Table of Contents:
TogglePosted 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.
Version 680 was not released.
Posted on 4 by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed to copy the AvaTax entity use code from the invoice when creating backorders.
- Fixed: pressing refresh in the email section of user preferences before having attempted any login was showing an error message.
- Fixed: the GL balance at the bottom of bank rec for foreign currency accounts was not correctly handling journal entries that had multiple lines for that account, resulting in an incorrect total.
- Fixed: when bulk adding products to the physical count worksheet, it was failing if the product did not have any units of measure with a qty of 1.
- Added permission handler to web browser to automatically deny several permissions such as geolocation, camera and LocalFonts. Possibly will help prevent the geolocation warning popup that Windows now gives.
- Changed report previewing and printing to use the local image cache rather than the server image cache.
- Added fields in data utilities to show the total image cache size and number of files.
- Added an audit trail entry when printing a receipt manually for an invoice. Also added yet more logging when creating/editing a transaction to try to see why some users have it lock up.
- Added inventory image URL import and export.
- Added code so Ready To Export Webhook fires from Rollformer Export and Component Production screens.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added support for Oauth authentication for Microsoft/Office365 and Gmail email accounts. (requires server configuration change by Paragon).
Bug Fixes and Minor Adjustments
- Added “Complete” progress bar to the dispatching transfers list.
- Added “keep stocked” to the inventory by warehouse list screen.
- Made email login UI clearer. Added option to clear API key and changed to hide the password box once one has been set.
- Added secondary check to ensure sales tax is calculated when using the “Convert to Invoice and Pay” button on an order.
- Fixed URL drag/drop attaching to attach as a URL rather than a shortcut file.
- Fixed to only allow re-assigning GL account types for “Cost of Sales”, “Expense” and “Other Expense” to one of those 3 types rather than to any type.
- Fixed bank rec to only enable the “Sync With Bank Feed” button if that account is set up with bank feed.
- Fixed to disable selecting a foreign currency as the deposit account on a receivable.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added support for inventory item images throughout Paradigm.
Bug Fixes and Minor Adjustments
- Fixed: In lot depletion, the open transactions total will now exclude lines for quotes and completed orders.
- Fixed: when posting a transaction takes the stock of a completed lot negative, it will now mark that lot as un-completed so it will show up to be depleted again.
- Changed inventory screen to scale better on larger screens.
- Fixed: attempted login with a nonexistent user name was giving a different error message than an incorrect password did, allowing discovery of valid user names.
- Fixed: when opening a record such as an inventory item or customer into a cached tab, the initial data was being loaded twice.
Posted on 4 by Derek Martin
Bug Fixes and Minor Adjustments
- Improved general transaction line entry speed and speed of opening items with model options.
- Added “Order Status” column to “Work Order List”, “Component Production” and “Rollformer Production”
- Made changes in the AvaTax initial setup to steer users to first enabling in setup mode rather than full activation right away.
- Fixed: “Order Status” was included as an optional column twice in the RFQ/PO/MO list.
- Improved the general ledger detail screen that is opened from chart of accounts: Lengthened the timeout and added a date filter by default.
- Fixed: the Customer ID/Inventory Item merging was not allowing merging but was in rename only mode.
- Fixed: manually typing in a payee on a check or withdrawal was saving after each character entered rather than waiting for the user to leave the field.
- Fixed: locked or posted builds on manufacture orders were not preventing the user from editing that line on the manufacture order.
- Fixed: certain builds that have costs and unit measure qtys with long decimal values cause an out of balance error when posting.
- Improved view related query speed for some databases.
Version 674 and 675 were not released.
Posted on 4 by Derek Martin
Bug Fixes and Minor Adjustments
- Changed to allow user to unlock processed physical count worksheets, with a warning before allowing them to continue. Also added a button the worksheet to open “Physical Count Analysis” for that worksheet date in one step.
- Changed data utility batch rename for customers/inventory to require the user to specify if they intend to rename or merge, to avoid mistakes.
- Changed invoice posting to auto-remove any cost/price/tax/qtys on comment/bundle lines to make for cleaner data and avoid posting issues.
- Fixed to show credit card charges in vendor history.
- Fixed: applying a filter in the pay-bills multi-vendor screen could cause unsaved discounts to be removed.
- Enabled standard printing on vendor prepayments. Also enabled printing from the list and saved filters.
- Added “Send Statement To” column to customer list and “Payments Default Email” column to vendors list.
- Changed Pay-Bills Multi-Vendor to open the created payables in the payable list after posting.
- Changed to enter edit mode automatically when clicking the “reset failures” button in user user security screen.
- Added “Export List” button to purchasing agent.
- Fixed: If products in the same category had different capitalizations on the category name, they were getting grouped separately in the item tree in the purchasing agent.
- Fixed: closing a floating tab from the task bar was resulting in a ghost tab if that tab had been opened docked and then manually floated. Also disabled docking tabs to the side and bottom of the main Paradigm app.
- Fixed setting the payment method to ACH on EBizCharge ACH payments on Prepayments.
- Added extended logging to the creation of an order from the customer screen.
- Fixed transfer list to only show orders that have inventory items to transfer. (was previously also showing orders that had GL/Comment/Bundle lines for different warehouses)
- Fixed: receiving multiple payments on a single receivable was failing to post the receivable.
- Added “Link” column to deposit screen to show what transaction each line is for.
- Fixed: receiving a payment on an order or prepayment, and using multiple payment methods was failing to create the subsequent prepayments after the first one.
Posted on 4 by Derek Martin
Versions 670, 671, and 672 were not released.
Feature Additions and Major Changes
- Added role-based report security.
- Added “Send Statement Email To” field to customers.
- Added “Payments Default Email Address” field to vendors for recording the address to send ACH remittance advice to.
- Added more options to the Add and Duplicate buttons in transactions.
- After 5 failed login attempts to a given account, it will be locked, requiring it to be unlocked by an admin from the security screen.
Bug Fixes and Minor Adjustments
- Changed the line status icon to show a truck icon for shipped lines. Lines with partially received POs will show “PO Partially Received” instead of just “PO Created”. Multi-stage manufactured items will now show if intermediate stages are finished: “Mfg Partially Complete: (1 of 2)”.
- Changed the status column in order details to differentiate partially vs fully pulled/shipped lines. It will show yellow if not fully pulled, and show info for back order/pulled pcs.
- Added a colored trip status column to work order list, component production, rollformer production, and to the “Trips/Pulling” tab on orders.
- Fixed: The batch trip creator was showing discontinued trucks as long as the driver was still valid. Discontinued trucks will no longer show at all.
- If selecting a pickup ship via it will now also remove the freight charge when removing the shipping address.
- Improved the wording of the error message shown when a user tries to un-complete an order that has already been invoiced.
- Fixed column filters on bank account register and on the units columns in the inventory by warehouse list.
- Fixed: Transfer trips opened from the trips/pulling tab on an order were not opened in the correct trip info screen.
- Fixed the “Completion status” column in order list to show “COMPLETED” status rather than the other statuses any time it is marked completed.
- Added more handling when posting invoices and JTs for jobs to auto-set the class or phase if it is missing.
- Added an error message during purchase invoice posting if there are any VAM products without a finished product ID selected.
- Changed cost cascading from purchases to orders to support cascading costs to build assembly products.
- Added confirmation message before changing the “Synchronize Numbers Across Types” setting in the transaction numbers screen.
- Fixed to prevent hovering over the GL dropdown selecting a different account in transaction details.
- Changed the unit price on pricing levels to 5 decimal places. Also added a new pricing level rounding level of 0.00001 to accommodate.
- Added warning on discontinuing machine, if it is still assigned to non-discontinued inventory.
- Added the status columns to the manufacture order screen.
- Fixed label on company preferences company logo field.
- Fixed: when Canceling/Deleting an order, it will now attempt to un-release the order first and then stop if it cannot do that.
- Fixed bug in emailing remittances from Pay-Bills Multi-Vendor.
- Fixed to load reminder list later in the startup process to avoid errors on slower loading installations.
- Fixed route distance calculation when using a warehouse with a Lat/Lon specified.
- Fixed: outside delivery customer selector was only showing customers for selection if they currently had a balance.
- Fixed: after printing a report, the printer selector would show no printer selected.
- Changed lot ID search on the lot management screen to allow searching for partial IDs with wildcards.
- Fixed: pressing save quickly after setting the “vendor invoice number” on a purchase invoice, without leaving the field was resetting it to its previous value.
- Added “Log and Tasks” button to purchase invoice screen.
- In a transaction screen, if a refresh is triggered while the user is editing a detail line, it will make sure that line is committed before continuing.
- When selecting a previous order as a ship ID, the prompt asking if the user wants to use the tax codes from the previous order will now be “Yes/No/Cancel” to allow the user to use the ship ID without the previous tax codes if they want.
- When selecting a customer PO number on an order or invoice, it will ask the user if they want to use the Entity Use Code from the previous order that had that customer PO number. (If AvaTax is being used and the previous order had an Entity Use Code assigned.)
- Fixed: if an invoice was missing a customer contact and the customer was set to require a contact ID, trying to receive a payment on that invoice was asking to confirm the posting both before and after receiving the payment. This second warning has been removed as posting cancellation is not allowed at that point.
- Added a button in the report setup screen to add new URL “reports”.
- Fixed task dismissing to not un-complete tasks that were manually completed after the popup was shown.
- Fixed: “Units Being Produced” on inventory items will now exclude any builds that are not released to manufacturing even if they are not on hold.
- Changed to get current values for unit measure quantities when duplicating or converting transactions rather than just carrying over the values from the original transaction.
- Fixed: product merging will now skip any aliases that would result in duplicate aliases. (previously just caused the merge to fail).
- Lengthened the Line Description and Coil fields on build production detail to MAX rather than 255 characters.
- Fixed to automatically un-receive purchase invoices when deleting.
- Fixed: purging an exported build will no longer clear pulling info if there are any completed steps.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added a transaction number setting to synchronize the numbering for all sales transactions to avoid the confusion of un-related transactions sometimes having the same numeric portion. (e.g. OE-0000123 and OE1-0000123 not being related.)
- Added Payment Method column to Pay Bills Multi-Vendor screen and Preferred Payment Method field to vendor detail.
Bug Fixes and Minor Adjustments
- Added additional indexes to speed up adding detail lines to transactions.
- Added standard print dropdown to payables screen to allow printing reports for payables that don’t have check numbers, such as ACH payments.
- Added a total column to the journal entry list.
- Fixed: if a pricing level had a NULL rounding level, the resulting sales price was calculating incorrectly when using the the “Recalculate Inventory Prices” utility.
- Changed final billing invoice creation to ignore requirements for customer PO or ship ID being set, or the customer having a credit hold.
- Fixed to ignore void invoices when checking for “Lines not yet invoiced” in the summary tab on orders.
- Fixed the physical count analysis “Add current units pulled to worksheet quantities” checkbox to add these units to Non-Lot products rather than the Lot products.
- Fixed check/withdrawal/deposit lists to not show child records that were created for other transactions.
- Minor task list formatting changes.
- Changed TomTom address validation to return the text from error messages from API calls.
- Added County and Country columns to customer and vendor list screens.
- Added functionality to add SmartBuild link as attachment to transaction on import. Added button to orders and quotes advanced tab to open SmartBuild import viewer link.
- Changed formatting of bundle and comment rows on Customer Display screen.
- Added copy confirmation/prepay link button to orders. Also added the confirm/prepay link copying from the ribbon to quotes and invoices.
- Added button email screen, to email to transaction’s salesperson.
- Fixed: receivables sometimes would remove a detail line if the customer ID had lower case characters because it failed a comparison to an upper case version of the customer ID.
- Fixed: option set deletion and renaming was unreliable.
- Fixed: when making a foreign currency payable and double-clicking the payment rate field on one of the invoices to pay the full amount due, it was sometimes giving an invalid warning about over-paying.
- Fixed: posting a voucher with sales tax and an out of date exchange rate was causing posting differences. Also corrected a source of rounding differences between displayed and stored voucher totals in foreign currencies.
- Added AvaTax location code selector to warehouses. Transactions to those warehouses will be assigned the selected location code.
- Added new option for ‘Add Only’ for Import/Export screen.
- Fix bug where changing DataHub Display to false wouldn’t flow back to DataHub.
- Changed to allow creating finance charges for customers with negative balances. (for finance charging for one late invoice while they have un-applied prepayments reserved for other orders).
- Made the “Ship ID:” label in POS a clickable link like it is on the invoice screen.
- Added UoM and UoM Qty as columns in component production.
- Changed the text on the inventory item setting from “Disallow Releasing to Manufacturing” to “Disallow Releasing on Orders” to indicate that it isn’t specifically manufacturing related.
- Changed to re-allow using the same product for the original and new product in the coil split screen.
- Fixed: Opening final billing was sporadically throwing errors for some users, requiring several attempts to open.
- Changed to only show maps button in customer list if the TomTom integration is enabled.
- Changed: the error message during order release will now specify a line number and product, if a line is missing a build ID, or the build qty doesn’t match or the build is a duplicate on another order.
- Fixed issue in truck summary that sometimes caused white text to show on the yellow formatted trips.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added charts to customers and vendors.
- Added Customer Maps functionality to customer list screen.
Bug Fixes and Minor Adjustments
- Speed improvement for dispatching transfer list on some databases. Will now load data only from the last 365 days rather than all time.
- Changed: when creating a back-order for a job transfer, it will no longer copy the 100% discount from the job transfer.
- Will now re-link PO lines from the original order to the new BO if the BO is for the entire line amount.
- Changed to allow typing the date range name into the date range selector dropdowns.
- Fixed bug of customer display screen not respecting “always show pricing” setting. Also changed the format of the linear measurements string.
- Link Negative Stock process: fixed to split receivers for non-lot items that have already been partially used, before doing any linking based on them.
- Fixed: if terms were renamed or deleted, existing un-paid invoices with those terms were not being included when calculating the “Overdue” credit hold type.
- Fixed: transaction duplication will reset terms to customer/vendor default if the transaction’s terms are not valid.
- Changed Inventory Charts to only use one selected warehouse.
- Added retry handling when loading the local paradigm settings if another instance of paradigm had a lock on the settings file. Previously a conflict could cause the local settings file to get reset.
- Changed the customer notes field shown in quotes/orders/invoices to only auto-scroll through the text until it reaches a blank line then start over. This way some lines can be set apart as warnings without it auto-scrolling through the extra text.
- Fixed: on some saved transaction layouts, the bundle pcs totals were not showing unless clicked on.
- Added display version of Equipment Rentals screen to Inventory Tab.
- Added functionality to not show equipment in the dropdown that have a released rental within the selected dates.
- Fixed: editing the “Qty to Build” on an inventory build will now save right afterward to avoid losing the changes.
- Added Qty On Shelf display column to Physical Count Worksheets.
- Production work order list: clicking “Export” or “Lock” at the header level will now save in a separate thread to help an uncommon issue where sometimes clicking “Lock” on an un-focused order line was not actually locking the builds.
- Fixed to preserve lot assignments when splitting orders.
- Added handling to ignore any residual records in inventory custom tax when the items have “Custom Tax Settings” turned off.
- Change job posting to not relink job transfers to posting journal entries if they were already linked to one.
- Fixed to return user readable error messages if job posting or unposting fails.
- Fixed final billing to truncate the Job ID when putting it in the customer PO field since they can be 40 characters while customer PO can only be up to 30.
- Eclipse Scrap: Added logic to not add scrap adjustments for completed lots, even if the lot is not marked as depleted.
- Removed some columns from the column chooser in physical count worksheets.
- Fixed released POs to show light green banner. Will also now also show the selected “Status” in the purchase order banner.
- Fixed: On an inventory item, selecting the sales or purchase history tab, then selecting another sub-tab and switching to a different product caused it to continue showing data for the old product in the sales/purchase history until manually refreshing.
- Made customer/dispatching map zooming less aggressive. Re-arranged the Lat/Lon fields on the customer screen and changed the customer list to reload after opening the map so that newly saved Lat/Lon values are available.
- Fixed to re-allow editing the memo field on posted receivables
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added Inventory Charts button to inventory list. Added “All” and “All-Ungrouped” warehouse filter options.
- Added option to mark a quote or order as a template, which sets a special edit lock on it. Anyone with lock clearing permissions can set/un-set the template lock.
Bug Fixes and Minor Adjustments
- Changed customer notes display in quote/order/invoice screens to slowly auto-scroll through the notes one line at a time.
- Added Pcs and Qty totals on bundle lines in sales/purchasing details to quickly see the total piece/qty count for a given bundle. Also added them to the bundle dropdown in the summary tab.
- Adjusted banner color changes: released orders/POs will now show light green instead of gray. “Customer Accepted” orders will now show turquoise instead of light green.
- Fixed: editing the option name of an item in an option set was not updating the default value of custom options that used that option set.
- Changed the order banner to not show the “Past Valid Until Date” text if the order is already released.
- Changed to save history filters and date ranges as a user preference rather than a local setting tied to a single computer.
- Added keyboard shortcuts to select an Email Template in an email: F2 to open the dropdown and arrow keys or the digits 1-10 to select a specific template.
- Added a “Re-Apply” button for email templates in the email screen. Also made the template popup close after selecting a template using keyboard shortcuts.
- Fixed: some of the advanced search fields in the “Go to Product” dropdown in the inventory screen were only editable when in edit mode.
- Fixed: releasing an order was failing when trying to create outside delivery records for rental items. Also added some other validation where it was missing.
- Fixed: universal search was failing when searching for a Job ID if it was partially or fully posted.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Changed order banner colors to show difference between credit hold types, and added color for “Customer Accepted” and when the quote/order is past the valid date.
- Added Sales/Purchases/Usage charts tab to inventory items.
Bug Fixes and Minor Adjustments
- Added Trip Status dropdown to the header of trip setup.
- Fixed: when using the “Only Adjust Counted Lots” option in physical count analysis, amounts for any received, unposted purchase invoices for that product were getting subtracted rather than included in the “new adjusted qty”.
- Fixed: creating invoice report emails from the invoice list was very slow when emailing a larger number of invoices if the report was set up to show invoice signatures.
- Changed the Purchase Invoice receiving importer to do matching based on passed in linear measurements and bundle IDs. Will also add comment lines for un-matched items and replace the units of measure.
- Fixed RFQ list view to not show red formatting on the lines.
- Fixed: the “View report” button in a customer’s item history tab was not passing in the correct date format.
Posted on 4 by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed: in the order detail lot selection screen, clicking the checkbox to select the entire lot wasn’t working, requiring the user to type the desired amount in.
- Fixed: posting a receivable was being disallowed if a negative balance invoice was assigned a larger negative discount than the remaining balance of that invoice, even though no other payment was being made on that invoice.
- Fixed: adding a line to a credit memo for a lot-based product at a warehouse different from the original invoice was not assigning the lot receiver to the correct warehouse.
- Renamed “Cost” to “Cost Per Unit” in the vendor tab of the inventory screen to avoid confusion.
- Added full Address validation to the outside delivery screen.
- Made the outside delivery screen function as a normal transaction editor. Also added attachments, printing and edit locks.
- Fixed: in the “Vendors” tab in the inventory screen, the company names sometimes would disappear on the vendors.
- Changed the Edit Pricing Levels sheet to auto-select all the lines after filtering. Also set a minimum height for the popup.
- Fixed: during tab switching, the signature control on receivables would get stuck showing a section of the other tab if there is no signature.
- Almost all main menu ribbon buttons can now be selected as favorites and can also all be found in the search dropdown at the top of the screen.
- Improved the category/subcategory pricing editor on customers. Previously in some cases the user could add a sub-category discount without adding the initial category record so it would not show up in the pricing section.
- Changed to allow editing the “Show In Fulfilment” checkbox on comment products.
Version 659 was not released.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added ability to add notes to a delivery address, and blacklist shipping addresses.
Bug Fixes and Minor Adjustments
- Fixed: merging customers or vendors was failing to copy over the contact methods if the target customer/vendor had an existing contact method with a null phone number.
- Changed: when adding a new user in the security screen, it will give the option of editing the user preferences for that new user right afterward. Also added a button to open user prefs from the security screen.
- Improved speed of logging into Paradigm.
- Implemented copying over custom search fields in Transaction List screens when duplicating that tab.
- Added fulfillment progress bar to order > trips/pulling tab.
- Added Trip Status field to more places.
- Changed fulfillment progress bar to not show if order is not released.
- Added Total Lines column to Invoice/purchase order/purchase invoice lists, and added Margin Total to quote/order/invoice lists.
- Added select search categories and changed ranking in vendor/customer search to prioritize full word matches better.
- Fixed to allow email address specified in user preferences with a TLD longer than 4 characters.
- Fixed: inventory list was failing to load when showing any attribute column that had data in it. Also failed to load Qty On Shelf if any attribute columns were shown.
- Changed to load daily deliveries more efficiently on some databases.
- Fixed: Gift Cards create duplicate entries if the invoice filling them gets unposted and reposted.
- Fixed: in the popup to convert orders to invoices, the “Shipped” column was editable and shouldn’t have been.
- Added additional logging to production work order list during list refreshes.
- Fixed to allow filtering on the date and production date columns in the build list screen.
- Fixed to give a more user friendly message if a user attempts to convert a quote to an order and there is an edit lock on it.
- Fixed: in the order detail lot selection screen, clicking the checkbox to select the entire lot wasn’t working, requiring the user to type the desired amount in.
- Renamed “Cost” to “Cost Per Unit” in the vendor tab of the inventory screen to avoid confusion.
- Fixed: Editing anything on a linear order detail line was causing it to recalculate the price even if the edited field doesn’t affect pricing. (description for example).
- Fixed: Changing product ID on an existing transaction line wasn’t updating the job class on the line.
Version 657 was not released.
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Added setting to machines for “Lock Build when Printing”.
- Added a security setting for the maximum order total a user is allowed to release. Also added an admin override if the user is not allowed to release or if the order is above that limit.
- Added “Total Weight”, “Total Lines”, “Lines Remaining to Manufacture”, “Completion Status”, and “Fulfillment Progress” columns to Order List screen. Total Weight is also available in other transaction lists.
- Added “Qty On Shelf” to Inventory > Warehouse Stock, Inventory By Warehouse List, and inventory list.
Bug Fixes and Minor Adjustments
- Fixed: if the unit of measure was not passed in it during a PO/VI import, it will use the purchase unit of measure rather than the sales one.
- When a production build is uncompleted from recently completed it will now remove the production comment when removing lot assignments.
- Added filtering to Receipt capture > Link transaction table if header amount or vendor is entered.
- Changed to commit immediately when marking a driver as inactive in the driver list.
- Fixed: saved filters in order list were failing if certain columns were showing and they had no order by parameters. Also the inventory list was not loading attribute columns when using saved SQL filters.
- Fixed: the bundle margin calculation was using the inventory cost rather than the cost on the specific transaction detail lines.
- Fixed: adding a new invoice for a customer with a credit hold wasn’t working when going through the password override.
- Changed report group dropdowns to only show if user has access to reports under that group.
- Added new “Ignore Released Orders in Credit Hold Calculation” checkbox on customer screen to override the “Include released uncompleted orders in credit limit calculations” company preference for individual customers.
- Fixed: On the default warehouse import, the two warehouse columns were switched from what was specified.
- Fixed: creating a new dispatching trip filter was failing.
- Fixed: printing multiple invoices from the list was not populating the signature on the report.
- Added trip ID indicator to outside delivery screen and changed to prevent the user from editing the pickup date after it has been assigned to a trip.
- Fixed: Paradigm would freeze in some cases when closing the company preferences tab.
- Fixed: MTO items that were back-ordered twice were causing an error when releasing to manufacturing.
- Fixed: widths were too small in some of the columns in Machine List.
- Added Import Description checkbox to SmartBuild import screen.
- Added Week View to the Equipment Rental screen, and changed Day View to only be one day.
- Changed formatting of weight totals.
- Changed to not lock order lines when it has a related PO if the PO is not yet released to the vendor. Also added some handling to prevent editing locked order detail lines or trim drawings even if the order was not refreshed after the lock was created.
- Fixed: some errors sent back to the client would lose their message because the response size was too large, and the user would just see a generic “Exception” message.
- Changed timeout from 30s to 5min when renaming a GL account. Also fixed account renaming to bring bank reconciliation over to the new account.
Version 655 was not released
Posted on 4 by Derek Martin
Feature Additions and Major Changes
- Changed to prevent editing order lines that have POs created for them. Also added a “PO locks” option to the clear locks screen to allow temporarily editing those lines.
Bug Fixes and Minor Adjustments
- Added ability to mark GL Accounts as inactive, if balance is 0 and currently not a default account.
- Changed “Open Orders” popup: Fixed totals at the bottom, added filtering, added Vendor Order #, Ship Date, and Order Total.
- Added note to credit memo when changed to credit memo from invoice type.
- Added Discontinued column to customer > contacts, and checkbox to show the discontinued or not.
- Fixed a situation where transaction details were saving twice, specifically when using an alias/UPC and then editing the UOM before leaving the line. This caused it to lock the price on the line at $0.
- Added the “Expense” field back onto the employee screen. This is still used in checks/withdrawals for that employee.
- Added the contact selector to POS and changed the “Password required” customer type prevent posting without having a contact set. Also added the red warning border to the customer PO field on the POS screen when missing.
- Changed bank reconciliation to prevent posting a reconciliation for a future date.
- Fixed: setting the ending balance on a bank rec just before posting caused the starting balance to revert to the amount it was prior to posting.
- Made a change that may help an issue in Rollformer Production that rarely causes it to remove some bundles as if they have no builds even though they do.
- Fixed: in bank feed, auto-linked vendors were not populating the expense account from that vendor.
- Added item “Custom 1” optional column to sales and purchasing transaction details.
- Added ESC key shortcut to close some of the popups from transactions.
- Added select all on description when creating a new bundle with Ctrl+B.
- Fixed bug of closing floating tabs from taskbar.
- Changed date range “Last Year to Date” option to be Beginning of last year to today’s date last year.
- Added drag/drop to attach functionality, to payables, cc charges, checks, and receivables.
- Changed the “Purge All Builds” option on orders to give a progress bar and more information on what succeeded or failed.
- Fixed formatting of the clear locks screen.
- Fixed: on an inventory transfer, selecting the alias of a product that had multiple UOMs and multiple aliases that had the same UOM was failing.
- Fixed: on invoices the “sales tax rate out of date” text would sometimes show when it shouldn’t have, if the tax code had multiple parts, both with the same tax rate.
- Changed: an RFQ or PO that was created for a quote will now get re-linked to the order once the order is created. Also, if the order gets deleted it will relink those back to the quote if one exists, to prevent the links from getting lost.
- Fixed: batch posting or posting a Job Transfer from the list was not auto-fixing/checking voucher links and lot information.
