Release Notes

Posted on April 3, 2024 by Derek Martin

Feature Additions and Major Changes

• Added Trailer Name and Driver Name columns to truck summary in Daily Deliveries.
• Added functionality to create tasks for Customers, Vendors, and transactions, from home screen search table.
• Added linked tasks list to customer > log , Vendor>Log, and Transaction>Contact Log screens.
• Added functionality to turn the “Log and Tasks” button red if there are uncompleted tasks for current transaction.
• Added checkbox to show/hide scheduled orders on daily deliveries.
• Added default trip Status field to Dispatching settings.
• Added total weight field to Trip popup.
• Added production date editing to rollformer production.

Bug Fixes and Minor Adjustments

• Hid Inventory Quantities grid if inventory item does not track stock.
• Added warehouse dropdown to warehouse column filters in list screens.
• Shrunk the History section in customer prepayments.
• Removed “Completed:” checkbox from Voucher advanced filtering.
• Fixed: Adding an inventory vendor record was failing if no site was specified.
• Fixed issue of tasks with a customer that has a long notes field making part of the screen disappear.
• Minimized delay for showing tooltip on the notes columns in Log tabs.
• Added null handling for batch emails with no Email To address.
• Added functionality to update summary totals on Payment column double clicked, in Receivables details.
• Changed reorder point and qty columns to allow nulls in Purchasing agent screen, and Inventory > warehouse stock tab.
• Added total to pieces column in Build production detail tab.
• Fixed issue of bundles not showing correctly if created from new rental line.
• Fixed issue of assembly / build button not being enabled when it should’ve been, in Order Line Item Options screen.
• Added explanation to the transaction import screen for the import format to be used for xls/xlsx vs csv files.
• Added handling to commit the current detail editor when the user presses F5. (for example the reorder point in purchasing agent)
• Fixed: employee list would fail to load for non-admins.
• Disallowed converting an order to a PO if the order is completed.
• Added check if user has permission to edit sales tax codes, before showing the popup on Ship ID changed.
• Fixed issue of print checks popup not working if opened, closed, then reopened.
• Fixed: clicking the button in the credit memo selection rather than double clicking was not bringing in the info from the selected row.
• Extended the timeout for voucher posting.
• Added “pieces” display field to the build screen.
• Added Days Past Due column to receivables details.
• Added Discount Date field to Invoice header.
• Fixed: marking a receivable as “ERROR” was instead marking it as “NSF” and then throwing an error.
• Changed: when converting an order to an invoice, if the user is prompted about un-received items and they un-check any lines, instead of skipping those lines entirely, it will now add them to the invoice, but just at a zero qty so they can be back-ordered.
• Fixed: opening Paradigm sometimes threw an error when locking grids during opening if the user had startup tabs specified.
• Fixed: sometimes when opening startup tabs, it would set focus to one of the other tabs and then jump back to the menu tab rather than just staying there the whole time.
• Fixed issue of “import descriptions” checkbox requiring two clicks in Import popup.
• Allowed typing into “Type” fields in Customers and Vendors
• Disallowed selecting orders with an edit lock in the “Open Orders” popup in the invoice screen.
• Changed Customer > Category Pricing to adhere to company preferences “Default Category Discount Rounding Level” setting.
• Changed order lock clearing to also clear the “paper out” flag when clearing the “driver paper out” flag.
• Fixed: to prevent report emailing from failing when the customer has a really long customer ID.
• Fixed to allow creating a customer/vendor for a phone number entered in the search screen.
• Added button to email attachments directly from the attachment screen.
• Fixed: deleting a receivable while there were unsaved edits in the receivable detail was failing. Also, fixed to remove receivables/prepayments from the recents list when they are deleted.
• Changed merging customers to delete contact methods from the old customer where it’s phone number matches a contact method on the new customer.
• Fixed transaction screens that weren’t obeying the “Automatically edit transactions when opened” setting in User Preferences.
• Changed to show date selector popup in the production date field in work order list.
• Added dropdown filter to item class in inventory screen.
• Added Freight and lengths to Customer Display.
• Fixed issue of Chart of Accounts not refreshing if account opened from folder icon and deleted.
• Changed to not show old drafts in the “related emails” section at the bottom of an email.
• Fixed: in certain cases quotes would show/hide the delete/cancel button based on the order permission rather than the quote permissions.
• Changed functionality of adding transaction attachments to emails created from transaction, to set any URL type attachments to the email body.
• Fixed work order list to auto-select the top build in the list when switching orders.
• Print dropdown will now reset the number of copies when closed.
• Removed tabstop from discount button in transaction General tab.
• Fixed: on receivables/payables if the amount due on a line is zero, the user will now be prevented from setting a payment amount for that line.
• Fixed to add audit trail records when editing payables and better handling for if a user edits the detail on a payable and then selects a different vendor before committing their changes.
• Fixed bug of Customer Contact clearing every time Customer popup is closed on an invoice or order.
• Fixed: if a user posts a transaction for a depleted lot, it will now mark it un-depleted if the new lot qty is greater than zero.