• Work Order By Production Type Turn Off Extra customization wording and Add Price totals to Header
• Customer Statement Summary Active Reports – Grape City
• Invoice Detail Specs Active Reports – Grape City and show retail price always
• Invoice Detail Active Reports – Grape City and show retail price always
• Invoice Active Reports – Grape City and show retail price always
• A/R Aging Detail Fix layout and add phone number
• Customer Proof Fix image display issue Active Reports 17
• Order Acknowledgment Remove volume and weight
• Order Detail/Customization Hide kit details if blind ship
• Order Details [Special shipping banner was cutting off
• Customer Proof – Response fixed crash on graphic display
• Order Special shipping banner was cutting off
• Order (Dot Matrix) fixed crash on display

Updated the following data sources:

• Receivables Aging Summary Add customer phone number
• Inventory Pricing Level Add Status
• Inventory Pricing Level Summary Add Status

1. Turn on PageAssember support under Company Preferences > Add-Ons tab.
2. Add the path to each product under the setup tab.

The high res PNG version of the file will be moved into the PageAssembler folder when the item is approved for production under the Proofing tools in the Production tab.

• Order Detail/Customization – Changed label “Customer PO” to “PO Number” and add image security
• Work Order By Production Type – Added Order Status and add image security
• Customer Proof – add image security
• Run Cards – add image security
• Customer Proof – Response – add image security
• Order Packing Slip Detail/Customization – add image security
• Order Packing Slip – add image security
• Invoice Detail Specs – Changed label “Customer PO” to “PO Number”
• Invoice Detail – Changed label “Customer PO” to “PO Number”
• Invoice – Changed label “Customer PO” to “PO Number”

Added 1 New Report

• Barcoded Production Labels – This can be found under Sales Order section of the report manager

Updated 17 Reports:

• Work Order Updated Retail prices for kit items & Change notes position to keep column labels near items, Phone number formating
• Order Acknowledgment Updated Retail prices for kit items
• Order Detail/Customization Updated Retail prices for kit items, Phone number formating, hide created and imported by when blind ship
• Order Description Updated Retail prices for kit items, Phone number formating
• Order Updated Retail prices for kit items, Phone number formating
• Order Details Updated Retail prices for kit items
• Invoice Detail Updated Retail prices for kit items
• Invoice Updated Retail prices for kit items
• Invoice Detail Specs Updated Retail prices for kit items
• Work Order By Production Type Updated Multiple Changes, Phone number formating
• Order Packing Slip Detail/Customization Updated Phone number formating
• Customer Proof Updated Phone number formating
• Customer Proof – Response Updated Phone number formating
• Sales Summary By Item Number Updated Add dollar sign to extension
• Inventory Warehouse Stock Updated Added Qty On Order and Allocated
• Run Cards Updated Change to customer name
• Customer List Updated Removed Invoices

Updated 12 Report Data Sources:

• Customer List, Customer List By State, Prospect Notes, Customer Letter, Customer Data, Customer History, Customer Type, Customer List By Sales Rep, Prospect List, and Prospect Data Added Department, Industry Code, Worker Code, Source, Status, Title, Customer Type fields to filter
• Sales Total By Line Items Added Customer ID to Report Criteria
  (for Sales Summary By Item Number report)
• Inventory Stock by Warehouse Added Quantity On Order and Allocated

Update Database Vue:

• vyu_SMRptSalesOrder Added Production Type

Added EBizCharge Integrated Payments as a new payment processor for both Custom Vantage Office and Custom Vantage Web. This new processor will be available for activation in February 2022.EBizCharge offers competitive rates for processing.  Another advantage of the EBizCharge platform is that we will eventually allow CVO invoices, which you email to your customers, to have links on them allowing your customer to click the link and make a payment to their account online via debit or credit card.  We are very excited!

Please note:  If you are using tokenized payments in CVO, switching to the new EBizCharge processor will require re-entry of customer credit card data because the tokenization is not compatible with the FIS WorldPay/Vantiv tokens.

Updated the following reports:

• Sales Summary By Item Number – Corrected for Unit of Measure
• Deposit Ticket – Added total items count in deposit
• Deposit Ticket Top – Added total items count in deposit

Updated the following data sources:

• Sales Total By Line Items – Corrected for Unit of Measure

Updated the following reports:

• Items Sold By Category – Added Unit of Measure
• Quote – Added discounting calculations
• Quote Detail – Added discounting calculations
• Deposit Ticket – Changed to dtmDate instead of System Date
• Deposit Ticket Top – Changed to dtmDate instead of System Date

Updated the following data sources:

• Items Sold By Category – Added Unit of Measure
• Deposit Tickets – Added dtmDate

Added Quick Find (holding the SHIFT key while clicking the icon button) functionality to the following places on the start menu:

• Customer Quotes
• Prospect Quotes
• Customers
• Prospects

.

Updated several reports and data sources.

• Order – Added Production Type
• Inventory Value On Hand – Fixed inventory quantity error and added Company Name
• Order Acknowledgment – Added End User PO Number
• Order Packing Slip – Hide sales rep on Blind Ship

Variables are now able to be used on the Batch Posting automatic emails.Variables available for the Message Body:
[[shipFirstName]]
[[shipLastName]]
[[BillFirstName]]
[[BillLastName]]
[[TrackingNumbers]]
[[Carrier]]
[[SiteName]]
[[CustomerPO]]
[[CtrlNum]] (Replaced by Order number or Invoice number)

Variables available for the Subject
[[CtrlNum]] Replaced by Order number or Invoice number
[[TYPE]] Replaced by “Order” or “Invoice”
[[SiteName]]
[[CustomerPO]]

Fixed the following reports so that they will show the line item retail price even after a previous line item with 0.00 retail price.

• Invoice Detail Specs
• Invoice Detail
• Invoice
• Invoice – 3 Furnish Copies

Fixed the following reports:

• Sales Total By Item No Report – Fixed totals when selling by multiple UOM
• Shipment Tracking Report – Fixed Date Sort/Filter

Updated Dashboard Queries

• Fixed wrong parentheses on Daily Sales Totals
• Fixed wrong parentheses on Daily Sales Totals (Chart)
• Fixed Top Customers by adding current year to limit the data returned

Added fields to the criteria for the following Report Data Sources

• Customer Mailing Labels Avery 5160
• Customer Mailing Labels Avery 5260
• Customer Mailing Labels Avery 5097
• Customer Mailing Labels Avery 4145
• Customer Mailing Labels Deluxe 2
• Customer Mailing Labels Deluxe 3
• Sales By Item No. now Accomodates units of measure

Update the following report layouts

• Order Packing Slip [Fixed wording on footer]
• Purchase Orders [added report name to footer and added additional info field]
• Purchase Order Detail [added report name to footer and added additional info field]
• Purchase Order Description [added report name to footer and added additional info field]
• Multi-Purpose Purchase Order [added report name to footer and added additional info field]
• Multi-Purpose Purchase Order Detail [added report name to footer and added additional info field]

Added a new report named Purchase Order – Outstanding Only. This report will print a purchase order which will only show items on that PO which have not yet been received.