Release Notes

Posted on April 15, 2025 by Derek Martin

Feature Additions and Major Changes

Added a “Returns” button to POS to allow creating credit memos without leaving that screen.

Paradigm Bug Fixes and Minor Adjustments

Fixed: a user quickly pressing tab multiple times and immediately typing while the model option selection popup is closing could sometimes end up editing a header field on a transaction.
Changed: completing a task from the task list or home tab will refresh any other task lists or task editor popups, to show the new completion status.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Trim Draw: Added setting to “only apply to these hem sizes” for min/max width settings.
Store Management App: Fixed default warehouse selector, and menu items disappearing

Posted on April 14, 2025 by Derek Martin

Feature Additions and Major Changes

Added a “Lock Address” checkbox in the Bill To screen on quote/order/invoice. If the user customizes the Bill To address it will be locked and not reset when opening the customer screen. (selecting a different customer will still reset it).

Paradigm Bug Fixes and Minor Adjustments

Fixed: unposting a payable that had an overpayment was not clearing that overpayment amount from the payable record.
Pressing “Clear all” on a payable will also clear out any residual “overpayment” amount if one is encountered.
Fixed Fiscal Year Closing to handle if there was any (invalid) GL posting to the “Current Year Earnings” account. It will roll that into the retained earnings rather than giving “Current Year Earnings” a starting balance.
Changed the receive payment screen to not disable the Pay Later option when making a prepayment for a customer with a credit hold. Also added an info button to explain why it is disabled in the cases when it is.
Added functionality to prevent generating an ACH file if the linked transaction is already deposited.
Added optional Vendor ID and Vendor Number columns to the inventory price edit list.
Fixed: when opening a customer it was showing the customer contacts from the previously opened customer for a moment before loading the ones for the current customer.
Changed to show the Reference column on manufacture orders. This field will show in production in the Customer PO field.
Added payment link placeholders for email templates. Added functionality to batch emails.
Added double click to open vouchers from payables detail lines.
Changed Variobend Export to not query Variobend for model trims if item does not have model number.
Fixed: the “Show in Fulfillment” checkbox on an inventory was disappearing if un-checked.
Standardized labeling in inventory screen for “Show in Customer Portal” and “Show in DataHub” fields.
Fixed a failure case when drawing a trim when the line attachment box was open as well.
Changed to not save credit card numbers for the cash customer in EBiz.
Fixed: the max qty field in the warehouse section on the inventory screen showed as editable when not in edit mode.
Changed the cost column in the inventory adjustment list to only show 2 decimals.
Fixed: backspacing the customer ID and typing in a new one on an order/invoice was not saving immediately.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Store Management App: Added option to upload an xlsx file of product IDs to print.
Store Management App: Fixed batch printing not including primary vendor number in some cases.
Fixed double ACH payment email notifications on payment links.
Fulfillment Pro: Added total weight to Pull List Lots dialog.
Fulfillment Pro: Clear cached details when pulling/unlocking
Fixed customer being able to import blacklisted products.
Hid “Add” button in edit mode on an order.
Don’t save or show existing saved payment methods on Cash customer.
Trim Draw: Save as Model drawings as Product Images.
ACH: Disallow ACH payments for Cash customer.
ACH: various bug fixes.

Posted on April 7, 2025 by Derek Martin

Feature Additions and Major Changes

Added an optional selector at the top of the work order list to show an Order Types selector at the top to allow filtering to manufacture orders/sales orders.
Added option to blacklist certain item categories from display for each customer login on Customer Portal.
Added Inspection Wizard form to the Maintenance Tracking tool.

Paradigm Bug Fixes and Minor Adjustments

Changed to disallow charging to account on an invoice where the customer has any type of hold.
Changed: the daily pickups list will now only show released POs.
Changed to prevent item qtys or costs over 100,000,000 on transactions.
Fixed to not prevent releasing/converting an order that had a discontinued tax code, if AvaTax was turned on.
Changed file name in uploading to respect ACH, and to include SEC code.
Changed to not show ACH payments in list if the linked transactions is unposted or does not exist.
Added functionality to auto create deposits on uploading or downloading AR ACH file.
Added button to Create and ACH File from a vendor prepayment.
Added functionality to mark customer ACH registration as “Authorization On File” and a max authorization amount.
Added date selector to ACH Payments list, and changed to pass that in as the effective date on the created NACHA.
Changed lot usage selection to clean up unused lots when closed. Also set up a trigger to remove the lot record if all related lot usage records get deleted.
Added confirmation dialog to DataHub purge for POs.
Added setting in DataHub for uploading strJobID as PO number.
Added double click to open in receivable details.
Added address locking to outside deliveries for TomTom.
Added more handling around an issue seen sometimes when adding a new order where it hangs for several minutes while opening.
Fixed: tasks you created for your own user were getting auto-dismissed if their deadline was within a day of their creation.
Fixed some places where errors could occur during the detail total calculations.
Added columns to the email batch list to show the customer/vendor and the transaction id as hyperlinks. Clicking the transaction ID will open all the transactions included on that email.
Changed: If a user chose to do a partial invoice conversion, when there were purchased items that were not yet in stock, it was limiting the selection screen to only those purchased items.
Fixed: when receiving a payment on an un-posted invoice that had a partially used receivable, it was assuming the whole prepayment was still available and wasn’t requesting the full payment needed. This resulted in the invoice being posted with an amount due remaining.
Changed delivery confirmation emails to use email addresses that were set on the email template.
Added optional “Additional Info” and “Units Available” columns to the order to PO conversion screen. Changes to this layout can now be saved as a company layout.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Added new app screens to app settings page.
Added more audit trailing around online payments.
Fixed a few issues with items with model options.
Fulfillment Pro: Fixed label printing during receiving for PO lines linked to Back Orders.
Payment Tasks: Fix invoice links, better subject/notes.

Posted on March 31, 2025 by Derek Martin

Paradigm Bug Fixes and Minor Adjustments

Changed the category and subcategory field length to 75 characters.
Added a universal refresh button at the top left of the main window.
Changed subject field on tasks to allow up to 255 characters rather than 25. Changed the task tab to handle these longer subjects and size better when docked.
Fixed: toast popups triggered from a floating tab were setting focus back to the main window. Also fixed the alignment of these popups when moving Paradigm to another screen.
When printing checks, it will now show a warning if the chosen range of checks includes any duplicates.
Fixed the PO list to not show multiple instances of POs that have related orders unless the PO list is actually set to show some related order fields.
Fixed: job final billing was setting the “Require Voucher Links” field to true instead of false.
Fixed: when unposting a Journal Entry, the error message notifying about about receivables/payables that have a payment against the Journal Entry, was not handling if there were multiple receivable/payable records.
Fixed: the “Replacement Product (Custom Trim)” button was showing on top of the model options button in the description field if both were enabled on a product.
Fixed to prevent setting a product as its own replacement product. Also, when selecting a replacement product, it will now remove the previous trim drawing from the line if selecting a new one.
ACH Changes. Added settings to disable TEL and/or PPD transactions.
Fixed: editing the deposit account on a new prepayment sometimes was reverted.
Changed to allow opening daily transfers multiple times.
Fixed to not show an error if a user tries to open a task that they already have open.
Moved “Custom Setup” button to the ribbon in the company preference screen, and added grouping for those ribbon items. Also Changed to use more user readable labels for the modules shown in the “Copy Layouts/Filters”
Changed to audit trail users editing/clearing their saved layouts.
Changed: When creating a dropship PO, if all the PO lines are for the same warehouse, it will set the header warehouse to match the details.
Added a company preference. When turned on, POs created from orders will be marked as ordered by to the salesperson for the user doing the conversion, rather than by the order’s salesperson.
Changed to prevent creating transactions for inactive customers/vendors via shortcuts from search or customer/vendor screens. Also will not suggest them in the search screen when searching for general search terms.
Added icons to transaction detail right click options.
Added default payment method column to vendor list.
Fixed the formatting of the “Pricing Percent” column in inventory list to show dollar amount rather than percents when applicable.
Changed: Ctrl+Clicking the customer/vendor hyperlink on a transaction will open the customer/vendor in a docked tab rather than floating.
Fixed customer/vendor history tab to show pcs/length in the detail dropdown for transactions.
Added some precautions to the work-order list to prevent an issue where, rarely, it would complete the wrong set of builds if switching lines and pressing “complete” at the same time.

Posted on March 24, 2025 by Derek Martin

Paradigm Bug Fixes and Minor Adjustments

In the saved ship to address dropdown, changed to exclude an order ship to address if the customer already has a saved ship ID for that address/zip, to avoid showing duplicates.
Fixed: when processing physical count worksheets with lots, it was including lots from un-locked worksheets.
Fixed: LM2 Rounding markups were not being used on exclusive pricing levels.
Fixed: if the user failed to input the correct passphrase for the customer contact they selected on an order, it was still asking whether to add in the contact methods from that contact, even though they were no longer selected.
Fixed: the payment link options were missing labels in the quote screen if the buttons were enabled.
POS: Added a local setting to POS to not auto-create new invoice when finishing the old one.
Fixed a bug in POS where CTRL+N was not working correctly.
Fixed: refreshing after suspending a sale in POS was causing it to try reloading that invoice.
Fixed: doing an inventory import with the TemplateID product specified in the import was failing since version 10.696.
Improved the saving time for changing prices on large batches of items in the Pricing Sheet screen.
Several ACH/EFT changes.
If AvaTax is enabled, jobs should not show the “Proposal amount includes sales tax” checkbox. Also changed job final billing to include the ship to address from the job.
Fixed: in some cases a user without “Employee” permissions was unable to open a purchase invoice. Also added better error handling around purchase invoice opening.
Standardized opening URLs in extenal browsers. Added a fallback method if opening the browser failed, and added a final fallback to allow the user to manually copy/paste the URL instead.
Changed inventory import to skip columns that have blank headers rather than preventing the import.
Changed toast windows to align with their parent window. Useful on ultra-wide screens.
Changed: if a quote was converted to an order which was then canceled, the user will now be able to convert that quote to an order again without being required to delete that canceled order.
Fixed inventory unit measure import to properly notify the user that they need to specify the “IntSort” column when importing new UoMs.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

ACH changes.

Posted on March 17, 2025 by Derek Martin

Paradigm Bug Fixes and Minor Adjustments

Added a warning message when a user changes the ship date on an order that has custom transfer dates selected, letting them know that these will be shifted.
Changed: when splitting a build in production, it will now assign the new build to the same production batch as the original build, if it is in one.
Fixed: the “Reassign to Job” button on purchase invoices was not properly selecting the correct job phase for the new job.
Fixed date format for EFT files.
Fixed issue of ACH/EFT files overwriting the previous download if downloaded in the same minute.
Fixed vendors losing ACH payment method selection if registering an account before saving.
Fixed: double-clicking to open a purchase order from the status column of an order was causing a crash if the user did not have purchase order permissions.
Made changes to make local settings saving more robust.
Added Company Preference -> Inventory -> Behavior: “Set the GL department ID on transaction details based on the warehouse department.”
Fixed: receiving a purchase invoice was not showing a loading indicator while working.
Added confirmation when user deletes a zip/city/county from the zip code list.
Relabeled “Linear Amount” to “Length” in the transaction details dropdowns. Also fixed the formatting to not show the length indicators for lines that had null linear amounts like bundles or comments.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Fixed issue with hem sizes not being changeable when initially drawing a trim.

Posted on March 13, 2025 by Derek Martin

Paradigm Bug Fixes and Minor Adjustments

Fixed: Closing a fiscal year was not correctly handling null departments. Also made a change to throw an error message and cancel if the final result is out of balance rather than attempting to rebalance.
Setting an order line to manufacture will update the component quantities of the build to match the trim drawing if there already is one for that line (for example, the user made a drawing, un-checked “Manufacture” and then re-checked it again. )
Fixed: POS screen was not handling very well if something caused the current invoice to leave edit mode.
Fixed: users were not able to remove an addon or replacement product from an inventory item.
Standardized transaction detail dropdowns to use pcs ordered/shipped/received rather than qty, and will now also show a linear amount column.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Fixed issue with small trims falling off of saved drawings if all measurements were less than 1″.
Fixed ACH confirmation email being ignored in some cases.

Version 697 was not released.

Posted on March 11, 2025 by Derek Martin

Feature Additions and Major Changes

Added a county list, accessible from the ZIP setup screen. Individual counties can have messages assigned to them. When that county is selected as the ship to address on a quote/order/invoice, the user will be given a notification dialog with that message in it.
Added account ID detail search to the General Journal, Checks, Credit Card Charge, and Deposit Lists; as well as product ID detail search to physical count worksheet list.

Paradigm Bug Fixes and Minor Adjustments

Changed standard prepayment links on emails to specify that they can be paid by “ACH or credit card” based on whichever ones are allowed.
Fixed: When duplicating a user it should not copy over the preferences for file paths from the previous user.
Fixed: adding a product to a transaction via an alias was not prompting for the “Addon Product” specified on the main product.
Changed to include the old product as an alias on the new product. Also will now copy the “inventory by shelf” over.
Fixed: the “Qty Available” column, shown in the “Items With Low Stock” popup shown when releasing an order, was not honoring the new company preference “Include Quantity Being Produced in Quantity Available totals”.
Fixed to hide zero qty VAM lot rows from the lot usage selector on purchase invoices.
Fixed: the “Qty On Order” column in the line item options popup was not showing values.
Fixed dollar formatting on line description on finance charges.
Relabeled “Inventory Promotions” to just “Promotions”
Added a column to the user security screen to display last login. Also changed the last failure column to show date-time and changed the “Roles” column to be able to wrap to the next line if out of space.
Changed to allow importing the “Addon Product” field on inventory items. Also fixed a display issue where the Addon Product or Replacement Product would sometimes show blank temporarily after editing.
Added warning to inventory screen if setting up a MTO item with no components. Also improved the warning given when trying to release a MO with one of these items.
Added Purchases Last 30, 60, 90, and 365 columns to vendor list.
Several NACHA prenote adjustments.
Fixed: loading AvaTax data was throwing an error it the AvaTax account had multiple companies, both with locations of the same name.
Fixed: in the inventory screen, selecting an alias in either the Addon or Replacement product fields was throwing an error. It will not just replace the alias with the base product ID.
Removed some fields and reformatted Customer Contact screen.
Fixed: printing transfer paperwork for an order via the transfer trip info details screen was failing to show anything in the report.
Added a field to jobs for “Entity Use Code” to be used on final billing invoices if AvaTax is enabled.
Fixed: attempting to import an invalid subcategory ID for a product was not giving a clear error message about why the line failed to import.
Canadian EFT fixes.
Fixed bug in Finance Changes caused by invalid criteria.
Changed to use warehouse from one of the selected worksheets when creating an adjustment from physical count analysis screen.
Added formatting to job > job history tab for void/canceled transactions.
Added GL department column to account transaction details popup.
If an item was added to an adjustment via the physical count analysis and then another worksheet was created for that item for that same date, it will now show a note beside that line in the analysis.
Several changes with the Do It Best integration.
Fixed some address formatting issues in outside deliveries. Also fixed to handle if there are no address validations enabled.
Improved product import validation to remove spaces or tabs at the beginning or end of product IDs.
Added an option, when a product has an addon product, to match the number of pieces of the original product. The default for this can be set per product.
Fixed: if address validation causes the selected zip code to change from what was in the zip field when saving (TomTom validation can process a full address string from the address field), it will now update the tax code if needed.
Added model setting to suppress the option popup asking to copy options to other lines that had the same original options.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Canadian EFT fixes.
Trim Draw: Fixed hems sometimes getting an invalid max length.
Trim Draw: Fixed issue with hems and check boxes. Added scrolling to folders/model numbers.

Posted on March 4, 2025 by Derek Martin

Feature Additions and Major Changes

Added Leads and Opportunities feature.

Paradigm Bug Fixes and Minor Adjustments

Added customer contacts list screen.
Added functionality to clear toaster messages on successful login.
Fixed: having multiple drawing attachments on a build was causing it to show multiple times in the component production screen.
Fixed: unposting a returned payment (NSF or ERR) was not resetting the amount paid on an overpayment invoice created for the original receivable.
Changed date driven terms due date calculation: If the “Due next month…” days is set to 31 and the “Disc Date…” is set to 31, then it will now always select the last day of the next month as the due date. Previously it skipped a month if that last day was less than 31 days away.
Changed Receive Payment screen to keep showing the check number while payment is finishing.
Fixed the text in the payment link toast popups.
Added Operator column to Recently Completed Builds list.
Company preferences: pressing the “activate” button in the AvaTax section needs to enter edit mode before acting.
Fixed: “Replacement Product” and “Addon Product” were not being fully validated on inventory imports.
Fixed inventory import to rollback the creation of a new product if the import for that item failed, rather than leaving a duplicated template product in the database without the other fields set.
Fixed: a user with with no order permissions was unable to print an order picklist from Daily Deliveries.
Fixed: customer contacts sidebar in customer screen was causing sizing issues if there were enough contacts to cause scrolling.
If a user clicks into the header of a transaction while they have an un-committed detail edit, it will now commit the change rather than waiting until they click back into the detail section.

Posted on March 3, 2025 by Derek Martin

Version 694 was not released.

Paradigm Bug Fixes and Minor Adjustments

Changed browser based report tabs to not get marked as inactive.
Fixed: adding a GL line to an invoice/purchase invoice should autofill the shipped/received pcs instead of the ordered pcs.
Added Qty On Shelf column to the warehouse dropdown in transaction details.
When using the Bulk Product Add feature, it will auto-populate the default length, or if necessary, set the length to the min length.
Added “Save” and “Edit” buttons to the customer contact editor to make the editing UI feel more consistent.
Fixed: the “Tax code for ‘Other’ cost” label was not showing in company prefs when AvaTax was not activated.
Customer Contacts: fixed error message on deletion. Improved the navigation of opening/closing customer contacts and canceling the creation of a contact. Fixed the handling of customer contacts in the universal search.
Fixed the units on order calculation used in the inventory by warehouse views. Also fixed a slowdown seen in loading the units buildable column.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Customer Portal: Customer allowed online payment methods setting is now respected by the “Pay invoices” screen.
Added full support for new integrated ACH payments screen to all web payment methods.
Added cache busting to Order Conf/Prepay.
Added warning to Edit Customer Admins and Edit Subaccounts for Make Payments checkbox when the customer doesn’t share any allowed payment methods with the payment methods accepted in Company Setup.

Posted on February 24, 2025 by Derek Martin

Feature Additions and Major Changes

Refreshed and added features to trim draw:
- Many new configuration option in the drawing admin tool:
  - Control valid hem sizes
  - Control minimum and maximum allowable stretchouts
  - Count reversals as hems for pricing (default is to count them as bends).
  - More
- “Save and New” button to save the current drawing, add another special trim line to the order, and open the drawing tool for the new line.
- New “CTRL+H” shortcut key to add hems
- Right click and drag to move a drawing (as well as arrow keys).
- “Measurements” list to streamline editing some trims.
- Trims with multiple reversals will be rendered correctly on the saved drawing.
Added a new inventory field to specify a “Replacement Product”. On a transaction, the user can click a button in the description field to swap it to the replacement product. If on an order/quote and the original product has a model drawing and the new product is a manufactured product, it will select that model drawing for the new product and open the trim draw screen to edit it.
Fixed “Units Buildable” formatting to only show red on released orders when units buildable is negative. Changed the Qty Available red formatting to match the criteria for the warehouse field. Added a company preference for an additional warning during order release if a line has too few units buildable.
Added a company preference to change the units available calculation to optionally include the “quantity being produced” in the “quantity available”.

Paradigm Bug Fixes and Minor Adjustments

Fixed: When duplicating an order/invoice, any line for a product with a “General Assembly” assembly type that is currently not a custom assembly, will now get its assembly items reset to the default.
Changed: duplicating an order will now reset the “Manufacture” flag on the lines of the new order to the default values for that product/warehouse.
Splitting an order will now copy over the commission information.
Added highlighting in truck summary if the trailer is over the max weight. Changed the “Max Weight” column there to show the lower max weight between truck/trailer as long as it isn’t a zero.
Changed to not format a trip as overweight if the max weight is zero.
Fixed: the first item added to the truck, trailer, or driver lists wasn’t given a “Sort” value automatically.
Changed to allow connecting to Money Market accounts via bank feeds.
Changed the invoice batch email payment link message to specify that they can pay by “credit card or ACH” depending on which payment types are available to that customer.
Changed: When adding payment links for invoices to a batch email, it will mark credit invoices as “(CREDIT)” to show that they don’t require a payment.
Fixed: editing a line on a released order will now update the units committed for the build components for that line.
When a user copies a confirm/prepay link from a transaction it will now make sure the transaction is saved with the latest sales tax amounts before creating the link.
Fixed report code to handle quote/order signatures.
Fixed: the lot management column in Rollformer Production wasn’t included in the saved layout and had to be re-added to the list every time.
Changed to audit trail more information about the build when completing a step in production.
Fixed: when opening the trim draw screen from the detail attachment list, it was getting sent behind the main Paradigm window.
Added a company preference for whether to allow adding a discontinued product to a transaction if there is still stock remaining. (Allows by default)
Added additional handling in work order list to prevent edits to the locks/dates/notes from being made unless intentional. In some cases another user’s changes would get reverted if two users had the same work order list open.
Fixed: the column labels in the budget screen were showing off by 1 year if the fiscal year started in January.
Added payment status screen to invoices.
Added exporting to General Ledger screen.
Added “Create Reversal” button to Journal Entries.
Changed to show transfer information in the “Fulfillment Detail” screen. Also added a button to access this from inventory transfers.
Changed to disallow creating/emailing prepayment links for quotes if Avatax is enabled. This may be re-enabled later when properly supported.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Trim draw overhaul as mentioned above.
Added Dashboard options to show/hide Data Labels and Hide Data Labels for 0 values.

Posted on February 13, 2025 by Derek Martin

Feature Additions and Major Changes

Added checkboxes to customers to select whether they may make online credit card or ach payments. Also added company preference to specify defaults for these checkboxes on new customers. If both are disabled, payment/prepayment links cannot not be made for the customer.

Paradigm Bug Fixes and Minor Adjustments

Changed the “units pulled” calculation to include unposted invoices in the total. Also added a warning when running physical count analysis if the “Add Current Units Pulled to Worksheet Quantities” is checked and there are unposted invoices that are affecting the total.
Fixed issue where amount entered in Edit Charge Amount in the payment screen wasn’t committing if F1 shortcut was used.
Added vertical scrollbar to email body.
Added further validation to disallow changing warehouses on trips that have orders assigned to them already.
Simplified the handling of a user attempting to open a transaction that is already opened. It used to show a second instance of the tab for a little bit before closing and navigating to the correct one. This also sometimes was failing, leaving two copies of the transaction open.
Changed dashboard query validation to allow semicolons and comment lines.
Added functionality to reset intTaxable on detail lines to default tax if prices are updated or tax codes are changed.
If a user tries to remove/add an order to a completed trip, it will now give a popup telling them why their change didn’t save, rather than just silently canceling.
Changed: in the print screen, un-checking the “show product images” button will now only hide the product images and not all product attachments. Also added image preview hover button to that attachments list.
Changed: in rollformer production, un-checking the “Export” button will now send a purge request, if that build had been exported. Also, If the purge fails, it will undo the change, leaving the builds marked as exported.
Fixed: navigating to a new line of a transaction, then setting focus to one of the header fields, and clicking preview/email, (or if the transaction had no detail lines), the report preview or email that opened was being immediately hidden behind the main paradigm screen after opening.
Fixed the fulfillment detail screen to not show lines twice if they were pulled/shipped across multiple days. Changed only show inventory items that are set to show in fulfillment. Also added a pack ID filter at the top.
When closing a fiscal year, it will now break out the summary entries by department.
Changed the “Allow fully prepaid orders to be released” company preference to also allow releasing an order for a customer who has invoices past the max days overdue.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Order Confirmation + Prepay: respect new “Allowed Online Payment Methods” customer setting.

Posted on February 10, 2025 by Derek Martin

Feature Additions and Major Changes

Enhancements to dashboards: added new Pie Chart and Horizontal Bar Chart options, support for colors on some outputs, and refresh interval to allow auto refresh.
Added option to append payment links via Order Confirmation and Prepay when emailing invoices.
Implemented getting signature for orders.
Added user preference to require confirmation before closing Paradigm.

Paradigm Bug Fixes and Minor Adjustments

Fixed to prevent trying to type beyond 25 characters in the Vendor Order Number field on PO/PI.
Added a checkbox in the print screen to exclude product images from that list.
Made a change to attempt to help slowdown sometimes when creating/opening a new quote/order.
Added buttons to display the different Paradigm, Fulfillment, and Mobile App signatures.
When reusing a cached tab, it will now prioritize a tab that was the same document type, so it can avoid having to reset the layout. (e.g. quote vs. order tabs)
Changed bank feed screen to not show expense accounts for linked payables. Also changed to show the account description grayed out if the expense account field is grayed out.
Added change to potentially help prevent focus being set to the customer ID field after closing model options on an order line.
Remove trailing spaces from URL when signing in to Paradigm.
Added batch emailing to employee list.
When adding new records via the Inventory Import, it will now check ahead of time that the import has the required columns. Previously it wouldn’t notifiy until the import actually failed. Also improved pricing level importing to handle importing pricing levels by alias or when entering the level ID without the leading zero.
Changed: emailing from the inventory list will now create a single email with a single report, with the selected product IDs sent to the ID parameter of that report. (rather then one email per product)
Transaction detail will give a clearer error message when line adding failed because of missing product ID.
Fixed issue where Payee and Account ID were sometimes not getting refreshed when they should have been in receipt capture.
Changed to not allow changing warehouse on trips that have orders assigned to them.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Fixed bug in getting customer name for emails on payments not for orders/quotes.
Fixed Fulfillment to automatically clear the cache when new versions are pushed.

Posted on February 3, 2025 by Derek Martin

Feature Additions and Major Changes

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay, and other Paradigm sites will now get updated along with the regular Paradigm update.

Paradigm Bug Fixes and Minor Adjustments

Fixed: changing the ship date on an order shouldn’t update the production date on any posted builds.
Changed to update Build Production Date on Date Changed on MOs.
Fixed issue of showing out of balance on GL in Reminder List, if off by a thousandth decimal.
Changed transfers screen to not suggest selecting “multiple orders going to the same location”. Also added a button at the top of the screen to select all un-assigned transfers.
Added the import/export and charts buttons to the inventory by warehouse screen. Also changed the import screen to make it easier to see the file name being imported when the file path is long.
Changed: when closing a transaction it will now clear out more data immediately to improve the time of reusing it as a cached tab later.

Trim Draw, Fulfillment Pro, Customer Portal, Order Confirmation + Prepay

Fulfillment Pro: Fixed screen width/height not updating in lists on window resize, sometimes keeping description fields hidden in pack builder, etc.
Fulfillment Pro: Pack builder – added error logging to adding to packs
Customer Portal: Fixed commission tab not populating on new orders.
Customer Portal: Fixed discount calculations not calculating on credit memos in Payments.
Customer Portal: Create Order/Quote: Use warehouse department if customer department is null
Trim Draw: Fix reversals not getting exported in json in Advanced.

DataHub

Added Purging transactions feature.
Added support for header attachments, and support for attachments to Purchases.
Added filter rows to Item Updates.
Item Updates: Removed count of Unmapped Items in tab caption.

Posted on January 30, 2025 by Derek Martin

Bug Fixes and Minor Adjustments

Changed to auto set as product image if drag/dropping images into inventory’s attachments popup.
Added handling to prevent error on loading already opened transfers.
Fixed: audit trail was not showing certain table edits as “Changed” even if there was a previous entry to compare with. Default GL accounts and some others.
Fixed to prevent deleting a GL account if there is any history for it, even if the balance is zero.
Enabled the “Pull from stock” button in production for manufacture items. Also fixed to not show the “Update Transfer Amount” popup twice when changing the pcs on a MO with a transfer.
Added a local setting to skip printing barcodes on receipts. (some old printers don’t support the barcode font we use.)
Changed: double-clicking in the status column on orders will now always open a related build if available and otherwise will open PO/RFQs if available.

Posted on January 29, 2025 by Derek Martin

Bug Fixes and Minor Adjustments

Changed: scanning items into an order via the “Scan Items” popup will now auto-mark them as “Pulled by salesperson”.
Changed: when completing a build in production, if the user decreases the pcs manufactured and selects “Update Pieces Ordered” it will now allow pcs ordered to be decreased. Previously it only allowed updating it to a greater number of pieces. Added warning in production if the user is decreasing the pcs ordered.
Changed inventory attachment icons to show as blue in the list. Also added color formatting to the attachment icons in the line item options popup.
Improved the message given when a user tries to mark a GL account as inactive and is is still being used as a default account.
Fixed: when editing the date/time on a task, the “Task due in x minutes” or “x minutes until due” text wasn’t immediately changing to reflect the new value, so an overdue task could show as under-due by that many minutes or vice versa.
Fixed: merging GL accounts was throwing an error and not completing.
Fixed: when receiving a payment for an invoice with a terms discount, on the last day that the discount was available, the receivable that was created did not set the discount on the detail line.
Added Max LG column to order summaries in Trip popup.
Fixed to show journal entries without any detail lines, in the list screen.
Changed to mark purchase invoices as unpaid if it was overpaid accidentally.
Changed purchase invoices to not warn about a VAM item that is missing a component If it has zero qty received.
When posting a purchase invoice it will no longer warn about zero costs on lines that had no qty being received.
Fixed to allow using both the “add units pulled” and “only count adjusted lots” options in physical count analysis at the same time.

Posted on January 28, 2025 by Derek Martin

Feature Additions and Major Changes

Added functionality to open corresponding POs, RFQs and Builds linked to an order line by double clicking the status column.
Can now double click the markup column on orders and invoices to set the margin for that line.
Added Task Log to Edit Task screen.

Bug Fixes and Minor Adjustments

Added field to rental screen to set ship via on outside delivery created for rental requiring pickup.
Fixed formatting of Image Viewer in Equipment Rental screen.
Added warning to the rental screen if the equipment is down for repairs.
Fixed: when downloading new location codes from AvaTax, it was not handling if AvaTax changed the ID of one of the locations that was previously downloaded.
Added an additional check to prevent a posted check from getting marked as unposted or from being deleted in error.
Added the line item options folder to POS. Changed the Customer PO field in POS to be a dropdown like in order/invoice.
Changed the customer PO dropdown to not show previous POs if the customer ID is the POS Default Customer ID. (CASH)
Changed to load the year selected from the main page when clicking “Process” in 1099.
Changed to show warning if customer closed in the middle of changing customer ID.
Changed customer creation to show a confirm dialog if company name is shorter than 4 characters.
Changed to auto mark images added to items as product images.
Changed Pay Bills Multi Vendor to not use or override the check number on the bank if using ACH.
Fixed: in pay bills multi vendor, clicking the “increment check number” button after resetting the numbering, was skipping one number.
Added “Paperwork” button to transfer trip details popup, like we have in daily deliveries.
Removed right click menu on lists if the column clicked on is the far left row indicator column.
Added Account name to the Budget Export.
Added User selector to company preferences to choose which user the Delivery Confirmation sends as.
Added check for missing salesperson in invoice posting if company preferences asks for it.
Fixed POS column saving.
Changed tooltips from “Alt+[Key]” to “Alt then [Key]”
Added support for inventory vendor numbers up to 50 characters.
Fixed color switcher to never suggest discontinued products.
Fixed: releasing an order was giving warnings for a zero price line even if the item was set to “Suppress Zero Price Warning”.
Fixed: Mileage calculation was being called too often when assigning orders to trips. This also make the trip assignment slow when working with multiple orders.
Fixed: when manually creating a task to assign to another user, it was immediately marked as dismissed and never notified them.
Added “Warn on printing if order details are not on a trip.” setting to dispatching settings screen.

Posted on January 13, 2025 by Derek Martin

Version 684 was not released.

Feature Additions and Major Changes

Added ACH integration to Paradigm for both AR and AP via a bank-processed NACHA file. Also works for Canadian EFT transactions. Contact Paragon to enable.
Added column to production screens to show location claims from Fulfillment Pro.
Added a company preference to warn during order releasing if there is no contact method on the order, and there is other shipping info entered, and the ship via is not pickup or drop-ship.
Added lot receiving import to purchase invoices. Also supports VAM lot imports to specify both the component and finished product lots for a given line.

Bug Fixes and Minor Adjustments

Fixed to also show the dollar amount selector when creating a partial prepayment link for a quote, and when creating a partial payment link for an invoice.
Fixed slow saving when editing a field in the payment column in a receivable.
Will now auto-focus to Pasted Data field on opening Import screen, if Pasted Data option is selected.
Fixed: posting a journal entry was leaving that user’s edit lock on it. Fixed: manually completing a PO was abandoning the edit lock.
Added Open Vendor/Customer right click option to more lists.
Transaction lines that have item images will now show the paperclip icon as blue on the attachment button to indicate that there is an item image. Custom attachments will color it green as it has previously.
Added ability to create receivables from the bank feed screen for unlinked deposits. The user still needs to manually select the customer and post.
Added support for .webp images to the item images feature
Fixed: When converting an order with model options to a PO, it will now use the PO description for the items as long as the order description was not customized and as long as the PO description doesn’t have fewer option tags than the order description.
Fixed: Duplicating a transaction will now normalize the sorts/bundle IDs.
Fixed transaction un-posting to handle deleting the associated inventory receivers even if the warehouse ID does not match the expected warehouse ID.
Added support for email templates in customers, vendors, customer prepayments, payables, and vendor prepayments.
When opening the rental calendar from a quote, it will now only show orders and the current quote.
Fixed issue where posting a Journal Entry was not respecting the Edit Lock on posting.
Added UOM to order number dropdown in Delivery screens.
Added button to open lot management from rollformer production screen.
Added re-apply button to default cost in Inventory adjustment screen.
Added folders to open products in physical count analysis screen.
Added memo field to physical count worksheets.
Fixed issue of Trips not keeping stop order on opening map.
Changed to automatically un-receive bills when un-posting them.
Added a new column to purchasing agent for purchase description and one for “Combined Description”.
Changed to prevent dragging and dropping a different URL into the internal browser.
Fixed: If a transaction had an email address that had a priority of 2, when creating an email for that transaction, it was also auto-filling all L2 priority email addresses for that customer. Changed to only include the customer’s L1 addresses in that situation rather than all the L2 ones.
Fixed: users would occasionally get a message “An item with the same key has already been added.” while logging in.
Changed the attachments screen on transactions to show all inventory attachments in the bottom section rather than just the item images.
Relabeled “Use Tax” as “Self Assessed Use Tax” to help avoid confusion in tax setup screens.
Fixed: item image viewer showed some images scaled too small by default.
Fixed: The “Length” field in work order list will now show normalized lengths like the other production screens rather than directly showing what was entered on the Order/MO.
Changed to also auto-dismiss a task if a user opens it from the task list rather than from the toast popup.
Added a secondary check to ensure sales tax is calculated when prepaying an order.
Fixed a few locations that were showing inactive GL accounts in a dropdown.
Changed to stop showing a blank flyout when hovering over attachment buttons for items that have no attachments.
Added more available columns to the inventory export: DecUnitsBeingProduced, DecQtyAvailable, DecQtyOnShelf, Attribute1, Attribute2, Attribute3, Attribute4
Fixed: clicking some header buttons such as “Attach” or “Open Orders” in a transaction while the cursor was on a new un-committed detail line caused that new line to be lost.
Made CTRL+click on a component’s folder in an item’s assembly open that component in a new tab
Added CreditLimit tag to Email Templates.
Fixed: duplicating quote should clear out the job phase ID.

Version 682 was not released.

Posted on January 2, 2025 by Derek Martin

Bug Fixes and Minor Adjustments

Fixed: the work order list was showing future manufacture orders in the order list, even though it didn’t show any detail builds.
Fixed: editing the job phase or class on a posted/completed transaction was failing if the existing phase/class was null.
Fixed: order releasing was slow on some dbs.
Changed price history table to only get records added when the sales price changed, rather than also triggering on UPC/description changes.
Changed the definition of “units pulled” to not include ignored items.
Changed purchase invoice receiving imports to prioritize valid vendor ID and vendor number matches and to allow importing aliases, while also skipping discontinued products.
Fixed: closing a floating email tab from the taskbar was resulting in the next email opened to be invisible.
Fixed: deleting an inventory image was throwing an error even though it deleted successfully.
Added support for including payment info on receipts printed from the invoice or print screen.
Added Qty Ordered and “Total Length” fields to production screens.
If using SQL Express, and the database size grows past 8GB, admin users with security permissions will start getting a warning message on the window header, e.g. “Remaining DB Space: 1.2 GB Contact Paragon”
When creating a partial prepay link, the user can now select a dollar amount to auto-populate the payment percentage.
Receivables/customer prepayments will now only enable the “View Deposit” button if it is actually on a deposit.
If a user is locked out of their paradigm login because of failed attempts, it will now create a task for all users that have security permissions, telling them that it happened. Also, resetting a password will now clear out the number of failures.
Changed inventory import/export to to save the last exported file name as the default selected file for the next import.
Fixed: Adding more than 2090 products to a physical count worksheet via the “bulk product add” was failing out.
Added new “fiscal year” date ranges for reports. Also fixed handling of week based date ranges crossing the new year where the majority of the week is in the next year.
Fixed: in the inventory screen, qtys lower than .0001 were being shown in scientific notation, e.g: 3E-05 instead of the desired 0.00003.
Fixed: Opening physical count analysis from a worksheet was doing calculations based on defaults rather than the custom setup of the checkboxes.
Enabled using WIP jobs when using Avatax. Also changes to ensure that job transfers use Paradigm tax calculations and bypass all Avatax code.