Previous Releases: 2023 & Earlier

This article provides access to previous 1place releases from 2023 and earlier. It includes historical version changes, enhancements, bug fixes, and other updates released during those versions.

For the latest 1place releases and current version changes, see the 2026 1place Master Version Changes Log.

23.1116 (released 11/16/2023)

Date	Task #	======== Type ========	Screen (or Report Name)	Description	Request by Customer	Links to Additional Info
11/16/23	30662	Bug	Shipping and Receiving	V23.1114v UNDEFINED ERROR > When dispatching orders if gave me an error.	Quality
11/16/23	30667	Bug	Invoices	When creating invoices after 7 PM EST, they get recorded as the next day's invoices.	Quality
11/16/23	30648	Bug	Reports	FIX BOTH INVENTORY VALUATION REPORTS and check other INVENTORY reports. On the Inventory valuation report(s) there is a column that shows the COST of the item. It needs to show the Average Cost (which is a field in the Item table). Make sure the LINE TOTAL is taking the Qty in Stock x the Average Cost. (Change the Cost label to read: Avg Cost). Make sure all other Inventory reports that show the COST (EXCEPT the 'Item Stock' report) shows the Average Cost.
11/15/23	30665	New Feature	Shipping and Receiving	Import from EliteExtra -> Change the code according to the new Elite changes for the stop #.	Quality
11/15/23	30652	Bug	Credit Memo	When user wants to apply a credit memo to an invoice, with only a partial amount of the invoice. The 'Amount to Apply' column is not editable, the field will be automatically filled in with the whole invoice amount.	Reliable
11/15/23	30567	Bug	Sales Order	Adding new line item of preassemble bundle type item. Unable to save that line item those doesn't have enough stock. it shows continuous popup "You do not have enough of 1 or more 'components' of this Assembly item to assembly ANY of this item at this time."	ALL
11/14/23	30591	New Feature	Shipping and Receiving	Create aftership.com integration. Add a conditional BRANCH on the To Dispatch Screen to (if the aftership.com integration is enabled) allow user decide to: Ship Orders or Dispatch / Deliver Orders.	ALL	See kba 02696
11/14/23	30653	Bug	Sales Order	The Invoice and Print and Invoice buttons are not functioning in version 23.1031.	Quality
11/10/23	30537	Bug	OS Scan	Trying to pick multiple items, same item but on different sales order, but it just takes me back to the picking screen and no confirmation pops up.	ALL
11/10/23	3064?	Bug	Sales Order	When entering an order from the Sales Order screen and selecting a Customer, the customer's default sales rep does not automatically fill in.	Impact
11/10/23	30647	New	Reports	Add totals for each column.	Impact
11/9/23	30636	Bug	Shipping and Receiving	In Route Status > Showing multiple duplicate line items. (23.1019 and v23.1031v)	Quality
11/9/23	30643	New Feature	API	Items > Add the List Price to show on the API.	Orlando
11/9/23	30642	Bug	Sales Order	(23.1107v) When entering an order directly from the sales order for items with available stock, it automatically goes to backorder.
11/8/23	30217	Bug	Invoices	SEND EMAIL >When sending email, the footer on the invoice disappears on the document sent.	Orlando
11/8/23	30640	Bug	Sales Order	On the new version, (23.01107) When I enter the qty for the item with some items, it doesn't save the qty on the qty ship and it all goes to backorder. Also, it does not show the popup for splitting the backorder to another line.	ALL
11/8/23	30620	Bug	Shipping and Receiving	SALES ORDER STATUS (for partially ready orders) > When receiving the remaining quantities from the PO to Sales order, once the PO is fully received and all quantities on the sales order are ready to ship, the status 'Waiting for Delivery From Vendor' did not update to the next status	ALL
11/8/23	30634	Bug	Credit Memo	When creating a new credit memo from an invoice, it should not auto-populate qty returned to “1”.	Quality
11/7/23	30422	Bug	Shipping and Receiving	- BUG: Filter By Section - When using the Shipped Via Filter, undefined error appears. - Make the date to and from, default today's date to easily search the recent dates.	Quality	See KBA 02696
11/7/23	30618	Bug	QBO Sync	There are invoice line items synced to QBO that have missing Item number, Qty, and amount in QBO.	Impact
11/3/23	30631	Bug	Shipping and Receiving	Future Delivery Sold Three quantity but shows up 9 times on the future delivery screen.	ALL
11/3/23	30630	Bug	Reports	SalesOrderLineitems (Unitprice column shows wrong value).	ALL
11/3/23	30619	Bug	1Place Printer Connect	When printing labels from the Sales Order screen, it prints twice the quantity.	ALL
11/3/23	30632	Bug	Invoices and Credit Memos	Update Invoices and Credits with No sales rep of the customer default sales rep for year 2023.	Impact
11/3/23	30627	Bug	User Settings	Do Not Allow Tab keeps resetting the check marks / not saving the settings.	TipTop
11/3/23	29185	New Feature	Sales Order	Changes when applying Credit memo on a Sales Order.	ALL
11/2/23	30218	Bug	Purchase Order	I created PO with 10 items. Received 5. Sold and shipped 1 on Sales Order, then tried to DELETE the PO line item.. It PROPERLY did NOT allow me to delete the PO Line but then the popup up message (after I clicked OK to close) left the GEARS spinning indefinitely	ALL
11/2/23	30622	Bug		Convert a sales order to an invoice not working.	ABC
11/1/23	30464	Bug	Shipping and Receiving	The items listed in a delivered sales order only shows the item that is coming from the warehouse. The transferred item is not listed.	Alliance
11/1/23	30607	Bug	Settings	In the do not allow tab there is an option for “user cannot view cost prices” but even if turned on they can still see from stock tab. This option ““user cannot view cost prices” should be reflected to any section of the system that may show the user cost prices	Quality
10/31/23	28819	Bug	Replenish Stock	Can't send email to vendor from the Replenish Stock screen (Request for Quote)	Quality
10/31/23	30610	New Feature		Create New Column and save Elite import batch ID.	Elite
10/31/23	30496	Bug	All List Screens	When the show Inactive is TRUE, items that are not active should show in light grey--like they do on Vendor list.	Alliance
10/31/23	30606	Bug	Sales Order	If I save & submit the sales order, it moved to print & pick, if I changed the sales order back to “new” status and then click “yes” on the pop up box, it changes the sales order and lines items to new. However if I refresh the sales order, it goes back to print & pick and on the warehouse SR screen the line items show under the print & pick	Quality
10/31/23	30611	Bug	Sales Order	SOPO > Purchase order > Qty Ship and Qty BO values Shown incorrect while shipping the partial Stock on SO. As well create an PO via SO receive an remaining Stock during that time it occurs	ALL
10/31/23	30608	Bug	Purchase Order	AP Bill QBO sync have a pop up message after clicking the button for QBO sync. "Missing QuickBooks Online Settings".	American Lighting
10/30/23	30587	Bug	Reports	Invoices/Credits> Reports (*Custom Report) >Report title: 'Sales History- 2 year...' Correction of spelling it should be "Comparison".	ALL
10/30/23	30604	New Feature	Sales Order	When a status is restricted to be deleted, please put the necessary Status name on the {null} on the popup.	ALL
10/30/23	30446	New Feature	Item Assemblies	When we build an Assembly from other components lets put the component item # in the Transaction # field.	ALL
10/30/23	30581	Bug	Sales Order	Packing Slip (1 line per item) and Packing Slip (1 line per bin) PRINT SETTING do not save after editing.	Vaillant
10/30/23	30605	New Feature	Labels	- NEED THIS SORT ORDER (For both Stock Picking Combined AND Label 4x2) - Combined Stock Picking NOT SORTING the same way as the 4x2 labels.	Quality
10/27/23	29551	Bug	Sales Order	The sales order with special order took the quantity from the newly added stock instead of the stock from the received special order.	Quality
10/26/23	30468	Bug	API	Alter FetchTransferAndShipOrdersToReceive API to fetch a record based on dispatch number instead of Salesorder number.	ALL
10/25/23	29471	New Feature	Purchase Order	To be able to Edit a fully received PO.	American Lighting
10/25/23	29562	Bug	QBO Sync	INVOICE TAX on the QBO Sync Centre >Right now it's not syncing the TAX to QBO when syncing using the QBO Sync Centre. t SHOULD ALSO SYNC THE INVOICE TAX.	Impact
10/20/23	30588	New Feature	Future Delivery Screen	FUTURE DELIVERY SCREEN >The line items are showing duplicates on the table.	Quality
10/20/23	30455	Bug	Items	When the Assembly checkbox is set to true the Assembly TYPE needs to auto show under that checkbox to make sure the user selects one.	Colton
10/19/23	30463	Bug	Shipping & Receiving	Stock Transfer in route tab is not working.	Alliance
10/19/23	30551	New Featiure	QBO Sync	JE Creation for new QBO sync of Invoice Payments (that already have an SO deposit)	ALL
10/18/23	30554	Bug	Shipping and Receiving	- The stock was transferred to Harwin, the status of the transfer in Antoine warehouse is 'In Route to Customer', but the item was received by Harwin and dispatched and in route to customer. - I wanted to manually update the status from 'In Route to Customer' to 'Closed', but the dispatch number is not in the drop down list, thus I can not complete the update.	Alliance
10/18/23	30553	Bug	Shipping and Receiving	The SO number is not visible in the 'In Route to Cust' tab. After the SO was dispatched, a manifest and invoices was created, the SO should be visible in the In Route to Customer screen.	Alliance	See KBA
10/18/23	30576	Bug	Items	Transaction Log > The Date/Time needs to reflect the USERS current (browser) time.	ALL
10/18/23	30550	Bug	QBO Sync	When an existing ITEM in QBO is changed (where the item originated in QBO but has been previously synced into 1place, OR originated in 1place but has been previously synced into QBO) we need to PREVENT the changes made in QBO to come into 1place.	Impact / Orlando
10/17/23	30574	Bug	Shipping and Receiving	- Shipped Via Dropdown is not working. - moving to another status had an issue.	Quality
10/17/23	30546	Bug	Items	Whenever we click the magnifying glass for this item, it directs us to a different item number.	TipTop
10/17/23	30562	Bug	Sales Order	There are some sales order does not show up on the To Cancel/Restock screen. S230928-0096,S230929-0021.	Quality
10/16/23	30564	Bug	Sales Order	Custom Tab > STATUS FILTER > CONDITION not working.	Quality
10/16/23	30563	New Feature	Tasks	Change the design --> Show down the grey bar only when the selected type overflows. reduce the height of the selected type bar	ALL
10/13/23	29787	Bug	Import	PLAN B when ELITE import doesn't work, make the Upload to FTP Folder button work.	Elite
10/12/23	29899	Bug	1Place Printer Connect	- When printing a document through 1place printer connect the print looks faded looking. - Need a way to adjust the paper size of the document printed from the 1place printer connect print butto	Quality
10/11/23	30547	Bug	Reports	- Report Shows an error. - Table Column name mismatch correction.	ALL
10/11/23	30542	Bug	Shipping and Receiving	After moving all orders from other warehouses to the main and manually changed the status from the sales order, the items that came from other warehouse should appear on their original warehouse statuses.	Quality
10/11/23	30544	Bug	Purchase Order	PO synced from QBO did not include the line items.	Orlando
10/10/23	27932	Bug	QBO Sync	When putting a message on the comments on Invoice in 1place, then synced to QBO, the message did NOT appear on the Invoice message (but did appear on the Statement message).	ALL
10/10/23	25530	Bug	QBO Sync	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.	ALL
10/9/23	30400	Bug	Shipping and Receiving	Fixed additional issues slowing down their end of day dispatching.	Quality
10/9/23	30541	Bug	Shipping & Receiving	After the orders are dispatch, the items gets duplicated on this screen	Quality
10/9/23	29604	Bug	Shipping & Receiving	On the Ship/Rec settings, for Receiving - Purchase Order Statuses, the USER DEFINED statuses are not appearing on the Ship/Rec screen.	Quality
10/6/23	29461	Bug	QBO Syncing	Items revert back to the pricing to old pricing from QBO.
10/6/23	30539	Bug	QBO Syncing	Syncing does not include the item number, QTY, Rate and amount and payment.	ALL
10/6/23	29608	New Feature	Credit Memo	Changes on the Credit Memo creation.	Impact

23.1116 (Known Issues, and additional Fixes to this Version #)

Fixed in Version #	Date	Task #	======== Type ========	Screen (or Report Name)	Description	Requested by Customer	Links to Additional Info
23.1116d	11/23/23	30684	Bug	Sales Order	Unable to create a customized/ new tab using either of the following conditions and its values for Field Source: Warehouse - Contains- Harwin, Equals- Harwin, Ends with - n, Starts with - H, Is Empty - Once the 'Save' button is clicked, "Undefined Error" pops up.	Alliance
23.1116d	11/23/23	29787	Bug	New Tab Wizard	- PLAN B when ELITE import don't work. Make the Upload to FTP Folder button work. - Add the following on the Sales Order Import function to upload to the dispatching screen: Stop#, Driver name.	Elite Extra
23.1116c	11/21/23	30652	Bug	Credit Memo	- The amount is clickable, can edit the amount, but once the 'Apply Credit' button is clicked it reverts back to the amount of the credit memo. Kindly take note of the total amount for all CM (the 2nd line item) every time I change the amount (since it is reverting to the whole amount), the total amount of for CM changes, in this case, a hundred is added. - The 'Amount to Apply' column is not editable, the field will be automatically filled in with the whole invoice amount.	Reliable
23.1116c	11/20/23	30658	Bug	Item Details	User tried to click on the PO's tab I get an 'Undefined Error' pop-up message. This happens when you choose an item with a qty in back order. I also check on some items with zero qty in back order. Some PO's tab opens but some also gets the 'Undefined Error' pop-up	Reliable
23.1116	11/11/23	30726	Bug	Shipping and Receiving	IN ROUTE > THE ITEMS show multiple lines in the table.	Quality
23.1116d	11/20/23	30649	New Feature	Reports	Items - Inventory Count Sheet (By Category / SubCategory with Fixed Bin Locations)	Fitz
23.1116d	11/15/23	30665	New Feature	Shipping and Receiving	Import from EliteExtra -> Change the code according to the new Elite changes for the stop #.	Quality
23.1116d	11/27/23	30690	New Feature	Sales Transacation	Manager Override popup not accepting a valid manager over ride passcode.	ALL
23.1116d	11/27/23	30480	New Feature	Settings	On the Settings > User Security > Edit User > Do Not Allow (tab) -- under the setting called 'User Cannot Change Freight Charges', make a new setting called 'User Cannot View or Edit Line Item Options'. Then when the Q, SO, I, CM are opened, if the setting is true, the gear icon for the line items will become disabled.	Quality
23.1116d	11/27/23	30713	New Feature	Reports	SALES ORDER REPORTS Report Criteria >Group by: Add Vendor on the reports. >Sort By: Add Ascending Order by Vendor, Descending Order by Vendor	Fitz
23.1116d	12/13/23	30714	New Feature	Sales Order	SALES ORDER LIST screen >Add a permanent tab called 'Sales Order Back Orders' >This should only show line items, where the Qty BO is > 0 where the Invoice # is empty.	Fitz
23.1116d	1/19/24	30752	Bug	Item Details	Catalog -->add/edit--> Validation issues. When the user enters a "from" range year only (i.e. year range = 87), the year should be displayed on the year listing. Currently, an error popup is displayed to the user that says "Please select a valid year range."
23.1116d	12/20/23	30754	Bug	Item Details	Catalog -->when user click "NO" on that duplicate popup. it should close that popup screen but shows invalid another popup like "add new catalog"
23.1116d	01/03/24	30755	Bug	Catalog Management	Additional Function > Makes, Models, Year Ranges to Exclude from Searches is not functioning properly. After the user searches, the excluded makes and models still appear in the search results.
23.1116d	09/26/23	30503	Bug	PO	AP BILL SYNC Cannot create and sync AP Bill. Stuck on loading.	International Diesel
23.1116d	11/01/23	30464	Bug	Shipping & Receiving Screen	Items to Ship> Delivered The items listed in a delivered sales order only shows the item that is coming from the warehouse. The transferred item is not listed. Refer to SO S2463	Alliance
23.1116d	10/11/23	30542	Bug	Shipping & Receiving Screen	SALES ORDER STATUS for items from other warehouse: Fix issue when user click update status button on In Route To Warehouse screen.	Quality
23.1116d	1/22/24	30621	New Feature	Sales	COGS and INVENTORY values in 1place and QuickBooks, month by month, (2) Create a journal entry to square QuickBooks with 1place, if differences in COGS exist, and (3) Allow Accounting and Admin users to Close (lock changes to) periods in 1place to prevent further changes to any related transactions related to Sales, AR, COGS, and Inventory values. (See kba: 02947)"}" data-sheets-userformat="{"2":14593,"3":{"1":0,"3":1},"11":4,"14":{"1":3,"3":1},"15":"Calibri","16":11}" style="font-size: 11pt; font-family: Calibri, Arial;">Sales > Month End. This screen will simplify the processes to: (1) Compare the SALES, AR, COGS and INVENTORY values in 1place and QuickBooks, month by month, (2) Create a journal entry to square QuickBooks with 1place, if differences in COGS exist, and (3) Allow Accounting and Admin users to Close (lock changes to) periods in 1place to prevent further changes to any related transactions related to Sales, AR, COGS, and Inventory values.	Impact	See kba: 02947
23.1116d	11/07/23	30625	Bug	Shipping and Receiving	Some of the number count in each tab is not accurate. New/ Pending/ Waiting for Delivery tabs: number count in the tab is 0 (zero) but transactions in the list were the same transactions for 'Stock Transfer in route'
23.1116d	11/07/23	30005	New Feature		SPLITTING LINE ITEMS with available stock and without 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.
23.1116	11/14/23	30591	New Feature	Shipping and Receiving	Create aftership.com integration. Add a conditional BRANCH on the To Dispatch Screen to (if the aftership.com integration is enabled) allow user decide to: Ship Orders or Dispatch / Deliver Orders.	ALL	See kba 02696
23.1116d	01/02/23	30401	New Feature	Shipping and Receiving	Design new Batch Dispatching & Invoice Printing for Elite Extra Orders on the Ship/Rec > To Dispatch screen Dispatch Elite Extra Orders: After getting a batchId from web created a api call from connector app to get the counts Using the count created a loop inside the loop created an api call to fetch data from EliteConnectAppPrinters need to print the data by batches	Quality

23.1116 Version Releases History

Version #	Date Released
23.1116	2023/11/16
23.1116b	2023/11/17
23.1116c	2023/11/21
23.1116d	2023/11/22

23.1005 (released 10/5/2023)

Date	Task #	======== Type ========	Screen (or Report Name)	Description	Request by Customer	Links to Additional Info
10/5/23	30484	Bug	Reports	Invoice/Credits> Open Invoices - Add a space between the word "of" and "September".	Reliable
10/5/23	30522	New Feature	Reports	Add Sales Rep on Group By and remove the report called Invoice/credits by Sales Rep (BY ORDERS).	Impact
10/5/23	30506	Bug	Invoice	Converting Sales order Payment into Invoice Payment not applying to Invoice in QBO.	ALL
10/4/23	30466	New	Shipping and Receiving	Make changed discussed in Dev meeting on 9/21 on the 3 APIs.	Alliance
10/3/23	30535	Bug	Stock Picking Ticket	Items with no bins should show at the top of the list.	Quality
10/3/23	30531		ALL	DELETE ALL DATA in 1place for re-data conversion.	Fender Bender
9/29/23	30270	New Feature	Manifest	Be able to download the manifest to excel file.	Orlando
9/29/23	30534	Bug	Delivery Date	When changing the delivery date, 'Shipped via' also changes.	ALL
9/29/23	30526	Bug	QBO Sync	FIX QBO, after completing 30524 to make sure the Sales and Costs = Sales and Costs in 1place, for x date range...	Impact
9/29/23	30524	New Feature	QBO Sync	Journal Entry verifications when receiving a Sales Order deposit and when syncing an Invoice.	Impact
9/28/23	29739	Bug	Customers	In the Customer Name field, show the company name. instead of the customer name.	ALL
9/28/23	30532	Bug	Dashboard	When logging in to version 23.0926 the LEFT MENU does not auto appear. If you refresh the browser then it appears	ALL
9/27/23	29783	New Feature	Reports	Create new report, General Multiwarehouse Report.	Quality
9/27/23	30533	Bug	Reports	Sub-Category not fetching values on keyword search.	ALL
9/27/23	30427	Bug	Dsipatch	For Orders with 10 or more line items, it does not highlight the orders with items not ready.	Quality
9/27/23	30523	Bug	Labels	Need to sort the labels in alphabetical order same as the picking ticket.	Quality
9/26/23	29955	Bug		W-9 Last Updated (date) Tracking, Exporting to List, enforcing at the time of the Order	ALL
9/26/23	30267	Bug	Labels	WHEN PRINTING LABELS for an item with different bins, the labels became duplicated on the print preview.	Quality
9/26/23	30428	New	Items	RECEIPT ID should be in ascending order.	Quality
9/25/23	30492	Bug		There are Journal Entries that add up the sales which in particular a cost in 1place.	Impact
9/25/23	30507	Bug	Customers > Add New	REFERENCES TO OSQBO are still popping up.	ALL
9/25/23	30508	Bug	Sales Order	When creating a sales order, the item for transfer and ship should be restricted.	Quality
9/22/23	30483	Bug	Cash Management	Cash payments Received > It shows the payment twice from the sales order and invoice.	Quality
9/22/23	30501	Bug	Reports	Remove item with 0 stock and fix download to pdf.	ALL
9/22/23	30487	New Feature	API	Quantity In Stock > Make the result to whole number.	Orlando
9/22/23	30505	Bug	OS Scan	When Dispatching from the osscan or dispatch screen, the generated dispatch number did not save it in 1place (on the In Route Status)	ALL
9/20/23	30486	Bug	Reports	Invoice / CM Report not showing correct data.	ALL
920/23	30289	New Feature	Reports	Redesign four Sales History - 2 Year Comparision reports.	Impact
9/20/23	30482	Bug	Items	Picture > Import Picture from Google Drive > Shows an error when we attempted to connect an account.	Orlando
9/20/23	30467	Bug	Shipping and Receiving	Replenish Stock process for 1/1/2023 to 9/13/23 time out issue.	ALL
9/20/23	30403	New Feature	QBO Sync	Refine the QBO sync center to help users find the screen, see the missing settings, and turn on/off the enable QBO Syncing.	ALL
9/19/23	30485	Bug	Shipping and Receiving	Replenish Stock > FILTER BY not showing on the W5600 warehouse.	Quality
9/19/23	30382	Bug	Print and Pick	- Label Order > Label should be same as combines stock print. - Printing issues because of Bin Location. - Printing issue on the actual paper.	Quality
9/18/23	28356	New Feature	Settings	Modify the User Security Price Controls (on the Allow User tab). - Quotes Screen	Quality
9/18/23	30474	Bug	Scanner	- Keeps and allows the user to scan and add more items because the Qty Order stays at the original Qty Order. - When receiving partial orders, after the split, make sure to reduce or split the number of items receive on the original line item	TipTop
9/18/23	30468	New Feature	API	Create API for FetchTransferAndShipOrderToReceive and UpdateReceivedTransferAndShipOrder	ALL
9/14/23	28356	New Feature	Settings	Modify the User Security Price Controls (on the Allow User tab). - Find parts, completed.	Quality	Please see KBA 02441
9/14/23	30432	Bug	Shipping and Receiving	The Stock Transfer in route tab does not show the items that is in the tab. The tab should show 7 items. Please refer to the tab under Harwin warehouse.	Alliance
9/14/23	30439	Bug	Item Detail	Inputting additonal cost does not work.	Orlando
9/14/23	30386	Bug	User Settings	- When a user Full Name is changed it is not getting saved. - On the Help > About, where it shows the user name, it also needs to show the UserID in Parenthesis next to the User Name.	ALL
9/13/23	30438	Bug	Reports	When setting up the Reports List Settings (show/hide columns), it should be able to retain the columns setup when re-running the report.	Orlando
9/13/23	28356	New Feature	User Settings	Modify the User Security Price Controls (on the Allow User tab). Please see kba 02441 (screenSpec: Gear > User Security, and implement the (Pricing Control) changes listed on Allow (tab) section of the KBA	Quality	Please see KBA 02441

23.1005 (Known Issues, and Fixed in Version #)

Fixed in Version #	Date	Task #	======== Type ========	Screen (or Report Name)	Description	Requested by Customer	Links to Additional Info
23.1005b	10/19/23	30585	Bug	Reports	Reports >SALES TAX > SALES TAX LIABILITY SUMMARY > Does not download the file after clicking yes on the popup window.	Quality
	10/17/23	30573	Bug	Find Parts	When user transfers stock from 1 warehouse to another via Find parts screen, it updates wrong receipt and warehouse code.	ALL
23.1005b	10/17/23	30570	Bug	Shipping and Receiving	Orders or items per line items are not appearing on their corresponding status screens. Example, after dispatching batch of orders not all of the orders are showing on the In Rack/In Route status.	Quality
23.1005b	10/17/23	30566	Bug	Shipping and Receiving	- S/R --> New Status--> when user click "Show all" button. it shows undefined error. - S/R-->Stock transfer--> not showing all the user name on respective warehouses. - S/R --> picking status table header select all check box and design get collapsed.	ALL
23.1005b	11/9/23	30567	Bug	Sales Order	Adding new line item of pre assemble bundle type item. Unable to save that line item those doesn't have enough stock. it shows continuous popup "You do not have enough of 1 or more 'components' of this Assembly item to assembly ANY of this item at this time."	ALL
23.1005	10/11/23	30454	Bug	Reports	- Total Invoice amount Column is showing only the first time when we run the report - Amount Totals are not aligned properly.
23.1005b	11/1/23	30568			We need to restrict the already created CM for line item. it shows duplicate value.	ALL

23.1005 Version Releases History

Version #	Date Released
23.1005	10/05/23
23.1005a	10/12/23
23.1005b	10/17/23

23.0821 (released 8/21/2023)

Date	Task #	======== Type ========	Screen (or Report Name)	Description	Requested by Customer	Links to Additional Info
8/23/23	30345	New Feature	Admin Tools> Audit Log	Rename button name from Filter to Search / Filter.	American Lighting
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.	Quality
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.	ALL
8/30/23	29620	Bug Fix	AP Bill	If AP Bill created AND PAID, does 1place allow PO to be changed? (It should not)	ALL
8/22/23	30351	Bug Fix	API	Fix issue on FetchCatalogPartslinkListOfParts API calls.	ALL
8/3/23	30230	New Feature	API	Create APIs for RECEIVING STOCK TRANSFERS	ALL	See KBA 02728 TO-DO LIST on TOP
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.	ALL
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.	TipTop
8/29/23	30364	Bug Fix	Customer Detail	After creating new company ,unable to open the customer detail screen.	ALL
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.	Orlando
8/10/23	30292	Bug Fix	Customer Detials > 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.	Orlando
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.	Quality
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	Quality
8/3/23	30263	Bug Fix	Delivery Settings	When changing the Shipped Via, the delivery date count should always begin on the current date.	Quality
8/18/23	30338	Bug Fix	Find Parts	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.	ALL
8/14/23	29662	New Feature	F10 - Item Quick Check	Add List Price column on the F10 Quick Search for Items.	Imapact
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.	Alliance	Link to video for more details.
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.	ALL
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.	Orlando
8/30/23	30378		Item Details > Assemblies	Item Assembly Qty build is showing wrong value.	International Diesel / Vaillant
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.	International Diesel / Vaillant
8/14/23	30308	Bug Fix	Invoice/Credit Report	It's not showing all data for date range August 7 to 11
8/18/23	30328	Bug Fix	Item Assemblies	Build Bundles always show 0 Bundles to Build, not calculating the correct values.	International Diesel
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).	Vaillant
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.	ALL
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).	Vaillant
8/10/23	30297	Bug Fix	Item Details > Assemblies > Print	Fixed the decimal point for the 'quantity' on the Assembly Bundle Build List report.	International Diesel / Vaillant
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)	Quality
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)	Vaillant
8/2/23	30217	Bug Fix	Invoice > Send Email	When sending email, the footer on the invoice disappears on the document sent.	Orlando
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)	TipTop	see KBA -AA-02549
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."	American Lighting
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.	ALL
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.	Quality
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.	Alliance
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.	Tiptop
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.	MRF
8/9/23	30262	Bug Fix	Price fields Setting	Round off decimal for the taxes.	TipTop
8/9/23	29841	New Feature	Purchase Order	Have to enter item # to DELETE a line on a PO. Lets make this easier.	ALL
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.	Impact
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.	International Diesel
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.	ALL
9/14/23	29282	Bug Fix	QBO Sync	The Payments that are on QBO for VIP were not included after I sync them to 1place.	Orlando
8/18/23	30330	New Feature	Quick Search	Search Bar: Move the magnifying glass icon from left to right.	ALL
8/29/23	30366	Bug Fix	Reports	(All Reports) - When running reports it shows only Loading Icon.	ALL
8/28/23	30361	Bug Fix	Reports	On the 0810v, the reports screen only keeps on loading. It's happening to all versions.	Orlando
8/18/23	30337	Bug Fix	Reports	Invoice/Credit by Item report does not show a proper record between date ranges.	ABW
8/23/23	27305	Bug Fix	Reports	My Favorites feature is not working.	TipTop / Fender Bender
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.	ALL
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.	Orlando
8/14/23	30222	Bug Fix	Reports	QUALITY - MAKE NEW EXCEPTION REPORT Called: Sales Orders - Edited (Header / Footer). Bugs: Sorting and Excel downloading issue	Quality
8/14/23	30223	Bug Fix	Reports	MAKE NEW EXCEPTION REPORT Called: Purchase Orders - Edited (Line Items). Bugs: Sorting and Excel downloading issue	Quality
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	ALL
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.	Orlando
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)	Fitz / Reliable
8/24/23	30348	New Feature	Reports > Invoice / Credits Report	- Add Total Payment column on the Invoices/Credit. - Add Paid and Unpaid column.	Orlando
8/23/23	26445	New Feature	Reports	Sales man field (on all reports) needs to be changed to Salesperson.	ALL
8/22/23	30276	New Feature	Reports	MAKE NEW EXCEPTION REPORT Called: Payments - Deleted. Pleae see task number for more info.	Quality
8/14/23	30224	New Feature	Reports	MAKE NEW EXCEPTION REPORT Called: Purchase Orders - Deleted. Please see the task number for more info.	Quality
8/11/23	29249	New Feature	Reports	Added Freight and Tax columns to Sales Order Report.	Orlando
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.	Quality
8/10/23	29249	New Feature	Reports	Added multiple columns to Sales Order Report. Please see the task number for more info.	Orlando
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.	Quality
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.	Quality
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.	Quality
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.	Quality
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...	Quality
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.	Quality
8/30/23	30370	Bug Fix	Shipping and Receiving	- 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	Alliance
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.	Alliance
8/22/23	30350		Shipping and Receiving	Error when opening the In Route status.	Quality
8/22/232	30247	Bug Fix	Shipping and Receiving	- 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).	Orlando
8/18/23	30272	Bug Fix	Shipping and Receiving	S230803-0191 MAIN STATUS IN NEW, THE LINE ITEM IS IN NEW. BUT ITS SHOWING ON PRINT AND PICK IN M2121 BUILDING.	Quality
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).	Orlando / TipTop
8/18/23	30332	Bug Fix	Sales Order	Sales Order payment shows multiple records.	ALL
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.	American Lighting
8/18/23	30325	Bug Fix	Settings	DO NOT ALLOW TAB > It keeps on resetting every couple of days to all users.	TipTop
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.	TipTop
8/16/23	30311	Bug Fix	Settings	Module security for Daniela - QBO Sync Missing for other Admin accounts.	Orlando
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.	Impact
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.	Orlando
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.	American Lighting
8/10/23	30296	Bug Fix	Shipping and Receiving > 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.	Alliance
8/9/23	30247	Bug Fix	Shipping and Receiving	- 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.	Orlando
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.	Impact
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.	Alliance
8/8/23	30247	Bug Fix	Shipping and Receiving	The numbers on the Shipping and Receiving status are giving incorrect count of the orders.	Orlando
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.	Orlando / TipTop
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.	Orlando
8/7/23	30265	Bug Fix	Shipping and Receiving	There are stock transfers and ship items with no Sales order. M2121 warehouse.	Quality
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.	TipTop
8/3/23	30265	Bug Fix	Shipping and Receiving	There are stuck transfer and ship items with no Sales order. M2121 warehouse.	Quality
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.	Orlando
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.	TipTop
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.	Quality
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"	Quality
8/2/23	30246	Bug Fix	Shipping and Receiving > In route	When selecting a dispatch number it shows undefined error.	Orlando
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.	Quality	SEE KBA
8/16/23	30319	New Feature	Shopify Review	- Different Variant update (Working) - Different Product Update (Working)	ALL
8/29/23	30269	Bug Fix	Transaction log	MA2503151C, the Bin count shows total 2 in stock but there's only 1 item scanned.	TipTop
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.	Quality

23.0821 (Known Issues, and Fixed in Version #)

Fixed in Version #	Date	Task #	======== Type ========	Screen (or Report Name)	Description	Requested By Customer	Links to Additional Info
23.0821d	10/4/23	30529	Bug	Replenish Stock	When trying to import data in the replenish stock, there's a popup that asks the user to recalculate the backorder and after that process, it did not import the data from the excel file	Quality
23.0821d	10/4/23	30304	Bug	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.	Orlando
23.0821d	10/3/23	30530		Sales Order	When creating orders with 1 in stock and 1 in back order, the status of the backordered item automatically shows Waiting To be Purchased instead of "NEW" status. All orders after find parts should have "NEW" status then after clicking save and submit, will update to their corresponding statuses.	Quality
23.0821d	10/2/23	30489	Bug	Sales Order	Issue on the Sales Order when the user adds a customer on 'Bill to' & 'Ship to' field, date delivered field is shown a default date like 01/01/001, and when the user alters a net price manually. those changes are not updated while printing.
23.0821d	9/28/23	30527	Bug	Items	Adjust Quantities in Stock > Edit bin location = "missing quickbooks online setting" popup	Quality
23.0821d	10/10/23	30509	Bug	Labels	Should be able to print labels on backordered items.	Impact
23.0821d	10/10/23	30503	Bug	QBO Sync	Cannot create and sync AP Bill. Stuck on loading.	International Diesel
23.0821d	9/19/23	29500	Bug	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.	Impact
23.0821d	9/18/23	30475	Bug	Reports	Invoice & CM by Payments report only shows a few Invoices with received payments.	ABW
23.0821d	9/14/23	30465	Bug	Reports	'Created By' column does not show.	Orlando
	9/14/23	30469	Bug	Reports	- Fetches inactive customers when generating customer report. - Customize button on setting preference shows undefined error. - Group by criteria is not working.	ALL
	9/14/23	30470	Bug	Items	- When the user click o the “Item”, page hangs. - 'Created date' fields are empty.	ALL
Branch	9/12/23	30458	Bug	Reports	- When downloading reports to excel or PDF, it does not include the data on the downloaded files.	Quality
23.0821d	9/12/23	30461	Bug	Reports	- The report screen on 23.0821b would not stop loading.	OBP
23.0821d	9/12/23	30419	Bug	Reports	Cannot download Invoice/ Credit by Customers (OPEN) report.	International Diesel
23.0821c	9/8/23	30437	Bug	Reports	- Invoice/credits - the warehouse column does not go away. Entered by column is missing. - Needs to be able to download to excel.	OBP
23.0821d	9/8/23	30434	Bug	Reports	Problem with downloading, printing, and editing Purchase Order reports.	International Diesel
23.0821d	9/8/23	30436	Bug	OS Scan	PURCHASE ORDER - Can't detect any PO.	Orlando
Branch	9/8/23	30435	Bug	Sales Order	sales order with a backorder, the status of the backorder shows 'Moved to backorder' with no PO linked to it (the status of this backordered item should be 'Waiting to be Purchase From Vendor). Then after creating a PO for the backordered item, the status did not update to Waiting for delivery from vendor."}" data-sheets-userformat="{"2":897,"3":{"1":0},"10":1,"11":4,"12":0}" style="">SALES ORDER STATUS FOR BACKORDERED ITEMS - After invoicing a sales order with a backorder, the status of the backorder shows 'Moved to backorder' with no PO linked to it. Then after creating a PO for the backordered item, the status did not update.	TipTop / Orlando
Branch	9/8/23	30433	Bug	OS Scan	OSCAN > Receiving partial parts on a PO - When receiving the 2nd half of the quantities, it created a new line with no cost and with additional quantities to receive.	TipTop / Orlando
23.0821d	9/5/23	30404	Bug	Find Parts	INVOICE PAYMENTS > Not syncing to QBO.	Orlando
23.0821a	8/18/23	30342	Bug	Invoice	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.	Orlando
23.0821c	9/6/23	30399	Bug	Find Parts	Problem with tab order when a DEFAULT SHIP TO is used.	ALL
23.0821c	9/6/23	30421	Bug	Item Assemblies	- 'QTY can build' column values are incorrect. - Print Assembly bundle list in landscape and set it as a default.	International Diesel
23.0821c	9/6/23	30379	Bug	Item Assemblies	- Costs do not show on the Item Assembly component line items. - Pagination issues.	International Diesel
	9/1/23	30410	Bug	Items	Item > Add New > Unable to save newly added pricing category.	ALL
23.0821d	9/28/23	30409	Bug	Items	Item > Add New > On service and Non Inventory type, tab & enter key is not moving to 'taxable' and 'commissionable' checkbox.	ALL
	9/1/23	30408	Bug	Items	Item > Add New > Item price level are not saving properly.	ALL
23.0821d	10/5/23	30407	Bug	Find Parts	Find parts > Sales order > Create PO button is disabled while line item has 'Qty BO' value.	ALL
	9/1/23	30069	Bug	Delivery Fee	Find parts > SO > When the customer don’t have any default 'Shipped via', new 'Shipped via' added on the SO screen. It doesn’t add delivery fee and popup to the user. Find parts > Quote > Customers Shipped via not fetching on quote. it shows empty field.	ALL
	8/31/23	30391	Bug	Settings	User security settings are incomplete for the newly added user in OBP. Example: There's no security for Invoice or Sales Order payment for Admin users.	Orlando
Source	8/30/23	30374	Bug	Item Details	Changes made after transferring an item from a different warehouse do not reflect on the Item Stock.	ALL
	8/30/23	30375	Bug	Customer Portal	Return a part > Allow to create CM, without add a Qty Return & reason after checking the Select all check box on table. Return a part > After creation of CM Qty return, Returned and Line Total field values are not updated.	ALL
	8/29/23	30370	Bug	Shipping and Receiving	In the Picking Tab, after selecting a user name and click on 'Auto Select & Update All Qty' tab, click 'Pick Completed' tab, a pop appears "No Order have been selected"	Alliance
Source	8/29/23	30070	Bug	Item Detail	- Needs to remove some option from the dashboard tab for service type item. - Item Assemblies tab, hangs and tab/enter key do not work for Bundle component dropdown.	ALL
23.0821d	8/28/23	30367	Bug	All Transactions	When deleting a transaction, "Reason for delete" popup is not working properly.	ALL
23.0821d	9/27/23	30406	Bug	Find Parts	Find parts > Sales Order/Quote > Customer's payment terms are not fetching from find parts screen.	ALL
23.0821a	8/25/23		Bug	Purchase Order	Sales Order Back Orders?”"}" data-sheets-userformat="{"2":897,"3":{"1":0},"10":1,"11":4,"12":0}" style="">- Purchase order > Needs to disable “Backorder PO” and “Receive PO” button after receiving ALL line items. - Purchase order > when the user tries to edit a 'received' and shipped line items, a pop up always shows "Auto Ship Sales Order Back Orders?”
23.0821a	8/25/23	30368	Bug	Item Assemblies	Print Assembly(Bundle) build list - browser header label is missing. - Component# field should be shown in alphabetical order. - 'Qty can build' shows wrong value. - Vendor field values are incorrect. - Send Email option is not working. (Pending) - When user exports excel report, header is missing.	International Diesel / Vaillant
23.0821a	8/25/23		Bug	Customer List	Bad request error shows when trying to open Customer details.	ALL

23.0821 Version Releases History

Version #	Date Released
23.0821	08/21/2023
23.0821a	08/31/2023
23.0821b	09/05/2023
23.0821c	09/07/2023
23.0821d	09/08/2023

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.

23.1116 (released 11/16/2023)

23.1116 (Known Issues, and additional Fixes to this Version #)

23.1116 Version Releases History

23.1005 (released 10/5/2023)

23.1005 (Known Issues, and Fixed in Version #)

23.1005 Version Releases History

23.0821 (released 8/21/2023)

23.0821 (Known Issues, and Fixed in Version #)

23.0821 Version Releases History

23.0821 (released 8/21/2023)

1place Version Release Notes - 23.0801 (Testing Version - No final release created)

1place Version Release Notes - 23.0713

1place Version Release Notes - 23.0705

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