Release Notes for 21.0

Features Added

API

Case 044212 - 21.0 Code Complete 4/12/21

Advanced Order and Quote filter created

Case 044214 - 21.0 Code Complete 4/12/21

Added table TokenInfo

Case 044269 - 21.0 Code Complete 4/12/21

Improved startup speed of the data service.

Case 045526 - 21.0 Code Complete 4/12/21

Customer Number added to OEFindJsonModel

Case 045637 - 21.0 Code Complete 4/12/21

Added check to received date in warehouse receiving to prevent the operation on dates that are in a closed journal date

BCOE

Case 042091 - 21.0 Code Complete 4/12/21

Added support for new units of weight from FCB2B for use when calculating total weight

Case 045525 - 21.0 Code Complete 4/12/21

Customer Order Binoculars - added ability to search by Customer Number

Case 045528 - 21.0 Code Complete 4/12/21

Interface Mode - New Feature:  Added the ability to make the Order Misc Charge field be read only.  This has also been done for Quotes.

BidPro

Case 045502 - 21.0 Code Complete 4/12/21

Added internal notes for Estimate lines

Case 045666 - 21.0 Code Complete 4/12/21

Added option to export internal Estimate line notes to internal Order line notes

CCA Gateway

Case 046052 - 21.0 Code Complete 4/12/21

Made the gateway package download more tolerant of transient errors in the download process.

E-Commerce

Case 043975 - 21.0 Code Complete 4/12/21

E-Commerce Windows Service - Will now call and update the Discovery Web Services for E-Commerce

Case 044203 - 21.0 Code Complete 4/12/21

Database Indexes added to E-Commerce tables

Inventory

Case 014194 - 21.0 Code Complete 4/12/21

Auto PO Generation - Combine order lines with the same material into one stock PO while retaining the line assignments. This will keep the link to the new PO and new inventory record.

Case 043913 - 21.0 Code Complete 4/12/21

Auto PO Generation - Combine Material - Alert message changed to be less confusing. Originally said Tagged, changed to Highlighted. Because the combine works off the highlighted record.

Case 045527 - 21.0 Code Complete 4/12/21

Auto PO Generation - Give the user an option which Line note they would like to transfer. Internal or Custom (not both)

Case 045918 - 21.0 Code Complete 4/12/21

Auto PO Generation - add the ability to view Internal and Custom notes while on the Auto PO generation window

System Wide

Case 043973 - 21.0 Code Complete 4/12/21

Database trigger implemented to manage color break outs to new product records. This will manage the update to the new product sequence number.

Case 044064 - 21.0 Code Complete 4/12/21

Email Setup - Added Local Outlook warning message about deprecation

Case 045552 - 21.0 Code Complete 4/12/21

Client Management Module has been rename to "Project Manager".

Case 045701 - 21.0 Code Complete 4/12/21

System Options: Options containing CMM or Client Management have been replaced to now say Project Management but can still be found by searching client

Defects Fixed

API

Case 045287 - 21.0 Code Complete 4/12/21

Added support for looking up of services from barcode in the API.

Case 045517 - 21.0 Code Complete 4/12/21

Save Order: If using ItemProductGroups it is possibe for the system to think the line is unreferenced when it should be referenced.

Case 045532 - 21.0 Code Complete 4/12/21

Fixed error in locking bid pro estimates through the API

Case 045890 - 21.0 Code Complete 4/12/21

The API post payment will not respond with an appropriate message if a lock could not be obtained.

BCOE

Case 044102 - 21.0 Code Complete 4/12/21

Edit Lines: Returning Material in Order Entry - Quantity field not calculating negative qty correctly.

Case 045401 - 21.0 Code Complete 4/12/21

Edit Order - Fixed Defect:  Tab order was incorrect.

Case 045645 - 21.0 Code Complete 4/12/21

Order Misc Charge - Fixed Defect:  Exporting order lines to a new order will set the Misc Charge amount to 0.

Case 045708 - 21.0 Code Complete 4/12/21

Batch Processing: Tagging a line is slow.

BidPro

Case 044143 - 21.0 Code Complete 4/12/21

Use Tax is now calculated to the line when the first service line is added to the bid

BIR Business Insights by RFMS

Case 045744 - 21.0 Code Complete 4/12/21

Added a database index to prevent the BIR data service from running for multiple hours on very large databases.

Config Creator

Case 045936 - 21.0 Code Complete 4/12/21

Config Creator with multiple characters capital letters no longer cuts off invoice number

Direct Deposit

Case 045498 - 21.0 Code Complete 4/12/21

Corrected Direct Deposit help files not working and made help menu consistent with other modules by removing Search  and How to Use Help.

Inventory

Case 044094 - 21.0 Code Complete 4/12/21

Stock Status Report - if the report does not produce any results. Display alert message "NO RECORDS MET CRITERIA"

Case 044137 - 21.0 Code Complete 4/12/21

Auto PO Generation - "Use as Sidemark" = Cust PO # - Allow the maximum number of characters to populate the PO sidemark. which equals 20

Case 045368 - 21.0 Code Complete 4/12/21

Receiving / Costing - After the records are imported but before being tagged. If the record has an available amount. Display in the Available column

Case 045572 - 21.0 Code Complete 4/12/21

Fixed error with overhead value during receiving.

Case 045845 - 21.0 Code Complete 4/12/21

Receiving: Not working in practice companies.

Case 045914 - 21.0 Code Complete 4/12/21

Auto PO Generation - Tag All not following system option "Display only Default Store for Auto PO Generation". If the user selects tag all and does not have a custom window filter set. The tag all will only tag records for the default store.

MailSystem

Case 045595 - 21.0 Code Complete 4/12/21

Interoffice Mail - Fixed Defect:  When opening the Communications Center from the Order and Quotes browse, erroneous Interoffice Mail was being displayed.  This was caused by  an Order and a Quote have the same internal sequence number.

Products

Case 045470 - 21.0 Code Complete 4/12/21

Fixed ghosting of data on the Input Multiple Item Products icon

Sales Reports

Case 045520 - 21.0 Code Complete 4/12/21

Job Cost Analysis CSV is no longer doubling the commission percentage if there are two salespeople on the job and the report is printed for just one salesperson

Case 045749 - 21.0 Code Complete 4/12/21

Sales Totals - fixed pdf issue when running from scheduled task

Schedule Pro

Case 044254 - 21.0 Code Complete 4/12/21

Batch Schedule - Occupied status is set from the order