Release Notes

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Added GL Budgets.

Bug Fixes and Minor Adjustments

  • Fixed: the “name” column in delivery truck summary was not saving position in saved layouts.
  • Fixed: tax code should get re-calculated when changing the warehouse on an order or invoice since a warehouse could have a tax code specified.
  • Added support for quoted CSV files to GL Import.
  • Fixed issue of Posted Transfers not allowing edit of the copies amount.
  • Fixed: if the keyboard focus was in a details section, floating tabs that were opened got moved behind the main Paradigm window right after opening.
  • Fixed the formatting of the “Sales Tax Rate Out of Date” warning text.
  • Added better handling in production if attachment fails to load.
  • Fixed: when selecting a contact ID on a task, it was failing to refilter the ID list when typing the contact name in the dropdown.
  • Fixed: new transactions will now be given the default order status. Also, new customers, vendors, warehouses and jobs will be assigned to their default type when created.
  • Fixed: releasing an order that exceeds the customer’s credit limit needs to warn the user about it even if they are allowed to clear credit holds.
  • Fixed: the sales tax editing screen takes too long and freezes if the database has large numbers of tax IDs.
  • Changed Customer Display to only hide data instead of closing completely.
  • Change receipt upload to keep attachments and images after completion.
  • Changed: If using AvaTax, posted invoices will never show the “sales tax rate out of date” text at the bottom.
  • Added a checkbox in the Order -> PO conversion screen to allow switching between standard and drop ship POs.
  • Fixed: when receiving a payment for an invoice with both a terms discount and a credit card markup, the resulting receivable was failing to post because it failed to remove the terms discount from the payment total.
  • Fixed: if a user edits a component in a build after lots have been assigned, it will now remove any previously assigned lot info for that line.
  • Sensitivity code editing improvements.
  • Disallowed illegal characters in ship via setup.
  • Fixed order merging and PO merging to prevent accidentally merging other previously selected transactions in.
  • Fixed: if user was prompted to make changes during a release, such as a missing ship via, subsequent confirmation messages such as the “Insufficient Stock” message would sometimes show as error popups.
  • Fixed: if changing/adding items in a cached list such as zip codes or ship vias, the dropdowns in floating tabs weren’t getting updated to reflect those changes.
  • Added handling for situation where the generated lots can’t match the original build qty exactly and still have the same qty as each other. The difference will get added to the last lot created.
  • Handling for making a JT returning a manufactured nonstock product. Also can now handle a return JT linking to a larger negative VI.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Changed MO/PO generation from purchasing agent to use the warehouse GL department if it is set.
  • Changed the size of the Email Selected button in attachments. Fixed typo.
  • Added Button to complete tasks to the Tasks lists in Customers, Vendors, and Log and Tasks screens.
  • Fixed: when adding a component to an inventory assembly setup, Assembly descriptions were not getting brought in for the item.
  • Added the Memo field back into vendor prepayments. (was called “Notes” in p9)
  • Fixed: if user clicks “open all” from a list. it will preserve the sorting from the list. (as long as they open less than the list limit.)
  • Fixed transfer screen to not throw an error during opening if the default values for ship from/ship to are not set.
  • Fixed the pcs field in the build screen when the build is not tied to a sales order or purchase order.
  • Fixed an issue where the “Name” column wouldn’t save in the truck summary.
  • Fixed an issue where changing the ship from warehouse in a transaction header for a pickup order wasn’t refactoring the sales tax code.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Changed the “Add Contact” popup in the search screen to use the correct contact method type for the resulting contact method added to the new customer/vendor (for a phone/email)
  • Fixed: when creating a receivable directly from an invoice, if it had terms with a discount, it was always auto-applying the discount even if the invoice was no longer within the terms dates.
  • Fixed: Saving an order layout with the job class or job phase column enabled was failing.
  • Fixed: resending an email was creating a new email record but leaving it marked as “Failed” so it would never send.
  • Changed: after selecting a credit memo item it will now set focus to the pcs field.
  • Enabled downloading trim drawings from trim draw.
  • Improved slowdown caused by welcome tab if the user has a large number of tasks in their task list. Will now only show the top 20 tasks and top 50 recent transactions.
  • Fixed: switching a warehouse or product on an order will now preserve the custom options for that line if possible.

Posted on 4 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.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Added Help Section in Ribbon with buttons to paragon web pages. Moved “Send Log Files” button to this new section.
  • Added right click option to open Customers/Vendors into Voucher, PO, RFQ, Order, Invoice, and Quotes lists.
  • Changed: the sales rep field will now always show in the general tab even if the user has permissions to edit it from the detail tab.
  • Removed DecUnitsOnOrder from inventory warehouse export columns. It was not very useful and was confused with DecWarehouseUnitsOnOrder
  • Fixed issue of Customer Display sometimes showing negative amounts when no transaction selected.
  • Fixed issue of view related not getting an existing screen if it was behind main screen.
  • Fixed issue of Customer notes being behind the receipt tables in POS screen.
  • Widened Product ID column in Lot Depletion screen.
  • Added logic to get Http address out of Pasted-in “Company Name + URL” in Login screen.
  • Fixed decimal formatting in Inventory Sensitivity Codes screen.
  • Fixed issue of minimized tabs not reopening without going to taskbar.
  • Changed customer screen to only load Sales History and Item History data if tabs are focused.
  • Allowed selecting text in Build detail when not in edit mode.
  • Fixed column width in “Select Order Items to add to Invoice” screen.
  • Reformatted rows in Open Orders screen of POs to show row as disabled when it has edit lock.
  • Rental bug fixes.
  • Fixed: Clear/Select all in purchasing agent could sometimes throw an error if the list changed before it was finished.
  • Lengthened the time the home tab is willing to wait for settings to load.
  • Fixed: Terms discount was not getting set on receivables when the user paid the invoice in full using the “Apply Credits” button. (this resulted in fully paid invoices not getting marked as “paid”)
  • Fixed: inserting a line into an order/invoice wasn’t getting the correct warehouse for that line if that product had custom production warehouses set up.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Added option to local settings to always show pricing in Customer Display screen. If unchecked, the Transactions’ Customer Display will default to not show pricing. Added buttons to ribbon to toggle pricing visibility in Customer display.
  • Added Batch Column to Build Production Screen.
  • Fixed issue of icon not showing for Favorited Transactions, in Favorites List.
  • Disallowed Customer Display for Job Transfers.
  • Added the unit columns to the inventory by warehouse export.
  • Made refreshing in home tab faster and added a task refresh button. Added a “Refresh Local Cache” button to the “File” dropdown menu.
  • Fixed: only someone with the favorited transactions permission may now mark the favorited transactions tab as a favorite tab.
  • Fixed: if a product was both manufactured and lot tracked, when entering the pcs/lm1/lm2, it was losing the values they typed if they quickly tabbed through.
  • Fixed: users could only edit order transfer dates by editing the lead days. It needs to also allow editing the date and re-calculating the lead days based on the selected date.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Fixed: when an invoice total came out to an amount with half cent ($0.005) the terms discount was calculating low by $0.01 and the invoice wasn’t getting marked as paid.
  • Implemented Sort Mode, Drag/Drop, and line insertion in Build Details.
  • Added Ctrl+I shortcut for Inserting into assemblies and builds.
  • Fixed issue of Inventory > Production tab getting stuck on invalid Machine ID.
  • Added fields to customer detail tab to show if the customer has Customer Portal login and ACH details.
  • Fixed: when selecting a lot grade on a lot, it was saved to the database in all caps rather than the actual value.
  • Changed default inventory warehouse export columns.
  • Fixed: the production and build production linked component sorts were not getting updated properly if the sort order got changed.
  • Fixed: the printer selector in print dropdown wasn’t respecting the printer selection.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Implemented inserting a new line to Inventory > Assembly tab.
  • Added sort mode and implemented drag and drop to Inventory > Assembly tab.
  • Made the Linked Component column nullable in Inventory > Production tab.
  • Changed the login window to show sql errors to the user if the login failed.
  • Fixed: popup windows opened from grids were getting hidden after a change in 621
  • Changed POS Customer Display to go blank if not set to a transaction tab.
  • Made Ship Via default column in Trip Details screen.
  • Fixed: when closing a tab it will now fully set focus to the previously used tab. Also improved how it determines the previous tab when the tabs involved are cached tabs.
  • Fixed: a NSF/ERR returned payment had the detail lines added twice. Also, double-clicking the “Amount Paid” field was setting it to the negative of the total.

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Made POS Customer Display screen also compatible with Orders, Quotes, and Invoices.

Bug Fixes and Minor Adjustments

  • Clicking out of Paradigm or clicking a header button when there are uncommitted changes on a field or detail line will now commit those changes first rather than risk losing them.
  • Added Bulk Product Add to Physical Count Worksheet screen.
  • Added right click option to Work Orders screen to copy Build ID and Product ID.
  • Made “Cleared” column visible by default in Checks, Withdrawals, and Deposits.
  • Allowed Subcategory in Inventory List to show all if Category is null or invalid.
  • Exchange Rate editing fixes.
  • Fixed error in Bulk Adding onto Physical Count Worksheet when inventory item has more than one UoM with Qty of 1.
  • Added functionality to Company Preferences to open P9 and P10 Custom Reports Folders.
  • Bug fixes for “link to existing” section of receipt captures.
  • Made Date Entered Column in General Ledger a Date Time column.
  • Added Category and Subcategory dropdowns to Inventory By Warehouse List.
  • Fixed error caused by hitting Reprint Checks if it was already opened.
  • Fixed the Lot Information screen to allow decimals in Length and Width.
  • Fixed issue of information clearing on Task when Attachment is added to new unsaved Task.
  • Added dropdown to Send Log File button, and added Open Log File Folder button.
  • Added logic to save state of Only Primary Vendors Checkbox in Purchasing Agent screen.
  • Fixed bug showing “Product ID not found” with Go To Product dropdown in inventory items when in edit mode.
  • Allowed editing of Date Entered on customers.
  • Fixed: Credit/Debit labels were switched in the preview dropdown in the journal entry list.
  • When pasting Lat/Lon values with degree symbol into the ship to address for a transaction, it will now parse it and replace it with the simple decimal coordinates. (the degree symbol can cause issues)
  • Fixed: printer dropdown can sometimes cause a crash if the list of available printers changes.

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Added preference to auto-expand all groups in trip info popup. Added a expand/collapse all button. Changed to not refresh after closing the attachment popup to make it quicker to navigate.
  • Added “Change ship info” right click option to the order lines in the trip info popup.
  • Added support for importing to the inventory vendor table.

Bug Fixes and Minor Adjustments

  • Added dropdown selectors for category/subcategory to inventory list.
  • When changing a value in the payment column in a receivable, If the amount paid at the top matched the previous balance of the details, then it will now update when they change the detail amounts.
  • Fixed: inserting a line into an invoice wasn’t re-calculating the sorting and bundles afterward.
  • When removing an order from a trip, it will now re-number the stops to remove missing numbers.
  • When creating a back-order it should also copy the parent bundle of any lines copied.
  • When converting an order to an invoice for a given trip, we will now always copy over the comment lines even if they aren’t specifically on that trip.
  • Fixed: posting vouchers was failing if they had any blank lines on them, such as from an inserted line that the product wasn’t specified.
  • When doing JT return or credit memo selection it will no longer replace the pieces number the user selected, unless it’s zero.
  • Fixed: when marking a trip as full, items that were back-ordered were getting added to the fallback trip even though they had a zero qty.
  • Changed dispatching weights/qtys to subtract the pcs marked to back-order.
  • Several equipment rental fixes.
  • Added functionality of creating outside deliveries and assigning them to rentals on order released.
  • Added date range filter to Job List.
  • Added Job ID column to Credit Memo popup.
  • Added a ship via column to trip details popup.
  • Fixed: when doing lot usage assignments for a lot that has activity at two different warehouses, the default lot qty was not always getting set with the qty from the selected warehouse.
  • Fixed to not require data utility permission to update the item class on an inventory item.
  • Changed list filtering to do exact matches for category/subcategory. Also changed to allow partial matches in any column if wildcards are used.
  • Fixed: importing inventory items wasn’t allowing removing the color or subcategory via the import.
  • When adding a line to a purchase order or purchase invoice, it will now populate the cost field as soon as the product is selected rather than waiting until the line is committed.
  • Fixed purchase cost populating to reset the cost when changing the unit of measure on an un-commited line.
  • Changed to refresh attachments after changing an attachment description.
  • Fixed: previously it was not possible to remove the discount or margin fields from the invoice company saved layout.
  • Fixed: If the user edited the description while adding a new build detail record, it was wasn’t keeping the description changes.
  • Changed to allow F2 or keyboard navigation in the description field in build detail rather than using the mouse to position the cursor.
  • Fixed: daily deliveries could get stuck closed, requiring the user to restart paradigm to get it back (if a user had daily deliveries floating, and then attempted to open the same trip summary twice.)
  • Fixed: saving a transaction company layout will no longer save the selected tab (“General”, “Advanced”, etc.)
  • Fixed: if a customer had a default ship ID, setting the ship via to a pickup ship via isn’t removing the address.
  • Fixed: if a comment or bundle has pieces, it shows up in the detail drop-down for the fallback trip.
  • Fixed: sometimes when printing driver paperwork from the trip detail popup, the “Driver paper out” flag would get reset to its original value after closing the popup.
  • Fixed: searching in employee name field in employee list wasn’t working.
  • Added the stock qty columns as options in inventory export.
  • Fixed to update margin fields on quotes/orders/invoices immediately when the cost/price is changed rather than requiring a refresh.
  • Changed customer saved ship IDs to allow selecting use taxes for their tax codes.
  • Added a “Custom” checkbox and allowed wild card searching in the assembly items search field in the inventory list screen.
  • Fixed: after adding/editing a gl account, department, zip code, etc. it will now immediately update that cached data and show the new values in dropdowns.
  • Added a “Cleared” checkbox to transaction screens for all types that get reconciled through bank rec.
  • Fixed: the “Add” button within the vendor screen was not working.
  • Standardized warehouse creation so that the “Add” button in the record selector works.

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Added Favorited Transactions feature. User can now Save a favorite of Voucher, CC Charge, Invoice, Journal Entry, and Withdrawal transactions. Added a favorite transactions list screen, that allows user to duplicate those favorited transactions.

Bug Fixes and Minor Adjustments

  • Fixed: changing the product ID on a released order wasn’t correctly updating the descriptions on the build.
  • Fixed: changing the user name of an existing user was not bringing over the user preferences for that user.
  • Fixed: changing the length on an order/invoice line was not updating prices for a new qty break. It was only triggering if the user changed the pcs field.
  • On CC charges: Added handling to set tabstop to date on vendor or payee changed. Changed tabstop order.
  • Fixed to allow users without customer detail permissions to sill edit the sales rep on a newly created customer.
  • Fixed: manually completing or un-completing a PO was updating the pcs received but it was also including un-received purchase invoices in that number.
  • Changed to validate that a receivable is post-able before opening the receive payment screen rather than just failing to post after the user has received the payment.
  • Added progress indicator to invoice batch posting, changed to allow safely canceling the batch post and made the posting process more stable if it encounters an invoice that is being posted by another process.
  • Gave invoice posting a longer timeout. (10 min)
  • Fixed: the popup asking the user if they want to keep the ship to information after changing customers was also popping up when the user switched to a different order via the record selector. Also, When shipping addresses were cleared out, the “Lock Address” checkbox wasn’t getting reset.
  • Fixed: the email send popup sometimes didn’t show the correct button label, if the user had previously edited a batch email.
  • Fixed: when editing a pricing level percent, some price combinations could cause Paradigm to freeze.
  • Fixed: un-sent emails sometimes got marked as drafts when viewed or if the user was notified about it failing to send.

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Implemented the Link to Existing feature in the Receipt Capture screen.

Bug Fixes and Minor Adjustments

  • Fixed: changing the product ID on a released order didn’t replace model option tags before setting the description on the generated build.
  • Fixed: some payable totals in view related showed $0
  • Fixed: changing the warehouse on a purchase invoice header and choosing to update detail lines was skipping GL lines.
  • When duplicating a purchase invoice/bill, it will now keep the pcs received on any GL lines.
  • Fixed: credit memos/JT returns: If returning a product with a non-standard UOM, it was multiplying the cost by that unit measure qty rather than using the cost from the original transaction.
  • Fixed: on an invoice, selecting a customer with a credit hold and doing an admin override was failing to update the bill-to info.
  • When downloading an attachment, it will now populate the “Save As” type, so that it can save successfully even if the user renames it without including the suffix.
  • Fixed bug of not being able to remove ship vias on POs.
  • Fixed bug of Auto-Create Customer Contact Methods getting added twice.
  • Fixed bug of duplicating a customer also transfering its attributes.
  • Fixed issue of include canceled filter not working in Jobs List.
  • Fixed bug of outside deliveries not saving layouts.
  • Fixed issue of inventory adjustment not returning to first column when using Enter to move between fields.
  • Fixed issue where DataUtilities Clear Locks was also clearing ones starting with ~
  • Added audit trail when clearing locks.
  • Changed the Journal Entry screen to not open apply credits screen if line is marked as a correction.
  • Allowed aliases in Promotions screen.
  • Made change to not ask if you want to update detail lines on warehouse changed if they all match already.
  • Changed receipt upload list screen to order by date desc.
  • Added customer name column to production batch screen.
  • Fixed bug with “disallow releasing a PO with no Ship Date”.
  • Added comma to the curFreight column in Trip Info popup.
  • Made the invoice release message textbox and popup more friendly for multi-line messages.
  • Added Clr as optional column in Check and Withdrawal lists.
  • Fixed: deleting a customer category pricing needs to also delete the customers sub-category pricing for that category. They were still used but did not show up in the editor screen.
  • Changed label on customer default message.
  • Fixed: editing employees was failing.
  • Increased task list auto-refresh from 30s to 60s
  • Fixed: sales/purchasing screens were not re-using cached tabs when opened from the recents list, search, or links.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Fixed: if the truck summary is floating or minimized, trip statuses would fail to load and then get removed when saving.
  • Fixed: changing the unit of measure on the component of an inventory item was not updating the pricing to reflect non-exclusive pricing levels until the user saved or refreshed the entire inventory screen.
  • Fixed: if a user added a UPC/Alias to a credit memo, it was causing a crash because the alias didn’t match the original product ID. Also changed to handle errors in that location without a crash.
  • Fixed inventory screen to better handle if an existing assembly line has an invalid unit of measure.
  • Added credit card charge duplication.
  • Added driver message column to daily deliveries.
  • Changed log file sending to include company name and user name in the file name.
  • Added an indicator in daily deliveries that a trip is a fallback trip, and buttons to quickly navigate to/from the fallback trip.
  • Fixed: in dispatching trip printing, when selecting a different report, with the same backend report file. It was resetting your selection to the first report of that type.
  • Changed the “trip is full” action to re-number stops if there are already items in the fallback trip.
  • Improved query speed when filtering to a build/pull label in work order list.

Posted on 4 by Derek Martin

Bug Fixes and Minor Adjustments

  • Fixed issue of Customer contacts not saving without a last name.
  • Will now hide discontinued warehouses from the inventory warehouse list.
  • Fixed bug of name search not working in employee list.
  • Removed dropdown from vendor prepayment list.
  • Added correct decimal formatting to list dropdowns.
  • Added the Manufacturer List screen and editor.
  • Fixed model options popup bug where it wasn’t always auto selecting the text.
  • Added check count to Reprint Checks screen.
  • Fixed wording for errors given when journal entry posting fails.
  • Fixed email screen crash that happened when email addresses had semicolons in them already.
  • Added dropdown to edit Received By to voucher details received by column.
  • Added the check boxes for Ship Date, Status, and Reference to Custom Setup > Purchases.
  • Added Row Formatting to Truck Summaries Weight column. Show orange if over max weight.
  • Changed daily deliveries to format the order weight in orange if the trip is overweight.
  • Added a “Show in driver app” button to the truck summary right click menu, so that option can be selected on all trip types.
  • When dispatching suggests to select multiple trips that are going to the same address it will now suggest them even if they are for different customers.
  • Added a filter option in the history tab in the customer screen to view only open orders.
  • Added customer PO column to Apply Credit screen.
  • Fixed: for some filters, debit memos were being excluded from the purchase invoice list.

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Added inventory import/export for the alias and substitution tables.

Bug Fixes and Minor Adjustments

  • When changing a customer on a sales transaction, it will no longer auto-populate the ship-to address unless there is a default ship ID for that customer.
  • Journal Entry Imports: instead of specifying a date in the import file, you can now just use the value “[TODAY]” and it will use the current date.
  • Made the “Default” Column in Customer Ship ID list to be a default column.
  • Fixed bug of costs on vouchers still resetting when reset declined.
  • Added popup when batch posting with button to view any errored invoices.
  • Fixed: max length warning wasn’t showing properly if there was no min length set up for the product.
  • Improved stability of CTRL+J search and its related button in report previews.
  • Fixed: emailing a transaction via the print form (not the dropdown) was using the batch email address rather than the customer’s default email.
  • After closing out of the production bundle editor, it will now refresh to show the changes made.
  • work order list: if user scans a barcode to complete it, it will now navigate to that build in the detail if the machine is set to show completed builds. It also will clear the scan field immediately.

Posted on 4 by Derek Martin

Feature Additions and Major Changes

  • Added functionality to reset the ship to address on orders and invoice on customer changed.

Bug Fixes and Minor Adjustments

  • Fixed: converting a quote to an order was not copying any lot assignments over to the order.
  • Fixed: the popup during order release recommending the user to manufacture items that were low stock will no longer warn about non-stock manufactured products.
  • Fixed: When copying the bill to address to the ship to, it was creating a blank contact method if none were found to copy.
  • When splitting an order, add a note to the order “Order Split by Username”.
  • Fixed issue of lot selection screen not reloading selected lots properly.
  • Added batch posting error for when the invoice amount is 0.
  • Changed some icons in the system tab to be more distinct.
  • Fixed: quick build will now limit the value added to the reference field to 50 characters to prevent posting from failing.
  • Fixed: when converting a quote to an order a second time, items that had a larger amount ordered than quoted were getting marked to convert.
  • Addressing an issue where rapid entry of multiple transaction detail lines while the previous lines were still saving would sometimes cause edits to those unsaved lines to get reset.
  • Smart build import: Added Progress bar. Changed some text formatting. Added logic to remember import type.
  • Moved the Production Sounds setting from local settings screen to production settings screen.
  • Removed the “Pin tab” button from the tab right click menu as it didn’t have much use.
  • Fixed data utility batch renaming to give better error when a non-existant product ID is passed in. Also changed to ignore blank rows in the import file.
  • Fixed to keep the contact methods on an order/invoice if the user changes the address info when there was a ship ID selected. Also changed the “Clear” button in the ship to popup to clear the contact methods as well.
  • Added clarification to the “Move from Job” button that it can’t be used for items that are linked to a sales order.
  • Fixed: the job related ribbon buttons sometimes wouldn’t show when they should have, requiring a refresh before they could be seen.
  • Fixed: if a user attempts to change a customer ID to an ID that already exists, it will now reset the ID field to the old value to avoid confusion.
  • Changed to refresh the “Possible duplicate customers” section while the user enters a new customer, so they know if it’s a duplicate as soon as they set the company name, address or phone number.
  • Changed to auto-capitalize customer address while editing. Also changed “Lock address” to not be a tabstop.
  • Fixed: the PDF button in the 1099 form wasn’t working.
  • Changed to allow substituting a component for a component that is the same as the header product ID.
  • Fixed to prevent a user from deleting a AP sales tax code that has been used.
  • User can now edit the “Expected Date” on PO/VI details. It will still get reset when changing the vendor ID or the Product/UOM on the line.
  • Added category and subcategory columns to the Special Order Purchasing screen.
  • Fixed: the admin override wasn’t working to allow a user to create an invoice for a customer that had a credit hold.
  • Fixed: changing the vendor ID on a PO/VI will now set the warehouse to the vendor’s default warehouse if they have one set up.
  • Fixed: creating a new Ship ID from an order and selecting it immediately was throwing an error.
  • Fixed: opening an overpayment was failing. Should now open the original receivable/payable.
  • Fixed: unposting a payable with an overpayment was failing.

We do paper files in the office and it's a hassle - We set up the Auto Attach feature in P10 for shippers and invoices, in hopes we can go paperless. I just wanted to say, we love Paradigm!

- Victoria G., Iron Brothers Metals

That’s what Paradigm can help you achieve

Your company is growing, and you need a system that will grow with it.