 | 30151 | Bug Fix | All Transactions | When user clicks OK to delete, do these steps: Disable the OK button, show a spinner, ff necessary refresh the screen so the spinner will be visible instantly, then run the code to delete the transaction. | ||
| 8/7/23 | 30275 | Bug Fix | Delivery Date | When user creates an order from the Find parts screen and changed the Shipped Via to Customer Pickup and convert it to sales order, then on the sales order change the delivery date. The Shipped Via changes from Customer Pickup to a different Shipped Via | ||
| 8/3/23 | 29642 | Bug Fix | Items > Assemblies | - When add new item and select Assembly, it needs to auto display the assembly type field. - The LINE ITEM EXTENDED PRICE IS GETTING DUPLICATED. - When I click on the Assembly checkbox on the Item Detail screen it needs to auto show the Assemblies tab (without having to manually refresh--since some users dont know how to do that) | ||
| 8/3/23 | 30265 | Bug Fix | Shipping and Receiving Screen | There are stuck transfer and ship items with no Sales order. M2121 warehouse. | ||
| 8/3/23 | 30237 | Bug Fix | Sales Order | For special orders, when manually changing the quantity ship from the SO and unreceive the item from the PO, the system does not auto update the correct status of the line item. | ||
| 8/3/23 | 30264 | Bug Fix | Item Details > Sales > Invoices / CM | When clicking the CMs, it goes to a new tab and says that the record does not exist. | ||
| 8/3/23 | 30263 | Bug Fix | Delivery Settings | When changing the Shipped Via, the delivery date count should always begin on the current date. | ||
| 8/2/23 | 30260 | Bug Fix | Sales Order | Can't create an invoice for Sales Order S230728-0033, there's a popup that says that sales order backorder has been created. | ||
| 8/2/23 | 30255 | Bug Fix | OS Scan | When returning stocks from a CM created through the scanner. The Credit memo amount does not reflect or show on the Show/Apply Credits window on the Invoice screen. | ||
| 8/2/23 | 30242 | Bug Fix | Settings > User Settings | The security category for each users are not consistent. There are users with some categories, and some does not have though they both have same security type. | ||
| 8/2/23 | 30252 | Bug Fix | Sales Order | When creating a sales order with "NEW" status, changed the Shipped Via and refreshed the screen, the line item statuses changes to "To Print and Pick" | ||
| 8/2/23 | 30246 | Bug Fix | Shipping and Receiving screen > In route | When selecting a dispatch number it shows undefined error. | ||
| 8/2/23 | 30217 | Bug Fix | Invoice > Send Email | When sending email, the footer on the invoice disappears on the document sent. | ||
| 8/2/23 | 30259 | Bug Fix | Label Design | In the label design, it shows that the spaces have been maximized, but on the actual label printout, there are still many spaces on the sides. | ||
| 8/2/23 | 30248 | Bug Fix | Credit Memo | When selecting 2 or more items to create credit memo, it only takes the first line item over to the credit memo. | ||
| 8/30/23 | 30327 | New Feature | Settings > User Security | - Be able to define which users can see which reports. SEE KBA: screenSpec: Gear > Users > TEMPORARY TO-DO LIST - Design Changes in User Security. - Page Reload issues Users > Report Security Tab. - Reports > My Reports selected Reports is not showing. | SEE KBA | |
| 8/30/23 | 30369 | New Feature | Reports | Report Security button on Reports screen makes a popup appear for report security. Lets see what it does and determine what it will take to remove it completely | ||
| 8/28/23 | 30355 | New Feature | API for stock > FetchItemQtyInStock | - API will receive CompanyID, Item # (the user friendly item # in the Item table for that Company ID), Warehose (optional) - If the Warehouse ID is received we will return the Qty in Stock for THAT warehouse only. Otherwise, we will return the Qty in Stock in ALL warehouses. - API will return Sum of Qty in Stock. | ||
| 8/25/23 | 30333 | New Feature | Reports > Invoice / Credits Report | - Be able to download to excel file and PDF. - Add Additional Cost Column on the report. | ||
| 8/25/23 | ||||||
| 8/24/23 | 30326 | New Feature | Rep Stock Calculations | Recently we change the calculation method (to speed it up) to ONLY look at items that had been sold on Invoices / Credits. We also need to look at the Sales on Sales Orders by looking for any Sales Order that have a BO > 0 where the Invoice # for the SO is still NULL. (This will solve a problem but potentially cause customers to inadvertantly buy BO items on OLD forgotten Sales Orders. So, in your scan of the SO BO qtys if you find any then COUNT the # of Sales Order that have BO items and the # of BO Items and display the QTY's to the user with this Popup message: You have x Sales Order that have a total of x unique Items on Back Order. Do you want to include these items in this Stock Replenishment analysis? If Yes please type YES in the field below and then click OK to continue. (If the user types YES then include those #s in the column for SOBO. If Not, do not include in the calcs) | ||
| 8/24/23 | 30348 | New Feature | Reports > Invoice / Credits Report | - Add Total Payment column on the Invoices/Credit. - Add Paid and Unpaid column. | ||
| 8/23/23 | 30345 | New Feature | Admin Tools> Audit Log Screen | Rename button name from Filter to Search / Filter. | ||
| 8/23/23 | 26445 | New Feature | Reports | Sales man field (on all reports) needs to be changed to Salesperson. | ||
| 8/22/23 | 30276 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Payments - Deleted. Pleae see task number for more info. | ||
| 8/21/23 | 30344 | New Feature | Invoice | Delete the check box right below the text: "Note: If you are selling tangible items be sure to start with a Sales Order." | ||
| 8/21/23 | 30349 | New Feature | Invoice | - On the 1place Popup form that enables the user to email an invoice, under the email body, add a new checkbox called: '[ ] Include Review & Pay button on Email (to enable recipient to pay the Invoice online.) - Under the Review and Pay option above, add another sub-option called: [ ] Cards (with small logos for Visa, Mastercard, American Express, and Discover. | ||
| 8/18/23 | 30330 | New Feature | Quick Search Screen | Search Bar: Move the magnifying glass icon from left to right. | ||
| 8/16/23 | 30319 | New Feature | Shopify Review | - Different Variant update (Working) - Different Product Update (Working) | ||
| 8/14/23 | 29662 | New Feature | F10 - Item Quick Check | Add List Price column on the F10 Quick Search for Items. | ||
| 8/14/23 | 30224 | New Feature | Reports | QUALITY - MAKE NEW EXCEPTION REPORT Called: Purchase Orders - Deleted. Please see the task number for more info. | ||
| 8/11/23 | 29249 | New Feature | Reports | Added Freight and Tax columns to Sales Order Report. | ||
| 8/11/23 | 30224 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Purchase Orders - Deleted. Please show these filters. Please see the task number for more info. | ||
| 8/10/23 | 29249 | New Feature | Reports | Added multiple columns to Sales Order Report. Please see the task number for more info. | ||
| 8/10/23 | 30223 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Purchase Orders - Edited (Line Items). Please show these filters. Please see the task number for more info. | ||
| 8/9/23 | 29841 | New Feature | Purchase Order | Have to enter item # to DELETE a line on a PO. Lets make this easier. | ||
| 8/9/23 | 29725 | New Feature | Item Details > Item Stock | Sort the item receipt by date (oldest to newest) and then 2nd sort warehouse (alphabetically) | ||
| 8/9/23 | 30222 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Sales Orders - Edited (Header / Footer). Please see the task number for more info. | ||
| 8/8/23 | 30279 | New Feature | Security Module | Add this in the user module security: Invoice Payments - All users do not have the Invoice Payments line item in their user's security module. | ||
| 8/8/23 | 29748 | New Feature | Import Wizard | VENDOR ITEM NUMBERS (1Vendor) /(All Vendor) - Allow to update the Vendor Quantity In Stock without the need to update the Vendor Cost. - he update function did not update the cost of the existing vendor items with the same vendor. - Please see KBA -AA-02549 for Vendor Item Numbers (1 Vendor) and (All Vendors) | see KBA -AA-02549 | |
| 8/8/23 | 30222 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Sales Orders - Edited (Header / Footer). Please see the task number for more info. | ||
| 8/7/23 | 30221 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Sales Order- Edited (Line Items). Please see the task number for more info. | ||
| 8/4/23 | 30220 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Invoices / Credit Memos Edited (Header / Footer). Please see the task number for more info. | ||
| 8/3/23 | 30230 | New Feature | API | Create APIs for RECEIVING STOCK TRANSFERS | See KBA 02728 TO-DO LIST on TOP | |
| 8/2/23 | 30116 | New Feature | Reports | ADD A FILTER ON "ALL" REPORTS for the Warehouse. (Always default the warehouse to ALL). The EXCEPTION TO THIS will be any reports where there IS NOT WAREHOUSE, such as Item List, Item Prices, Item Vendors, Vendor reports, etc... This mainly applies to the WAREHOUSE associated with Customers, Q,SO,Inv,CM,POs... | ||
| 8/2/23 | 30219 | New Feature | Reports | MAKE NEW EXCEPTION REPORT Called: Invoices / Credit Memos Edited (Line Items). Please see the task number for the filter details. | ||
| 23.0816 | 30342 | Bug Found | Invoice > Payments | (ORLANDO) PAYMENT ON INVOICES for Customers linked with QBO >When trying to apply payment it created duplicate invoice payments. - When applying payments on invoices, the payment does not sync to QBO. | ||
| 23.0816 | 30343 | Bug Found | Sales Order > Deposit | Sales order deposit and invoice the sales order with deposit, the payment does not sync to QBO.\r\n"}" data-sheets-userformat="{"2":897,"3":{"1":0},"10":1,"11":4,"12":0}" style="font-size: 10pt; font-family: Arial;">(ORLANDO) SALES ORDER DEPOSIT for Customers linked with QBO >When trying to add a sales deposit, it created multiple entries. - When applying Sales order deposit and invoice the sales order with deposit, the payment does not sync to QBO. | ||
| 23.0816 | 30247 | Bug Found | Shipping and Receiving | (ORLANDO) Shipping and Receiving screen The numbers on the Shipping and Receiving status are giving incorrect count of the orders. There are routes showing on the Shipped Via filter though there are no orders to filter. | ||
| 23.0816 | 30237 | Bug Found | Sales Order | - For special orders, when manually changing the quantity ship ON the SO to UNSHIP the item on the SO (so we can unreceive the item on the PO), the SO Line Item Status does NOT get changed--and the user might not notice this. After then qty is UNSHIPPED lets add this popup. 'Please DOUBLE CHECK the LINE ITEM STATUS to see if it needs to be changed to a different Status.' (Then after this popup is closed we need to auto expand the line item to show 2 lines). | ||
| 23.0816 | 30215 | Bug Found | Shipping and Receiving | (ORLANDO) DANIELA's 1place account > To Print and Pick screen > Cannot click on the Print and Pick button. User email: generalmanagerobp@gmail.com | ||
| 23.0816 | 30246 | Bug Found | Shipping and Receiving | (ORLANDO) Shipping and Receiving screen > In Route Status >When selecting a dispatch number it shows undefined error. | ||
| 23.0816 | 30216 | Bug Found | Sales Order > Send Email | (ORLANDO) SALES ORDER > SEND EMAIL > PACKING SLIP- When sending a Packing Slip, the Sales order document is the one sent. We should send the correct document selected. | ||
| 23.0816 | 30244 | Bug Found | Find Parts Screen | (Quality)Find Parts screen > Search Parts > Click Clear > It also clears the Payment Terms. | ||
| 23.0816 | 30063 | Bug Found | Credit Memo > Send Email | (QUALITY) SEND EMAIL CREDIT MEMO - Do not disable the Send email on the credit memo when the CM is paid. | ||
| 23.0816 | 30274 | Bug Found | Shipping and Receiving | (QUALITY) SHIPPING AND RECEIVING SCREEN: - After the orders have been invoiced on the dispatch screen, the screen would load and bring the customer back to To Print and Pick. We should keep the customer on the To Dispatch screen after the invoice creation on the dispatch screen.\ | ||
| 23.0816 | 30275 | Bug Found | Delivery Date Feature | (QUALITY) DELIVERY DATE: - When you create an order from the Find parts screen and changed the Shipped Via to Customer Pickup and convert it to sales order, then on the sales order change the delivery date. The Shipped Via changes from Customer Pickup to a different Shipped Via. | ||
| 23.0816 | 29748 | Bug Found | Import Wizard | (TIPTOP) IMPORT WIZARD >VENDOR ITEM NUMBERS (1Vendor) /(All Vendor): - Allow to update the Vendor Quantity In Stock without the need to update the Vendor Cost. - The update function did not update the cost of the existing vendor items with the same vendor. - Please see KBA -AA-02549 for Vendor Item Numbers (1 Vendor) and (All Vendors) | KBA -AA-02549 | |
| 23.0816 | 30267 | Bug Found | Labels | (QUALITY) LABELS - FO2590110 S230802-0227 CUSTOMER ORDERED 2 IT PRINTED 4 LABELS | ||
| 23.0816 | 29642 | Bug Found | Item Assembly | (VAILLANT MARKETING) > When add new item and select Assembly, it needs to auto display the assembly type field. >The LINE ITEM EXTENDED PRICE IS GETTING DUPLICATED. - If I sell 2 of Assembly X, and the price starts out at $0. And then the components add up this way. - 2 of item X x $40 = $80. - And 3 of Item Y x $10 = 30. - Then the NET ASSEMBLY Price comes in at $110. - Then the QTY of 2 x $110 makes the Extended PRICE = $220, which is DOUBLE what it should be. - We need to ADD up the TOTAL of the EXTENDED PRICES of the components and then DIVIDE that by the QTY ordered (on the Assembly Line) and then insert that value in the Assembly header NET price field. This should make the bottom line extended price of the components the SAME as the extended price on the HEADER LINE. > When I click on the Assembly checkbox on the Item Detail screen it needs to auto show the Assemblies tab (without having to manually refresh--since some users dont know how to do that). | ||
| 23.0816 | 30264 | Bug Found | Item Details | (QUALITY) ITEM DETAIL > Sales > Invoices/Credit memo - When clicking the CMs, it goes to a new tab and says that the record does not exist. | ||
| 23.0816 | 30263 | Bug Found | Delivery Settings | (QUALITY) DELIVERY SETTING - When changing the Shipped Via, the delivery date count should always begin on the current date. | ||
| 23.0816 | 30255 | Bug Found | OS Scan | (TIPTOP) OSSCAN RETURN/CREDIT MEMO - When returning stocks from a CM created through the scanner. The Credit memo amount does not reflect or show on the Show/Apply Credits window on the Invoice screen. | ||
| 23.0816 | 30251 | Bug Found | Sales Order | (TIPTOP)When creating backorders, the taxes should be recalculated based on the available line items on the Invoice. Right now what happens is, the system carries over the calculated tax from the Sales Order. | ||
| 30116 | Bug Found | Reports | (QUALITY) ADD A FILTER ON "ALL" REPORTS for the Warehouse. (Always default the warehouse to ALL). The EXCEPTION TO THIS will be any reports where there IS NOT WAREHOUSE, such as Item List, Item Prices, Item Vendors, Vendor reports, etc... This mainly applies to the WAREHOUSE associated with Customers, Q,SO,Inv,CM,POs... | |||
| 30248 | Bug Found | Invoice to Credit Memo | (QUALITY) CONVERTING INVOICE TO CREDIT MEMO - When selecting 2 or more items to create credit memo, it only takes the first line item over to the credit memo | |||
| 29725 | Bug Found | Item Stock Tab | Task # 29725 (30 minutes) (QUALITY) Item Stock tab >Item stock tab sort the item receipt by date (oldest to newest) and then 2nd sort warehouse (alphabetically) | |||
| 30280 | Bug Found | Sales Order / Purchase Order | (IMPACT) SALES ORDER PURCHASE ORDER SCREEN >When entering the vendor and pressing enter, it used to check and highlight the line. | |||
1place Version Release Notes - 23.0801 (Testing Version - No final release created)
| Version # | Date | Task # | Type | Screen (or Report Name) | Description | Links to Additional Info |
|---|---|---|---|---|---|---|
| 8/1/23 | 30255 | Bug | OS Scan | When returning stocks from a CM created through the scanner. The Credit memo amount does not reflect or show on the Show/Apply Credits window on the Invoice screen. | ||
| 8/1/23 | 30242 | Bug | Settings > User Settings | The security category for each users are not consistent. There are users with some categories, and some does not have though they both have same security type. | ||
| 8/1/23 | 30230 | New | Stock Transfers | Create APIs for RECEIVING STOCK TRANSFERS. See KBA 02728 TO-DO LIST on TOP. | See KBA 02728 | |
| 8/1/23 | 30256 | Bug | Reports | Report > Sales Order > Sales order BO Report, Excel download redirect to an Empty error page. | ||
| 7/31/23 | 29642 | Bug | Editable Assembly | To-Do LIST on the KBA 02701. | KBA 02701 | |
| 7/31/23 | 30230 | Bug | Stock Transfers | Create APIs for RECEIVING STOCK TRANSFERS. See KBA 02728 TO-DO LIST on TOP. | See KBA 02728 | |
| 7/31/23 | 30240 | New | Delivery Date Feature | Add new logic to determine the delivery date (to account for when the delivery date calculates to a Saturday or Sunday). See KBA 02371 - section called July, 2023 - Be able to define which days of the week will have deliveries. | See KBA 02371 | |
| 7/31/23 | 30233 | Bug | Stock Transfers | Troubleshoot Stock Transfers made on the STOCK Transfer screen (opened from the Item Detail > Stock tab). When a transfer is created it needs to show up on the Shipping & Receiving screen. | ||
| 7/31/23 | 30253 | Bug | Credit Memo | Can't delete the credit memo from the Credit Memo page. | ||
| 7/31/23 | 30248 | Bug | Credit Memo | When selecting 2 or more items to create credit memo, it only takes the first item over to the credit memo. | ||
| 7/28/23 | 30216 | Bug | Sales Order > Send Email > Packing Slip | When sending a Packing Slip, the Sales order document is the one sent. We should send the correct document selected. | ||
| 7/28/23 | 30244 | Bug | Find Parts | After searching for a part and user clicks 'Clear search' it also clears the 'Payment terms'. | ||
| 7/28/23 | 30245 | New | Invoice | Sort The Invoice Line Item by user input. | ||
| 7/28/23 | 30063 | Bug | Credit Memo > Send Email | Do not disable the Send email on the credit memo when the CM is paid. | ||
| 7/28/23 | 30235 | Bug | Find Parts | When changing the Shipped via and prompted to update the delivery fee of the order to Customer Pickup, it does not update the Freight based on the Delivery fee of the Shipped via. | ||
| 7/28/23 | 30240 | New | Delivery Date | Add a new logic to determine the delivery date (to account for when the delivery date calculates to a Saturday or Sunday). - Be able to define which days of the week will have deliveries. | See KBA 02371 - section called July, 2023 | |
| 7/27/23 | 30216 | Bug | Sales Order > Send Email | When sending a Packing Slip, the Sales order document is the one sent. | ||
| 7/27/23 | 30215 | Bug | Shipping and Receiving screen | To Print and Pick screen > Cannot click on the Print and Pick button while using Daniela's account. | ||
| 7/27/23 | 30210 | Bug | Be able to receive partial parts without splitting the received and the unreceived into different line items. | |||
| 7/27/23 | 26664 | Bug | Dispatch screen | Dispatch number drop down should be from latest to oldest. | ||
| 7/27/23 | 30228 | Bug | Update W9 Data from Excel. | |||
| 7/27/23 | 29955 | Bug | Customer List | When downloading the customer list, there is no column for “w-9 last updated”. | ||
| 7/27/23 | 30081 | New | Reports | (QUALITY) Make a new Items report called Inventory Stock Transfers - Other (From & To) (This data will come from the Stock Transfer tables. Invoices that are = to the Transfer From and Transfer To fields . Report Columns: Transfer From Transfer To Date Item # Item Desc Qty Shipped Unit Cost Total Cost Report Totals Total Cost Criteria Warehouse Transfer From Warehouse Transfer To | ||
| 7/27/23 | 30225 | New | ADD Delivery Date column on the Dispatching screen. | Related to Task#29189 | ||
| 7/27/23 | 30148 | New | Developed the behaviour of 1place when we delete a Stock Transfer where the PICK TYPE = Transfer & Ship. Please see the task number for more info. | |||
| 7/26/23 | 30214 | Bug | Reports | When running this month's report, no data showing up. | ||
| 7/26/23 | 30081 | New | Reports | Make a new Items report called Inventory Stock Transfers - Other (From & To) (This data will come from the Stock Transfer tables. Invoices that are = to the Transfer From and Transfer To fields . Report Columns: Transfer From Transfer To Date Item # Item Desc Qty Shipped Unit Cost Total Cost Report Totals Total Cost Criteria Warehouse Transfer From Warehouse Transfer To. | ||
| 7/26/23 | 30148 | New | Shipping and Receiving screen | In Shipping / Receiving screen, When clicked it will open the List screen, auto insert the Transfer Batch ID, and then search for that value. In this way the user will be take to the screen and have the value filtered for them. If Pick Type = Ship Order we won't show the popover 'View Transfer Details' - Add these 2 new (optional) fields to the Stock Transfers table: TransferFROMBin and TransferTOBin Please see task number for more info. | ||
| 7/25/23 | 30195 | Bug | Purchase Order | When entering comments on a fully received PO, you should be able to click on the save button to save the comments. | ||
| 7/25/23 | 29803 | Bug | Dispatching Screen | When invoicing orders with stocks auto-shipped from a PO, they are not appearing as shipped on the invoices. | ||
| 7/25/23 | 11143 | New | Applying Payments | When click on Receive/Edit Payments if I click on Show/Apply Credit, let's add a TOTAL under the Credit Amount Column and a TOTAL under the Amount to Apply column. As the user clicks the black arrow to copy the Credit Amount to the Amount to Apply column let's update the running Amount to Apply total. Each time the arrow is clicked, in the process let’s look at the DIFFERENCE between the Amount Due less the Amount to Apply and make sure the Amount to Apply does not go OVER the Amount Due. See task number for an example. | ||
| 7/25/23 | 30116 | New | Reports | ADD A FILTER ON "ALL" REPORTS for the Warehouse. (Always default the warehouse to ALL). The EXCEPTION TO THIS will be any reports where there IS NOT WAREHOUSE, such as Item List, Item Prices, Item Vendors, Vendor reports, etc... This mainly applies to the WAREHOUSE associated with Customers, Q,SO,Inv,CM,POs... | ||
| 7/25/23 | 29955 | Bug | Customer List | W-9 last updated Issues found 23.0718. When downloading the customer list, there is no column for “w-9 last updated” If the field is blank, it should be blank and if there's date on the field, it should also appear on the Customer list screen. | ||
| 7/25/23 | 30148 | New | Stock Transfers | Code optimization. Add a RIGHT CLICK option (on all detail records and fields) called Delete Transfer. When clicked it will display this message: Please type YES in the field below if you want to permanently delete this stock transfer. (The delete operation will be logged). On the Shipping / Receiving screen, on each STATUS screen (Pick & Print, Picking, To Dispatch, In route) Add a right click Option called: View Transfer Details. When clicked it will open the List screen, auto insert the Transfer Batch ID, and then search for that value. In this way the user will be take to the screen and have the value filtered for them. If / when the user changes the Filter to another value it will CLEAR any value in the search field and display the records based on the Status selected. | ||
| 7/24/23 | 29770 | Bug | AP Bill Sync | When syncing the AP to QBO it gives an error message, "Process failed" Sample PO: P22193 | ||
| 7/24/23 | 30148 | New | Items List Screen | - NEW Item Stock Transfers (LIST) - Item Status drop down list - On the Shipping / Receiving screen, on each STATUS screen (Pick & Print, Picking, To Dispatch, In route) Add a right click Option called: View Transfer Details. When clicked it will open the List screen, auto insert the Transfer Batch ID, and then search for that value. In this way the user will be take to the screen and have the value filtered for them. If / when the user changes the Filter to another value it will CLEAR any value in the search field and display the records based on the Status selected. | See KBA 02902, section called: Stock Transfers | |
| 7/20/23 | 29778 | Bug | QBO Sync Center | Syncing from QBO should include the Fax number, tax rate (sales Tax) and the resale# (Fed Tax ID) to 1place. | ||
| 7/20/23 | 29593 | Bug | Credit Memo Payment | Add a new Credit Memo Payment > When Customer doesn't enter a PAYMENT METHOD the sync flag set TRUE, but its not actually syncing into QBO. | ||
| 7/20/23 | 29620 | Bug | AP Bill | If AP Bill is created AND PAID, 1place should NOT ALLOW PO to be changed. | ||
| 7/20/23 | 26664 | New | Reprinting / Deleting already dispatched delivery manifest. Allow the user to easy reprint a Manifest, or find and edit which Sales Orders will be included on a particular Dispatch / Manifest. The user will be able to use the To Dispatch screen to add more Orders to the Dispatch or remove Orders from the Dispatch. Please see task number for more info. | |||
| 7/20/23 | 30196 | Bug | Replenish Stock Screen | On the Replenish Stock the vendor contains numbers instead of the actual vendors. | ||
| 7/20/23 | 30167 | New | Settings | Make the MODEULE Security for Invoice Payments function properly. Also when this user security option is selected make it apply the same settings to the Sales Order payments as well. | ||
| 7/19/23 | 30079 | Bug | Admin Tool | Admin tool is crashing. | ||
| 7/19/23 | 30189 | New | Item Stock | Update Bin location on item stock table based on excel file. | ||
| 7/19/23 | 29739 | New | Cash Management | In the MOVE CASH screens, in the CASH counting section, Make the Cash Amount editable. (When it is changed, set the Qty to 0). - Make the bottom line TOTAL CASH AMOUNT editable. When changed set ALL Qty's and Amount above it to 0. - Design Changes for Please Move Cash Now. | ||
| 7/19/23 | 30148 | New | Items List Screen | Make NEW Item Stock Transfers (LIST) on Items List screen | ||
| 7/18/23 | 30156 | Bug | Sales Order | Fixed a bug where the user names on the Entered by and Sales Rep are duplicated. | ||
| 7/18/23 | 29696 | Bug | Item Details | Time stamped after the item(add/edit/delete) shows incorrect time on item detail-->inventory stock table log. | ||
| 7/18/23 | 29739 | New | Cash Management | - On the Settings > Sales > Sales Orders screen: Under the setting called Prompt User to split line items.. Add a new checkbox called: [ ] Prompt User(s) to 'PLEASE MOVE CASH NOW' on the FIND PARTS and SALES ORDER screens when their CASH AMOUNTS have exceeded: ____________ (Dollars). - On the Find Parts screen, each time the Add to Sales Order button is clicked (AFTER THE original code for that button is completed) SUM up the total CASH received (not CC's and not Checks--just cash) for all cash payments that have not been moved yet, to see if the total value is > the value entered in the field setting above. (Ignore this process if the checkbox is false OR if the setting is = $0.00). - If the Cash amount is > than the setting amount then display hidden text in a large BOX (above the total fields) with a YELLOW background in large 36 point font called: Please Move Cash Now ('Please move' will be on line 1 and 'Cash Now' will be on line 2.) - On the Sales Order screen, each time the SAVE & SUBMIT button is clicked (AFTER THE original code for that button is completed) SUM up the total CASH received (not CC's and not Checks--just cash) for all cash payments that have not been moved yet, to see if the total value is > the value entered in the field setting above. (Ignore this process if the checkbox is false OR if the setting is = $0.00). - If the Cash amount is > than the setting amount then display hidden text in a large BOX (above the total fields) with a YELLOW background in large 36 point font (Centered below the Bill To and Ship To address boxes) called: Please Move Cash Now. | ||
| 7/18/23 | 30167 | New | Settings | ADD Module Security for Invoice Payments. | ||
| 7/17/23 | 30157 | Bug | Sales Order PO | When I created a sales order with a backorder from Find Parts, it did not auto-fill the default vendor on the sales order so whenever we go to the SOPO screen it does not give the default vendor on those back ordered items. | ||
| 7/17/23 | 30163 | Bug | OS Scan | After entering the new amount and reason, and clicked on request authorization, it did not generate a Credit Memo in 1place. | ||
| 7/17/23 | 30168 | New | Labels | The labels should be sorted in alphabetical order by bin. | ||
| 7/17/23 | 29739 | New | Cash Management | Receive & Count Cash: Based on the Checkbox check and credit card need to display on the Report. Created other related Settings & Features. Changes to make on User Security - Module Security. Please see task number for more info. | ||
| 7/14/23 | 30081 | New | Reports | Report Columns: Transfer From Transfer To Date Item # Item Desc Qty Shipped Unit Cost Total Cost Report Totals Total Cost Criteria Warehouse Transfer From Warehouse Transfer To | ||
| 7/14/23 | 29739 | New | Cash Management | On the MOVE CASH and RECEIVE CASH screens, in the CASH counting section, make the Cash Amount editable. (When it is changed, set the Qty to 0). Make the bottom line TOTAL CASH AMOUNT editable. When changed set ALL Qty's and Amount above it to 0. |
1place Version Release Notes - 23.0713
| Version # | Date | Task # | Type | Screen (or Report Name) | Description | Links to Additional Info |
|---|---|---|---|---|---|---|
| 7/13/23 | 30162 | Bug | Settings > User Settings | When the Item Adjustment is disabled, it should restrict the user to make inventory adjustments on the items. | ||
| 7/13/23 | 30157 | Bug | Sales Order PO Screen | When I created a sales order with a backorder from Find Parts, it did not auto-fill the default vendor on the sales order so whenever we go to the SOPO screen it does not give the default vendor on those back ordered items. | ||
| 7/13/23 | 30080 | New | Reports | Report Columns: Transfer From Transfer To Date Invoice / CM# Customer Item # Item Desc Qty Shipped Unit Cost Total Cost Report Totals Total Cost Criteria Warehouse Transfer From Warehouse Transfer To | ||
| 7/13/23 | 29739 | New | Cash Management | Worked on Cash Reconciliation Log Screen. Add these new options: Move Cash, Receive & Count Cash, Reconcile Cash, Reconciliation Logs. | ||
| 23.0712 | 7/12/23 | 29770 | Bug | AP Bill Sync | Fixed a bug when syncing the AP to QBO it gives an error message, "Process failed". | |
| 7/12/23 | 30152 | Bug | Item Transaction Log | Receiving orders with a different Ship to warehouse > The transaction log is recording all received PO to main warehouse. | ||
| 7/12/23 | 30157 | Bug | Sales Order PO Screen | The default vendors and cost of the items are not auto-filling the Vendor and Vendor Cost field. | ||
| 7/12/23 | 30158 | Bug | Item Stock | Update Bin location on item stock table based on excel file for TIPTOP. | ||
| 7/12/23 | 20161 | Bug | Stock Transfer | Update Bin Location in Stock Transfer for IMPACT. | ||
| 7/12/23 | 30080 | New | Reports | Made a new report called Inventory Stock Transfers - Invoices (From & To) | ||
| 7/12/23 | 29739 | New | Cash Management | Worked on Final Reconciliation Screen and Report and Cash Reconciliation Log Screen. Mark the batch as Finalized (so it will not appear on this screen any more.) PRINT a report showing the selected Batch(es) with the same columns and totals and a listing of each Checks and Credit Cards in the batches, in separate lists, with totals, like they look on the other screens. | ||
| 7/10/23 | 30083 | Bug | Labels | The label design on the To Print and Pick and Sales order should be on the same label table design. On the Sales order, after selecting the labels size to preview, a pop up appears saying that there’s no label design. | ||
| 7/10/23 | 30152 | Bug | Transaction Log | Receiving orders with a different Ship to warehouse > The transaction log is recording all received PO to main warehouse. | ||
| 7/10/23 | 30144 | Bug | Catalog Management | When clicking the select entire list and updated to 100%, the loading window should close down or have a button to close in order to click on the Add selected items to table. | ||
| 7/10/23 | 30150 | Bug | Catalog Management | When adding new items or rebuilding the catalog, there should be no CAPA on the description of the newly added non-CAPA items. | ||
| 7/10/23 | 29739 | New | Cash Management | Completed parts of the Final Reconciliation screen. | ||
| 7/07/23 | 28480 | Bug | Credit Memo | Issue found: There’s a payment tied to the CM however it did not adjust the Unapplied Amount. The amount being recorded on the invoice payment is the whole amount paid in QBO (if they paid by CM plus Cash) The amount tied to the invoice (If they may partial payment CM and or cash) accounts for the whole CM. | ||
| 7/07/23 | 30154 | Bug | Shipping and Receiving Screen | Fixed an issue where there are line items with empty SO number and company. | ||
| 7/07/23 | 29685 | Bug | Reports | Fixed the sort order for the transactions to be in descending order by date, then descending order by Transaction #. Fixed a bug when the 'Reason' for deleting data isnt showing on the report. Added a date selector and a user selector filter criteria for both reports. | ||
| 7/07/23 | 29739 | New | Cash Management | When the user types 0 have the code run to update the Difference. Made changes on the format of te currency, text style, and design of the screen. Change the Name of the link from Reconcile Cash to: Final Reconciliation. | ||
| 7/06/23 | 29886 | New | Sales Order | Make Item # column sortable. | ||
| 7/06/23 | 30149 | Bug | Shipping and Receiving Screen | Fixed a bug where duplicate line items show on Route status. | ||
| 7/06/23 | 29739 | New | Cash Management | Added on the bottom of the printed documents (for all 3 reconciliation types) a place for the user to SIGN their name. Added a space for a signature on the printed report. Added a new column called 'Cash Counted By' and edited the 'Sales Rep Name' column to: 'Cash Moved By'. The background color changes based on the counted change. Edited how some of the parts/design/fonts of the UI would look. Fixed some bugs found when testing. Please look at the task number for more info. | ||
| 7/06/23 | 30072 | Bug | Bin Count API | Fixed a bug where the Bin count will show the same count even after running the API call with no errors. | ||
| 7/06/23 | 30071 | Bug | Stop Pick API | Fixed a bug when the StopPick is called and an item has a Quantity of 0 it is currently marking the item as ToDispatch. | ||
| 7/06/23 | 30101 | Bug | OS Scan > Return Items | When scanning an invoice to return parts to ask for credit but there duplicate parts of the same item, they all end up as returns and ready to be credited even if the customer just wants to return one. | ||
| 7/06/23 | 30097 | New | Items > Assemblies | Assembly Components list should be paginated. If Assembly item has many components, make the list paginated. Show only 10 line items and the user needs to click a 'next' button to show the other line items. | ||
| 7/06/23 | 28354 | New | Find Parts | To calculate the new pricing method called: Item Price Level +/- Discount on the Find Parts screen. | ||
| 7/06/23 | 30100 | New | Items > Assemblies | After clicking the "Print Assembly (Bundle) Build list' button, show ALL the items on the list. Do not cut panel short. Add the print settings to allow the user to resize the column width on the print preview and actual print. On the Assemblies Tab, if the user changed the order of the components, change the order of the components on the print also. Make sure it is in the same order. |
1place Version Release Notes - 23.0705
| Version # | Date | Task # | Type | Screen (or Report Name) | Description | Links to Additional Info |
|---|---|---|---|---|---|---|
| 7/05/23 | 30097 | New | Editable Assembly | Assembly Components list should be paginated. If Assembly item has many components, make the list paginated. Show only 10 line items and the user needs to click a 'next' button to show the other line items. | ||
| 7/05/23 | 29948 | Bug | Customer Portal | Fixed some bugs on this feature. Please see the task number for more info. | ||
| 7/05/23 | 30005 | Bug | When adding Vendor on the vendor field before the split, the vendor on the available stock remains. We should transfer the vendor on the line item in backorder only. | |||
| 7/05/23 | 30143 | Bug | Editable Assembly | Vendor not getting saved and retrieving the value on reload. | ||
| 7/05/23 | 30100 | Bug | Assemblies > Print | Make sure the printed report shows the VENDOR selected on the ITEM ASSEMBLY and the QTY CAN BUILD (which is just a calculation of the Qty in Stock / Qty needed. For Example; If 100 in stock. | ||
| 7/05/23 | 29739 | New | Cash Management | Completed tasks for this feature. Please see the task number for more info. | ||
| 7/03/23 | 30111 | Bug | OS Scan > Purchase Order | When scanning partial items, it splits the line item into 2, for the items received and the items remaining. The line item for the received is not showing the item number. | ||
| 7/03/23 | 30101 | Bug | OS Scan | When scanning an invoice to return parts to ask for credit but there duplicate parts of the same item, they all end up as returns and ready to be credited even if the customer just wants to return one. | ||
| 7/03/23 | 30119 | Bug | Labels | On the Print and Pick Screen, when you try to edit the design and saved it and print preview then close the window and go back to the label design. It resets back to old design. | ||
| 7/03/23 | 29739 | New | Cash Management | When the Receive & Count Now button is clicked it will hide the list of batch and display the details of the Batch being counted in a similar manner. The user may click the TOP checkbox above the list of Checks/Credit cards or individually check 1 or more specific Check/Credit card. | ||
| 6/30/23 | 29642 | New | Editable Assembly | Made changes on this feature and added conditions for service and and non-inventory items. Please see task number for more info. | ||
| 6/30/23 | 30100 | New | Editable Assembly | Made changes on the design when printing the Assembly bundle build list. Added a setting to change column width. | ||
| 6/30/23 | 29739 | New | Cash Management | Completed parts of this feature and fixed some issues. Added a new table called 'receive and count now'. Please see task number for more info. | ||
| 23.0629 | 6/29/23 | 29642 | Bug | Editable Assembly | When deleting one assembly line item header, other assembly line items are not showing the down arrow. | |
| 6/29/23 | 30102 | Bug | Editable Assembly | Fixed multiple bugs on data fields, pricing, and printing. Please see task number for more info. | ||
| 6/29/23 | 30111 | Bug | OS Scan > Purchase Order | When scanning partial items, it splits the line item into 2, for the items received and the items remaining. The line item for the received does not show the item number. | ||
| 6/29/23 | 30034 | Bug | Import Wizard | We need to IGNORE the values (on the spreadsheet) in the Qty BO and QTY Prev Shipped columns. Then after the data is imported we need to set the Qty Prev Shipped = 0, and the Qty BO = (Qty Ord - Qty Shipped). | ||
| 6/29/23 | 30057 | Bug | To Dispatch Screen | Google maps is not working on the Dispatch screen. | ||
| 6/29/23 | 29739 | New | Cash Management | Developed parts of the Receive & Count Cash including data saving, tables, tables, and reports. Please see task number for more info. | ||
| 6/28/23 | 29642 | New | Editable Assembly | Made changes on the Pricing, Saving and Updating of prices, adding of components, and printing. | ||
| 6/28/23 | 30101 | Bug | OS Scan | When scanning an invoice to return parts to ask for credit but there are duplicate parts of the same item, they all end up as returns and ready to be credited even if the customer just wants to return one. | ||
| 6/28/23 | 29793 | Bug | Customer Portal | If no image is selected for the portal, let’s use the 1place.cloud logo for the portal login portal. | ||
| 6/28/23 | 28354 | New | Customer Details > Pricing | Make new DEFAULT Item Pricing Method called: Item Price Level +/- Discount. See KBA 02598 section: Item Price Level +/- Discount for logic. Please see task number for more info. | See KBA 02598 section | |
| 6/28/23 | 30083 | Bug | Labels | The label design on the To Print and Pick and Sales order should be on the same label table design. If there's any changes on either, it should also reflect to the other. | ||
| 6/28/23 | 29739 | New | Cash Management | Added parts and made some changes for this feature. Please see task number for more info. | ||
| 23.0627 | 6/27/23 | 29793 | Bug | Customer Portal | Fixed multiple bug on the Customer Portal screen. Please see the task number for more info. | |
| 6/27/23 | 29739 | New | Cash Management | Completed multiple parts of the Cash Management feature. Please see the task number for more info. | ||
| 6/27/23 | 29791 | New | Settings | Made some changes on the Settings Screen. Please see the task number for more info. | ||
| 6/26/23 | 30071 | Bug | (API) Stop Pick | When StopPick is called and an item has a Quantity of 0 it is currently marking that item as ToDispatch. | ||
| 6/26/23 | 29948 | Bug | Customer Portal | Hide some of the fields on Quotes/Sales Order/Invoice on Customer Portal. See task number for more info. | ||
| 6/26/23 | 28354 | Bug | Pricing Method | Make new DEFAULT Item Pricing Method called: Item Price Level +/- Discount. See task number for more info. | ||
| 6/26/23 | 29739 | New | Cash Management | Move Cash changes and Receive & Count Cash. | ||
| 6/23/23 | 29642 | Bug | Editable Assembly | Fixed bugs when converting Quotes to Sales order. Fixed other bugs on this feature. Please check the task number for more details. | ||
| 6/23/23 | 29748 | Bug | Vendors | Allow to update the Vendor Quantity In Stock without the need to update the Vendor Cost. The update function did not update the cost of the existing vendor items with the same vendor. | ||
| 6/23/23 | 30084 | Bug | Quotes | From Find Parts to Quote, 'shipped' via not copied to Quote. | ||
| 6/23/23 | 29904 | Bug | Purchase Order | Fixed bugs related to Purchase Orders with partially available line items. | ||
| 6/23/23 | 30068 | Bug | Sales Order | When creating new sales orders, the general status of the order shows "NEW" but the line items are set to "To print and pick. | ||
| 6/23/23 | 30064 | Bug | Dispatching Screen | The invoices on the print preview are not sorted by stop #. | ||
| 6/23/23 | 29739 | New | Cash Management | Cash payment 'Received Section' added. New columns 'Transaction number' and 'Amount Received' added for Check Payments Received and Credit Card Payments Received. | ||
| 23.0622 | 6/22/23 | 29642 | New | Editable Assembly | Do not allow Editable or Automated Assemblies in the components drop down list. When we recreate the Price it needs to update the Unit Price AND the Net Price. | |
| 6/22/23 | 30072 | Bug | (API) BinCount | Fixed an issue with the BinCount API call. | ||
| 6/22/23 | 30071 | Bug | (API) Stop Pick | Fixed a bug that causes the system to mark items that were not picked. | ||
| 6/22/23 | 29959 | Bug | Invoice | Fixed a bug on the 'Freight' totals. | ||
| 6/22/23 | 29978 | Bug | Reports | Cannot download PDF when 'Tax' field is on. Not working when 'Freight' field is on. Email is not working. | ||
| 6/22/23 | 28354 | New | Customer Details > Pricing | Make new DEFAULT Item Pricing Method called: Item Price Level +/- Discount | ||
| 6/22/23 | 30068 | Bug | Sales Order | When creating new sales orders, the general status of the order shows "NEW" but the line items are set to "To print and pick". | ||
| 6/22/23 | 30067 | Bug | Settings > Company > Subscription | Fixed bugs when changing the settings/subscription on the subscription. | ||
| 6/22/23 | 29781 | Bug | Reports | General Multi-Warehouse Reports >Sales Reports - Be able to Filter by Warehouse. | ||
| 6/22/23 | 29869 | New | Find Parts, Sales Order | Create a (hidden true/false) field on ALL sales transaction line items (including the Find Parts screen) that with get updated to TRUE when a price has been manually changed to a custom price (on the Net Price field or the Discount field). | ||
| 6/22/23 | 29739 | New | Cash Management | Changes made on the Cash Management feature - Move Cash. | ||
| 6/21/23 | 30033 | New | Item Details | REMOVE the Sales Order column and all code related to updating that column. (When the PO line item is received and has a related SO we prompt user to auto ship. If user says YES it will be auto shipped. If not it will go into stock and can be shipped by any Sales Order). | ||
| 6/21/23 | 29642 | New | Editable Assembly | Made changes on the design and look of this feature. | ||
| 6/21/23 | 30053 | Bug | Labels | Fixed several bugs on the design of the Labels. | ||
| 6/21/23 | 29189 | New | Sales Order | Made a change on the look, now the Delivery date field is moved to the place of the Tax Exempt Field and Tax Exempt field moved to right. Fixed a bug where the Save button wouldn't turn red even after the delivery date is changed. | ||
| - | 6/22/23 | 30072 | Bug | 1placeScan - Count by Bin | (On March 28, 2023 a new logging feature, to track which user scanned which item, was added to the scanning system that caused the following bug as of that date. This bug would only affected customers that were using that feature AND were using 1place version 23.0328 or greater). When using the 'Count by Bin' feature on 1placeScan, if Item X, Y, and Z were scanned (counted) in Bin 123, only Item X would get updated. RECOMMENDATION: If your company was using that feature AND had a version >= 23.0328 all bins counted should be re-counted (scanned). | |
| 6/22/23 | 30071 | Bug | 1placeScan - Sales Order - (All Picking Functions) | When picking items with scanner, when a Sales Order is only partially picked, the Status of all line items on the Sales Order would get updated to To Dispatch. | ||
| 6/20/23 | 30060 | Bug | Editable Assembly | Made changes and fixed bugs on the Editable Assembly feature. | ||
| 6/20/23 | 30055 | Bug | OS Scan | When trying to scan multiple items at the same time, it only records the first item. | ||
| 6/20/23 | 30054 | Bug | Item List | Could not download the Item list when PO category is included. | ||
| 6/20/23 | 30059 | Bug | Editable Assembly | Made changes on the ssembly build list print and fixed some bugs. | ||
| 6/20/23 | 29739 | New | Cash Management | Created MoveCash report. | ||
| 6/19/23 | 30048 | Bug | Purchase Order | When a PO is fully received, allow the user to save the content on the comment box and the vendor invoice details on the AP Bill tab. | ||
| 6/19/23 | 29201 | New | Item Details > PO | Sort the PO number in descending order. | ||
| 6/19/23 | 29845 | Bug | Credit Memo | When the user access the settings while on the Credit Memo screen, open the Settings > Sales > Invoices & Credits settings. | ||
| 6/19/23 | 29846 | Bug | Item List | The OEM# column it does n't actually appear on the list. Need to make the OEM# searching from the Search field on the Item List screen. | ||
| 6/19/23 | 29843 | Bug | Customer List | Allow the user to click on a row and have it open up the Customer record (even on the Custom tabs created by the user). | ||
| 6/19/23 | 29189 | New | Sales Order | Made changes on the logic when updating the Delivery fee. Added the Delivery Date field to the Find Parts screen to the right of the Shipped Via field. | ||
| 6/16/23 | 30041 | Bug | Editable Assembly | Fixed bugs on thde Editable Assembly feature. | ||
| 6/16/23 | 29969 | Bug | Invoice | Deleting invoice needs to have the same logic for the PO. | ||
| 6/16/23 | 29189 | New | Sales Order | Made changes to the 'Delivery Fee' on the Sales Order and fixed some bugs. | ||
| 6/15/23 | 30042 | Bug | Sales Order Line Item | Columns always go back to default sizes. | ||
| 6/15/23 | 29948 | Bug | Customer Portal | The Qty Ship column on the invoice screen does not retain after selecting it from the column filters settings. | ||
| 6/15/23 | 30010 | Bug | All Transactions | Fixed the tab order. | ||
| 6/15/23 | 29791 | Bug | Settings > Customer Settings | Add a setting to restrict the Customer Payment Terms to get updated from the Find Parts, Quote, SO, Invoice, and CM. | ||
| 6/14/23 | 30041 | New | Editable Assembly | Made some changes on the editable assembly feature. | KBA | |
| 6/14/23 | 30031 | Bug | Sales Order PO | Fixed a bug where the cost field is cleared when the user is prompted to update the Vendor Name and Cost, then clicks NO. | ||
| 6/14/23 | 3003 | Bug | Replenish Stock > Sales History | Make a calculation based on Active Item check box value. | ||
| 6/14/23 | 30012 | Bug | Invoice | Changes on the cancel/delete button and fixed a pop up box with incorrect written info. | ||
| 6/14/23 | 30029 | New | All Transactions | When deleting a transaction record, the spinner gears need to start BEFORE any other code to inform the user what the big pause is BEFORE it all happens. | ||
| 6/14/23 | 30024 | Bug | Customer Details | When creating or editing a task, then the user clicks on Contacts tab, 1place syops responding. | ||
| 6/14/23 | 30032 | Bug | General Sales Setting | Fixed bugs related to the Delivery fee. | ||
| 6/14/23 | 29189 | New | Sales Order, Invoice | Make an optional (printed) Delivery Date field on the Sales Order and Invoice above the Payment Terms. | ||
| - | 6/13/23 | 30030 | Bug | Labels | When selecting 1 item with 1 quantity, it shows 2 labels to print on the print preview. | |
| 6/13/23 | 30031 | Bug | Sales Order PO screen | When selecting a vendor on the empty highlighted field, it does not auto-fill the vendor cost and the yellow highlight does not disappear. | ||
| 6/13/23 | 30032 | Bug | General Sales Setting | Fixed bugs related to the Delivery fee. | ||
| 6/12/23 | 29189 | New | Sales Order | When Creating a Sales Order from Find Parts/Quote, when the user changes the shipped via field, delivery date will save accordingly. Update the delivery after making changes to an existing SO. | ||
| 6/12/23 | 29976 | Bug | Invoice Details | Tax is not automatically added to Invoice totals on version 0511. | ||
| 6/12/23 | 3003 | Bug | Replenish Stock | Fixed a bug on the Past Sales History. The 'Next' and 'Show All' button at the lower right corner of the table are not working. | ||
| 6/9/23 | 29189 | New | Sales Order & Invoice | Added new columns for Default Freight / Delivery Fee. | ||
| 6/9/23 | 29996 | New | Task List | Change the TYPE drop down list filter to be able to select ONE or MORE TYPES to filter the list by. | ||
| 6/9/23 | 30011 | Bug | Credit Memo | Cannot create a Credit Memo. | ||
| 6/9/23 | 30002 | Bug | Sales Order | SO (Qty Ship)-PO (Qty Recd) columns should be editable. | ||
| 6/9/23 | 29951 | Bug | Purchase Order | Unreceive PO Lines. | ||
| 6/9/23 | 29978 | Bug | Reports | Fixed bug on Invoices/Credits>Invoices / Credits by Customers (Open) report. When 'Freight' column is added, the report does not show. | ||
| 6/7/23 | 29972 | Bug | Shipping & Receiving | Users with Shipping & Receiving Edit rights cannot change the Status. | ||
| 6/7/23 | 29970 | Bug | Main Settings > Company Details | An error pops up when trying to change the email on the Company Details. | ||
| 6/6/23 | 29955 | New | Customer Detail (W-9 Compliance) | Created a way to help manage Customer W-9 Compliance. Added a new field called: W-9 Last Updated (this will be a date field) on the Customer Details screen > Settings tab, on the Customers List under the Fed Tax ID checkbox, and on the Customers Import Wizard. | ||
| 6/6/23 | 29993 | New | Printed Transactions | Need to be able to define the Top Margin on printed Transactions to as low as 0.25 inches. | ||
| 6/6/23 | 29189 | New | Sales Order (Automated Delivery Fees) | Added another column on the Shipped Via table/setting so each Shipped Via can have its own unique 'Sched Delivery # Days Later' setting. This will auto insert the proper Delivery Date in the Delivery Date field. | ||
| 6/5/23 | 29975 | New | Printed Transactions | Added an additional optional field to print on Printed Sales Orders, Invoices, and CM called: 'Customer #' | ||
| 6/5/23 | 29941 | New | Invoice | Invoice line items are locked. 1place will show a note that will tell the user that line items cannot be edited. If user wants to edit the line item, the entire Invoice would have to be deleted first, edit the line item on SO and then create Invoice again. | ||
| 6/1/23 | New | Inventory Valuation (report) | This allows the user to see the total inventory valuation as of any particular date. | |||
| 6/1/23 | New | Replenish Stock (New Intercompany Stock Transfer feature) | This provides a way for companies with multiple warehouses to quickly see a list of items that need to be transferred replenish inventory levels in X warehouse by transferring inventory from Y warehouse. | KBA | ||
| 6/1/23 | New | LIST screens. | Made New tabs on the Sales Order lists, Invoice Lists, and PO Lists called: Line Items. This will show Sales Order #, Invoice #, Date, Company Name, Item #, Item Description, Status, Qty Ordered, Qty Shipped, Qty BO, Qty Prev Shipped, List Price Unit Price, Discount, Net Price, Taxable, Extended Price, PO#, Vendor for all Sales Order Line Items. (This will make it easier for users to see, and be able to search, ALL lines items on 1 screen.) | |||
| 5/31/23 | New | Quotes / Sales Order (New Editable Assembly feature) | Added new feature to create 'Editable' assemblies - on the fly, on Quotes and Sales Orders. | |||
| 5/30/23 | 29828 | Bug | Sales Order | Make sure the tab order is correct from header down to line items. | ||
| 5/30/23 | 29907 | Bug | Sales Order | SO qty ship field changed after an invoice was made. | ||
| 5/30/23 | 29842 | Bug | Customer List | The Tax Exempt checkbox didn't get saved after new customer record added. | ||
| 5/30/23 | 29934 | New | Sales Order PO | Column heading called QO changed to QOO, when the Vendor and/or Cost is changed on the SOPO screen we need to check the Setting Option to see if PO Costs should be saved (there is a Yes, No, or Prompt setting), and added a checkbox in the footer area on bottom left called: '[ ] Auto fill records with empty Vendor with the first selected Vendor. | ||
| 5/30/23 | 29950 | Bug | Sales Order | Delete function popup closes on warning message when no reason is entered. | ||
| 5/30/23 | 29932 | Bug | Sales Order | Deleting Sales Order issues. | ||
| 5/30/23 | 29739 | New | Receive Cash | Cash Management. | ||
| 5/29/23 | 29913 | Bug | Printing | Label paper size bug. | ||
| 5/29/23 | 29914 | Bug | Sales Order PO | PO rounding error on SOPO. | ||
| 5/29/23 | 29916 | Bug | Sales Order | Sales Order QTY BO and QTY PREV SHIPPED need to LOCKED. When users change them manually, it messes things up. | ||
| 5/29/23 | 29885 | New | Sales Order, Purchase Order | Paginate the SO like the PO screen. Show up to 10 items on 1 page with a next and back, and also a show all like on PO. | ||
| 5/29/23 | 29878 | New | Reports | Make new Report called Item Adjustments. | ||
| 5/29/23 | 29887 | New | Adjustments list | Added new options to this screen. | ||
| 5/29/23 | 29608 | New | Credit Memo | Changes in CM creation scenarios. | ||
| 5/29/23 | 29918 | Bug | Sales Order | Changing the sales order date will delete some values on the SO. | ||
| 5/26/23 | 29931 | New | Invoice | Added a PAGE FOOTER on the bottom of each Invoice Page. | ||
| 5/26/23 | 29932 | Bug | Sales Order | Fixed issues when deleting SO. | ||
| 5/23/23 | 29642 | New | Editable Assembly | Created a a feature called Editable Assembly. (Invoice is still in progress) | KBA | |
| 5/22/23 | 29892 | Bug | Transactions | Fixed decimal place values in the Net Price field on Quote, SO, Invoice. | ||
| 5/22/23 | 29901 | Bug | Item Details | Fixed the issue to show QtyInStock value correctly. | ||
| 5/22/23 | 28244 | Bug | Item Details | Fixed Transaction Logs issues. | ||
| 5/19/23 | 29773 | New | Reports | Created a new report called Inventory Valuation - Historical. | ||
| 5/19/23 | 29836 | Bug | Replenish Stock | Fixed Past Sales History and Intercompany Stock transfer issues. | ||
| 5/18/23 | 29876 | Bug | PO Label | Fixed the issue when labels are showing duplicates on the print preview and is missing some items. | ||
| 5/18/23 | 29747 | Bug | Customer Details>Invoice Line Items | Fixed an issue where the description field is showing the Item number instead of the actual item description. Also, allow theuser to search 3 or more characters on the search bar. | ||
| 5/18/23 | 29887 | Bug | Sales Order Packing Slip | Fixed the issue where the SO PACKING SLIP is missing the (option) to show/hide the Qty Order, Qty Shipped, Qty BO, Qty Prev Shipped. | ||
| 5/17/23 | 29642 | New | Editable Assembly | Added and made changes on the Assembly notes. | ||
| 5/17/23 | 29875 | Bug | Intercompany Stock Transfer | Fixed Intercompany Stock Transfer bugs. When exporting the table, it gives a blank file. Enable column repositioning. Recalculate the actual qty in stocks before the calculation for the transfers | ||
| 5/17/23 | 29791 | Bug | Cash Management | Add a setting that prevents the Customer Payment Terms to get updated from the Find Parts, Quote, SO, Invoice, and CM. | ||
| 5/17/23 | 29685 | New | Cash Management | Created new EXCEPTION reports called: Exception Report - Invoices / Credits Deleted. | ||
| 5/17/23 | 29569 | Bug | Invoice Payments | When items are still waiting to be returned to stock on the CM and the total is zero, it should not allow the user to apply the credits on invoices. | ||
| 5/17/23 | 29830 | Bug | Purchase Order | Make open POs that were imported from QBO to be editable. | ||
| 5/17/23 | 29873 | Bug | Packing Slip | Fixed a bug where some info are not showing on the Packing Slip print out. | ||
| 5/17/23 | 29450 | New | Label Design | New chnges made on the Label Design. | ||
| 5/17/23 | 29879 | Bug | Integrations | APU solutions and CCC true not exporting/sending FTP. | ||
| 5/17/23 | 29739 | New | Cash Management | New Cash Management feature creation. | ||
| 5/16/23 | 29642 | New | Editable Assembly | Made a NEW Picking Ticket called: Picking Ticket(s) - With Components. | ||
| 5/16/23 | 29871 | Bug | Purchase Order | The 'Auto Link Sales Orders' button isn't working. | ||
| 5/16/23 | 29870 | Bug | Sales Order PO | Fixed a bug where the prices are not filled correctly. | ||
| 5/16/23 | 28244 | Bug | Transaction Log | Fixed a bug where It does not show bin count log on Transaction Log tab. | ||
| 5/16/23 | 29864 | Bug | Item Details | The item type mismatch is causing a sync error. | ||
| 5/16/23 | 29206 | Bug | To Pick and Print | Fixed a bug that causes an error when trying to sort the BIN column. | ||
| 5/15/23 | 29522 | Bug | Shipping & Receiving | Fixed a bug that causes SO to appear and dissapear. | ||
| 5/15/23 | 29806 | New | Reports | Added new sorting option and columns for INVOICES/CREDITS by Date (Details) report. | ||
| 5/15/23 | 29865 | Bug | Sales Order Printout | Some of the line item totals are showing a zero amount. | ||
| 5/15/23 | 29866 | Bug | Sales Order Picking Ticket | Sorting issue and displaying duplicate items. | ||
| 5/15/23 | 29773 | New | Reports | Created a new report called Inventory Valuation - Historical | ||
| 5/15/23 | 29854 | New | Intercompany Stock Transfer | Made some changes and fixed an issue on the 'Count' field | ||
| 5/12/23 | 29642 | New | Editable Assembly | Made changes on the Editable Assembly feature. | ||
| 5/12/23 | 29854 | Bug | Intercompany Stock Transfer | When report is trying to show more than 100k records on inventory while running it shows error. | ||
| 5/11/23 | 29857 | Bug | Reports | Invoice/Credits by Date (Totals) shows incorrect costs when copared to other reports. | ||
| 5/11/23 | 29856 | Bug | Find Parts to Sales Order | The bill to address of the sales order created from the Find parts screen disappears and creates an error that the order does not exist. | ||
| 5/11/23 | 29858 | Bug | Packing slip, Picking ticket | Fixed a bug on the hide/show preference and when showing the item bin on the Picking ticket. | ||
| 5/11/23 | 29850 | New | Invoice | Show Tax code on the Invoice printout and other transactions. | ||
| 5/10/23 | 29642 | New | Editable Assembly | Fixed bugs and made changes. | ||
| 5/10/23 | 29852 | Bug | Sales Order | When manually changing the status on a sales order with several line items, the status disappears. | ||
| 5/10/23 | 29809 | Bug | Replenish Stock | Made changes and a bug on the sorting option. | ||
| 5/9/23 | 29642 | New | Editable Assembly | Creation of components of the Editable Assembly feature. | ||
| 5/9/23 | 29758 | Bug | Invoice | Tax total is sometimes different on the Invoice from its Sales order. | ||
| 5/9/23 | 29221 | Bug | Customer Details | The Credit Limit in the Dashboard is NOT showing the amount entered in the Credit Limit field in the Customer Detail tab. | ||
| 5/9/23 | 28385 | Bug | Intercompany Stock Transfer | Fixed pagination issue and made changes on the Qty Needed condition. | ||
| 5/9/23 | 29739 | New | Cash Management | Created the screen design. | ||
| 5/5/23 | 29642 | New | Editable Assembly | Re calc all Editable Assembly Prices based on Customer pricing when Updating Quantity on Order on Header. | ||
| 5/5/23 | 29821 | New | Customer Portal: Sales History | Made changes on the Sales Order and Sales Order List Screens. | ||
| 5/5/23 | 28385 | New | Intercompany Stock Transfer | Code optimization for Replenish Stock. | ||
| 5/4/23 | 29822 | New | Quick Search screen | Make the default sorting order of the transacations start from the most recent one. | ||
| 5/4/23 | 29661 | Bug | Labels | After reselecting the Label on the Printing options, remove the popup that opens the settings if there is already a saved label design. | ||
| 5/4/23 | 29815 | New | Customer Portal: Invoice Screen | Made changes on the design and fixed some bugs. | ||
| 5/4/23 | 28385 | Bug | Intercompany Stock Transfer | Fixed bugs on calculation and when clicking the redisplay criteria. | ||
| 5/3/23 | 29642 | New | Editable Assembly | Finished creating the Editable Assembly feature design on the Sales order. | ||
| 5/3/23 | 29797 | Bug | General Sales Settings | Changes do not save because there is no 'Save' button. | ||
| 5/3/23 | 29825 | Bug | Reports | When downloading an excel file of the Invoice List By Customer (Open) report, it shows an error. | ||
| 5/3/23 | 29777 | Bug | Purchase Order | When Receiving an entire PO with items linked to a different sales order, an error occurs. | ||
| 5/3/23 | 28385 | Bug | Intercompany Stock Transfer | Fixed calculation issues. | ||
| 5/2/23 | 29642 | New | Editable Assembly | Editable Assembly feature design creation on the Sales order. (Testing) | ||
| 5/2/23 | 29802 | Bug | Customer Portal | Fixed bug on the Customer Portal > Sales History > Invoice & Credits > Invoice Screen | ||
| 5/2/23 | 29801 | Bug | Purchase Order | Purchase order deletion issues. | ||
| 5/2/23 | 29811 | Bug | Transaction Screens | Shows Bad Requst when opening transaction screens. | ||
| 4/28/23 | 29800 | Bug | Delivery fee | Allow the user to use the Arrow Keys to move the cursor on columns on the the Shipped Via table. | ||
| 4/27/23 | 29786 | Bug | All Transaction Screens | Autofill the 'TO:' field with the Customer's default email address. (Quotation) | ||
| 4/27/23 | 29801 | Bug | Find Parts to Sales Order | When creating Sales Order from the Find Parts screen, the Shipped Via disappears. Also fixed SO deletion issue. | ||
| 4/26/23 | 29777 | Bug | Purchase Order | Fixed backordering issue. | ||
| 4/26/23 | 29771 | Bug | Item Details | Fixed the BinCount API call to update the bin location correctly. | ||
| 4/26/23 | 29797 | Bug | General Sales Settings | Changes do not save because there is no 'Save' button. | ||
| 4/26/23 | 29795 | Bug | Sales Order PO | Fixed a bug thtat shos an error when tryng to create a back order after changing the vendor and prices. | ||
| 4/26/23 | 29800 | New | Delivery fee | Added this field to different transaction screens and settings. | ||
| 4/25/23 | 29786 | Bug | All Transactions | Autofill the 'TO:' field with the Customer's default email address. | ||
| 4/25/23 | 29780 | Bug | Customer Details | Fixed a bug that changes the Payment terms when 1place is updated to a different version. | ||
| 4/25/23 | 29765 | New | Reports | Created a new report called Assembly Build List. | ||
| 4/25/23 | 29189 | New | Sales Order | Automated freight charges added to Sales Order, Find parts, and Quotation. | ||
| 4/21/23 | 29784 | Bug | Item Details | Fixed syncing issues to get the correct cost of items. | ||
| 4/21/23 | 29757 | New | Sales Order > Print | Created a new Packing Slip called Packing Slip (1 line per item). This will display the line just as it is displayed on the Sales Order (1 line per item, not per bin). | ||
| 4/21/23 | 29779 | Bug | Settings > Users | Fixed a bug when creating a user account. | ||
| 4/21/23 | 29189 | New | Automated Freight Charges | Added this feature to different screens. | ||
| 4/19/23 | 29776 | Bug | AP Bill | Fixed the AP Bill not syncing properly to QBO. | ||
| 4/19/23 | 29742 | Bug | Purchase Order BO | Issue with removing the link between Sales Order BO and Purchase Order BO. | ||
| 4/19/23 | 28244 | Bug | Item Details > Transaction Log | The transaction log does not show the quantities recounted/added using the scanner(Count By BIN) and the Returns from Credit memo. | ||
| 4/18/23 | 29742 | Bug | Purchase Order BO | Sales Order BOs and Purchase Order BOs are getting unlinked after creating Purchase Order BOs. | ||
| 4/18/23 | 29771 | Bug | Item Details | The Bin Count API call is not updating the bin location. | ||
| 4/18/23 | 29189 | New | Automated Freight Charges | Created the Automated Freight Charges based from syspec design. | ||
| 4/18/23 | 28385 | Bug | Intercompany Stock Transfer | When processing large number of stock, an error occurs. | ||
| 4/17/23 | 29661 | Bug | Labels | Retain the label design even after being removed from the Printing Options. Do not delete the meta data that is on the label. | ||
| 4/17/23 | 29763 | Bug | Sales Order > Print | Sales Order Print Dialog isn't remembering the selected reports to print. | ||
| 4/17/23 | 29767 | Bug | Dispatch Screen | When invoicing the invoices, there are orders that are not showing on the print preview screen. | ||
| 4/17/23 | 28385 | Bug | Intercompany Stock Transfer | Fixed a bug where the calculated items and their count values are mismatched. | ||
| 4/13/23 | 28244 | Bug | Item Detail > Transaction Log | The transaction log does not show the quantities recounted/added using the scanner(Count By BIN). | ||
| 4/13/23 | 29762 | Bug | Sales Order PO | Fixed a bug where the users are not allowed to add the items on the existing orders. | ||
| 4/13/23 | 29189 | New | Automated Freight Charges | Added Delivery Fee to the Import Wizard for Customer records and also added the option to UPDATE the Delivery Fee field. | ||
| 4/12/23 | 28882 | Bug | Purchase Order | When PO is received, automatically change the Status to: Received | ||
| 4/12/23 | 29731 | Bug | Customer Portal | Fixed multiple bugs on the Customer Portal Screen. | ||
| 4/12/23 | 28385 | Bug | Intercompany Stock Transfer | While running Intercompany Stock Transfer, it got stuck on the server. | ||
| 4/12/23 | 29189 | New | Automated Freight Charges | Add Delivery Fee as an option on the Customer List and on the Sales Order. | ||
| 4/11/23 | 29748 | Bug | Import Wizard > Vendor Item Numbers (1Vendor) / (All Vendor) | Fixed bugs where the update function did not update the cost of the existing vendor items with the same vendor. Also a bug on the import wizard which causes records to get duplicated. | ||
| 4/11/23 | 29731 | Bug | Customer Portal | Fixed multiple bugs on the Customer Portal Screen. | ||
| 4/11/23 | 29189 | New | Automated Freight Charges | Added Delivery Fee as an option on the Invoice lists. Implemented logic design to Quotes and Sales Order. | ||
| 4/10/23 | 29741 | Bug | Reports | The Invoices / Credits by Customers (Open) report does not show when user adds the 'Tax' field. | ||
| 4/10/23 | 29731 | Bug | Customer Portal | There is no 'Your Price' or 'Net Price' is not showing when creating orders. Also, showing error when clicking 'Duplicate Quote' button. | ||
| 4/10/23 | 29189 | New | Sales Order | Add a new system to charge a delivery fee for certain customers and an additional option to NOT charge the delivery fee. | ||
| 4/7/23 | 29642 | New | Editable Assembly | Added the Editable Assembly feature to Quotes screen. | ||
| 4/7/23 | 28385 | Bug | Intercompany Stock Transfer | After running the intercompany stock transfer, all items are sent to pick and print screen. We need a table to identify which items to transfer. | ||
| 4/6/23 | 29482 | Bug | Item Stock | Instead of Most Recent PO COST, make it MOST RECENT RECEIVED PO COST. When adding new stocks, we shouldn't add the cost and additional cost when we add new stock but show in separate fields. It putting a RANDOM cost when adding items into stock. Should auto fill with a priority order: (Check task number to see more info.) | ||
| 4/5/23 | 29697 | Bug | Purchase Order > AP Bills | Allow the AP Bill fields to be editable even after PO is received. | ||
| 4/5/23 | 29742 | Bug | Purchase Order BO | Sales Order Back orders and Purchase Order Back orders are getting unlinked after creating Purchase Order BOs. When a PO is back ordered, at the end of the code, a logic should be added. (Check task number to see more info.) | ||
| 4/5/23 | 29743 | Bug | Quotes | Tab order is not moving from header fields down to the line item section. | ||
| 4/5/23 | 29745 | Bug | Dashboard | Fixed the table overflow issue on the Sales Order Statuses panel. | ||
| 4/5/23 | 29578 | Bug | Sales Order PO | Make the columns locked after it gets adjusted. | ||
| 4/5/23 | 29716 | Bug | Sales Order > Payment | When applying check on an invoice, it creates 2 payments with 2 different accounts. | ||
| 4/4/23 | 29742 | New | Purchase Order BO | Made changes on the conditions when line items are received and when Sales Order BO are open. Please see the task number for more info. | ||
| 4/4/23 | 29661 | Bug | Labels | Retain the label design even after being removed from the Printing Options. When a design is saved on a label size and removed it from the Printing Options (by clicking X icon), user should still be able to look up the saved design when selecting it. | ||
| 4/4/23 | 29735 | Bug | Sales Order | Fixed a bug when deleting a Sales Order. | ||
| 4/3/23 | 29716 | Bug | Invoice > Payment | When applying check on an invoice, it creates 2 payments with 2 different account. | ||
| 4/3/23 | 29735 | Bug | Invoice | Fixed a bug when deleting Invoices. | ||
| 4/3/23 | 29499 | Bug | Sales Order PO | When user changes the column widths make sure the settings get saved and re-displayed each time they open the screen, like on other screens. | ||
