Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Added double-click to view notes field at top of order/invoice screen as popup.
- Several bug fixes in receipt captures.
- Terms: fixed to not allow setting “Date Driven terms” checkbox to a null value.
- Added Job Custom Fields editor.
- Removed charge, payment, and balance columns from credit card charges list and added Amount column. Renamed check number to ref number.
- Voucher list: changed vendor order number column name to vendor invoice number.
- Fixed toaster popup header. added text wrapping if the header is too long.
- Changed Item Updates timeout to 20 minutes.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed: sometimes reloading in the rollformer production screen would throw an error or hide the currently selected bundle.
- Avoiding an error during loading when populating the “favorites” section of the home tab.
- Fixed: job transfer return linking popup had the wrong title and needed some formatting fixes.
- Matched customer contact editing permissions to P9.
- Fixed: users without permissions to edit commissions on an order were sometimes getting an error about it even if they hadn’t tried to make an edit.
- Fixed: in work order list, if machine is set to show completed builds, we will now remove the order from the list as soon as they complete the last build shown for the order.
- Changed: when a task reminder pops up, pressing the “X” will now dismiss it just like the “Dismiss all” button does.
- Fixed JT voucher linking screen to show GL lines correctly, and show the line type name rather than just the integer.
- Fixed: new asset accounts were being assigned to credit instead of debit.
- Fixes for the Receipt capture screen.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Overhauled Receipt Capture screen.
- Fixed: could not attach files to job transfers.
- Fixed: if the user has an invalid drawer name, it will now just silently skip adding a record to drawer history rather than throwing an error.
- Enabled receipt printing for customer prepayments.
- Fixed: converting a purchase order to purchase invoice was happening twice.
- Fixed: reports were not showing in the “Inventory by Warehouse List”.
- Fixed: removing a rep or salesperson from a customer, vendor, or transaction was previously not allowed.
- Added the “Disallow editing pieces on order lines that have been printed” option to company preference screen.
- Added bank account name field to header of check/withdrawal screen.
- Fixed: the “Disallow doing batch order conversion” security setting needs to disable converting via the order list.
- Fixed bugs in product lookup where pressing PageDown quickly after entering part of a product ID or tabbing quickly out of the product field on an inserted line would sometimes select the first item in the list instead.
- Changed bank account list to get the displayed total from checkbook totals rather than GL totals.
- Fixed bank account register to consistently show the filtered balance at the bottom. Also moved the checkbook balance field to the top and changed it to sum all records rather than limiting to the date range.
- Changed journal posting and duplicating to fix journals with missing Debit Rate or Credit Rate fields as long as they are using the standard currency.
- Fixed: in payable, the Amount Paid will always update to match the amount selected on the selected vouchers even if it equals zero.
- If a trip is full or completed, users will be disallowed from adding/removing orders from it or deleting the trip. Simplified order conversion when all un-invoiced items on the order are on a single trip.
- Added fulfillment status column to order splitting in dispatching.
- Fixed: creating JTs from a VI was failing. Also, using the “Transfer All Unlinked” button in the job dashboard was skipping negative lines on those purchase invoices.
- Increased the timeout for printing labels in production screens.
- Fixed: load time column in work order list was showing date rather than date/time.
- Fixed: changing the sales price on an inventory item will now refresh the pricing levels section to show any pricing changes. Also added the sales price field above the “Price Levels” and “Special Pricing” tabs.
- Added “Standard Cost” and “Standard Cost 2” options to the “edit pricing” screen when setting cost/cost2.
- Added more logging to order saving to try to track down source of edit locks being left behind.
- Add link to help article on security in p9 report security editor.
- Fixed: JT/job VI posting was failing if there was a comment or bundle line without a job phase class.
- Fixed: The employee’s name was not being displayed in the commission tab on an order if they didn’t have a middle name. Also, Salesperson/Rep dropdowns were displaying an extra space if the employee had no middle name.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- In date range selectors, made “All” the first option rather than the last.
- Fixed issue where right-clicking to dock a tab caused a crash.
- Fixed: searching in the product dropdown wasn’t working for transfers.
- Fixed: In multi-stage production, completing the second step of a build before the first one is done was not working.
- Fixed: journal entry throwing benign error after posting, saying you can’t edit a posted record.
- Fixed: opening an email from the email queue was not showing the attached reports.
- Fixed: saving job list filters was failing.
- Fixed: switching to a different server by pressing “Switch User” was not clearing out the “Recently Opened” list.
- Fixed finance charge generation to fallback to company warehouse if user doesn’t have a default warehouse specified.
- Fixed: when duplicating a group of items in order or invoice sometimes got the items out of order.
- Fixed: manually clearing locks wasn’t working on job transfers.
- Fixed: receivable/prepayments were still trying to open deposits in P9.
- When closing fiscal year, changed to require the date range to be a full year and not include future dates.
- Trim drawing and configurator screens will now always use the in-app browser regardless of how the browser user preference is set.
- Fixed: when clicking into the product ID field on a new order detail line didn’t open the editor. (usually if there were no other lines on the transaction)
- Changed to open multiple invoices if converting an order yields multiple invoices. Also changed “unposted builds” and “S.O. items not in stock” warnings to only notify about items on trips if user is only converting trip items to an invoice.
- changed product lookup to only show one line of additional info rather than two.
- Added Cash Drawer History logging when posting payments and prepayments.
- Fixed: could not attach files to job transfers.
- Fixed: When entering a credit memo and selecting a line from a previous invoice, If the UOM on the invoice was different than the standard, the UOM qty was not updated.
- Changed to prevent posting job transfers, job invoices or job purchase invoices if job phase class missing.
Posted on by Derek Martin
Feature Additions and Major Changes
- Access ParaClock End of Life. ParaClock will no longer stay logged in.
Bug Fixes and Minor Adjustments
- Fixed: pricing sheet, email batches, adjustment posting, close fiscal year would sometimes time out.
- Improved the saving time of inventory pricing sheet and fixed a rounding display issue on the cost columns.
- Fixed a visual glitch where lines showed saving even though they had already finished saving.
- Several improvements regarding product ID dropdown not always selecting the intended product.
- Fixed: in a transaction, if you pressed enter to move to a new line any keypresses for the product ID within the next few milliseconds would get lost.
- Fixed: If you moved to a new line by pressing Page Down and immediately typing a product ID, it closed the dropdown causing it to select a product based off the first few letters typed, and further typing would overwrite the product ID.
- Removed “Record must have a positive amount” warning when attempting to post a negative CC charge.
- Work order list: if user does scan to complete for a build that’s already completed, it will now filter down to that order rather than do nothing.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Cleaned up some display issues in the confirmation status page.
- Added “Close Fiscal Year” to P10.
- Fixed: GL account editing was setting the “Sign” wrong on the accounts.
- Added button to report preview to re-run the report with new parameters.
- Fixed: the Linear 1 column in the order summary dropdowns was not showing data.
- Fixed: When a user manually posts a build it shouldn’t reset the build date to today.
- If user was prompted to manually select lines to convert to an invoice, the default amount in the “Pcs to Convert” field was not figuring in the “Pcs to Backorder” amount.
- Chart of accounts: the Current Year Earnings account wasn’t calculating correctly like P9 was.
- Physical count analysis – fixed warning given when trying to add items without an adjustment selected.
- Possibly fixed an issue where a Logitech mouse caused Paradigm to crash when they scrolled horizontally.
- Changed to refresh customer balance field when refreshing customer history. Added label to indicate that the date filter is always applied to the history.
- Fixed: Changing the customer ID on an existing receivable didn’t recalculate the discounts on the new set of invoices. Also, adding a receivable from an invoice wasn’t calculating discounts on the other invoices listed on the receivable.
- Fixed: When editing option sets, the user could end up with an option set with a blank name which caused trouble later.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Improved UI of physical count analysis, and changed to not recalculate cost on the lines after they are added to the adjustment.
- Fixed: physical count analysis will now smoothly handle if the user returns to it after posting the adjustment. User will be prevented from making any further changes to the adjustment.
- Changed to select all text when clicking the bill to phone number.
- Fixed: opening some deposits from bank rec was not working correctly.
- Fixed: was throwing error when adding a vendor prepayment from a PO.
- Changed purchasing agent to not update units pulled when loading. It took too long and wasn’t necessary.
- Fixed: when asked to create POs upon releasing an order, it was getting stuck if they chose to create them.
- Pay bills multivendor: changing the date was recalculating discounts but not changing the amount due, causing the payables to overpay the invoices.
- Changed: “Pay Later” button should always be available when making a prepayment.
- Fixed: deleting lines from invoices will no longer delete the associated build if it is on a quote/order as well.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added Receipt Capture processing screens for use in conjunction with Paradigm Mobile App.
- Finished implementation of physical count analysis screen. Added option to only adjust the qtys for the counted lots, rather than always adjusting un-counted lots to zero. Also changed calculation to take into account any lot amounts that were assigned to builds but not yet posted.
Bug Fixes and Minor Adjustments
- Improved formatting in Order Confirmation Status in the status tab of the order.
- Fixed: checkbox column in terms screen was not saving change immediately.
- Fixed: adding un-deposited funds to a deposit was throwing an error any time it was tried without any text in the memo field.
- Changed formatting in deposits list dropdown.
- Fixed: toaster popup window location was not correct if user had windows scaling set to something other than 100%.
- Added recalc button to production and transfer lead times screen.
- Added “Show on Web” column to Ship Vias editor.
- Added formatting in lot selection popup to highlight lines with insufficient lots specified.
- Fixed: editing custom option setup on a model was not always saving changes.
- Expanded the length of the adjustment posting timeout.
- Made general change to disallow maximizing floating panels.
- Fixed: If user selected a product then changed it to a different one before the line is committed, and then left the product field by pressing page-down, they were left with the description from the old product.
- Fixed: if a checkbook record was posted with a missing department ID, you were un-able to un-post it.
- Fixed: copying customer category pricing was failing.
- Fixed: title bar search box was getting focus set sometimes after other actions like popup windows or clicking some buttons. It should only get focused if the user clicks it.
- Made error more clear when changing the ship ID on an order on a trip.
- Changed Window header search box to only show options the user has permission to open, also sorted alphabetically and changed formatting.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed Customer Category Copy Button to handle duplicates during copying.
- Added Cardholder Name field to Credit Card Charges and added a “Post and Add” Button.
- Added Amount Paid column to prepayment list.
- Implemented adding undeposited funds by Amount desc, and set the table to show amounts order by amount desc.
- Added logic to check if payment type already exists in Memo field when adding undeposited funds.
- Fixed: the ribbon “close” button in inventory screen didn’t work if not in edit mode.
- Made maximize/restore button switch icons accordingly.
- Fixed: in report preview, opening the selected item wasn’t always working.
- Added a search field to the paradigm window header.
- Added logic to close the Open POs popup with Esc button.
- Fixed: When voiding a check/withdrawal, it needs to leave edit mode.
- Improved load time of inventory transfer screen.
- Fixed: when dragging to re-sort items in a transaction, they were left selected afterward.
- Fixed: Editing transfers did not consistently populate the Orig. Stock column.
- Changed the cost rate column to always show the editor so they can see the green formatting.
- Changed header search box implementation to allow quickly selecting the name of a list and open it.
- Fixed: If employee had a null Commission Percent, an error was thrown when selecting them as the salesman on invoices.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added ability to use CTRL+G and CTRL+J in report preview. Also added buttons in the report preview to do the same.
Bug Fixes and Minor Adjustments
- Removed “Open in P9” buttons.
- Some ribbon buttons in transactions will now get disabled while a task is ongoing. Others will be enabled but will do better at waiting for any ongoing actions to finish before proceeding.
- Added dropdown to view transaction details in Customer and Vendor History tabs.
- Changed to disable several ribbon buttons if the current transaction is canceled/completed, so user can tell which actions are available.
- Changed “Payment” column to “Paid”, in several locations.
- Changed to format un-posted vendor prepayments in red. Fixed to consistently show the red formatting in customer prepayments even if they are not showing the posted or void columns.
- Changed to check for valid Transfer weekday when choosing a date on a transfer.
- Changed to select the entire product ID when using page up/down to focus the field.
- Added more logging surrounding edit locks and tab loading/closing.
- Fixed customer/vendor/employee screens to use title case for address and name fields.
- Fixed: When converting to a PO, clicking select all will now select just the currently filtered items rather than ALL the items.
- Fixed: reminder list was not showing current information.
- Fixed: the transaction ID would disappear when a task was created from a transaction screen.
- Improved the finance charge screen layout.
- When converting an order to a PO, if a user selects a vendor ID for a line, it will now set that vendor ID on any other lines for that same product if they don’t already have a vendor assigned.
- Tabbing out of vendor ID after selecting one in Special order purchasing screen was causing a crash.
- Wrong letter was underlined for keyboard shortcut for vendors in quick add view.
- Changed to always reset the linear amounts when the user changes the product ID on a line if the line isn’t yet committed (useful for those who have pcs before product).
- Fixed: if user selected all lines on a transaction, it wasn’t capturing the single letter keyboard shortcuts properly.
- When collecting report parameter options, it was sometimes adding them to the list twice.
- Fixed: if user attempted to open a new transaction immediately after closing one, while it was still saving (order releasing for example) it was attempting to reuse that order tab before it was ready.
- Fixed: if user adds a comment or bundle line to a credit memo, it will no longer open the item selector.
- Fixed: “duplicate bundle” button wasn’t showing in line item options.
- Fixed: checks/withdrawals were not preventing un-posting after they were reconciled.
- In quote/order/invoice, added a new button in the advanced tab to force AvaTax to recalculate the sales tax. To be used after recording a certificate for the customer.
- Fix to help prevent overlap of CTRL keyboard shortcuts and single letter shortcuts in transaction screens.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added a “Post and Add” button to receivables screen to immediately start a new receivable after posting the current one.
- Added user preference to always open report previews as floating tabs rather than docked.
Bug Fixes and Minor Adjustments
- Added more optional columns to employee list.
- Added option to include void transactions in check list and purchase invoice list.
- In GL Dept Allocations, added validation so the sum of percentages must equal 100%.
- Renamed several poorly/incorrectly named columns in list screens and columns.
- Fixed: pressing page down when entering a product ID before it has filtered the list was not selecting the expected product ID. Also fixed issue where using keyboard shortcuts or clicking to switch lines sometimes didn’t save until user refreshed or switched lines again.
- Fixed: Individual item custom taxability was not editable in inventory screen.
- Changed to not print hidden builds from work order list if user has setting turned on to hide locked builds.
- Fixed: Opening a transaction from the list as floating wasn’t doing that if there was a cached non-floating tab available.
- Fixed error that sometimes happened when opening a transaction that showed the pcs buildable field.
- Inventory screen: fixed the display of several dropdowns. Fixed to allow changing history date filters without needing to be in edit mode.
- Fixed: when setting up model options, any extra brackets will now be removed from tags that are created.
- Email Queue: fixed the email sent date formatting, and fixed the folder button.
- Fixed: in certain situations when opening a floating tab, it would be placed in the same group as another floating tab.
- Fixed: models with suppressed option popups weren’t inheriting values from previous lines.
- Fixed: adding lines to quote/unreleased orders was slower than necessary. Was updating units committed even though the line didn’t affect them.
- When navigating an order with keyboard shortcuts, it will now set focus to the first column set as a tabstop rather than explicitly the product ID field. Added better error handling for those shortcuts.
- Fixed line selection behavior: when tabbing through an order, it will no longer mark the line as selected.
- Changed delete/duplicate etc. keyboard shortcut to work when the user selected all rows. Also added ESC shortcut to un-select the lines if any are selected.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added new “Prompt for Signature” local setting to collect a signature while receiving payment.
Bug Fixes and Minor Adjustments
- Added GL departments editor to P10.
- Several improvements to starting number screen.
- removed some unused options from Employee Pay groups Pay Periods field.
- Fixed the task list date filter so it shows all on a date, disregarding time.
- Added check for duplicate Clock IDs when saving in employee screen.
- Fixed: If user attempts to close a transaction while loading or while some other action is ongoing, it needs to wait for that action to finish before closing. Otherwise it was leaving edit locks behind on the transaction.
- Fixed: when typing to select a customer contact on an order it was immediately selecting one on the first keypress.
- Removed option to convert orders to transfers as its original purpose is no longer applicable.
- Removed filter popup from list columns. It doesn’t work as users would expect it to.
- Fixed: Releasing a manufacture order was not updating the committed units.
- Fixed to format rows in the email batch screen red if they are missing an email address.
- Reworded rollformer warning message when bundle isn’t completely locked.
- Changed report preview to use the standard crystal export to allow exporting a drilled down section of a report. Also added an “Advanced Export” button to allow selecting less common export types.
- Fixed to show better header in ship via/department dropdowns when it they are requested during releasing.
- Visual improvements for VAM screen.
- Set GL department editor to require admin L1.
- Gave several list screens more consistent header names.
- Fixed: dispatching allowed maximizing some of the panels, which got hidden behind main window toolbar.
- Fixed model options to allow clearing a selected value. unless there is a default value and an option set for that field in that case If they attempt to clear it out, it will just set it to the default value instead.
- Changed to use more loading indicators in transactions to prevent issues with users closing while an action is ongoing.
- Changed pcs column in work order list to display as an integer.
- Added “Price Disc” optional column to orders and invoices to show how much the line item price is discounted from the standard inventory list price.
- Improved warning user receives if trying to convert an order to an invoice when there are no items ready to convert.
- Fixed to remove deleted transactions from the recents list if user attempts to open them.
Posted on by Derek Martin
Feature Additions and Major Changes
- Changed rollformer production tab to give warnings/formatting if only part of a given bundle is locked.
Bug Fixes and Minor Adjustments
- Added Configurator URL editor, pay groups, pricing level names editor, and starting transaction number editor to P10.
- Added fulfillment detail into audit trail screen.
- Re-enabled spin/scroll to edit on date fields.
- Changed “All” date range to not really be “All” but rather anything today and earlier.
- Fixed purchasing agent: the order amount wasn’t populating by default. It was only getting a qty when the line was selected and then it was ignoring the reorder options and just using the standard reorder qty.
- If user changes the product on a build detail it will now keep the UOM that was previously selected if it exists for the new item.
- Fixed the close button on the task view when it was opened from the invoice screen.
- Fixed an issue where the customer contact field editability differed from the rest of the order.
- Changed purchase invoice duplicate vendor invoice number warning during post to allow user to cancel posting by selecting “No”. Also fixed to stop showing two warnings when they enter a duplicate vendor.
- Moved report screen out of beta, Made some visual improvements to title bar and removed un-used settings in transaction import screen.
- Fixed: posting an invoice from the invoice menu was getting stuck if user chose to make a backorder. Also changed back-order popup to cancel BO creation if user clicked outside of it to close it.
- Made tax display totals refresh better in the tax setup screens. Also changed to not auto-select a template tax code but instead require them to select one before they may add new codes.
- Changed to default to 15 minutes rather than 5 minutes before warning user about unused tabs.
- In dispatch trips details popup, added an attachment button on the order row to view/edit attachments for that order.
- Fixed: printing from prepayments was not just opening the prepayment report like it should have.
- Fixed: report setup screen: adding a new report was clearing the parameters on the previously selected report.
- Changed order list to not show un-released orders as red if they have been completed.
- Fixed: duplicating orders from the list was opening the original order rather than the new one.
- Fixed: user clicking release multiple times sometimes left the user edit lock when finished.
- Made “paid” column a default column in purchase invoice list.
- Fixed: If requesting the user to enter lots when receiving a purchase invoice, it ended up posting the VI after the user gave the necessary lot info rather than just receiving it.
- Made assembly sales price display more similar to what is shown in P9.
Posted on by Derek Martin
Feature Additions and Major Changes
- Massive performance improvements for P10.
Bug Fixes and Minor Adjustments
- Transaction imports: Added excel file imports and added progress bar.
- Fixed: chart of accounts was giving an error when opened.
- Added the “Paid” column to purchase invoice list.
- Fixed “open floating” from list right click menu doesn’t float the tabs.
- Fixed to allow removing min/max length values on units of measure.
- Fixed: pricing level section in inventory screen will now sort by level. Also will disable the level column if the pricing level is non-exclusive, since it has no effect.
- Fixed: couldn’t open vendor prepayments from bank rec.
- Fixed: “update qtys” in purchase agent needs to refresh the view when finished. Also Select/Clear all wasn’t always updating the enabled state of the create POs buttons.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added sales tax code setup screens (Sales tax collected, sales tax paid).
- Added vendor prepayments.
Bug Fixes and Minor Adjustments
- Cleaned up and standardized task list UI.
- Changed to use lightweight theming to help performance.
- Changed to not use a themed window to improve paradigm performance. One effect of this is that the title bar will now show white rather than blue.
- Add feature to open all highlighted items in list in separate tabs when holding ctrl.
- Added “Import Above” feature to line items in transaction screens.
- Changed transfer releasing to update the units committed for the products involved.
- Fixed: prepayment edit locks were getting left behind.
- Fixed to prevent payables or checkbook records from posting dateTime values into the GL.
- Fixed some issues with editing sorts in report setup.
- Changed: user can now specify sales rep on new customers. On existing customers it will be display only.
- Improved adding/editing GL accounts. Added keyboard shortcuts.
- Fixed: right clicking in inventory adjustments detail was getting canceled immediately.
- Added lock clearing to receivables/prepayments.
- Made physical count worksheets show in recents section.
- Fixed bank rec to handle foreign currency accounts after the fiscal year was closed. Also fixed to handle foreign currency credit card accounts.
- Fixed: if an inventory item had an invalid account ID, user could not enter edit mode.
- Changed sorting in tax setup screen so when adding new codes, they stay sorted to the end.
- Fixed: deleting customer saved ship to was not working.
- Fixed: if there are other windows open behind P10, after adding an attachment, P10 was moved behind those other windows.
- Added PO Required column to customer list.
- Changed view related to use the quick and extended modes like p9 has.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed: closing an inventory item could cause a crash.
- Fixed: shipped qty was not populated when adding a GL line to an invoice.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Changed to not allow re-releasing a PO that is already released to vendor.
- Fixed: employee saved filters weren’t set up.
- Added easier sorting to item class screen.
- Fixed: editing inventory item class names was just creating a new class.
- Fixed: edits to LM2 Rounding Amount on inventory pricing levels were not saving.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Report preview screen: gray out previous/next buttons if at first/last page.
- Further lowered the number of cached tabs. It will now be a total of 10 tabs open or closed. (if 6 tabs are currently open, then there will only be 4 cached tabs) They can have more than 10 open but any beyond 10 will not be cached when closed.
- Added support for middle click scrolling.
- Fixed salesperson dropdown in PO/VI: it is supposed to show the customer contact name, not the list of salespeople.
- Lot tracked items on an order will no longer show the lot selection popup if they are marked to be manufactured. Also Fixed: the “Next” button in production wasn’t enabled if producing a lot tracked product from a lot tracked product even after specifying lot info.
- Fixed: in pay-bills multi-vendor, if user double clicks discount to bring it in after they had selected the full amount to pay, it will now re-calculate the payment amount to prevent them overpaying.
- Fixed: changing the order type of a quote or invoice was not re-assigning the attachments to the new order type. Also, attachments made to credit memo/finance charges in p9 were not showing in p10.
- Added description search field to sales tax dropdown and GL account dropdowns.
- Added Pcs and weight columns to rollformer production bundle section. Also will format Pcs, weight or length as red if they violate the max pieces, max weight or min length for that machine.
- Fixed: Rollformer production was not showing manufacture orders in the “Stock Orders” category if they didn’t have the stock customer ID.
- Added shortcuts to customer/vendor screen to create receivable/payable for them. If there were no transactions needing payment, it will notify the user of that.
- Fixed: transfers were not updating Unit Measure Qty on detail lines.
- Added qty available as optional column on invoice detail.
- Gave a better tab name for employee screen.
- Implemented employee ID editing.
- Fixed: editing zip code on an employee should auto-populate related address fields.
- Changed several places where scrolling was editing values in dropdowns/text boxes.
- Fixed: users were unable to delete voided prepayments.
- Changed to not verify address with AvaTax if the address fields are blank. Also changed to not notify the user about removing the address when setting to a pickup Ship Via if there was no address to start with.
- When user clicks the complete all button in production work order list header, it will now ask for confirmation if more than one build will be completed.
- Added warning before allowing avatax activation.
- Changed to warn users about un-posting invoices posted before the AvaTax conversion date. If user is not an Admin L1, they will be prevented from un-posting.
- Fixed to prevent selecting header accounts in inventory screen.
- Fixed: product finder and some keyboard shortcuts were failing to set focus to the pieces field to allow the user to edit pieces afterward.
- Fixed: in assembly tab of inventory screen, linear measurement fields were editable on non-linear items.
- Fixed: opening a component from the inventory assembly section was failing if the current inventory item was in edit mode.
- Added a warning in the list report editor that there are separate security settings in P9 and P10.
- Report setup: can now drag to re-sort reports. Added ability to open report previews as floating from the report list.
- The universal search can now open overpayments and can open the original checkbook or journal record from an associated invoice or purchase invoice ID.
- Made better tab stops in journal entries.
- Changed: importing to a transaction: comment and bundle items will now be given the imported description even if they have it set to not import descriptions.
- Fixed: when converting order to PO, and setting the reference field to the customer po value, it was failing if the customer PO was more than 25 characters.
- Fixed: when selecting a future date in checkbook, payables, etc. the warning about it being a future date was shown behind the date selector popup. Fixed to always show on top.
- Fixed: when converting an order to an invoice, it was warning about missing freight in some cases even if there was freight set on the order.
- Fixed: creating a new GL Asset Account instead was creating a liability account.
- Users can now edit signature/memo on posted receivables/payables. Also fixed bug where the signature image did not show in popup when editing on a posted invoice.
- Removed confirmation for running report in list screens if only running for one item.
- Added “User Location” column back into undeposited funds selector.
- Changed: SI and VI will warn the user during posting if there are any zero price/cost lines, even if they are still allowed to post zero lines.
- “Search all” was broken in the vendor ID dropdown. Also, changed to bring in similar vendor IDs when opening the dropdown when it already contains a vendor ID, rather than only the exact match.
- Fixed: Production machine lead days weren’t used initially when opening production lists.
- In production substitution, it will now disallow selecting a product that is the same as the final produced product.
- Added ability to edit notes/message on posted purchase invoices.
- Fixed: employee dropdown in Checks screen was not showing data unless user had previously opened a check in that screen.
- Fixed: editing vendor contact sites was not working.
- Fixed: adjustments weren’t saving header data when pressing the save button.
- Fixed: In payment screen if user tries to apply a credit and is notified that it was for a different order, they were unable to select “No” if they didn’t want to use it after all.
- Fixed error when adding new ship via.
- Fixed GL account editing to obey edit locks, also will set focus to description by default when adding a new account.
- Changed attachment viewing to use unique IDs as file names to avoid file locking issues if user reopens an attachment when another application has a lock on the given file.
- Added a warning message when converting PO to RFQ and OE to QO to indicate that the original PO/OE will be deleted. Will also disallow PO to RFQ conversion after any receiving has been done on the PO. Also Fixed to open the new RFQ after converting a PO.
Posted on by Derek Martin
Feature Additions and Major Changes
- Improved report preview screen. Fixed date range support on reports that weren’t run from the report list. Report previews will now show as tabs if not run from a transaction.
Bug Fixes and Minor Adjustments
- Removed Paper Out and Transfer columns from default layouts in Daily Deliveries. They are still available in the column chooser menu though.
- Improved stability of opening item from the list via the right click menu.
- Cleaned up display in terms screen and deliveries/pickups help screen.
- Added several new screens as options in favorites section.
- Fixed several bugs in bank reconciliation.
- Changed Email Templates to limit the number of decimals displayed for transaction total and total weight.
- Added a standard discount setup screen.
- Fixed: adding/deleting lines on build detail was not refreshing properly.
- Changed to allow user to skip populating the “Name” box in journal entries if the “Correcting Entry” box is checked.
- Changed to copy the customer PO number from order into the reference field of a PO generated for it. Or when done from the special order purchasing screen, it will also put it in the comment line for the given order on the PO.
- Fixed: Renaming GL Accounts will now cascade to productID2 on transaction GL lines.
- Added user security setting to disable the “Apply Credit” popup when posting a credit.
- Fixed: when inserting a line in middle of an order, selecting a bundle or comment product wasn’t bringing in the description for that product.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Changed to never mark POS screen as a stale tab.
- Got rid of extra columns in invoice list.
- Report list: more helpful UI. Fixed some issues with the file name created when saving a report file.
- Fixed: adding a new inventory adjustment was unsuccessful if the user did not have a default warehouse set up.
- Fixed: very large decimals did not always display properly in text boxes/lists.
- Fixed: VAMs for 100,000 or more pieces were given descriptions with exponents. Will now show the full piece count.
- Changed the receive payment screen to sort unapplied credits by date.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added dedicated buttons to report preview for saving to PDF/XLS/CSV and disabled the crystal export button.
Bug Fixes and Minor Adjustments
- Several small Improvements to bank reconciliation.
- Improved the speed of opening deposits.
- Fixed to allow opening checks/withdraws from reconciliation screen.
- Fixed: error thrown when adding new ship via.
- Fixed: In payment screen if user tries to apply a credit and is notified that it was for a different order, they were unable to select “No” if they didn’t want to use it after all.
- Added Edit Lock column to several lists that were missing them. Also fixed an issue where the employee screen was not removing edit locks upon closing.
- Added a new AvaTax setup mode, that enables users to populate avatax information on customers, inventory, etc. without turning on AvaTax for tax calculations.
- Changed: emailing a customer/vendor/employee report will now put the report name in the subject line rather than listing the customer ID twice.
- Changed: if date range is specified in report list, it will not re-prompt them for a date range in the parameter popup.
- Changed to stop requiring unpost permissions for a user to complete/uncomplete POs.
- Changed to allow un-completing POs even after they have a received purchase invoice.
- Added salesperson column to daily deliveries
- Fixed: if scanning into a product ID field in transaction detail, it was sometimes not setting focus to the next tab stop.
- Fixed: “Complete Anyway” button in production scan tab was not connected. Also, changed scan to complete in the work order list to use the streamlined mode like the scan tab does.
- Made customer duplicate finding more precise.
- Changed pricing levels to not allow setting LM2RoundingLevel on non-linear pricing levels. Also made pricing level sheet work better with LM2RoundingLevel, Min and Max values.
- Changed the line item options popup to allow opening non-custom builds (since you can already do this from the production list).
- Fixed: in deposits, when selecting un-deposited items, it was failing to add items that had no name (missing company name, first name, and last name).
- Changed to show only two decimals on simple decimal columns unless the user focuses it, rather than showing all decimals all the time.
- Fixed: when editing asset GL accounts, they need to be given a “Debit” sign rather than “Credit”.
- Changed pay-bills multi-vendor to not increment the check number for the bank account unless and until it actually uses the current check number.
- Inventory: was throwing error if user tried to remove manufacture number, SC part Name, UPC code or Custom 1 from an inventory item.
- Fixed: changing the warehouse on order header or detail was not updating production dates on builds.
- When making a mass email, it will now not create the email record if it can’t find an email address for that customer/vendor.
- Fixed to require correct lot info before allowing a purchase invoice to be received.
- Work order list: printing from header shouldn’t print any completed builds even if they are showing.
- Changed PO to save out of edit mode on releasing. Fixed some formatting in inventory and dispatching.
- Fixed: saved report date ranges were always getting marked as “custom” when populated in the date selector.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added a reports list with equivalent functionality to P9. Also can directly save pdf, xls, and csv exports of a report. Also added date range selector in the reports list.
- Added Special Order purchasing screen. We also now explicitly mark which warehouses and ship vias are direct-ship. User may mark items as PO required on the order itself.
- Added ability to open paradigm screens from the search box by typing in their name and pressing enter. e.g: “Orders” or “Task List”. Experimental.
- Added promotions to p10
Bug Fixes and Minor Adjustments
- Added select all and clear all buttons to dispatching screens to allow selecting just the items that are currently filtered. Also added clear filter button.
- Production work order list: Added filter type for product/component/description.
- Added security permission to prevent user from converting order to RFQ/PO.
- Fixed: if using a shipvia that requires freight, you may now convert the order to an invoice without freight if needed rather than being completely stopped.
- Changed the lock freight button to change icons/tooltips based on the current lock state.
- Fixed: editing attributes or status on a transaction when not in edit mode (something we allow on purpose) was not working well. Also, when viewing a transaction and creating a new transaction, attributes sometimes got re-assigned to the new transaction. Moved status type editor to company preference header and removed it from customer, vendor, job screens.
- Changed “driver paper out” to not prevent user from editing the order if there are un-released lines on the order.
- Added editor for transaction statuses in company preferences.
- Changed login screen to just give toast rather than popup if they mistype the password.
- Fixed lot management and order lot selection to ignore any previous lot assignments that are on orders that have been completed or canceled.
- Fixed: Opening/closing the customer from the order was resetting the ship via to the customer ship via.
- Fixed: Order/Invoice were resetting bill to info to default if user selected a new shipping address or ship ID.
- Added Reorder point and reorder qty columns to inventory by warehouse list.
- Added Pcs column to work order list header.
- Fixed: depositing a cash payment wasn’t marking the deposit detail ysnCashPayment.
- In component/rollformer production tree, added totals to the “Special Orders” and “Stock Orders” sections.
- Added “Bill To Name” field to work order list.
- When un-locking a build in production, it will now remove any pull label that was generated for that build/machine.
- Converted email Queue to a standard list screen to make filtering work better. Also fixed company preferences to allow editing email signatures.
- Journal entry bug fixes. Also added ability to auto-fill the credit/debit to the remaining amount by double-clicking it.
- Cleaned up the deposits screen.
- Changed to show order detail lines as locked if they have a posted build.
- Added several missing screens to the favorites selector.
- Fixed: A build edited on a manufacture order was not getting saved. (it made a new build each time the build screen was opened).
- Fixed Customer/Vendor ID generation. It wasn’t removing special characters.
- Moved some screens out of beta.
- Fixed: If machine is set to ask for coil information, it will now do that even if there is a lot tracked product on the build with a zero qty.
- Fixed: deleting gift cards was failing. Also fixed to allow filtering all columns in gift card list.
- When purging a Connex build, it will now delete pull labels and notify the user if it did that.
- Fixed: warehouse dropdown wasn’t populating for non-product detail lines.
- Fixed: inventory screen wasn’t allowing user to remove Vendor ID, Site, Manufacturer or Color from an item.
- Editing custom options in the model setup screen was failing if the new option had an option set.
- Cleaned up credit card charges, changed to allow user to type in a custom payee rather than requiring a vendor ID.
- Fixed crash when trying to drag/drop data with a large file name.
- Fixed: on invoice/purchase invoice, if user double clicked a dropdown in the detail (e.g. warehouse, UOM), it caused a crash.
- Changed: importing to a physical count worksheet will now attempt to use a UOM with a qty of one, if it exists. otherwise it will fall back to the sales UOM.
- Fixed: production bundle editor was failing to save edits. Also, if pressing cancel after pressing the add bundle button, it wasn’t canceling the add.
- Fixed: can now edit descriptions on attachments.
- Added GL department allocation to journal entries.
- Added department ID selector to order, invoice, purchase order, and purchase invoice detail.
- Changed invoice batch posting to ignore the missing signature warning.
- Fixed: vendor history wasn’t showing correct dates for the selected date range on open.
- Fixed: when doing convert-and-pay on an order, and paying with a credit card and that credit card has a markup, that markup was not getting set on the new invoice.
- Selecting a “Pickup” ship via will now clear all shipping fields, such as ship ID rather than just the address.
- Fixed: changes made to GL accounts were not always saving. Also fixed to show all account types in the editor dropdown.
- Fixed to not show the print checks button in the withdrawal list.
- Fixed to prevent over/underpaying in pay-bills multi-vendor if they select a payment amount and then change the discount amount afterward.
- Un-receiving a purchase invoice was not setting the pcsReceived on the PO correctly if the PO and VI had different units of measure for those lines.
- Fixed: Items added to credit memos will now get the description from the original invoice.
- Added a check to make sure all invoice detail warehouse IDs are valid before allowing post.
- Changed: when notifying a user about invalid units of measure when releasing/posting, it will now point them to a specific line that needs attention.
- If user selects a previous order as a ship ID, it will no longer use the tax codes from the previous order if the job ID doesn’t match the current order.
- Fixed: the weights on non-custom general assemblies will be taken from the selected unit of measure rather than the details of that assembly.
- Transfers will now show up as “on order” at the destination warehouse.
- Fixed to enable changing warehouse IDs on GL lines on transactions.
- Fixed: Receivables/prepayments made with a gift card will be automatically marked as deposited, so they won’t show in lists or reports as needing depositing.
- Fixed: the warning about a default vendor number being used on a purchase invoice was not limiting its search to just that vendor.
- fixed: finance charge generation was not populating the Pcs Shipped field so editing them in p10 was setting the pieces fields to zero.
- Fixed to require a users default salesperson to be in the employee table.
- Fixed: the average cost will update on products with negative stock more consistently.
- Fixed: searching for a customer/vendor ID that only included numbers was not working for some databases.
- Fixed: deleting invoice was giving error “invoice not found” if AvaTax was enabled.
- Fixed: accounting periods screen was repeatedly giving an error when opened if the GL period date was less than the GL close date.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added a terms selector to customer Ship IDs. Also added an Inactive flag, to remove shipIDs from the list without deleting them.
- Added a customer-specific setting to require them to select a customer saved Ship ID before releasing/posting.
- Added a “markup” column to orders/invoices.
Bug Fixes and Minor Adjustments
- Added a notification to check for emails that failed to send.
- Bank reconciliation: Fixed error when refreshing accounts.
- Fixed several transaction detail bugs.
- Fixed: some production forms that didn’t even display a machine selector were overwriting the saved machine ID.
- Fixed: When converting RFQ to PO, the RFQ needs to be marked completed.
- Fixed: customer General and Detail tabs were limited to 1000 pixels. If using different scaling, that wasn’t enough space.
- Fixed formatting of trip selector to show actual trip timeout. Also fixed the edit trip form to show the actual stop/order weights when order detail lines have been partially shipped.
- Batch post: Fixed defaulting to today and not yesterday. Fixed confirm dialog date display. Added ignore credit limit checkbox.
- Fixed editors in Additional Info and Comment fields on orders/invoices. They weren’t letting the user tab out of them.
- Fixed to not autopopulate the product ID on a transaction line if user types in a zero pcs value or types in pcs and backspaces it.
- When adding PO to VI, changed to show all POs that aren’t completed rather than excluding any that had a VI. However, it will now exclude any POs that were already added to the current VI, to avoid them being added twice.
- Changed VI ribbon to show “Received” when the VI has been received.
- Fixed: Opening a quote in a cached tab was applying the zero qty lines filter unintentionally.
- Fixed: completed orders don’t show up in prepayment detail even if it was the one that was selected.
- When opening receivables from an invoice, it will now create a new receivable even if other receivables already exist.
- Added Ctrl+i shortcut in transactions to add a new detail line.
- Changed local settings screen to allow editing the CCPManualEntryMethod. Now all CC settings can be set up inside P10.
- Added Transfer date to Rollform production bundle section.
- Fixed to better support opening estimates.
- Changed to allow setting up model options on bundle lines.
- Custom summary fields in transactions will now auto-refresh any time the transaction totals at the bottom refresh so it stays up to date. (only if the summary tab is selected) Also changed the summary fields to expand into available space better.
- Added a user security setting to disallow converting quotes to invoices.
- Fixed: in production when completing a build step and unlocking the pieces, the LM1 and LM2 fields should only get enabled if the item is on a manufacture order.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added Email Templates
- Further performance improvements.
- Added a “Close unused tabs” button that shows in the top right of the ribbon if the user has any transaction tabs that have been un-used for more than 5 minutes. This interval is set by a user preference if the user wants it to be longer.
Bug Fixes and Minor Adjustments
- Added Inventory Sensitivity Code Editor.
- Added optional delivery picture emailing on stop completion.
- Removed option of using compact ribbon
- Fixed: RFQ, MO, and JT were not preventing user from opening the same transaction twice. It will now just switch to the open tab.
- Changed to only show the “Limit to x records” checkbox on lists if the list is actually set up to limit records.
- Changed physical count worksheet importing to allow creating new lots. Also changed line deletion to not ask for confirmation.
- Changed universal search to allow searching for product ID using a partial number if the search type is set to “Product”
Posted on by Derek Martin
Version 9.566 was not released.
Feature Additions and Major Changes
- Many speed improvements and memory optimizations.
- Installing Paradigm will now make a “Paradigm 10” shortcut on the desktop.
- Added beta version of bank reconciliation screen.
- Also added a Log tab the vendor and employee screens.
- Added vendor 1099 form.
- Added invoice batch posting.
- Added checkbox “Limit to 250 Records” at the bottom of lists. The user may un-check to view all.
- Toast notifications will now come in from the top of the screen.
Bug Fixes and Minor Adjustments
- Fixed bug when creating Purchases when user missing department ID.
- Added a new “Apply Credit” popup.
- POS: when selecting a different sales person, it will now use that salesperson on new invoices. Also, if currently editing an invoice, it will suspend that one.
- Added more fields to trip sidebar in the delivery list.
- Fixed: work order list could not be favorited unless the user had dispatching permissions.
- Fixed: if posting a batch in production, it will no longer complete the batch if any of the builds has failed to post.
- Fixed issue where builds were getting created with bad U/M qtys if the Assembly table had a bad value there.
- Changed when order detail locks. It will now obey the web preference to decide whether or not to lock lines that are marked as printed from Fulfilment Pro.
- Changed the print all button in rollformer screen to only print the orders filtered to in the tree.
- Fixed receivables to stop requiring their invoices to be posted before allowing receivable un-posting.
- Fixed: filtering by received amount in receivable or prepayment list was not always allowing user to enter a decimal value.
- Changed customer contact dropdown to sort by first/last name and to select all text when clicked.
- Changed the open POs screen to not limit to POs that match the VI job ID.
- Fixed: the details dropdown in the invoice open orders popup was not showing data.
- Changed quote/order/invoice to stay in edit mode when updating tax or printing.
- Changed to sort customer contact log in descending order.
- Changed to allow summary tab in transactions to expand to the right to allow large custom fields.
- Changed to not auto-edit customers when opened.
- Changed to completely ignore assembly detail in AvaTax calculation. Fixed: multi-line credit memos were failing in AvaTax. Fixed: warehouses without addresses can now be used in AvaTax.
- Fixed: the “Transfers” column was not a hideable column in orders.
- Fixed: credit card charges needed to be using the CurCharge rather than the CurPayment fields on the header.
- Changed: Exclusive pricing levels: if they are negative discounts, or if PrioritizeExclusiveLevel is turned on, they will get used as the base price rather than curSalesPrice or the non-exclusive level.
- P9: fixed bug: adding a GL line to a RFQ, left the strCOGSAccountID null. This then transfered through to the VI and caused an error when posting.
- P9: finance charge invoices will now be given standard terms rather than the customer’s terms.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added an option on jobs to specify that the proposal amount includes tax, so when making the final invoice, it will back-calculate a total that results in the proposal amount when tax is included.
- Added Beta versions of Payable and General Journal screens.
Bug Fixes and Minor Adjustments
- Changed: if an order line has a PO, it will no longer show low stock warning when releasing.
- Fixed: receivable gave extra warning about overpayment when unposting.
- Job Costing: made a company preference to disable the feature that gets the cost from the original build when dealing with stocked builds.
- Fixed: in P10, the “Open POs” popup was not excluding POs that already had VIs.
- Fixed an error that sometimes occured when creating pickup trips for selected POs.
- Auto-applied prepayments will now be given a payment method of “Customer Prepayment”
- Fixed: removing a job from an order in P10 wasn’t correctly resetting the tax codes on the order.
- Fixed: updating the header warehouse on an order/invoice was not updating the warehouse on comment lines.
- Changed Production coil history to allow wildcards when searching for coils.
- Fixed: orders/invoices over 1M dollars ran out of space to show the total at the bottom.
- Expanded popup width for tax code selector.
- Fixed: removing a job ID from an order in P10 was setting tax codes to null.
- Fixed to allow selecting a use tax on an invoice even if it is not a job transfer.
- Opening payment screen on an already posted invoice that has prepayments that should auto apply but had the receivable deleted, will now re-create the receivable to auto-apply those prepayments, rather than just closing.
- Fixed: changing the description on the first line on a transaction via double clicking before that line was committed, was failing to save the description after it was entered.
- Fixed: sort ID field on transactions was enabled even when not in edit mode.
- Changed company preference to warn about missing signature into a customer preference.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added “Switch User” button.
- Added Credit Card Charges form.
Bug Fixes and Minor Adjustments
- Fixed: production wasn’t always loading the last selected warehouse.
- Fixed: purchase orders and purchase invoices were not using the default salesperson for the current user
- Added transfer date column to rollformer production.
- Improved physical count import speed by moving most of the processing to the server. Also changed it to support importing lot names. Will now skip non-stock items while importing.
- Changed: selecting a previous order ship ID will now bring in the previous orders tax info, but only if there are no state/zip tax codes that would apply.
- Fixed: editing descriptions on transaction G/L lines sometimes didn’t save.
- Fixed: After adding a new job it wasn’t saving immediately when selecting the customer ID. Also fixed to only allow selecting use tax codes in the job screen for WIP jobs.
- Changed to save the last selected date range in the order line item options popup.
- Fixed to not show tax2 on customer saved ship to editor if it is turned off in company preferences.
- Credit card register: added support for editing the “Clr” checkbox. Also, changed the register views to return zeros as nulls.
- Fixed: receivable screen wasn’t rounding correctly when auto-calculating the amount to pay for invoices that were partially paid previously.
- Fixed: users were able to edit some details on posted adjustments.
- Made department allocation better handle deleting allocations, and opening when there are no allocations set up yet.
- Changed report selection dropdown in local settings to do a “Contains” search.
- Fixed to show lot IDs that have been selected in the lot usage popup even after the lot has been completed.
- Fixed GL Recap form.
- Changed to allow removing ship vias on manufacture orders.
- Fixed to never reset freight when changing ship via, if the freight amount is locked.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- If changing the ship via on a transaction from an auto-freight to a non-auto-freight one, it will just set the freight total to zero.
- Fixed quotes to calculate tax during print when AvaTax is enabled.
- Fixed: some fields in employee screen were left enabled when not in edit mode.
- Regrouped several buttons in the system tab into a dropdown.
- Changed bank account list to not close when opening an account.
- When deleting a GL account it will now just close the form when done.
- Purchasing agent: pressing “Select All” wasn’t enabling the “Create” buttons.
- Fixed: data utility customer merging was failing in some cases.
- Changed vendor, customer, employee ID generation to support formats without a trailing number. In that case it only adds a number for the second instance of a given ID. Also changed to fall back to a default format of “18,18,” if none is set up.
- Changed category screen to not allow deleting category/sub-category that are in use. Also changed to cascade category/sub-category renaming to inventory and pricing tables.
- Changed: Users can no longer edit warehouse names or delete warehouses. You can mark them as discontinued.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added Auto Attach From Folder Feature. This feature allows an Auto Attach Path to be specified in User Preferences. If set, when the attachment screen is opened, it will auto attach any files in this folder. If files are added to the folder while the attach screen is open, they will also be attached. After files are attached, they are moved to an Archive subfolder.
- Added a local setting to allow specifying the printer that each report should print at. This will override any printer the user has selected.
- Added a toggle to expand descriptions in transaction detail (saved as a user preference). Also changed description popup to expand for larger descriptions.
Bug Fixes and Minor Adjustments
- Added a button to DataUtilities>Misc to Clear SQL proc cache.
- Changed to never apply terms discounts to prepayments in receivables.
- Changed: the machine dropdown will show machines only for the user’s selected manufacturing warehouse. Otherwise, it will show all machines, but sorted by warehouse then machine name.
- Changed to allow changing the trip ID on a line that has shipped items, even when split invoicing is enabled. Also, items set to not show in fulfillment will get invoiced on the first invoice made so they don’t get missed.
- When invoicing an order on multiple trips, changed the confirmation to indicate that it will make invoices for all items on trips rather than just the the shipped items.
- Pressing receive payment on a negative invoice should still open the payment window. Will only bypass it for negative amount-due caused by a prepayment. Also fixed to prevent overpaying with a check.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added: bank account list, general ledger, chart of accounts, accounting periods, default GL accounts, checkbook register, credit card charges, cash drawer setup, employee screen, and reminder list to P10.
- Added shelf ordering to store management tool.
- Added a “switch users” button to switch user/server without closing.
- Added production setting to automatically complete build steps when printing the build.
- Added a company preference that warns the user about a missing signature before posting.
- Added a company preference to not modify the manufacture lock on builds when adding them to batches.
- Added a product setting to mark the product as pickup only. User will be warned during releasing but will be allowed to bypass if they want.
Bug Fixes and Minor Adjustments
- Changed: if order was manually set to a specific pricing level, it will still apply any customer “discount sales price” percentage, but only as a separate comparison point. It will apply it to non-exclusive pricing levels, but not on top of an exclusive pricing level. Exclusive pricing levels will now be compared along side other prices to find the best price rather than becoming the base price like the non-exclusive levels do.
- P9: Fixed inventory pricing level import to specify that it also needs the Exclusive field mapped if they are not providing the cntID.
- Fixed: RFQ/PO/VI in P9 were not setting the cost rate correctly when the user selected a different saved shipFrom address.
- Added better warning when entering a product/alias with an invalid U/M on a transaction.
- Replaced Paradigm_Search.exe with the P10-facing version.
- Fixed some issues with user switching in user preferences.
- Changed to give warning when posting a voucher where the vendor invoice number already exists
- Fixed: Un-depositing a receivable was failing. Added the “Deposited” text to the banner if it currently is deposited.
- Changed to prevent emailing a payment link for a receivable for a zero amount or an unmatching amount.
- Fixed: if changing the pieces manufactured during production build completion, it was requesting the old rather than the new piece total for lot based products. Also, lot usage was using the order Pcs.
- Changed to help prevent missing warehouses on voucher detail assembly and the associated lot usage.
- If user tries to email a confirmation/prepay link for an email within 7 days of its “valid date” it will now warn them and let them change it if they want.
- Changed inventory items to disallow product IDs with special characters.
- Fixed: errors related to client version or licensing were getting handled silently in some cases. These need to stop the login.
- Implemented signature printing on invoices. Changed report previews to show as popup tabs rather than normal floating windows
- Changed to apply the status color to the entire row in the truck summary.
- Added AvaTax codes to GL accounts, for use on invoices. (especially for gift cards)
- Fixed prepayment detail to still show the selected order in the detail after the order has been marked completed.
- Changed receivables: pressing “Pay all” or double clicking the “Amount Paid” when the amount is zero, will pay all invoices rather than trying to apply a zero amount. Also changed to treat all negative invoices as “Credits” when applying credits.
- Fixed: Purchasing Agent, Job Dashboard, Production Batch, and Payables now open from favorites.
- Fixed: order screen: typing in a product ID, tabbing to qty and pressing ESC was throwing an error.
- Added Multiplier and notes fields to customer category/subcategory pricing.
- Added optional Trip ID column in production batching.
- Added a transfer date column to production screens.
- Added a complete all button to piece production to complete the rest of the scanned build.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added two new options for calculating terms discounts: [No Freight] and [No Freight or Other]
Bug Fixes and Minor Adjustments
- Added Customer Contact Log screen.
- Changed the Product/description search in transaction lists to look for lines that match both values rather than finding the matching product/description on two separate lines.
- Fixed: The trip creator wasn’t resetting to defaults when closing. Truck/driver should go back to the default.
- Fixed: addresses from canceled orders were showing in the ship ID dropdown.
- Changed to not auto-edit POs that have been exported and to warn the user when they attempt to edit.
- Changed customer merging to remove the “Primary” flag from any Customer Contact Method that is copied to the main customer.
Posted on by Derek Martin
Feature Additions and Major Changes
- Added user selector to user preferences screen, so admins can edit preferences for other users.
- Dispatching changes to support trip details items that are split, and to help order info to display amounts just relating to that trip rather than all the order details. Added the Fallback trip field. Overhauled trip splitting. Set up partial order conversion that only invoices lines that have shipped pull labels on a trip. Fixed issues with selecting orders to go on trips (keeping the sort of which was selected first). Visual fixes.
- Added Message To Print, truck info, permit type, and weight estimate fields to trips. These are shown in a separate tab in the trip. Also added checkbox in the trip for “Show in driver app”.
Bug Fixes and Minor Adjustments
- Added the GL recap form.
- Added the data utilites screen.
- Fixed: substitution was failing to find/prioritize the matching UoM when there were multiple UoMs available for the selected component substitution.
- Fixed: adjustment screen was not gracefully handling if someone tried typing a product that wasn’t valid/stocked.
- Changed to prevent releasing a PO to a vendor if “Require Unique Bundle Names” is turned on and they have duplicate bundle names.
- Changed to properly check and apply credit holds when attempting to release an order. Previously if it failed to release because it should have a credit hold, it wasn’t setting the credit hold field when done.
- Fixed trip creator totals to update more consistently.
- Added an option to hide the Preview/Print Pick List buttons in Daily Deliveries.
- Add Exported status to PO banner messages.
- Fixed to tell the user why an attachment drag/drop failed in a list form when they don’t have any row selected.
- Changed drag/drop attachment creation to ignore dragged text if it’s less than 100 characters, to avoid accidental attachments.
- Fixed: if user did a substitution during build completion in production, from a non-lot product to a lot product, it was not prompting the user to enter lot info and then just failed to post. Also, fixed an issue where having the same product on the build detail twice, once with a zero qty, was making it show up twice in the lot selection screen.
- Fixed issue with saving layouts in lot management screen.
- Fixed: When editing a build manually, it was not correctly using pricing levels when determining the final build price, instead using the main build price. Also, when running “update prices” for a build line, it was always using the customer pricing level even if the order had a different one set. Also if a user double-clicked to create a build and then closed without changing anything, the build was remaining as a zero price build even if there were items with default prices. Also fixed so the display price on the build header updates as they edit the detail.
- Fixed: the address info button shouldn’t have been a tab stop.
- Fixed build substitution calculation. It wasn’t zeroing out the original pcs in some cases because the “zeroing” threshold it calculated was too small.
- Changed to allow users to edit vendor number on PO/VI.
- Changed application title to include the user name.
- Fixed: When unposting a Build, it should skip the Lot Checks.
- Fixed: Pcs Manufactured popup in production was sometimes pulling the Pieces number from a quote linked to the build rather than the order.
- Changed to prevent posting an invoice if it has a line on it that has later been re-classified as a kit item.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed: max length and total weight weren’t updating as you selected orders in trip creator.
- Added attachment viewer popup to component production screen.
- Fixed: the payment percentage was showing below the confirm link creation in the email, even when the no login payments were not enabled.
- Fixed totals at bottom of production tree to show Pcs rather than qty total if “Pieces” is selected. Fixed format of the tree when displaying products without selected components. Fixed: some items were showing in both the stock and nonstock tree sections at the lower tree levels.
- Fixed: the “Update Costs” button in PO and VI was not properly setting the cost Rate field if the line had a non-one unit of measure.
- Fixed: editing an order throws an error if there is a null edit lock.
- Changed to also show un-posted transactions in lot screen. will now allow resizing of the right hand panel.
- Opened up address editing in dispatching to allow changing the full address now.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Fixed: opening Lot screen was failing from the favorites tab.
- Several adjustments to the Avalara AvaTax integration
Feature Additions and Major Changes
- Added Avalara AvaTax integration for sales tax calculation. If enabled, this replaces Paradigm’s sales tax engine and disables the Paradigm 9 sales module as well.
Bug Fixes and Minor Adjustments
- Improved some error handling when saving within an order/invoice.
- Fixed Order release credit limit warning to only show to people that are allowed to override credit holds.
- Changed invoice to stop throwing exception about attempting to edit a posted invoice. If save was attempted on field not allowed to be changed, it will just return.
- Fixed a few memory leaks.
Posted on by Derek Martin
Bug Fixes and Minor Adjustments
- Deleted invalid Checkbook report setup that was imported from P9.
- Added support for dragging/dropping a URL from the web browser address bar to create a link attachment record.
- Added support for viewing attachments in external browser when double clicking URL attachment in Attachment List.
- Fixed: several places where transactions were being opened were not using cached tabs, resulting in a large number of them being cached. Also fixed some issues with attribute lists not getting set correctly if changing between cached tab types.
- Fixed to handle an exception when opening a floating window as a startup tab. It is unable to center the window in that situation.
- changed recently completed builds list to show the DateTime for completed date instead of just date.
- Changed order selection in dispatching to keep the user’s selection even after they filter the list to something not including that order.
- Changed to disable the line item taxability field if avatax is enabled. It can still be visible for historical purposes, just uneditable.
- Added checkbox in attachment screen to show transaction attachments for a given vendor/customer.
- Fixed: Production splitting sometimes gave an error that arose because it attempted to split the build an extra time when doing a multi-split.
