| Status | Tracking # | Description |
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| 10.35.0429.2021 | |||
| Fixed | 5368 | Fixed the web prices update problem which was caused by single quotes in a SKU. The presence of single quotes in the item part number caused the update to stop unexpectedly. Reminder: It is never a good idea to use special characters in part numbers (SKUs) |
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| 10.30.0419.2021 | |||
| Updated | 5363 | Added support for CorelDraw version 2020 and 2021. Reminder: We no longer support CorelDraw versions prior to 2017. This provides support for versions 6 years old and newer. |
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| Added | 5350 | Added the ability to find orders and invoice by shipping carrier tracking number. Under the Find Line Items button there is now a new field to seach by tracking number. | |
| 10.25.0406.2021 | |||
| Fixed | 5352 | The new [[TrackingNumbers]] tag used in the batch posting email body now properly shows the tracking number only once in the automatic emails. | |
| Fixed | 5360 | Email monitor no longer crashes if there are no emails in the list. | |
| Fixed | 5359 | Quick Find (shift+Find) functionality no longer errors out with a “System.OverflowException – Arithmetic operation resulted in an overflow.” message when the cntID is bigger than 32k. | |
| Added | 5356 | Added Quick Find (holding the SHIFT key while clicking the icon button) functionality to the following places on the start menu:
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| 10.10.0401.2021 ***This update requires a Database update to dbv67 *** | |||
| Updated | Updated several reports and data sources.
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| Updated | Updated the Inventory Value On Hand report. Fixed inventory quantity error and added Company Name. | ||
| Updated | Added new Work Order by Production Type report. This report will create separate pages per production type for the order for which it is priinted. | ||
| Updated | 5346 | The minimum order quantity message is no longer displayed on the Purchase Receipt form. | |
| Updated | 5353 | When type setting a line item, from an order imported from CVW based web site, finished artwork is now added to Corel Draw when using AutoSet. | |
| Fixed | 5332 | Selecting an alternate vendor on drop ship from an order now selects the correct alternate vendor’s ProductID. | |
| Added | 4270 | In the Utilities menu there is a new button, under the Inventory tab, to launch a utility to check for items within kit components that are themselves kit items. | |
| Added | 5356 | Added Quick Find to order and invoice lookup. Holding the SHIFT key while clicking the Find button from an order or invoice or holding the SHIFT key while clicking the Order or Invoice button icon from the start menu will now pop a new box which will allow you to scan an order/invoice number or manually enter the full order or invoice number (Example OE-12345). This will allow you to retreive an order or invoice much more quickly because you will not have to wait for the standard order or invoice search windows to populate. This is similar to the Quick Ship function. | |
| Added | 5358 | Added audit trial to the email monitor. | |
| Updated | 5324 | Replaced PinEdit throughout CVO with a new WYSIWYG editor. | |
| 10.00.0106.2021 ***This update requires a Database update to dbv66 *** | |||
| Updated | 5330 | Make the Allocatecolumn label stand out of the Fill Backorders form. This is found under the Sales Menu at the TOP and then choose Fill Back Order. | |
| Updated | 5331 | When doing a customer lookup, if only a single customer is returned hitting the enter key will now open that customer record. | |
| Updated | 5332 | When creating a drop ship order from an order, the correct alternate vendor sku is now used if the alternate vender is chosen for the order. | |
| Updated | 5333 | Creation of new orders is no recorded in the audit trail. | |
| Added | 5334 | Variables are now able to be used on the Batch Posting automatic emails. Variables available for the Message Body: Variables available for the Subject
[[CtrlNum]] Replaced by Order number or Invoice number |
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| Updated | 5335 | In the print group you can now specify if the report is to be e-mailed instead of printed. If it is e-mailed the e-mail will use the signature named “PRINTGROUP”. The signature must be set up under the user’s signnature settings. The print group reports are now based on logged in user and not a system wide setting. This means that the first time a user opens the order form after the update they will need to set the print group reports. |
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| Updated | 5336 | Print grooups are now configure per user rather than as a company wide setting. | |
| Fixed | 5337 | The data import utility now imports blended kits correctly. | |
| Added | 5326 | New feature for multi-package order shipping. By holding the SHIFT ket while clicking on the ship button from within an order a new window will pop up allow the definition of multiple packages to be passed the ShipRush when shipping an order. Click here to watch a training video on this new feature. | |
| 9.55.1113.2020 | |||
| Fixed | 5325 | Fixed the issue which caused the blind ship warning to pop on every order when using the Quick Ship option. | |
| 9.50.1111.2020 ***This update requires a Database update to dbv65 *** | |||
| Fixed | 5313 | Fixed the issue which caused an error when processing a credit card on an order which had a P.O. number exactly 17 characters long. | |
| Fixed | 5317 | Pricing levels now sort by name on the customer screen. | |
| Fixed | 5319 | The report Customer Statement Summary now respects the “As of Date” when calculating past due if you change the business date. Therfore the system now calculates the days past due correctly no matter where you run the report from. | |
| Fixed | 5322 | The A/P Email address is no longer truncated when it contains more than 50 characters. | |
| Fixed | 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.
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| Updated | 5314 | Modified the audit trail form to set the defaults to “Any Part of Field” and Transaction ID for the “in” field. | |
| Updated | 5323 | When posting or batch posting the system will now properly use the business date and not today’s date for the date posted. | |
| Added | 5316 | There is now a new way to enter multiple packages on an order for shipping. By holding the SHIFT key while cliking on the SHIP button from within and order, you will now be presented with a dialog box into which you can enter the number of boxes on the shipment. This will creat the multiple boxes within the ShipRush interface automatically including the reference number for each package. | |
| Added | 5321 | A new popup box will be presented when an order which is configured as a blind ship has a billing and shipping address which are exactly the same. The prompt will ask if you whsh to continue with a shipping address which matches the billing address for the blind ship option. A Yes/No response is required. | |
| 9.45.0920.2020 ***This update requires a Database update to dbv64 *** | |||
| Fixed | 5311 | Fixed issue where in some cases the customer’s database is missing a field in the web import setup table. | |
| Fixed | Reports | Fixed the following reports:
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| Fixed | 5309 | Fixed two datatables that were not properly disposed of to better optimize system memory usage. | |
| Updated | 5307 | The onscreen display of items within an order are now sorted by the intLineNo to match the workorder report. | Updated | 5308 | Increased the length of the credit card token notes field, under the details tab of the customer record, to 50 characters. |
| Added | 5310 | Added a Credit Hold Notice when Duplicating Orders or Invoices when a customer is on credit hold. A yes or no dialog box will now pop up if the customer is on credit hold and you attempt to duplicate and order or an invoice. | |
| Added | 5306 | Added the ability to use names for the pricing levels instead of just the default numbers. To edit the pricing level names go to System –> Company Preferences –> Inventory Tab –> and the click the Pricing Lvl Names button. | |
| 9.40.0820.2020 | |||
| Fixed | N/A | Fixed the error “vyu_APUndeposited stored proc does not belong to database…”. This error occured when adding undeposited funds to a deposit. | |
| 9.35.0819.2020 ***This update requires a Database update to dbv63 *** | |||
| Updated | 5295 | If there is no email address associated with the invoice, the error given during batch posting now contains invoice number. | |
| Updated | 5297 | In the ShipRush interface, the reference 1 field has been changed from Order No: OE-XXXX / PO# abc to Order#: OE-XXXX / PO# abc. Updated the ShipRush interface to populate reference fields 2 and 3 for use in the automated email notification during shipping. Reference 2 is now the PO number with no leading text and Reference 3 is now the Order Number with no leading text. | |
| Updated | 5298 | Added 2 fields to table tblARShipment. dtmShipDate as a date field for the shipping date and strShipVia contains the ship via data from the invoice table. The new fields will only be populated for shipments made after this update. | |
| Updated | 5301 | Updated the customer receive payment to allow the sending of a receipt to the customer which will show the total payment and the amount applied to each invoice. | |
| Added | 5299 | Added new inventory analysis table to speed up display of inventory analysis data. The first time the Analysis tab is clicked there will be a delay before display is rendered while the new table is populated. In our test data from the years 2013 – 2020 with about 15,000 units shipped from the one sku, the screen rendering time dropped from 35 seconds to 1.4 seconds. | |
| Fixed | 5302 | When scanning a letter sized page into the attachements tab, the entire page is now captured. | |
| Fixed | 5303 | When editing an order the Notes are no longer being truncated to 77 characters. | |
| Added | NEW REPORT | Added new Shipment Tracking Report. This report provides a Listing of shipped invoices and their tracking numbers for any given time period. This report can be found in the Report Manager under the Sales Order report section. | |
| 9.30.0722.2020 | |||
| Updated | 803 | Improved the information message when creating a Back Order from an order rather than from an invoice. | |
| Fixed | 980 | Corrected the error causing a backorder notice to be displayed when the available quantity was equal to the allocated quantity. Now if the check box “Display a message warning if the quantity Available is zero” is checked and you process an order to an invoice causing the quantity left available to be exactly 0 you will not see the warning. You will only see it if the check box is checked and the quantity available would be less than 0. | |
| Added | 3089 | The Corel file listed in the “All items template path” on the Setup tab of an Inventory item. The CorelDraw file will now be added to the typesetting when you either create a new CDR file (manual typesetting) or when you AutoSet an item. **This change only works on CorelDraw X7 and above. | |
| Fixed | 5292 | Fixed Object Reference error when closing CRM customer notes after having deleted a contact note. | |
| Fixed | 5293 | Credit card tokens are no longer lost when changing a customer ID. | |
| 9.25.0713.2020 | |||
| Fixed | 5288 | Hitting the enter key now properly opens the record when only one record is returned in a customer search. | |
| Fixed | 5289 | The Filter Mode setting now properly saves under the user preferenses sytem tab. | |
| Updated | 5290 | CRM > Customer Notes now also shows the customer’s contact notes. | |
| 9.20.0629.2020 ***This update requires a Database update to dbv62 *** | |||
| Fixed | 4214/5284 | The Orders Search Screen now works properly in the “Company” field when “Any Part of Field” is chosen as the search matching critera. | |
| Fixed | 4255 | Fixed the out of balance error when discounting was applied to line item 2 of a Bill. | |
| Fixed | 4265 | When shipping a combined invoice the added orders are now updated on the website if they are from a CVW web-order. This applies to both manually added and ShipRush added tracking numbers. | |
| Fixed | 5285 | During order import via the Data Import Utility, empty categories are now skipped and new records will not be created in the category or inventory category tables. | |
| Updated | 4264 | Increased Order Status field to allow for status of “Ready For Pickup”. | |
| Added | 4244 | Added and SCAN button to the attachement tabs. This allows direct scanning into CVO without having to scan from an other appliocation and physically save a file to your computer. | |
| Added | 5279 | Added the ability to perform inventory adjustments on items with a status of “Phase Out”. | |
| Added | 5281 | Added the ability to manually add a tracking number to an invoice. | |
| Added | 5282 | Added the ability to send notification e-mail for blind ship orders thru ShipRush. There is a system wide setting to turn this feature on / off. It can be found under System > Company Preferences > Add-Ons Tab and then “Send Notification on Blind Ship items” checkbox. If this check box IS checked a notification e-mail will be sent to the e-mail address on the order / Invoice. If it is NOT checked the system will act as it did before the update and not send the notification e-mail. |
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| Fixed | 5280 | For inventory items set up with pricing levels a “Fixed Dollar Amount” discount level will no longer be updated when you change the item cost. | |
| Updated | 5286 | When converting an order to a purchase order, First and Last name now copy over to shipping address. | |
| Updated | n/a | Updated Dashboard Queries
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| 9.15.0616.2020 | |||
| Updated | 4230 | Rebuilt Checkuser.exe to work with .NET framework updates 4.5 and higher. | |
| Fixed | 4257 | After ShipRush Ghost Order no longer appears on screen with multi-monitor option turned on. | |
| Updated | 4258 | Updated web import routines to handle the google chrome security update that forces everything to SSL. | |
| Updated | 4259 | Updated Autoset to handle website redirects to HTTPS://. | |
| Updated | 4261 | Updated multiple communications functions to handle SSL in CVW based sites. This can include importing orders, updating tracking numbers, marking an order as imported using the Utilities, Sending purchase orders directly to vendors, doing a mass product pricing updates of CVW sites | |
| Fixed | 4260 | Fixed the issue where after updating the Websites in the import site settings window, hitting the save button showed “No Modifications made”. | |
| Fixed | 4262 | Fixed the issue which prevented a user from deleting a ShipRush tracking number when in multi-monitor mode. | |
| Updated | 4263 | Now displaying more information when the credit card payment button fails to Initialize the Payment. | |
| Fixed | 4266 | Fixed the issue causing inventory items to get multiple 2nd categories assigned to it when importing an order with the DataUtility.exe in PRO Edition. | |
| Fixed | 4267 | Fixed the issue causing the tblARSalesTaxDetail table to have duplicate records after importing orders with the data utility. | |
| Fixed | 4268 | If UserID (Username) is over ten char long the user can now process credit cards. | |
| Fixed | 4269 | Fixed the issue which prevented opening an invoice after adding a product with a negative sales price. | |
| Fixed | 4271 | When importing an order with the DataUtility.exe the Categories table can no longer get duplicate categories added to it. This was related to item 4266 | |
| Updated | 4272 | Added a default shipping method for imported orders. This should only be applied if there is no shipping method on the imported order. This applies primarily for punchout orders. | |
| Fixed | 5278 | On the vendors form the general notes section now accepts the carriage return key without losing focus. | |
| 9.10.0318.2020 | |||
| Fixed | 4258 | Added code to handle the google chrome security update that forces everything to SSL. This will also fix the issue where CVW was not updating shiping information on CVW web sites | |
| Fixed | 4259 | . | |
| Fixed | 4260 | . | |
| 9.05.0311.2020 | |||
| Fixed | 4259 | Updated TLS connection to allow AutoSet to work for imported CVW orders. | |
| 9.00.0310.2020 | |||
| Updated | 4251 & 4253 | USPS Medial Mail is now a valid option in SHipRush mapping in the Ship Via configuration screen. We also re-sized the ShipVia window to allow for easier use and viewing | |
| Updated | 4176 | Users can now delete an Invoice IF the payment was made on the Order, or imported from CVW with a payment. | |
| Updated | 4242 | CVO now changes the word “Tax” in the order footer to “Manual Tax” and changes the color of the text to Red when tax has been added or updated manually rather than calculated. To enter the manual tax mode, double click on the tax amount field in the order footer. | |
| Updated | 4247 | ModifCVO to put the custoerm PO # in the shipping reference 2 field of the ShipRush integration. | |
| Updated | 4254 | CVO will now allow the posting of a zero difference inventory adjustment. The user will be asked if he wants to post the 0 difference adjustment. The default is No. | |
| Fixed | 4243 | Fixed memory leak during unpost payment function. | |
| Fixed | 4245 | Now able to properly delete units of measure from inventory items. | |
| Fixed | 4246 | When creating a PO from an order, the order’s shipping method no longer overrides the vendor shipping method on the PO. | |
| Fixed | 4249 | Flex Items now properly import the PDF files. | |
| 8.85.1218.2019 | |||
| Fixed | 4238 | Credit card tokens are no longer lost when changing a customer ID in the the customer form. | |
| Fixed | 4239 | Fixed the issue causing an error to be thown when adding / deleting an attachment to a an item other than an order or invoice. | |
| Fixed | 4241 | CVO no long jumps to the Fields tab when leaving the E-mail Address or Domain located on the Details tab in the Customer form. | |
| 8.80.1212.2019 | |||
| Added | 4231 | Added Ship to State on orders search screen. If the new field does not show up, you will have to open the search setting while searching for an order by clicking on the |
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| Updated | 4235 | When creating an Purchase Order export file for Trodat OM, the export file is now in the same sort order as the printed version of the PO. | |
| Fixed | 4233 | PO Import from Excel now works with blended kits. | |
| Fixed | 4236 | Fixed the issue causing incorrect prices in CVO when importing kit items from CVW containing features with “CVO SKU (for Kits)” and the CVO system is set to NOT override the web price. When importing a kitted item from a CVW system and in CVO the site is NOT set to override the web prices, CVO will now add the component (the feature items SKU ) with a $0.00 price. If CVO is set to override the CVW price then there will be no change. | |
| Fixed | 4237 | Fixed the issue where on workstations with older operating systems a connection could not be established to a secure CVO site. CVO is now forcing the older OS to connect using TLS1.2 protocol. This should allow the computer to connect and import orders over HTTPS. | |
| 8.75.1203.2019 ***This update requires a Database update to dbv61 *** | |||
| Added | 4200 | Added the ability to send PO requests to Xstamper’s soon to be released Partner Ordering site, with just a click of a button. This new feature can be found under the Tools button on a purchase order.. | |
| Added | 4203 | Added ability for an administrator to kick users off when doing an update that requires a Database update. This is useful when a user has forgotten to log off and is not available to do so. | |
| Added | 4216 | Added a new Reorder Qty field to the inventory item form on the “Stock” tab. This optional field value will display on the Inventory Reorder Point report to indicate the quantity to order when placing a PO to your vendor. | |
| Added | 4229 | Purchase order now has the ability to upload a PO to NotaryRecordBooks.com to automatically process an order with that vendor. This is found under the Tools menu on the purchase order screen. | |
| Updated | 4221 | CVO’s AutoSet will now read arced/curved text parameters directly from CVW based web sites giving more flexibility in design. | |
| Updated | 4226 | We now track when someone deletes an Undeposited Receivable from the Undeposited Funds screen when creating a deposit. This information is written to the audit trail. | |
| Updated | 4227 | The automatic creation of production flats has been sped up. | |
| Updated | 4209 | When using the Excel file import method for a purchase order, If the xls file has a price and or a description, we now use that instead of the value form the inventory item. | |
| Updated | 4213 | The Email Monitor screen now shows the total number of e-mails in the e-mail list. The number is displaed on the tab at the top of the list. | |
| Updated | 4215 | The email monitor no longer uses the order notes field to indicate that the order was generated by the email monitor. A new strEmailMonitorRef field has been added for this purpose. | |
| Updated | 4219 | CVO now recognizes USPS tracking numbers can now also start with a 95. | |
| Updated | 4223 | CVO now recognizes USPS tracking numbers can now also start with a 70. | |
| Updated | 4224 | When importing an order from the web, CVO can now recognize a unit of measure other than Each. This is done by having a colon and then the unit of measure as part of the item sku on the web site. For example: if CS unit of measure is set up in CVO to represent a Case of items, then the web SKU NRB will import as unit of measure Each (the default), whereas NRB:CS will import as a unit of measure CS, thus selling a case of sku NRB/ rather than a single unit. | |
| Updated | 4225 | Added a tab on the vendor screen to show purchase Analysis, similar to what is on the Customer screen analysis tab. | |
| Fixed | 4204 | Fixed the issue where the PNG file was not saving when you AutoSet via the Order. The png file now saves correctly and the record is automatically saved on successful “AutoSet” | |
| Fixed | 4205 | Corrected the issue which was causing an incorrect shipping amount to print on order report when the shipping amount was changed on an impoorted order. | |
| Fixed | 4206 | When editing the tax code for a customer record when an order for that customer is open on the screen, when the customer record is saved, the order will not properly update the tax code and recalculate the tax amount. | |
| Fixed | 4210 | CVO will no longer crash if an imported product SKU has a quote or single quote in it. NOTE: You cannot and should never use a quote or single quote in a product SKU in either web site or CVO items. | |
| Fixed | 4211 | The field size for strVendorNumbers is now the same in all system tables. This will prevent truncating which was previously happening. | |
| Fixed | 4212 | If a computer workstation running the CVO email monitor crashes, other workstations will now still be able to read emails in the monitor. | |
| Fixed | 4218 | Buttons on the production tab now properly respond to the mouse-over conditions. | |
| Fixed | 4220 | The elipsis buttons on the Corel file paths now properly display the computer drive structures. | |
| Fixed | 4222 | Corrected the issue, which on rare occasion, would cause CVO to crash if the Save form grid on major forms is checked. | |
| Fixed | 4228 | When searching for a flat layout the “New button” is no longer missing on the search screen. | |
| 8.65.1021.2019 ***This update requires a Database update to dbv60 AND .NET Framework 4.5*** | |||
| Updated | 917 | Purchase orders and search have now been updated to use the alternate vender SKU if a PO is being created for product’s alternate vendor. | |
| Updated | 4177 | When merging customer accounts, the credit card tokens are now also merged. | |
| Updated | 4183 | When deleting an order form CVO the cdr, clipart, or flex file associated it are now also deleted. | |
| Fixed | 4156 | The order details (tblOESalesDetail) now correctly include the retail price of components for Kit items in the dblOriginalRetailPrice field so that calculated discounts are now correct on orde reports. | |
| Fixed | 4165 | Fixed the slowness in the deposit screen by only saving the search field records associated with the logged in user. | |
| Fixed | 4189 | Fixed the issue which caused AutoSet to crash if a round stamp had only one line of text. | |
| Fixed | 4190 | Customer’s default freight tax is now being set when a customer is created via web import. | |
| Added | 3070 | Added the ability to create a PO for an inventory item from the edit inventory item screen. The new feature can be found under the Tools icon when editing an inventory item. | |
| Added | 4192 | The import from Excel file now contains an additional information field whcih will be read into a Purchase Order whe using the file for importing purchase orders. | |
| Added | 4193 | Added the ability to generate a file from a purchase order which can be used to import the PO into the Trodat Order manager site. This new feature can be found under the Tools button on a purchase order. | |
| Added | 4195 | Added the ability to select the Bill To address information from the customer’s list of Ship To or Contacts. | |
| Added | 4197 | When a web order, which has an affiliate associated with it, is imported into CVO the affiliate name will now display in the notes field of the order. | |
| Added | 4199 | Added support for the latest version of SQL Server. This update requires framework 4.5. As of this update Windows XP is no longer supported. | |
| Updated | Reports | Updated the following report Data Sources:
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| 8.60.1001.2019 | |||
| Fixed | 4189 | Fixed the issue where AutoSet was crashing if a one-line round stamp with a background image was typeset. Also corrected the alignment issue on same. | |
| 8.55.0930.2019 | |||
| Updated | 4168 | Removed old TransSentry and Payroll integration settings from Add-ons screen. | |
| Updated | 4175 | Creating a new order while on an existing order no longer carries over attachments to the new order. | |
| Updated | 4178 | Updated CVW import to grab a local “EPS” version of clip art and layout images uploaded by the admin on web site layouts and recolor the eps file to match the ink color of th stamp. | |
| Fixed | 4179 | Importing an order with the DataUtility.exe the inventory item is no longer getting multiple 2nd categories assinged to it. | |
| Updated | 4180 | Fixed the issue causing alignment problems when the AutoSet item has only one text line plus clipart. The text line was not lined up correctly in CorelDraw X7 – 2019. | |
| Updated | 4181 | Web orders with a handling charge now import handling charge into CVO and a misc line item. | |
| Updated | 4182 | Fixed the issue causing the CorelDraw “Save As Version” to as x5 when it is set for 2017, 2018, or 2019. | |
| Added | 4184 | Added a way to skip QA proof by adding an “Approve All” button. | |
| Updated | 4185 | We now Update the line item status when the item is placed on flat. | |
| Fixed | 4186 | If a CVW web site is set to carge tax on shipping, that tax is now properly imported intoCustom Vantage Office. | |
| Updated | 4187 | The positioning buttons for the Corel Draw interface now work properly in Corel versions 2017 and 2019. | |
| 8.45.0826.2019 | |||
| Updated | 4160/3116 | Updated to bring CorelDraw X8 into compliance with CVO version 8 code. | |
| Updated | 4158/3116 | Updated to bring CorelDraw 2017 into compliance with CVO version 8 code. | |
| Updated | 4159/3116 | Updated to bring CorelDraw 2018 into compliance with CVO version 8 code. | |
| Fixed | 4166 | Fixed tax rate retrieval from CVW. If CVW has more than 1 tax rate setup, then the system was returning ALL tax rates instead of the individual tax rate thus causing issues with the tax totals. | |
| Updated | 4162 | To avoid import failures, Billing address city name will now be truncated if over 25 characters long when importing web orders into CVO. | |
| Added | 4139 | New code to cause undeposited funds window to open quickly. | |
| Added | 4147 | Added new code to prevent shipping price update from shiprush to order or invoice IF shiprush is set to bill the customer’s UPS/FedEx number. | |
| Added | 4149 | The Salutations field is now visible on the “Ship to” screen from both the customer and on an order or invoice. | |
| Added | 4153 | Added new button for users “Your Favorite Help Topics”. This new button is on the Help > Hele and Support screen. | |
| Added | 4155 | If the user edits an order that has a status of “Shipped” the system will show the warning message “This order has been Shipped! Are you sure you want to add this line item?”. The user will be given the option to proceed with the change or not. | |
| Fixed | 4154 | If an order has a payment applied to it you can no longer change the customer id. | |
| Fixed | 4157 | Fixed the issue causing failure to connect to sql database versions above 2008. | |
| Fixed | 4161 | Fixed the issue which, on rare occasions, would cause CVO to throw an “access denied” error on exit. | |
| Fixed | 4163 | CVO no longer fails to import a web order if there is an invalid character in the phone number of the web order. | |
| Fixed | 4164 | All line items are now correctly associated with the correct .cdr (CorelDraw) file. This fix ONLY corrects items going forward and will not correct past orders. All past orders would need to be re-typeset to correct this issue.. | |
| 8.40.0724.2019 ***This update requires a Database update to dbv59 *** | |||
| Added | 914 | Added a new “Ready For Pickup” status to the order status dropdowns. Also moved the Status’s from a hard coded list to a database table (tblWFOrderStatus). This is to allow for future aditions of order statuses. | |
| Added | 3122 | New field added to the Sales Order screen. The new field is labeled “Last Touched By”, and is located on the top right hand side on all order tabs. The FOB field on that screen is now back to the original use. The Last Touched By field is read only on the Order form and is set by going to the Production tab on the start menu and click “Take Order Ownership” | |
| Added | 4146 | In Company preferences –> Add-Ons tab –> “Shipping and Tracking” (Add on Preferences) form. ShipRush setting tab there is a new check box “Do not update shipping charge on paid Orders / Invoices” Unchecked by default. Checking this checkbox will make the system NOT update the Freight charge on PAID orders / Invoices when you ship a package even if the “Update Freight fields with ShipRush rate box is checked. Unchecking will allow the system to update the freight charges to be what ever ShipRush returns as usual. This is only active if the “Update Freight fields with ShipRush rates” is checked. | |
| Added | 4150 | Added a new field in the inventory item Setup tab. The new field is under the “Impression Area Information” section. New new “All Items Template Path” will be used for a UNC path to a Corel Draw file which will be loaded evertime that inventory item is typset or autoset. This is useful for stamps which requre a margins or cut lines template such as Xstampers, flash mounts or badge templates. The field can be populated now but the functioality to take advantage of the new file is not yet in place but is coming soon. |
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| Added | 3043 | New checkbox in customer record labeled “Not Allowed Combined Invoice”. If this box is checked you will not be allowed to combine multiple orders on to a single invoice for this customer. If unchecked you can add multiple orders to one invoice. | |
| Updated | 3131 | Increased the size of the Notes field on bills to match the size of the notes field in purchaes orders. This will prevent truncated data when converting a PO receipt to a bill. | |
| Updated | 4135 | *setupcharge* and *proofcharge* items from CVW based web sites will now import as “Misc” items. | |
| Updated | 4138 | Added the ability to group and sort the Undeposited Funds” screen. Right click on the column headers and then choose Group By. Once grouped you can now sort within the groups making it easier to find items for deposit. | |
| Updated | 4140 | On the Undeposited Funds screen, the label showing the total dollar amount of selections now also shows the number of items selected at the bottotm of the screen. | |
| Updated | Updated the following reports and data sources.
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| Fixed | 3135 | Payments are no longer showing up twice on the custoer form. | |
| Fixed | 3136 | fixed the issue which caused (Multi Vendor) Listing to show Subtotal as still being owed and as a negative number even though fully paid. | |
| Fixed | 4144 | Fixed the issue where Notes were not showing up when you choose “New with existing shipto” from an order. | |
| Fixed | 4145 | Fixed the issue which was causing the average cost of assembly items, which contained non-inventory components, to grow everytime an invoice was posted. This was causing inflated costs to be posed to the general ledger. This fixes transactions going forward but will not effect past transactions. If you have out of wack historical costing you should create a general journal entry to bring your numbers back into line. | |
| Fixed | 4148 | When duplicating an order with more than one customizable item, CDR files for all line items are now properly duplicated to the new order. | |
| Fixed | 4151 | The QA Image on order line items now displays the correct custom artwork. | |
| Help | HELP | This release includes an updated system help file accessible by depressing the F1 key on your keyboard. | |
| 8.35.0701.2019 | |||
| Updated | 4136 | Changed the Tab order on inventory screen to go from Standard Cost to Last Cost to Fixed Cost. | |
| Added | 4135 | Added the ability to import *setupcharge* and *proofcharge* items from CVW based web sites. | |
| Fixed | 4134 | Kit Items now import correctly from CVW based web sites. | |
| 8.30.0614.2019 | |||
| Updated | 3134 | Do not allow user to add a payment to a voided invoice. | |
| Updated | 3130 | Added new key to know if “Fit Text to Mount” option was used on CVW based web sites. | |
| Fixed | 3133 | Fixed issue caused when web importing a Blended kit item with more than one component. | |
| 8.25.0603.2019 | |||
| Updated | 3128 | Data Import Utility: Will now check each line before it adds it to the OESalesDetail table item to see if the Order Number already exists. If it does, then the system will log this information and NOT add this line item. The information logged can be found in the DataUtility.log file. | |
| Fixed | 3129 | Fixed the issue where, when the “Automatically save line items when entering orders” box was checked, when changing the item qantity the courser would jump to the top row. | |
| 8.20.0530.2019 | |||
| Fixed | 3106 | Email displays in the Email Monitor now properly close when an email is marked as completed. | |
| Fixed | 3107 | Order notes are now appended to rather than overwritten when an order is created from the Email Monitor. | |
| Fixed | 3108 | Adding additional line items to an order now correctly stays on the new line item as you tab through when the System > Company Preferences> Sales Tab “Automatically save line items when entering orders” box is checked. | |
| Fixed | 3109 | Fixed the issue causing some e-mails in the Email Monitor were showing up unformatted. | |
| Fixed | 3112 | Fixed the issue where making a Flat straightens curved text. The issue was that the “Autoset” functionality was adding arcs and placing them on the Master Page Guide layer. These arcs are used in the “fit the text to path” function. They are needed so that if the cdr files needs to be edited the text will stay on the path. When they are imported to the Flat file CorelDraw was not keeping them with the rest of the group, and this was the root of the problem. We moved the Arcs to the ActivePage Guide layer when AutoSeting them and named the arcs used for this purpose to end in “ArcGuideLine” (Examples: TopArcGuideLine, InsideTopArcGuideLine, InsideBottomArcGuideLine etc.). Now if you wish to keep the guide lines on items which you manually typeset simply name them with a name ending in “ArcGuideLine“. The Flat creation will delete them for you so they are not on the finished product! These updates are on form this point fwd, anything AutoSetted prior to this update will NOT import correctly. These corrections are only on x7 and up. The create flat functionality is only available on CorelDraw X7 and 2019 for now, but will be ported over to Corel version in between X7 and 2019 and up soon. |
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| Fixed | 3114 | On the “Flat Layouts” button the ellipsis button at the “Save Batch File to” now properly seaches the local computer. | |
| Fixed | 3115 | Fixed the issue on the Email Monitor where if 2 or more people checked at the same time it was possible the same e-mail was being read in twice. | |
| Fixed | 3118 | Fixed the issue where payments made on an invoice form sometimes showed up as payments on random orders or quotes. | |
| Fixed | 3120 | Corrected the issue where imported orders containing kit or blended kit items were not populating the item category or vendor ID. | |
| Fixed | 3127 | Email Monitor window no longer steals focus when it check for new emails.. | |
| Updated | 3097 | Merge Custermers utility no pops a completed message when completed. | |
| Updated | 3105 | Modified the Email Monitor screen so that the grid columns are resizable. Also if the user is set to “Save Grid Layout on Major Forms” then the system will now save / load the last layout of the email monitor grid. | |
| Updated | 3113 | Added a button on the Inventory item screen’s “Setup” tab next to the Production type drop down. Click the elipsis button to update the production type for ALL line items on ALL orders which have this inventory item. The production type will be updated to the production type indicated for the particular inventory item bing edited. | |
| Updated | 3123 | Made the Line Item Options screen resizable. This is the screen accessed by clicking the ellipsis next to a line item on an order. | |
| Updated | 3125 | Modified the Inventory Adjustment screen so that when pressing the keybord down arrow, the cursor moves to the Item Number field of the next line. | |
| Added | 3117 | Added the ability to mark a web order as Imported. Under the system –> Utilities –> Tools tab, users can now mark an order on the web from the selected site as Imported with out importing it into CVO. | |
| Added | 3121 | On the “Production” tab there is a new “Take Ownership” button. This button will bring up a screen that will allow a user to type or scan an order ID and will cause the FOB field to show the username of the logged in user that scanned the item. This will easily let anyone vieing the order to see who is currently working with that order.The use of the FOB field for this purpose is temporary. On the next database update this information will be moved to a new field as its permanent location. |
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| 8.05.0423.2019 ***This update requires a Database update to dbv58 *** | |||
| Updated | 829 | Added Production Workflow Phase 1 and eliminated payroll support. There will be no further updates to the payroll tax DLL’s. Production Workflow Phase 1 initial release will only work with CorelDraw versions X7 and 2019. Added line item statuses to the database structure.
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| Updated | Updated reports and data sources. Reports:
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| Fixed | 3091 | Printing multiple orders from the orders seach screen now shows correct totals on all orders. | |
| Fixed | 3052 | Product admin attachments from CVW are now saved to the clipart url during import of CVW web orders. | |
| Fixed | 3075 | Duplicating an order no longer duplicates the creation date. | |
| Fixed | 2041 | Added Non-Clustered Index to speed up Customer Analysis tab slowness. | |
| Fixed | 2037 | On web imported orders add actual name of person that imported the order in place of “web import”. | |
| Fixed | 3092 | Eliminated the slowness in saving an order which has a large number of line items. | |
| Fixed | 3072 | Fixed the issue which prevented the credit card entry pop-up on credit memos and negative dollar amount invoices and orders. | |
| Fixed | 3062 | Fixed the issue where batch run cut lines were being added as CMYK and not RGB. They are now RGB as they should be. | |
| Fixed | 3072 | Can now process new credit card from a credit memo. | |
| Fixed | 3071 | Fixed the issue where periodically, when processing a credit card on an order, the order shows paid but no authorization number captured and the card did not really get charged. | |
| Fixed | 2015 | No longer get an out of memory error after editing zip/postal codes table with over 70,000 records. | |
| Fixed | 3055 | In Autoset for Corel Draw 2018 the jpg or png is no longer saving at 2x the height. | |
| Fixed | 3056 | Fixed the issue where batch run (cdr run) cdr files are not re-coloring. | |
| Fixed | 3060 | Fixed the issue where AutoSet batch runs more than 1 page, the pages 2+ were being set to 8.5 x 11 no matter what the setting is for page 1. | |
| Fixed | 3061 | Line items with only 1 character in the line text are now getting imported. | |
| Fixed | 3077 | If multiple orders are opened at the same time, tracking numbers on the detail tab no longer show all tracking numbners. Only the tracking number fr the appropriate order is now displayed. | |
| Fixed | 3081 | E-mail monitor Column “Company” is now spelled correctly. | |
| Fixed | 3064 | When importing an order the cancel date was being set to now (current date). Changed to now + 1 month. | |
| Fixed | 3092 | If an order has a great many of line items it is no longer slow saving. | |
| Fixed | 3096 | Fixed the issue where under rare conditions AutoSetting a round stamp system seemed to lock up. Fixed the loop which was runnning the background. | |
| Fixed | 3065 | Duplicating an order no longer uses OLD Ship Date from original order on line items. | |
| Updated | 3085 | Shiprush blind ship address now uses actual shipper address but still uses drop-ship name as per US postal regulation and UPS requirements. | |
| Added | Inventory item images can now be added and viewed from within the line item options window (ellipsis button) on orders. | ||
| Added | Custom typesetting can now be viewed from within the order line item options window (ellipsis button). | ||
| Added | 3051 | Added suppport for CorelDraw 2018. | |
| Added | 3085 | Added suppport for CorelDraw 2019. | |
| Added | 2027 | On the Order form there is a new drop down combo box on the “Detail” tab under the “Other Information” group box. The field has a label of “Reason” This is where you can enter the reason for the Order. Some examples would be “remake”, “Lost in delivery” etc. This field is optional and does not need to be filled in. | |
| Added | 3042 | Added the ability to save cdr file from autoset as AI file. This is only available on Corel Draw X7 and higher. | |
| Added | 829 | Added new production flow tracking core. Will get input from CVO users as to next steps. | |
| Added | 3063 | Added the Production to the “Default Workflow” drop down under User Preferences. | |
| Added | 3074 | Added a new Statistics tab to the order import screen shoing how many orders are available, imported, shipped etc. from the CVW based web sites in the import settings. | |
| Added | 3073 | Added the ability for Quantity to have 3 decimal places. | |
| Added | 3078 | Added more information to the merge customer utility as to how many open orders will be merged. | |
| Added | 3079 | Added a way to track who shipped an order or invoice. | |
| Added | 3094 | Add new Indices to database to help speed things up. | |
| Added | 3088 | Added the ability to view the typeset image to the line item options page. Now you can see the tyset impression image without having to print a report. | |
| Added | 3087 | Added the ability to have a local image (Photo) of products for inventory items. | |
| Added | 3093 | When importing an order from the web show better reason for import fail. | |
| Added | 3090 | Added Production Type to needed forms. | |
| Added | 3080 | Added the ability to void an order as long as the $$ due is 0. even if there was a CC charge and a reversal. | |
| 7.60.0924.2018 | |||
| Fixed | 2042 | When importing an order from a CVW based web site the Ship to address now has the correct Sales Tax Code. | |
| Fixed | 2033 | Fixed the issue where order changes sush as Ship Date were not being saved if order notes were also changed. | |
| Updated | 2031 | Voided web orders are now being marked as imported, so they don’t display after every import. | |
| Updated | 2040 | Changed Label in Customer Record from UPS to UPS / FedEx for customer’s shipping account number. | |
| Updated | 2030 | Web order are now marked as PAID when an order is shipped through the CVO/ShipRush integration. This allows web orders to properly clear payment card information on the normal cycle. | |
| Updated | 2043 | When shipping from an Invoice via the ShipRush interface, the web order is now updating the status on the web site. | |
| Updated | 2032 | Added an entry to the audit trail when someone makes an edit to the notes on an order. | |
| Updated | 1996 | When deleting a tracking number from an invoice we now clear items where the related orders had the tracking number added to them as well. | |
| 7.55.0827.2018 | |||
| Updated | 2028 | Updated the internal web url for WorldPay payment finished screen. | |
| 7.50.0824.2018 | |||
| Fixed | 2029 | Fixed the issue which was causing a “no image available” image to be displayed on imported orders which had generic products line items. | |
| 7.45.0823.2018 | |||
| Added | 2023 | Added the ability to update product pricing from CVO to a CVW web site or multiple CVW web sites in bulk instead of one by one. This feature can be found under the system utilities. | |
| Fixed | 2026 | Modified the web import system to better handle large sized orders importing. This fixes the “system out of memory” error which occured previously when trying to import very large web orders. | |
| 7.40.0813.2018 | |||
| Fixed | 2024 | Fixed the issue where order would not save if a note popped up on order creation. | |
| Updated | 2020 | Created a more meaningful error message when defined blended kit component item does not exist in inventory table when importing orders from web site. | |
| 7.35.0808.2018 ***This update requires a Database update to dbv57*** | |||
| Updated | 2004 | Updated the import from webs function to use the special tax code set up on CVW so that the code is brought into CVO when importing orders. | |
| Added | 2017 | Added ability to ALWAYS use the CVO product description when importing web orders rather than the web product description. To activate this feature check the Use CVO desc checkbox on the web import settings for any particular site configuration. | |
| Fixed | 2018 | Fixed the issue where notes were not saving on order open and the notes pop-up was set to show on open order/invoice. The notes were not being saved unless something else on the order had changed. | |
| Fixed | 2019 | When updating the notes on an order the notes are no longer being truncated to 76 characters. | |
| 7.30.0727.2018 ***This update requires a Database update to dbv56*** | |||
| Added | 2011 | Added a switch to the user settings to allow each user to set the default for the order lookup screen to either Show All or Show Open orders. | |
| Added | 2014 | Added the ability to delete zip/postal codes from the Settings > Zip/Postal Codes window. | |
| Added | 2012 | Added the ability to filter by column on the customer record’s history tab. | |
| Updated | 2009 | Upgraded to TLS 1.2 for Credit Card processing and to ensure PCI compliance. IMPORTANT: This means that you cannot process credit cards on Windows XP computers. Windows XP does not support TLS 1.2 and is no longer supported by Microsoft. | |
| Updated | 2007 | When you change the date on an order or invoice the time stamp is no longer lost. | |
| Updated | 2005 | Added support for email subject line tags [TYPE]] and [[CtrlNum]] in the BATCHPOST signature subject line field. | |
| Updated | 2010 | When editing a general journal entry, by modifying either the debit or credit column, the total shown as the amount out of balance no longer shows fractional pennies when it shouldn’t. | |
| 7.20.0710.2018 | |||
| Updated | 2009 | We now force TLS 1.2 for credit cards processing to ensure PCI compliance for all future pci scans. | |
| Fixed | 2008 | Fixed the issue where credit cards could not be processed unless they were already in a customer’s account. New credit cards can now be processed. | |
| Fixed | 2007 | When you change the date on an order or invoice the time stamp is no longer lost. Correct time is now saved instead of midnight 00:00:00:000. | |
| 7.15.0706.2018 | |||
| Added | 954 | On Orders look up screen, changed results window to only show open/pending orders. Added new button to show all orders. By default the search results WILL ONLY SHOW OPEN ORDERS. To find orders which have a status other than pending or in process you must click on the “Show All” button. To return to showing only open orders click the button again. The new button toggles between showing all orders and showing only open orders. |
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| Updated | 2002 | Find line items no longer shows duplicate order numbers if more then one line item on a given order falls within the search criteria. | |
| Updated | 812 | Added new “Open Displayed” button, visibile only when displaying the result of a “Find Line Item” search, which will open all of the orders returned by the search. | |
| Fixed | 2003 | Fixed the issue where paying with Vantiv/WorldPay sometimes system shows a payment in CVO when it did not go through. | |
| 7.10.0622.2018 ***This update requires a Database update to dbv55*** | |||
| Updated | n/a | Updated the following reports:
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| Updated | n/a | Updated the Inventory Value On Hand record source to add category and status to the criteria filter | |
| Added | 810 | Changed the CorelDraw version to be user based. Also added a global Corel Draw “Save To Version”, so all Corel files generated by Autoset will be saved as this version regardless of the user version. | |
| Added | 976 | We now update tracking info on orders which were shipped in a combined manor from an invoice. Now when opening an order, we can see the shipping information without having to pop over to the invoice. | |
| Added | 1993 | When updating the tracking number of a closed order, if there is a matching invoice for the order, we now prompt the user to see if a shipment tracking record for the invoice should also be created. | |
| Added | 1997 | Added the ability to Autoset flex items from imported web orders. | |
| Updated | 1994 | Added Audit trail recording when someone hits one of the “Add Payment” buttons on an order or invoice. | |
| Fixed | 1988 | CRM tasks/scheduling now properly pops notifications. | |
| Fixed | 1995 | . | |
| Fixed | Fixed the issue wher in some instances when viewing an order or invoice’s Order History orders were showing up twice. | ||
| Fixed | 1996 | When deleting a tracking number from an invoice we now clean out items where the related orders had the tracking number added to them as well. | |
| Fixed | 1998 | Cloning a security user now clones their Corel settings to the new user. | |
| Fixed | 1999 | When adding a manual tracking number the date box now validates that the entry is a valid date. | |
| Updated | 2000 | Data Import Utility – Allow data import utility to import Blended kits from CSV file provied that the blended kit has only included (fixed, non-optional) component items. | |
| 7.05.0507.2018 ***This update requires a Database update to dbv54*** (contains a payroll update so this must be run on the server) | |||
| Updated | 1975 | When importing orders into CVO from a CVW based web site, we no longer import products if the matching product sku is marked as discontinued. We use the same logic currently in place when the sku is not found and skip it or flag it, etc., based on configuration settings. | |
| Updated | 1978 | We now properly show cost for items imported from web orders. | |
| Updated | 1980 | Added to audit trail to show when a payment was deleted. | Updated | . |
| Fixed | 983 | Fixed the issue where one could not print orders with Misc products on it. | |
| Fixed | 1983 | When duplicating a paid bill the new bill is no longer marked as paid. | |
| Fixed | 1984 | Frieght amount is now being properly carried from Purchase Receipts to Bills. | |
| Fixed | 1992 | Customer Merge routine no longer crashes if customer name contains an apostrophe. | Fixed | 1981 | Added code to check if the assigned POS customer exists during login. This prevents the system throwing an Null object if the POS Customer no longer exists. |
| Added | 1991 | Added a field to the tblOESales table strImportedByUserID. This field is ONLY updated when an order is imported. at this point it is not exposed on the order screen. This field will need to be added to a report if any one wants to see it. | |
| Added | 1990 | Modifed CVO so that shipment tracking numbers can be entered on an order even after the order is marked complete. Additionally, if there is a matching invoice for the order, prompt the user to see if a shipment tracking record for the invoice should also be created. | |
| Added | 1982 | Added ability to have 2 Vantiv/WorldPay accounts for multi-country setups. | |
| Added | 1987 | Added the ability to create a template customer such that when a new customer was created in CVO as the result of an import from CVWeb, it would use the template to create the customer shell. Some of the things we were thinking about including setting their terms to Credit Card, shipping method to Best Way, default discount to x%, etc. | |
| Updated | Payroll | Payroll Updates.
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| 7.00.0112.2018 (contains a payroll update so this must be run on the server) | |||
| Updated | 973 | Added ability to add attachments to completed Orders. | |
| Updated | 974 | Added audit log entry for add and delete attachments. | |
| Fixed | 975 | When deleting a shipment from an order the ship button now re-activates. | |
| Fixed | 978 | Fixed the issue where an order with a PO number containing an ampersand (&) CVO no longer thows an error during Vantiv credit card payment. | |
| Fixed | 979 | When doing a search for Additional info field, no longer has to be an exact match. Will now work properly | |
| Fixed | 981 | When using QuickShip web site orders now properly update the web site. | |
| Updated | Payroll | Payroll Updates:
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| 6.195.1211.2017 | |||
| Fixed | 971 | Fixed the issue causing a crash after shipping a non-imported order. | |
| 6.190.1208.2017 ***This update requires a Database update to dbv53*** | |||
| Fixed | 960 | The ship date no longer changes back to “” when you modify an order. | |
| Fixed | 962 | Modified the balance sheet data sources so that voided check transactions no longer cause invalid numbers to be on the balance sheet. | |
| Updated | 963 | Added code that should now save the masked CC number to the table so that the last 4 of the credit card will show in the payments sub-report on orders and invoices. | |
| Added | 964 | Added the ability to filter on a customer id when doing a line item search. | |
| Updated | 965 | Made the additional info field read-only instead of disabled so that one can still copy text out of the window on completed orders. | |
| Updated | 967 | Memory optimization do to make large reports more stable. | |
| Fixed | 968 | When updating the notes on a completed order the notes are no longer being truncated to 76 characters. | |
| Updated | 969 | When voiding a shipment through CVO, the tblOESalesDetail.dblQtyShipped field is now being set back to 0. | |
| Added | 970 | when importing orders from CV Web into CVO, we now set the order status to “On Hold” if the order is for a customer that is on credit hold in CVO. A message will appear in the status area of the CVO import window that lets the user know when an order was imported for a customer that is on hold. | |
| Updated | The following reports have been updated to make notes easier to read:
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| 6.185.1113.2017 | |||
| Fixed | 961 | Fixed the issue causing the value of the strUserCreated field to be made the same for all orders whenever an order or invoice was duplicated. If your data has been adversely affected, you must restore the OESales table strUserCreated field from a backup. If you have a backup but do not know how to restore only the one field, please contact technical support. | |
| 6.180.1025.2017 ***This update requires a Database update to dbv52*** (contains a payroll update so this must be run on the server) | |||
| Fixed | 923 | If the User enters a ‘ (single quote) in the “Text/Copy” field tduring a line item search, the system no longer errors. | |
| Updated | 927 | Sped up the creation of batch production runs when there are multiple pages. | |
| Fixed | 942 | Voiding a credit card charge from an invoice now works properly. | |
| Updated | 944 | When duplicating an order, the strUserCreated field is now populated with the user who duplicated the order. | |
| Updated | 945 | Added a check for email address field before sending email. This means that if you’re missing an email address, the content of the email is no longer cleared. | |
| Updated | 946 | On invoice creation, the system only pops up the “select orders” dialog box if orders for that customer exist. | |
| Fixed | 947 | (Data Import Utility) Notes from the inventory table now properly register when using the “GetNotes” cmd. | |
| Updated | 948 | Added a pop-up message to inform user if an order being combined onto an invoice has a shipping amount on the order. | |
| Updated | 949 | Changed ShipRush USPS to use ShipRush Discount Postage. | |
| Updated | 950 | Notes now properly save on orders when auto display notes is active. | |
| Updated | 955 | Added Email (strEmail field) to the Data Import Utility for orders. | |
| Updated | 956 | Now adding web import action to the audit trail. | |
| Added | 957 | During order import, we now import the sales rep info from CVW. | |
| Fixed | 958 | If one deletes an invoice containing a blended kit, we now properly update component commited levels. | |
| Updated | Updated the following reports:
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| 6.175.0913.2017 | |||
| Fixed | 923 | The system will no longer crash if the User enters a ‘ (single quote) in the “Text/Copy” field then hits the search button. | |
| Fixed | 925 | Corrected the issue where no billing or shipping addresses show up on new orders. | |
| Updated | 926 | If using the “display Phone/Fax Number” on order, the numbers are now properly formatted. | |
| Updated | 930 | Voided web orders are no longer imported into CVO. | |
| Updated | 931 | Added an ellipsis button on the order and invoice ship date fields to choose “today”. | |
| Updated | 932 | When importing orders the dblAmountDue field is now updated. (Data Import Utility) | |
| Updated | 933 | Data Import Utility order import now properly uses and order number instead of an invoice number when using the auto-populate order number option. | |
| Updated | 934 | Data Import Utility now allows import of data into the order message field (strMessage, row 136) when importing sales orders. | |
| Updated | 935 | Importing web orders from CVW which were paid using the Vantiv payment integration, will now import he payment token into CVO for future use. | |
| Updated | 936 | Added a GetDate function to Data Import Utility so we don’t have to select a data manually. | |
| Updated | 937 | Category field can now be populated from the category field of the Inventory item. Enter “GetCategory” in the Default Value filed to have the system lookup the correct category for the line item. | |
| Updated | 938 | Added a field for the order general notes in the Data Import Utility so that notes for the order can be imported. | |
| Updated | 939 | When importing orders, the Data Import Utility now loads the dblOriginalSalesPrice field data. User can now enter GetSalesPrice, GetRetailPrice, amd GetMSRPrice to have the importer lookup and use these values to fill in the dblOriginalSalesPrice, dblOriginalRetailPrice , dblOriginalMSRPPrice fields |
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| Updated | 940 | Increased the size of the Additional info box on the inventory form. | |
| Updated | 941 | Added access to the BIN field from the Data Import Utility. | |
| Fixed | 942 | Credit card void, from an invoice now works properly (Vantiv integration). | |
| Updated | 943 | Add the “Ship To” phone number to the Data Import Utility. | |
| 6.170.0731.2017 | |||
| Fixed | 925 | Corrected the issue where billing and shipping information was not showing on new orders. | |
| 6.165.0727.2017 | |||
| Added | 910 | Added the ability to change an invoice number. | |
| Updated | 912 | Added a check to make sure that if the new customer number set under company preferences is set to a number which already exists, don’t import web order. | |
| Updated | 916 | Added audit trail information when someone changes the Order ID on orders, the Item numbers (sku) in inventory or the Customer ID in CRM. | |
| Updated | 920 | Added the ability to change the customer number on an order and keep the original order addresses. When changing a customer number on order the user is prompted to see if he desired to NOT update adresses | |
| Fixed | 919 | Batch posting now honors mapped custom reports for invoices. | |
| Fixed | 922 | Clicking the print group button on orders now saves the order befor printing so that the order prints correctly. | |
| Fixed | 923 | If the User enters a ‘ (single quote) in the “Text/Copy” field then hits the search button system no longer crashes. | |
| 6.160.0613.2017 ***This update requires a Database update to dbv51*** | |||
| Fixed | 892 | When a customer is set to use a currency other than the default local currency, the correct amount is now processed in Vantiv/Murcurypay integration. | |
| Updated | 902 | Change the token frequency to read from the tblARCustomerToken. If no token then read it from the companyPref table like it used to. This update will allow CVO to receive tokens from CVW transactions. | |
| Updated | 903 | Add new ability to read the payment token during the web import from CVW based web sites. Token will always be a one-time token. | |
| Updated | 904 | Removed the timer from the Vantiv hosted checkout interface. This will use less memory. | |
| Updated | 905 | Added the ability to allow manually entered tracking numbers to open the tracking website if the carrier is UPS, FedEx or USPS. | |
| Updated | 906 | Fixed the error which prevented zero dollar amount orders from being imported from web. | |
| Updated | 909 | Modified import from CVW so that pricing is NOT overridden on an order from a site marked to "CVO $ overrides Web" if the customer does not already exist in CVO. | |
| Added | 908 | A notification now pops up on login if the user logging in has any recurring transactions which are due. | |
| 6.155.0504.2017 | |||
| Added | 900 | Added support for CorelDraw version 2017. | |
| Fixed | 901 | In some cases when opening “Batch Process Orders” users got an Out of Memory error. This was especially true on computers at the low end of the minimum system memory requirements. The new code consumes only 10% of the original memory used. We also sped up the initial data retrieval by approximately 700% |
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| 6.150.0501.2017 | |||
| Fixed | 893 | Fixed the “Out Of Memory” error which was happening when very large numbers of orders are batch processed or batch posted at the same time. | |
| Fixed | 896 | Corrected the issue where When using the search form and user enters a criteria that returns no items, the user hits the backspace and enters a new search that does show items user can NOT open any items. One can now enter a new search without having to first close the search window. | |
| Updated | 898 | Now after user views an e-mail from the customers form email tab the email list is not being cleared out. | |
| Added | 894 | Added a button to email / print invoices based on selection from lookup window. This would function like what happens automatically during the email / print portion of the Batch Posting of invoices routine. This new function is accessed from the Invoice Search screen.
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| Added | 899 | Added a method so reports can automatically refresh on a time interval. This is helpful if keeping something like the sales order report on the screen to see changes as they happen. | |
| 6.145.0421.2017 (contains a payroll update so this must be run on the server) | |||
| Updated | 841 | Added new PCI compliant Vantiv credit card integration. This new integration adds security and can also be used on Custom Vantage Web, eliminating the need for authorize.net fees. | |
| Fixed | 886 | Corrected the issue where TranSentry pay was not processing payment from the payment edit screen. | |
| Fixed | 887 | Merge customer utility now works correctly when you click the “Merge button”. The error “Public member ‘name’ on type ‘SSMBarManager’ not found” was repaired. | |
| Added | 889 | Added the ability to allow a user to manually enter the ship date for manually added tracking numbers. | |
| Updated | 890 | CVO does not have the ability to take a discount off of an order total, only a line item discount, so when importing a web order that uses Order total discounting discrepancies sometimes occur. In these cases the CVO order total and the CVW web total are different by pennies. This was caused by an aggregated rounding issue. CVO is now spreading the discounts so as to insure that the totals match exactly. It will now be normal to see some line items have a penny difference in the total as compared to another line item containing the same SKU and discount. This eliminates the problem where imported web orders showed and over or under payment of a few cents. | |
| Updated | 891 | Added code to address PO numbers longer than 16 characters when processing a credit card via Vantiv integration. | |
| Updated | Payroll | Withholding32 2017.03 Update
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| 6.135.0403.2017 ***This update requires a Database update to dbv50*** | |||
| Fixed | 878 | When creating new company the Conversion from type “DBNull” to type “Decimal” is not valid error no longer appears. | |
| Fixed | 879 | dblOriginalRetailPrice is now storing correctly for kits. | |
| Updated | 881 | The ShipRush email flag is now set to NOT send an email if the order being shipped is set to Ship Blind. | |
| Updated | 877 | If the Hide drop down on key press is selected “User Preference –> System Tab” the customer id box does not lookup but instead allows one to simply type in the customer id number. | |
| Added | 882 | Importing orders from CVW will now use the External Product ID from the site if available. The order of precedence for item SKU is now:
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| Added | 885 | Added code to indicate that an attached XML file in the email monitor is from uTypia. This change only affects the email monitor sub-system. | |
| Added | 841 | Added support for new Vantiv PCI compliant credit card processing using hosted checkout. This will allow you to have the same provider account for both web (CVW) and CVO processing. | |
| 6.130.0228.2017 ***This update requires a Database update to dbv49*** (contains a payroll update so this must be run on the server) | |||
| Added | 854 | For non-ShipRush shipping methods, one can now manually add a tracking number to an order/invoice. | |
| Added | 857 | Added the ability to automatically add freight price to an order, invoice, quote, etc. based on shipping method. The Ship Via form has been updated to allow an entry for the price to charge for freight based upon the shipping method selected. The default is zero. When changing the shipping method from within an order, invoice, quote, etc. the freight charge will be overwritten/updated base don the shipping method chosen. This includes customer’s default shipping method will now have a price associated with it because it will have a value in the ship via form. | |
| Added | New A/P report A/P By Vendor. | ||
| Updated | Payroll | 2017 Payroll Table Updates:
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| Updated | ***** Updated Reports *****
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| Fixed | 872 | Fixed the issue which caused an error when duplicating an order which contained a discontinued item and zero inventory in stock. Can no longer duplicate an order when the above is true. | |
| Fixed | 873 | Fixed the issue where impression images were not printing on Work Order Reports for Orders that had been Duplicated | |
| Fixed | 876 | Vendor Options/Buttons now work when saving a vendor. Vendors can now be modified, saved or added properly. | |
| 6.125.0221.2017 | |||
| Fixed | Fixed communication failure with web site on using AutoSet feature. | ||
| 6.115.0216.2017 | |||
| Added | 339 | Added importing of kit items to CVO. This requires that feature choices in CVW contain a valid SKU or the SKU of “NONE”. A new SKU field has been added to appropriate features on CVW. Please be sure to populate same with kit component SKUs. | |
| Fixed | 874 | Fixed the issue causing imported order items to all be imported as a misc. item if the Rule is set to add / use as misc. or always add as misc. and at least one product does not exist, then ALL items on that order after the MISC item are also added as misc.. . | |
| 6.110.0208.2017 | |||
| Fixed | 869 | If the product being imported was being added as a misc. item and the domain was set to override the web price, then the import would error out and skip the order because it was attempting to get the cost for the item and it could not be found. The system no longer attempts to override the items price if the item is being added as a misc. item. | |
| Fixed | 866 | Fixed the “Error in retrieving records for batch posting” for modules Credit Card Returns, Credit Card Charges, Vendor Opening Balances, Vendor Opening Credits, Vendor Prepayments, Debit Memos. | |
| Fixed | 867 | Fixed the sort order in the POS order lookup to talk into account alpha numeric receipt numbers. | |
| Updated | 871 | Add more of the information in the to order for CVW web imported items. Now indicating if item was designed using the wizard or mobile designer. This new information will be added to the “Additional Info” field displayed on the Line Item Details page. (formally Line Item Options). This information should help you track how your customers are using your web system. |
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| Added | 868 | Added support for importing new FLEX items from CVW based web sites. Flex PNG or PDF files are now imported and stored as attachments to the order. 1 attachment per product side. | |
| 6.105.0130.2017 | |||
| Fixed | 860 | Dater/Logo Color label will now be hidden on Order or Work Order Reports for Items without Dater or Logo. | |
| Fixed | 862 | Emails sent to customer or vendor contacts now display under the contact’s email tab. | |
| Added | 863 | Added a notification on the import window to indicate if a “Misc” item was created on an imported order. | |
| Fixed | 865 | When importing a web order for a domain which is configured in CVO for “CVO Price Overrides Web Price” the balance due at the bottom of Order or Work Order reports is now calculated correctly. | |
| 6.100.0117.2017 | |||
| Updated | 851 | Added pop-up reminder when the user’s system is more than 2 version out of date. | |
| Updated | 852 | For multi-color daters, imported from CVW sites, CVO now lists the color of the date in the description in the following format: Dater / Logo color : Red. | |
| Updated | 853 | On products with SKU Modifier / Replaced SKU CVO will now show the base SKU in the additional info field. | |
| Updated | 855 | If you select multiple invoices from the search screen and press the Print button, it brings up the Print dialog screen. The Email button is now hidden in this view but is still available after print to screen (preview). | |
| Updated | 850 | TERMS now has a tab to allow date drive payment terms such as “due end of month”. | |
| 6.95.0104.2017 | |||
| Fixed | 847 | When importing an order from web sites, if existing customer has Sales Rep associated with it, the rep is now properly associated with the order. | |
| 6.90.1222.2016 | |||
| Updated | 845 | Eliminated flashing print button on lookup screens. this saves 2.2 seconds on load time. | |
| Added | 843 | System now better supports Multi-Monitor mode. User Preferences > System tab check box “Allow Multi-Monitors use”. When checked it now allows the user to move child forms (like the order, invoice, customer forms) to different monitors. They are not bound to the CVO main form. If not checked (default setting) all child forms will not be able to move out of the bounds of the CVO main form. | |
| Fixed | 844 | Main ship date on order will now be blank on an imported order if the check box is not checked for “import ship date” on the import setting screen. | |
| 6.80.1219.2016 ***This update requires a Database update to bv48*** | |||
| Updated | 842 | Changed the function of the PRINT button on the Orders, Invoices, Purchase Orders, Purchase Receipts, Bills, etc. lookup/search screens. Now the print button will allow one to print the selected records as the actual reports. Example: If you select multiple invoices, you will actually print the selected invoice reports. | |
| Updated | 840 | Additional price and data fields are now being populated for line items when performing a web imports from a CVW based web site. Fields added:
Also trimmed leading carriage return on Detail Notes on import. |
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| Updated | 826 | Added a way to NOT import the Ship date when importing web orders.There is a new switch under the import setup page labeled “Import Ship Date” | |
| Updated | 838 | Increased the number of characters in the main email field from 75 to 100. | |
| Fixed | 836 | Corrected the problem which caused a check written to a non-vendor to periodically print with no payee name on the check. | |
| Fixed | 828 | Fixed the issue where duplicating an Order which contained a misc. item crashed during the printing process. | |
| 6.70.1208.2016 | |||
| Fixed | 815 | Fixed the problem which was happening when importing new orders from CVW and the domain was set to update prices and there are pricing levels set up on the product. The error occurred even if the user does not have a level and the pricing level does not have a level -0 then the price was not being returned correctly. | |
| Fixed | 825 | Fixed the issue where if a line item was deleted from an invoice which was originally created from multiple orders, the order from which the line item originated, was being reset to open. The order will now stay completed. | |
| Fixed | 831 | Running Batch statements will no longer pop a message box saying “Nothing to send”. | |
| Fixed | 832 | The “LIKE” criteria now works properly when printing inventory reports. | |
| Updated | 830 | Reports printing criteria changes. The “Hide DropDown on Key Press” option in the user preferences system tab will now prevent the report criteria fields from doing a lookup. Instead the criteria field will simply accept whatever you type. | |
| 6.60.1114.2016 | |||
| Fixed | 823 | Corrected the issue causing the System.Overflow Exception error to be thrown during displaying of invoice. | |
| Fixed | 824 | When the web importer adds a new user the system was erroring out if the domain name from which the order was being imported was longer then 25 characters. This is due to update 819, which added the domain name to the Referred By field (strReferredBy). The web site’s friendly name, as set up in the import configuration is now being used for the Referred By field instead of the actual domain name. | |
| 6.50.1107.2016 | |||
| Updated | 814 | Tax calculation for Ship To addresses has been updated to use the following rules:
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| Updated | 821 | The word “Inventory” is now spelled correctly on the web import settings tab. | |
| Updated | 820 | In order to maintain system integrity, a nag screen will now pop every 15 seconds of inactivity if the user does NOT update when there is a database update. | |
| Updated | 818 | Existing customer’s General Notes are now being added to the order during order import. | |
| Updated | 822 | When importing a new web order, the order status of “Pending” is now used in place of “In Process”. | |
| Updated | 819 | When a new customer is created during a web order import, the “Referred By” field in the customer record is now updated with the URL of the web site the customer was first created by. | |
| Updated | 817 | Web imported orders now receive the ship date from the new fields in Custom Vantage Web found under the shipping settings in the web admin. | |
| Fixed | 815 | When importing new orders from a site which is set to use CVO prices, pricing levels are now properly ignored if the user does not have a level configured. | |
| 6.40.1101.2016 (contains a payroll update so this must be run on the server) | |||
| Updated | 806 | When AutoSet creates a border in CorelDraw it is now colored Black instead of red. | |
| Updated | Payroll | Payroll Update
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| Added | 805 | Added Country of Origin to inventory items. | |
| Added | 807 | Added a Print button the the inventory analysis tab of the inventory records screen. | |
| Added | 809 | Added support for CorelDraw X8. | |
| Fixed | 808 | The Data Utility now properly works with the current version of CVO. | |
| Fixed | 813 | SKU modifiers from Custom Vantage Web now import properly for color modifiers. | |
| 6.31.1004.2016 ***This update requires a Database update to dbv47*** | |||
| Updated | N/A | Removed the Volume information from Invoice Detail, Invoice Detail Specs, Customer Invoice Detail, and Customer Invoice Detail Specs reports. | |
| Updated | v801 | Added Country of Origin field to inventory table. | |
| Fixed | v800 | When importing a new customer from a CVW web site, the customer ship to records now pulls the “Sales Tax Code” and “Ship Via” from the parent customer when creating the ship to address. | |
| Fixed | v583 | When registering a new installation, the registration form is now in front of all other forms. | |
| Fixed | v802 | When adding multiple orders to an invoice dblOrigianlRetailPrice is now being updated. | |
| Fixed | v804 | When selecting the option to not include freight and tax in discounts, the discounting now properly computes the discount on the order subtotal only. | |
| 6.26.0919.2016 | |||
| Fixed | v794 | Corrected the problem which required the save button to be clicked before posting could be completed on a New Receive Payment transaction. | |
| Fixed | v795 | the dblOriginalRetailPrice field now properly contains the total retail price of a kit and all of its components. | |
| Updated | v797 | Added the ability to place the VOID button on the POS screen to the security roles so that administrators can limit users access to the POS VOID button. | |
| Updated | v799 | Added the ability to place the IMPORT WEB ORDERS button to the security roles so that administrators can limit users access to the IMPORT WEB ORDERS button. | |
| Updated | v796 | Added code to prevent multiple fiscal year periods with the same name. | |
| 6.23.0901.2016 ***This update requires a Database update to dbv46*** | |||
| Added | v561 | A subject line including static text and invoice, order or quote numbers. | |
| Added | v730 | In CVW “Coupons” are not handled as a payment method and therefore will not show up as a payment when imported in to CVO. To this end we created a new payment method in CVW. This coupon style payment method (One time use Coupons or groupon like code) is treated as a payment method and the imported order shows the coupon code as a payment and marks the order as paid if the coupon value made it is paid in full. | |
| Added | v753 | Added new tab to vendor record to provide an alternate “Remit To” name and address for a vendor. If Remit To address information is filled in, checks will print with the Remit To information rather than the standard address information for the vendor. If no Remit To Company Name Or Remit To Name is entered and only an address is entered, the payee on the check will be the standard company name in the vendor record and the mailing address printed on the check will be the Remit To Address. | |
| Updated | v775 | Added a new display field to the “Item Purchase History” Tab of the customer record. The New field is “Price Per Unit” and is the price for one unit sold. These numbers will only be different if there is a discount applied to the line item. | |
| Updated | v503 | When an order has a shipping method which is not tied to a ShipRush method, clicking “Ship” button will now change the status of the order to shipped. | |
| Updated | v783 | On the customer record there is now a NOTES field for a stored credit card. This allows one to make notes which will make it easier to select a particular customer card for payment when multiple cards are stored in the customer record. Notes are added under the Detail tab. | |
| Updated | v780 | If the Order / Invoice Description field is long enough the description field display box will now show scroll bars, making it easier to move through long descriptive texts. | |
| Updated | v786 | Added Bing maps as an option to the customer address mapping feature. Choices for maps are now Bing, Google or Yahoo. | |
| Updated | v790 | When editing a customer or vendor record, the customer/vendor ID field is now set to read only to prevent the accidental modification of the ID. By clicking on the ellipsis button the ID can be edited when desired. | |
| Updated | v788 | Added an admin switch to turn on new paging feature to search windows to allow fewer records to be returned. This is important as the number of records in a database grows. When the number of records has been limited by this feature one can click on the “More” button at the top of the search window to retrieve more records. To activate this feature, uncheck the “Enabled” check box under Company Preferences > System Tab | |
| Updated | v791 | Vendor record now shows the header information (VendorID, Company, Phone, Contact, email, etc.) across all tabs. | |
| Updated | Modified report data sources:
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| Updated | Modified print reports. Most of the modifications update the way discounts are calculated from the retail price for display on order and invoice reports. Also added some additional fields to be available on some reports and report criteria.
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| Fixed | v782 | Fixed the internal problem where importing orders caused the Line item’s Code field to be set to 0 not “”. | |
| Fixed | v583 | Corrected the issue where upon registering a new installation, the registration form was blocked behind the log in form. | |
| Fixed | v761 | The “Code” field on an order line item can now be properly edited. | |
| Fixed | v789 | Added vendor id check on importing line items for orders. This will eliminate the possibility of human error grabbing the wrong vendor when creating a PO for the first time. | |
| Fixed | v792 | Fixed the problem where certain fonts are being typeset with Italic when italic was not selected. | |
| Fixed | v742 | Fixed the issue where new install of CVO crashes while displaying the login screen by setting file permissions on the servers.XML file trough the installer. | |
| 6.19.0812.2016 | |||
| Updated | v740 | Added the category description to the displays of categories in both the Inventory Categories screen and in the Customer Category Pricing tab in the customer record. | |
| Updated | v757 | Added a display to show that the system is working when computing changes on orders with a very large number of line items. | |
| Updated | v760 | The drop down for the “Code” column on an order’s line items now sorts alphanumerically. | |
| Added | v751 | Added a new option under the system utilities to merge two customers together. The new feature can be found under SYSTEM > UTILITIES then the TOOLS tab. After the merger, the customer from which orders were moved will be set to inactive. | |
| Added | v766 | Audit trail data was added for transactions invoked from Utilities. | |
| Fixed | v774 | Fixed the error that occurred when a user adds a negative priced line item to an order with only one other line item and the price of the negative priced item is the same number value as the price of the positive priced line item. CVO was throwing a double too big or to small error. | |
| Updated | v730 | Payments from the new Voucher/Coupon system in CVW will now import as a payment in CVO when importing the web orders. | |
| Fixed | v778 | Ctrl + F now properly brings up the find window in orders and invoices. | |
| 6.16.0628.2016 | |||
| Updated | v743 | When entering an order or invoice, the default lookup field is now back to the original of ITEM NO. | |
| 6.15.0625.2016 | |||
| Added | v720 | When importing an order from a Custom Vantage Web based web site, CVO can now be set to override the web price and use the price from CVO. This includes CVO based customer discounts for the imported product. The change requires checking the new box under the import settings labeled “CVO Price overrides Web”. This change will effect all orders for all customers imported from the indicated web site. | |
| Fixed | v737 | New customer payments can now be posted without having to click the “save” button first. | |
| Updated | When entering an order or invoice, the default lookup field is now DESCRIPTION instead of ITEM NO. | ||
| 6.09.0517.2016 ***This update requires a Database update to dbv45*** | |||
| Updated | v693 | CVO will now prevent changing an inventory item from type of “Inventory Item” to a type of “Non-Inventory” if the item has any quantity in stock. | |
| Updated | v729 | When creating new customer “ship To” addresses the ship via field now defaults to the same ship via as the customer record. | |
| 6.08.0427.2016 ***This update requires a Database update to dbv45*** | |||
| Fixed | v653 | Now storing fractional weights in table tblARShipment. | |
| Fixed | v724 | Special pricing Lookup Link from orders now goes to correct tab. | |
| Updated | v726 | Customer Record Discount field now supports decimals. | |
| Updated | v725 | When combing orders on to an invoice Blended Kits are now adding the components. | |
| Added | v715 | Print Multiple Reports from Order screen using the new Print Group button. This will allow you to print, as an example, an order and a picking ticket with a single button click. There is no preview on the group print button. Each report will be sent to the configured printer. In order to configure which reports print when the button is clicked, go to menu item System then choose Order Report Print Group from the bottom of the list. |
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| Added | v727 | Added shortcut to typeset item on order form. Use CTRL + mouse click on the ellipses button to jump straight to the Corel typesetting screen. | |
| 6.03.0408.2016 ***This update requires a Database update to dbv44*** (contains a payroll update so this must be run on the server) | |||
| Updated | v643 | Orders which are imported from web sites now populate the strShipID field with the values stored as the ship to Id for each customer’s ship to lists. | |
| Updated | v651 | When duplicating an order, the order Notes from the original order are now carried over to the new order. | |
| Updated | v653 | In table ARShipment fields dblWeight, dblHeight, dblLength and dblWidth have been changed from integer to double to store more accurate data. | |
| Updated | v688 | Report Type for for customers imported from web sites are now set to E-Mail when the customer is first created. | |
| Updated | v708 | Add functionality to AutoSet Round daters from CVW. | |
| Updated | Payroll Update
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| 5.76.0301.2016 | |||
| Updated | v668 | Modified web order import so that if a web order has a $0.00 total, the $0.00 amount is no longer entered as a payment. | |
| Updated | . | ||
| 5.75.0229.2016 | |||
| Updated | v666 | Modified quote number field on quote form to be read only and added a button to change quote number when required. | |
| Updated | v665 | Now adding border to round stamps when AutoSet feature is used for bordered round stamps ordered on Custom Vantage Web sites. | |
| Updated | v657 | Modified the placement of the bottom outer text on imported round stamps for better alignment. | |
| Updated | Updated the help file. | ||
| 5.72.0224.2016 | |||
| Fixed | v654 | Fixed the problem with AutoSet crashing when typesetting round stamp automatically from web site order. | |
| Fixed | v657 | Fixed the issue where the bottom arc text on round stamps was positioned incorrectly when using Corel 13, 14 or 15. | |
| Updated | v656 | Updated the password box on the login screen because the password field locked up or acted very funny when using the latest version of Windows 10. | |
| Updated | v658 | The login screen now shows the mode if in trial / evaluation mode. | |
| 5.68.0218.2016 ***This update requires a Database update to dbv43*** | |||
| Updated | Deposit Ticket Top margins are now properly adjusted for 3-perf. paper which can be found here: Deposit Tickets | ||
| Fixed | v649 | If you uncheck the “Show” box for a particular warehouse in any given inventory item, the item no longer show when placing orders/invoices. | |
| 5.65.0205.2016 ***This update requires a Database update to dbv42*** (contains a payroll update so this must be run on the server) | |||
| Added | v641 | Reorders on Custom Vantage Web based web sites now indicate that they are re-orders in CVO. The original web order is now referenced in the imported order. | |
| Fixed | v644-v645 | Arithmetic overflow error during posting for super large dollar amounts has been fixed. The average costing of products was being incorrectly calculated on assembly items. The number was being set to trillions. During this update the average costs will be replaced with the standard cost for all products. Average cost should calculate correctly from that point forward. | |
| Updated | Payroll update to v 2016.04
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| 5.63.0125.2016 ***This update requires a Database update to dbv41*** | |||
| Added | 594 | Added new Deposit Ticket which prints at the top of the perforated paper. Also added new button when printing deposit tickets to choose between top ticket and middle/center ticket. | |
| Updated | n/a |
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| Updated | 625 | Increase A/P Email Address field size to 100 characters. | |
| Updated | 631 | Added an Inside Sales Rep to the Detail tab of the customer form. Also moved the customer history on that tab into the sub tab group. | |
| Updated | 590 | Modified the Inventory Utilities to no longer take into account Blended Kit components in the allocated/committed computations. | |
| Fixed | 611 | When voiding an Invoice the units allocated is now being set correctly. | |
| Fixed | 612 | Corrected the issue of: after clicking on the ellipse for Allocated, the wrong number of items showed up on the form. The form now indicated the correct allocation. | |
| Fixed | 630 | When saving a customer record after editing the Custom Vantage Web email or domain linking information, the screen no longer jumps to the wrong tab. | 5.60.0120.2016 (contains a payroll update so this must be run on the server) |
| Updated | n/a | Payroll version 2016.03. Updates:
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| Fixed | v622 | Leftover fractional pennies on some payments. This was a rounding issue which happened only when:
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| 5.58.1218.2015 | |||
| Updated | Automatically run inventory utilities to verify allocated and committed inventory amounts. | ||
| Updated | Miscellaneous changes in preparation for upcoming database update. | ||
| 5.56.1208.2015 | |||
| Fixed | v578 | When contour lines are chosen for cut lines on the batch run, when an added cdr file contains an image only the contour lines threw an error. Will now check for this and if it is the case then will add the cut lines to the image only object and not the contour lines. | |
| Fixed | v597 | When deleting a sales rep group CVO no longer throws an Object Reference not set error. | |
| Fixed | v599 | Corrected the issue where Blended Kit main items were storing ZERO in the original sales price data field in the OESalesDetail table. | |
| Fixed | v603 | Corrected the problem where Purchase orders with blended kits stored the wrong kit components quantity. | |
| Fixed | v604 | Corrected the issue where if users click the “Find” button to open a Purchase Order or Purchase Receipt, the system does not load the associated blended kit components. This was causing the inventory to not track accurately. | |
| Updated | v605 | Rewrote AutoSet module to increase speed and efficiency. This should also help with AutoSet occasionally only grabbing a piece of one of the imported objects when there are 10 of the same item. | |
| 5.55.1020.2015 | |||
| Updated | v560 | Add new email screen to enable email to tech support in the case of a database update failure. | |
| Updated | v578 | If contour cut lines are selected when image files are batched onto a Corel draw file, we now use a standard cut line for that item. | |
| Updated | v581 | On orders and invoices, changed the ship to lookup to display all ship to addresses instead of only 300. | |
| Fixed | v580 | When changing the SKU of a line item on a purchase order, if the item is a blended kit, the components from the original item no longer remain on the order. | |
| Fixed | v584 | Error reporting module now displays the correct OS for windows 10. | |
| 5.54.1009.2015 | |||
| Added | v577 | Orders from the web which include items which are set up as Blended Kit or Kit items in CVO, can now be imported with orders provided that the following conditions are true:
It is important to note that if the kit/blended kit item has components which are set up with input types of Drop Down, Radio Button or Check Box will still import but ALL component selections will be taken and not only the choice made by the customer on the web site. To avoid this issue and still accommodate/import products with multiple choices, set the items up as Assemblies in CVO and then use the SKU modifiers in the CVW web site to send the appropriate SKU to match the feature chose made by the customer. |
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| Fixed | v578 | When batching Corel files for a production run, if “Use contour lines for cut lines” is chosen where bitmap images are present, the page crashed. We have corrected this by using a standard cut line when a bitmap is present. | |
| Updated | Payroll version 2015.14
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| 5.53.0928.2015 ***This update requires a Database update to dbv40*** | |||
| Fixed | v523 | Fixed the issue where Service items in kits/blended kit didn’t allow allocation ORDERS and INVOICES. | |
| Fixed | v542 | Corrected an issue where CorelDraw threw an exception due to scale factor. | |
| Fixed | v546 | Fixed issue with bug reports not sending. | |
| Fixed | v558 | Fixed the spacing issue in the AutoSet module where is a web customer changed the Line spacing on the stamp text, AutoSet was not using the new spacing. | |
| Updated | Modified reports listed below to show the end user PO number if available AND the order is a blind ship order. Also now checking for blind ship on retail price.
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| Updated | Eliminated kit detail components from commissions calculations on the following reports:
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| Updated | Added Customer Code to criteria availability for the following reports:
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| Updated | Modified vyu_SMRptSalesOrder to make End User PO and Rep Order Number available on orders data sources so that those fields could be used on order reports. | ||
| 5.51.0914.2015 | |||
| Fixed | v545 | Fixed rounding issue when receiving payments which was causing fractional penny balances on some accounts. | |
| Updated | Payroll version 2015.13
|
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| Updated | v535 | Added warning message when changing item numbers when editing a product. | |
| 5.49.0813.2015 (contains a payroll update so this must be run on the server) | |||
| Fixed | Fixed “Out of Memory” error on importing web orders with large files. | ||
| Fixed | v498 | Corrected the Corel issue where the border was brought in at a different color than the text of a stamp. | |
| Fixed | v536 | Fixed the System.NullReferenceException – Object reference not set to an instance of an object. This error happened when a user clicked the ellipsis button for an Imported order where the import did not succeed. The CVO order number was N/A | |
| Updated | v530 | Import from CVW now brings in (attaches) customer uploaded files from the new “Use Completed Artwork” feature in Custom Vantage Web. | |
| Updated | Payroll version 2015.12
| ||
| Updated | v525 | Added support for CorelDraw versions X6 and X7. | |
| Updated | v539 | The “Typeset” button has been remove on invoices to avoid confusion. | |
| Updated | v537 | Can now change Allocated to a lesser number than the qty ordered on blended kits. | |
| Updated | v498 | Corrected the border color on daters imported from CVW the . | |
| Updated | v540 | Modified the CVW positioning and sizing controls to work with CorelDraw X7. | |
| 5.45.0720.2015 (contains a payroll update so this must be run on the server) | |||
| Updated | v532 | When an attachment is added to an order or invoice and the original file is deleted before the order/invoice has been saved, This results in the file not being saved as an attachment and the order/invoice incorrectly listing an attachment which is not there because it was never saved. Added new warning message to accommodate this and will also delete the false attachment listing. **Note: After making an attachment anywhere within CVO you should save the record BEFORE deleting the original files from your computer. | |
| Updated | Payroll version 2015.09
| ||
| 5.43.0716.2015 | |||
| Added | v524 | Added five new admin selections to control the way CVO imported orders from CVW. This will allow one to choose what happens when imported orders contain inventory items that don’t exist in the CVO database. This will be helpful for kit/blended kit items on import. These can be found under the new Web Import from the System > Company Preferences menu. | |
| Fixed | v527 | Corrected the issue where sometimes when creating a purchase order containing blended kit, the components would default to one instead of the quantity being ordered of the blended kit. | |
| Fixed | v528 | Corrected the issue where in a PO if the user hits the “Find” button the Blended kit items do not load. | |
| Fixed | v526 | Corrected the issue where, if the “Play sound on save” setting is turned on, multiple sounds were being played under certain circumstances. | |
| 5.41.0630.2015 (contains a payroll update so this must be run on the server) | |||
| Updated | v361/512 | Service items as components of Blended Kits will now allow allocation. | |
| Updated | Payroll version 2015.08
| ||
| 5.40.0629.2015 | |||
| Updated | v361/512 | Increased the Notes field size in the Purchase Orders table (tblPOPurchase) so that if an order is converted to a PO the data will not truncate when large notes are on the order. | |
| Updated | v365 | Added a user preferences checkbox to turn on or off the sound on saving a record. | |
| Updated | v494 | Added attachment present indication to vendors and to bills. | |
| Updated | v504 | Added First Name and Last Name to ship to address on invoices. | |
| Updated | v507 | When the shipping charge is entered on an order, bill or invoice, it is now rounded to 2 decimal places. | |
| Updated | v508 | Now doing cleanup of undisposed objects in the Purchasing module. | |
| Fixed | v505 | When entering an order or shipping an order, when the user selects a zip code from the lookup list, the city, state now update properly. | |
| Fixed | v506 | On an Invoice if user process to a B/O then the strCategory is now being populated properly. | |
| Fixed | v509 | System now displays the # of non-posted items from the date range to be closed when closing a year. | |
| Added | v516 | Added new field dblOriginalRetailPrice to the OESalesDetail and ARInvoiceDetail tables to store the original inventory Retail price. | |
| Added | v517 | Added new field dblOriginalMSRPPrice to the OESalesDetail and ARInvoiceDetail tables to store the original inventory MSRP price. | |
| Added | v514 | Added Original Sales Price to Data Import Utility and strCategory. | |
| Added | v515 | Added Original MSRP Price to Data Import Utility. | |
| 5.36.0602.2015 | |||
| Fixed | Blended kits and Kits will now price out correctly and allow changes to quantity. | ||
| 5.35.0601.2015 | |||
| Updated | v491 | Now we do not show voided receivables in the batch posting list. | |
| Updated | Updated the discounting display and the logo display on the following reports.
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| 5.34.0528.2015 | |||
| Added | v482 | A little green paper clip now appears on the attachment tab if there is an attachment on an order, invoice or Customer. | |
| Added | v483 | When a customizable line item is imported from the new Custom Vantage Web, if that item has “layout” (Finished Artwork uploaded) in place of Stamp text, we now save the uploaded item as an attachment to the order. The line item notes is also annotated that there is an attachment for the line item. | |
| Fixed | v483 | When an inventory item, having an invalid vendor id assigned to it, is on an order which is being converted to a PO, a graceful error message is now given and the order does not crash. | |
| Fixed | v487 | The error reporting system now properly reports Windows 8 OS. | |
| Fixed | v488 | AutoSetting Round stamps with no center text no longer fails and now typesets correctly. | |
| Fixed | v485 | Editing a price on a sales receipt (POS system) now works properly again. | |
| Fixed | v489 | Corrected the issue which happened when creating a Credit Memo for a blended kit item which had components for which there was insufficient stock available. The problem was that one could not add any quantity returned. The issue has been fixed. | |
| 5.33.0515.2015 | |||
| Added | v478 | When invoices do not post during the batch posting process a message box now pops up to display the reasons. | |
| Fixed | v479 | Eliminated negative stock error which appeared even when stock was available. | |
| Added | v433 | Accounts Payable contact information panel is now available under the detail tab of the customer record. If an email address is in this field, it is the A/P email address to which invoices and statements will be sent when using the batch invoice posting or the batch run statements features. | |
| 5.31.0511.2015 | |||
| Fixed | v475 | ShipRush no longer drops 2nd and 3rd address lines when it returns to CVO. | |
| Fixed | v477 | POS – Corrected the error which occurred when in the sales receipt section and you press the “.” button on the number pad. CVO no longer errors with “Conversion from string “n” to type ‘Double’ is not valid.”. | |
| Fixed | v464 | Kits with service items as components no longer fail to allocated or show no stock. | |
| Updated | v459 | Moving multiple PAID orders to invoice for shipping no longer allowed to prevent errors. Only unpaid orders can be merged into a single invoice for shipping. | |
| 5.28.0427.2015 ***This update requires a Database update to dbv38*** | |||
| Fixed | v395 | The “entered by” data is now copied to data tables when converting a quote to an order or an order from backorder. | |
| Fixed | v401 | Processing a blended kit from an order to an invoice now takes the quantity shipped from allocated on kit details. | |
| Fixed | v443 | The issue where units committed was not showing correct in the inventory screen and not correct in the inventory stock total table has been corrected. This was caused by a stored procedure which was incorrectly including voided orders in the totals. | |
| Updated | v442 | We now store emails sent to contacts on vendors and customers in customer record. | |
| Updated | v445 | Added a refresh button to the Inventory item screen. | |
| 5.27.0417.2015 | |||
| Fixed | v400 | The dblOriginalSalesPrice now properly populates with the total retail kit price including the original price of the chosen components. | |
| Fixed | v420 | E-Mail Monitor system now properly continues reading e-mails if the e-mail has a cc but not a bcc. | |
| Fixed | v381 | IMIA Edition – Report Designer active status corrected. | |
| Fixed | v402 | Changing MSRP now properly updates discounted pricing for multi-level pricing customers. | |
| Updated | v379 | IMIA Edition – If there are 19 out of 20 orders taken for that day, when creating a new invoice and adding multiple existing Orders to the invoice the “Max orders reached” window no longer pops up. | |
| 5.19.0327.2015 (contains a payroll update so this must be run on the server) | |||
| Fixed | v397 | OESalesDetails field dblOriginalSalesPrice now populates with the total kit price of the kit and the components instead of only putting the kit item price. | |
| Updated | v398 | If one has a slow Internet connection, when importing orders from Stamp Shop Web which have very many line items, the connection will no longer time out. | |
| Fixed | v387 | When creating a new company when logged into an existing company using PCI compliant security, the original company password history table is no longer truncated. | |
| Fixed | v390 | Corrected error screen on creating new company finish. | |
| Updated | v396 | POS – Added new button to apply a discount to all line items uniformly. Also re-labeled the discount dollar amount field. | |
| Updated | v392 | Modified the payroll to update the Social Security Limit table automatically from the payroll every time the 941 is run. | |
| Updated | v394 | Customer special pricing now overrides any category discount. | |
| Fixed | v389 | Audible alarm now works properly for schedule activities reminder. | |
| 5.18.0310.2015 (contains a payroll update so this must be run on the server) | |||
| Fixed | v317 | Corrected the error in the New Report Designer. when clicking the File > Select Data Source option during the creation of a new report the “Value cannot be null. Parameter name: value ….” error no longer appears. | |
| Fixed | v325 | When importing orders from Stamp Shop Web the proper warehouse is now used if a customer has a specific warehouse assigned. | |
| Fixed | v330 | When adding an inventory item to an order or an invoice, if the status of the item is “Phase Out”, and quantity available is zero, we now do not show the item in the selection list. If some stock is available we now properly set the qty ordered and allocated. | |
| Fixed | v335 | When sending an email campaign, customers with multiple email addresses separated by a semicolon no longer fail. | |
| Fixed | v368 | Prospect quotes no longer display in the customer quotes lookup window. | |
| Fixed | v344 | When creating a new inventory item the error message “Product ID Cannot be empty” no longer pops up before doing anything. | |
| Fixed | v352 | Components on kits are no longer being discounted before being added to the kit, and then discounted again within the kit. Components are now added to the kit first and then the total discounted. | |
| v370 | uTypia web sites can now be deleted from the import web orders settings. | ||
| Fixed | v372 | If a web site is not selected when importing web orders,and the import button is clicked the wait screen no longer pops up. | |
| Fixed | v376 | Email Campaign now properly detect duplicate email addresses. | |
| Fixed | v375 | In a bundled kit if one or more of the of the components are out of stock or just not enough stock to cover what is ordered that component an invoice will now allow the entry of the item (just like an order can do) but not ship. This will allow components to be committed. | |
| Fixed | v373 | Bundled kit now properly changes the allocated on the kit’s component if the user manually changes the allotted amount. | |
| Fixed | v367 | Payments from web orders can now be deleted.. | |
| Fixed | v374 | Override Password now works properly for new Orders & Invoices when Requires PO is True. | |
| Fixed | v386 | When processing an ORDER to an INVOICE which has a kit (blended kit) item with an allocated qty which is less than the qty ordered, the components on the invoice set the shipped qty equal to the ordered qty even though that was not the case on the order. This was only true if the admin switch was set to move items from order to invoice based on quantity ordered instead of allocated. New code was added to ignore the switch in regard to kits/blended kits. | |
| Fixed | v377 | IMIA and LITE editions: User Preferences>System Tab “Show Dashboard on Startup now set properly | |
| Fixed | v371 | IMIA and LITE editions: Customer/Prospect quotes now honor version settings when attempting to be converted into Purchase Orders and viewed during process. | |
| Fixed | v378 | IMIA and LITE editions: Todays order count now updates properly. | |
| Fixed | v382 | IMIA and LITE editions: Now honor license settings for point of sale availability. | |
| Fixed | v383 | IMIA and LITE editions: Now honor license settings for Batch Process Orders and Batch Run Statements. | |
| Updated | v343 | Changed the employee default date in the date drop-down for BIRTH DATE starts in the year 1950 instead of 1900. | |
| Updated | v366 | Added a fourth lookup for customer record in matching a customer in Custom Vantage Office to Custom Vantage Web(Stamp Shop Web). When importing an order from CVW if the user, email address or domain, is not found in the web matching field in the detail tab of the customer record (strWebName database field),then look at the main email address field (strEmail database field) of the customer record to try and match the CVW Username. If that does not match then add the user. | |
| 5.11.0130.2015 ***This update requires a Database update to dbv37*** (contains a payroll update so this must be run on the server) | |||
| Fixed | v348 | In a blended kit if one or more of the of the components are out of stock or just not enough stock to cover what is ordered that component is now added to the order. Zero allocation on ALL components because the kit can’t be shipped when it is short one of the components. | |
| Fixed | v350 | If the system is set to automatically receive all items when processing PO to Purchase Receipt, blended kits now properly receive components. | |
| Fixed | v351 | Blended kit components are now properly deleted from the components on order table when a PO containing a Blended kit is deleted or the blended kit is deleted from the PO. | |
| Fixed | v346 | When modifying the quantity ordered on an order any discount given on that line item will now remain. | |
| Fixed | v315 | If a POS transaction gets returned, the same original can no longer be returned multiple times. | |
| Fixed | v332 | Attachments now follow through from quote to order to invoice even when doing batch processing of orders to invoices. | |
| Fixed | v362 | The build assembly list box no longer pops up on Batch Process Orders if there are no assembly builds. | |
| Updated | v345 | If all of the components of a Blended kit at set to as Included – Hidden then the pop-up will not show when creating an order or invoice. | |
| Updated | v354 | Billing First and Last names are now available on the order lookup screens. | |
| Updated | v355 | Added an audible success confirmation to all screens. | |
| Updated | v353 | POS – Added code to NOT void an order if the payment records are not un-posted. | |
| 5.02.0101.2015 (contains a payroll update so this must be run on the server) This is an unplanned release to correct a serious issue. This release has some of the Custom Vantage Office branding in place. | |||
| Fixed | v342 | Corrected fractional pennies stored in the database for order and invoice totals. | |
| Updated | Payroll version 2015.02
| ||
| 4.54.1218.2014-Payroll(12-24-2014) (contains a payroll update so this must be run on the server) | |||
| Updated | Payroll version 2015.01 All Federal tables (withholding, FICA, sui, SDI, Canada and the following states are changed
| ||
| 4.54.1218.2014 | |||
| Fixed | Corrected issue with Blind Ship verification message popping up incorrectly or too many times. | ||
| 4.53.1216.2014 | |||
| Fixed | CorelDraw versions X3 and X4 now work again. | ||
| 4.51.1215.2014 ***This update requires a Database update to dbv36*** | |||
| Fixed | v311 | Vendor part number is now properly placed on a PO when the PO is created from and order. | |
| Fixed | v313 | Bank account listing now rounds the display to two decimal places. | |
| Fixed | v312 | Statements sent from within a customer record now saves in the email tab. | |
| Fixed | v310 | Email can now be sent multiple times without closing the form. | |
| Fixed | v320 | Email Campaign editor now works properly. | |
| Fixed | v334 | When using the bulk mailing in the CRM, Manager will now continue to send to the rest of the addresses after encountering a bad one. | |
| Fixed | 765 | Inventory items with the status of Phase Out can now be sold. | |
| Fixed | 768 | Duplicating an inventory item, now zeros out the average cost. | |
| Fixed | 807 | Modified the inventory routines to exclude voided/cancelled orders when calculating committed inventories. | |
| Fixed | v329 | Under certain circumstances duplicated orders would not update prices on changed items. This has been corrected. | |
| Fixed | v326 | Eliminated object reference error when adding a new tax code. | |
| Updated | 825 | POS – Added fields to database to track amount applied, date and change due for a POS sale. | |
| Updated | 851 | Changed Stored Procedure to only pull the qty of what is needed to build an assembly to prevent inflated numbers when batch building assemblies. | |
| Updated | v323 | User preferences workflow drop down now chooses start menu tab. | |
| Added | v321 | Added a new inventory type of Blended Kit. The “Blended Kit” are items that have several components (like selections) that include multiple items numbers under each component. It will follow the components for tracking stock, will NOT modify the Blended Kit price based on the component choices. Blended kit items are ordered on a PO and a kit but received as components. | |
| Added | v331 | Added new feature to pop a message if an order is saved for a customer who is marked as Blind Ship = True and the order is not flagged as Blind Ship. | |
| Added | Added WYSIWYG html editor to email campaigns. | ||
| Added | New Run Card Report which will print a slip for each line-item on an order. There are 3 items per page. | ||
| Added | Added new 3 inch invoice report for printing an invoice to a 3 inch receipt printer. | ||
| 4.42.1028.2014 (contains a payroll update so this must be run on the server) | |||
| Fixed | 862 | Prospect quotes can now be properly retrieved and the lookup no longer includes customers. | |
| Fixed | 795 | Searches can now include wild cards. | |
| Updated | 791 | Modified the audit trail logging to record when someone duplicates a record (order, invoice, inventory, etc.). | |
| Updated | Withholding32 2014.10 Update – Indiana Local updates for DeKalb, Hancock, and Monroe counties. | ||
| 4.41.1027.2014 | |||
| Fixed | 860 | POS – Not storing tax correctly when item was a service item. | |
| Fixed | 854 | Object reference error no longer thrown when editing an inventory item after opening an invoice. | |
| Fixed | 782 | When voiding a shipment through an order, the order now reverts back to pending status. | |
| Updated | 857 | POS – Sales receipts can now be voided. | |
| 4.39.1016.2014 | |||
| Fixed | 832 | POS – Corrected the decimal position of numbers entered after the “.” on the screen keypad. | |
| Fixed | 783 | Corrected the object reference error when editing a vendor from a deleted bill. | |
| Fixed | 834 | POS – Correct zero dollar entry on multi-payment method payments. | |
| Updated | 835 | Modified Manager to wok with Connectweb’s new internal security model for importing web site orders. | |
| Updated | 843 | Prospect quotes now include db field strClass. | |
| Updated | 845 | POS – Services are now not taxed. | |
| 4.37.0924.2014 | |||
| Updated | 828 | POS – Now when you add a new line item, the cursor focus is on the new line item row in the description field, making it easier to edit. | |
| Updated | 829 | POS – Now the Receive Payment screen will stay up until the cash drawer is closed. | |
| Updated | 830 | POS – Users can no longer sort columns on the cash register screen. | |
| Updated | 831 | POS – Within the cash register screen, the ENTER key now acts like the TAB key. | |
| 4.35.0915.2014 | |||
| Fixed | 826 | When AutoSet is invoked on a round stamp with artwork but no text, Manager now works properly. | |
| 4.33.0905.2014 | |||
| Updated | Changed POS SalesRecipt grid order and made it so that after you update the qty it jumps to the price field without having to hit tab again. | ||
| Updated | 823 | Printing the receipt in POS now opens the cash draw. Also added a new button under the POS tools menu to pop the draw without a sale. | |
| Updated | 791 | Modified the audit trail logging to log when someone duplicates an order, invoice, inventory, etc. | |
| 4.28.0828.2014 (contains a payroll update so this must be run on the server) | |||
| Updated | 818 | Changed tab order of POS interface to make entering items quicker. | |
| Updated | Withholding32 2014.09 Update
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| 4.27.0826.2014 | |||
| Updated | 811 | Now allow tabbing through the POS line item fields after clicking on the QTY field. | |
| Updated | 812 | When doing a return in POS, line items default to zero quantity allowing the easier return of only desired items from original sales receipt. | |
| Updated | 809 | When saving a cash register receipt for later use, cashier can now assign a name to the receipt so it can be searched for later. | |
| Updated | 792 | In the invoice and order look up screens, the Total column no longer rounds off the dollar amount, making it easier to find an invoice/order by dollar amount. | |
| 4.24.0821.2014 | |||
| Updated | 799 | POS / cash register updates to allow item description modifications by POS users. | |
| Updated | 803 | Allow POS to save checkout session and create a new one. | |
| Fixed | Fixed password case sensitivity issue on POS password box. | ||
| 4.17.0731.2014 | |||
| Updated | 789 | Modified USPS tracking on orders and invoices to work under USPS new tracking tools URL. | |
| 4.16.0724.2014 ***This update requires a Database update to dbv35*** (contains a payroll update so this must be run on the server) | |||
| Fixed | 702 | Can now print emails from customer history tab. | |
| Fixed | 623 | Search for data sources no longer throws object reference error. | |
| Fixed | 642 | When changing an order’s number, any associated payments now properly carry over to the new order number. | |
| Fixed | 706 | You can now have 2-line addresses on the ship to field of a purchase order. | |
| Fixed | 716 | When creating a new employee, miscellaneous customer emails no longer appear under the “email” tab. | |
| Fixed | 638 | “Deleted row information cannot be accessed through the row” error no longer happens when deleting a line item from orders or invoices. | |
| Fixed | 737 | When importing stencil orders from Stamp Shop Web, the order details are now properly formatted. | |
| Fixed | 644 | All “Ship To” addresses show on creation of new order regardless of how many there are. | |
| Fixed | 340 | Customer search can now contain a single quote (apostrophe). | |
| Fixed | 693 | If a vendor and customer share the same code, they no longer share an email history. | |
| Fixed | 588 | Create PO from Order now works properly if large amount of data is in Additional Info field. | |
| Fixed | 634 | Re-Wrote the delete routine to remove the report layout if it is not still in use by another report. Layouts can be used by more then one report. | |
| Fixed | 690 | Eliminated object reference error on updating inventory item prices. | |
| Fixed | 643 | Multi Color Daters typeset correctly when imported from web sites. | |
| Fixed | 717 | Manually entering a termination date for an employee no longer resets the hire date and birth date. | |
| Fixed | 304 | Stamps with background images now properly import and typeset. | |
| Fixed | 517 | Sales tax is now properly computed on purchase orders, purchase receipts and bills. | |
| Fixed | 728 | When converting orders to invoices and there is sales tax the dblSalesTaxrate is now carried over on converting. | |
| Updated | 468 | Added customer PO field to the customer history and sales transaction history tabs in the customer record. | |
| Updated | 356 | Increased Ship To Address field sizes in database from 100 to 250. | |
| Updated | 647 | Increased the Notes field size from 255 to 500 in Orders and Invoices to match the notes field size in the customer record. | |
| Updated | 711 | Added the Vendor Item Number to the item lookup from within a purchase order. | |
| Updated | 775 | “Entered By” field data is now carried from an order to a back-order. | |
| Updated | 709 | Adding multiple orders to a single invoice now takes into account varied shipping methods which may be on the individual orders. | |
| Updated | Reports:
| ||
| Updated | Payroll Withholding 2014.08
| ||
| Added | 535 | Added ability to AutoSet an order that was imported from uTypia based web sites. | |
| 3.61.0523.2014 | |||
| Fixed | 717 | Employee hire and birth date no longer changed when typing in a termination date. | |
| Fixed | 735 | Direct deposit file creation now allows the file creation with as many employees as required. Previously errored out when checksum value rose too high. This was manifested as not being able to run too many employees at once. | |
| Fixed | 740 | Contact planner now properly filters contact names based on contact type drop down. | |
| Updated | 709 | Manager now displays a warning prompt when combining multiple orders, with different ship via methods, onto a single invoice. The warning will call attention to the situation so that you can manually choose the method you desire. | |
| 3.57.0424.2014 | |||
| Updated | Miscellaneous minor bug fixes. | ||
| 3.55.0410.2014 | |||
| Fixed | 680 | Payroll functions are now available in all menus. | |
| 3.54.0403.2014 (contains a payroll update so this must be run on the server) | |||
| Fixed | 680 | Rare occurrence where payments from invoices created from multiple order had the payment applied incorrectly to a new order has been corrected. | |
| Updated | Payroll tax update.
| ||
| Updated | With the aid of a certified auditor, we have harmonized 15 financial reports. Also modified: ***** Report Layouts ***** 165 Order 166 Order Detail 167 Order Packing Slip 168 Order Picking Ticket 171 Order Description 481 Order Shipping Detail 482 Order Acknowledgment 733 Order Detail/Customization 758 Work Order 440 Quote Detail (now shows item typeset/customization) 164 Quote 375 Sales Tax Liability (added total with tax) 258 Customer Statement Summary (corrected Aging and Added Remittance) 271 Customer Statement Detail (corrected aging) 406 Inventory Items (modify report title) 27 Inventory List By Item No (Added sub category ) 404 Tax Codes (properly formatted percentage) 405 Tax Components (properly formatted percentage) 93 Purchase Totals By Item No (added line item cost) ***** Data Sources ***** 528 Open Orders Batch Shipping (include Backorder transaction type) 376 Accounts Receivable Payment (added “customer Payment” type to report) 206 Receivables Aging Statement 241 Order Totals (no longer includes quotes) 219 Customer Statement (fixed aging line item) 218 Monthly Sales Totals 205 Receivables Aging Detail (Eliminated paid invoices) 207 Receivables Aging Summary (Eliminated paid invoices) 208 Receivables Aging Totals (Eliminated paid invoices) 36 Inventory List By Item No (added Subcategories) ******* DELETE Reports ******* Sales Tax Revenue Summary Sales Summary | ||
| Updated | Modified dozens of stored procedures,vues and report data sources for the report updates. | ||
| Added | Deposit ticket report has been added to the bank deposits form, allowing one to print a deposit ticket to accompany checks taken to the bank. | ||
| 3.50.0314.2014 | |||
| Fixed | 666 | Can now properly import items with curved text from web site. | |
| 3.49.0312.2014 | |||
| Fixed | 568 | Updated stored procedure to add the usp_OEProcessToBackOrder.sql ,strCategory field to corrected a discrepancy between grand total and the product category totals. | |
| Fixed | 625 | Fixed the penny rounding issue introduced 9 August 2012 in bug fix 201 and was caused by rounding the Tax detail and detail rate prior to adding all the tax amounts. | |
| Fixed | 655 | Order attachments now come over when duplicating an order. | |
| Fixed | 664 | New customer wizard now properly finds phone number or full company name when clicking the Find Match button. | |
| Fixed | 659 | On importing web orders, if a customer PO is over 20 characters long, the PO number is truncated on import rather than failing the import. | |
| Updated | 663 | When importing web orders we now pull the chart of accounts info from the inventory stock totals table for the product instead of the default account id. | |
| Updated | 609 | Now able to switch an inventory item type from Inventory Item to Manufacturing Item or vice versa without having to zero out the inventory first. | |
| Updated | 610 | Now able to make inventory adjustments to inventory items that are type Manufacturing Item. | |
| Updated | 662 | When a vendor has a minimum purchase order amount set, Manager now informs via popup message that the PO amount is under vendor’s minimum when saving but not processing or printing and also prompts user to proceed (Y/N) when trying to print or process. | |
| 3.44.0211.2014 | |||
| Fixed | 638 | Manager longer throws an object error when deleting the first line item on an order. | |
| Fixed | 625 | The one penny difference between order and invoice conversion has been corrected. | |
| Fixed | 635 | Terminal name error when order numbers are too big for Mercury processing has been corrected. | |
| 3.40.0203.2014 | |||
| Fixed | 633 | Quick ship no longer throws an object error and now properly marks orders as shipped. | |
| Fixed | 613 | Receiving payments through the New Receive Payments screen no longer throws an object error. | |
| Fixed | 628 | Editing shipping information on an order no longer throws an object error. | |
| Fixed | 616 | The find customer button no longer throws an object error when the user is a member of a sales rep group. | |
| Fixed | 624 | When changing the ship date on a new order, the calendar now defaults to the current date. | |
| Fixed | 619 | Deleting a line item from an order no longer throws an object error. | |
| Fixed | 632 | When clicking Receive Payments from the Start Menu no longer shows object reference error. | |
| Updated | 608 | Added the credit card response approval info to the "Payment Info" field on the "New Receive Payments" form when using Mercury. | |
| Added | 629 | Added level II credit card info (PO number and total tax amount) to the MercuryPay credit card payment interface. | |
| 3.37.0127.2014 | |||
| Fixed | Can now properly create new company. | ||
| Fixed | 516 | No longer get error when adding kit products. | |
| 3.35.0123.2014 | |||
| Fixed | 611 | Orders created by duplicating can now properly be edited. | |
| Updated | 522 | Moved shipping tax drop down so that it can be read. | |
| Updated | 641 | Shipping price is now rounded to 2 decimal places on orders. | |
| 3.33.0117.2014 | |||
| Added | 113 | Added spell checking to email forms. | |
| Added | 455 | Added ability to search recurring transactions by transaction number or by reference. | |
| Added | 514 | Added read receipt ability to emails sent through Stamp Shop Manager. | |
| Added | Now marking invoices and "Printed/Emailed" after auto emailing during batch posting. | ||
| Added | You can now order an assembly item from a PO and have Manager receive the components of the assemble. This required checking the new box on the assembly tab labeled "Rcv Inventory to Components". | ||
| Added | 579 | From batch processing and batch posting windows, added the ability to open up each order for reviewing before processing it. In order to see the ellipsis button to view the transaction, you simply click on the transaction number. | |
| Added | 587 | Stamp Shop Manager now runs under Windows 8.1 | |
| Updated | 506 | When opening an existing order / invoice there is now message telling that the customer is overdue. | |
| Updated | 522 | Daters can now be configured to automatically add the date insert cut line in Corel Draw. | |
| Updated | 546 | The order status being displayed by default when opening the Batch Process Order window is now set to "Shipped" instead of "Pending". | |
| Updated | Moved the drop down for tax on freight to the left of the freight field so that the tax code can be seen can be seen. | ||
| Updated | 512 | Added new field to order and invoice tables. This will be used to store the inventory item "e;sales price"e; at time of order. Requested so that reports printed in the future will show the correct discount if the price changes in the inventory table.. | |
| Updated | 489 | When duplicating an order, the user who duplicated the order is added as the "created by" user. | |
| Updated | 491 | When Adding orders to an invoice the line items category was not being copied over to the invoice line item. The category is now being stored in the invoice line item. | |
| Updated | 515 | When the ship from name or the ship to name fields are blank, we now pass over the default strings so one does not have to type it each time. | |
| Fixed | 516 | When you create a PO from an order the discount G/L account is now properly set so that the bill pay discount now is properly displayed. | |
| Fixed | 507 | When you duplicate an order, the new order created by field is now set to the person that duplicated the order. | |
| Fixed | 573 | Customer PO numbers can now contain apostrophe. | |
| Fixed | 575 | Sales tax rates now properly display 3 decimal places. | |
| Fixed | 577 | Inventory lookup screen now properly sizes on purchase orders. | |
| Reports | Updated many reports. Some highlights are:
Payroll Updates
| ||
| Misc | Corrected various object reference errors and improved memory handling throughout Manager. | ||
| 3.21.1111.2013 | |||
| Fixed | Orders being imported from Stamp Shop Web are now properly marked as imported on the web site. | ||
| Fixed | Object reference error fixed on editing import sites. | ||
| 3.19.1107.2013 | |||
| Fixed | 516 | In rare circumstances the discount was not given when trying to pay a bill. | |
| Fixed | 525 | When typesetting a dater (non-imported) the insert cut line does not appear on the Corel file when it is created. | |
| Fixed | 526 | Inventory items set with a CorelDraw template were not copying the template file into the new typeset Corel file. | |
| Fixed | AutoSet functionality was not working properly for certain products | ||
| 3.17.1009.2013 | |||
| Added | 507 | Email screens now have spell check! | |
| Updated | 508 | Checks can now be un posted after they have been printed. | |
| Updated | 509 | Can now import Sunrise punch out products from Stamp Shop Web sites | |
| Updated | 502 | You can now save a batchstatement and batchpost email signature per user. | |
| Fixed | 522 | Border on daters ordered from SSW web sites is now properly typeset. | |
| Fixed | The “waiting” screen now properly disappears after processing a live credit card refund. | ||
| 3.12.0905.2013 | |||
| Added | 470 | When using the Email Monitor, The Customer ID field can now be changed. This will allow an email that is received from one customer or user to be assigned to a different customer ID when desired. NOTE: When the E-mail is marked COMPLETE it will update the database. THERE IS NO CHECKING FOR CORRECT CUSTOMER ID. | |
| Updated | 475 | When using the Email Monitor, attachments from an email are now attached to the order. Note: THIS ONLY HAPPENS AFTER THE “MARK COMPLETE” BUTTON IS PRESSED, Not when the order is created! | |
| Fixed | 500 | Administrators can now use the Log off menu item. | |
| Fixed | 497 | When using the integrated credit card processing, if a card declines on the payment tab of an order, the order is properly marked as not paid. | |
| Fixed | 498 | When checks are created but not printed, they now properly display when choosing the “print Checks” menu option. | |
| 3.11.0812.2013 (contains a payroll update so this must be run on the server) ***This update requires a Database update to dbv33*** | |||
| Added | The Email Monitor now allows the creation of quotes in addition to the ability to create orders from incoming emails. | ||
| Added | Orders created via the Email Monitor will now save email attachments (if present) to the order AFTER the “Mark Complete” button is clicked to clear the email from the list. NOTE: If the email has an attachment, the user preference screen for email setup must have shared path (available to all users and computers) assigned in the path with the “Save attachments to folder” box checked. | ||
| Added | Email Monitor now allows the monitoring of an unlimited number of email accounts. The new feature is configured under the Company Preferences Email tab. From there click on the “Settings” button under the “Email Monitor Settings” section at the bottom of the tab. | ||
| Added | Added the Ship Date to the available search criteria in the Add Order screen when combining orders into an invoice. | ||
| Updated | Invoice reports now have boxes around heading titles to make them easier to read and more organized. | ||
| Updated | Order Totals report/data source modified to no longer include voided or cancelled orders. | ||
| Updated | Quote Totals report/data source modified to no longer include voided or cancelled quotes. | ||
| Updated | Added the number of items on an order to the bottom of packing slips. | ||
| Updated | Payroll tax update.
| ||
| Updated | Added the ability to filter the Email Monitor based on the “Group” setting configured for each email address in the Email Monitor settings. | ||
| Updated | The customer associated with an email in the Email Monitor can now be changed by a user. The Customer ID field is now editable. This will allow an email assigned by the system to one customer id to be changed to a different customer id when needed. When the E-mail is marked COMPLETE it will update the database. NOTE: there is no checking for correct customer id! (issue 474) | ||
| Updated | When orders are imported via the universal order import utility the Amount Due is now being properly set to the amount of the order. | ||
| Updated | When adding multiple orders to an invoice, you can now filter by “Ship Date” as well as “Order Date”. | ||
| Updated | If an order has a status of “Shipped” the shipping button is now disabled. | ||
| Fixed | Declining credit cards now terminate correctly when using the built-in credit card processing. | ||
| Fixed | Sales tax liability report will now properly display the tax components even after a tax rate change. | ||
| Fixed | Sales Totals by Line Items report no longer throws the strCategory error. | ||
| 3.08.0725.2013 | |||
| Updated | When receiving emails through the email monitor in Stamp Shop Manager customers are now found by matching the field labeled “Stamp Shop Web Email or Domain”. This is similar to how the import function works. This field can be found when editing a customer then selecting the “Detail Tab”. The customer identification process is as follows:
| ||
| Added | Added new field to the database that is used for tracking the person who created the order. This field will not update when the order is modified. This field will only be accessible through reports. (Feature #465) | ||
| Fixed | You can now add new Stamp Shop Web site information for importing orders. This was broken in the last update. (Issue #466) | ||
| Fixed | Memory optimization when dealing with customers and payments. (Issue #462) | ||
| Fixed | On order import the default sales rep and sales group are now being set to nothing. (Issue #461) | ||
| 3.06.0709.2013 | |||
| Fixed | Web site configuration screen fields now display properly. | ||
| Fixed | Manager no longer throws an object reference error if when adding an attachment the attachment failed due to the user not being an admin or does not have permissions to the registry. | ||
| Updated | On the Select database screen you can now double click to choose a server. | ||
| Updated | Email address is now part of the customer record on uTypia order imports. | ||
| Updated | Modified the auto-generated .png file to insure the full size of the item for sending proofs even if the content does not fill the entire imprint area. | ||
| 3.04.0702.2013 (contains a payroll update so this must be run on the server) ***This update requires a Database update to dbv32*** | |||
| Updated | Added semi-colon to the attachment line of an email to facilitate multiple attachments. | ||
| Updated | You can now delete an invoice if there is a shipment record associated with it because when it was converted from an order which was shipped.
| ||
| Updated | Modified the pricing level list in the edit product screen to display pricing levels in numerical order instead of the order they were added to the list. | ||
| Updated | Payroll updates. Updates for table version 2013.08
| ||
| Updated | Modified several reports to work with standard number 10 window envelopes.
| ||
| Updated | Open Orders for Batch Shipping report now compares shipping address instead of just the customer ID in determining if orders should be shipped together. | ||
| Updated | Added the “Ship To” phone number to the in-house Work Order report. | ||
| Updated | Modified reports to make them easier to read and to accommodate a much larger customer PO number.
| ||
| Updated | Added “Status” as a selectable criteria to the Quote Totals report. | ||
| Added | Background images from rectangular stamps on Stamp Shop Web sites are now imported into Manager via an .eps matching file located in the shared eps folder. | ||
| Added | Service items can now be assigned as kit component items. | ||
| Added | uTypia orders can now be imported into Manager. Typesetting will follow in a future release. | ||
| Added | Added the ability to retrieve a modified SKU from Stamp Shop Web based on color choice on customizable products. | ||
| Added | Added the ability to retrieve a modified SKU from Stamp Shop Web based on product feature choices. | ||
| Added | Added rulers on the customer proof report to show size of imprint/customization when emailing or faxing proofs. | ||
| Added | PCI Compliant credit card processing. You can now process credit cards directly within Manager through our new PCI compliant integration with Mercury Payment Processors. Click here for more details. | ||
| Fixed | Sales Totals Detail report no longer invades voided sales in the totals. | ||
| Fixed | Corrected discrepancies in some financial and tax reports by correcting their data sources. | ||
| 3.03.0628.2013 (contains a payroll update so this must be run on the server) ***This update requires a Database update to dbv32*** | |||
| Updated | Added semi-colon to the attachment line of an email to facilitate multiple attachments. | ||
| Updated | You can now delete an invoice if there is a shipment record associated with it because when it was converted from an order which was shipped.
| ||
| Updated | Modified the pricing level list in the edit product screen to display pricing levels in numerical order instead of the order they were added to the list. | ||
| Updated | Payroll updates. Updates for table version 2013.08
| ||
| Updated | Modified several reports to work with standard number 10 window envelopes.
| ||
| Updated | Open Orders for Batch Shipping report now compares shipping address instead of just the customer ID in determining if orders should be shipped together. | ||
| Updated | Added the “Ship To” phone number to the in-house Work Order report. | ||
| Updated | Modified reports to make them easier to read and to accommodate a much larger customer PO number.
| ||
| Updated | Added “Status” as a selectable criteria to the Quote Totals report. | ||
| Added | Background images from rectangular stamps on Stamp Shop Web sites are now imported into Manager via an .eps matching file located in the shared eps folder. | ||
| Added | Service items can now be assigned as kit component items. | ||
| Added | uTypia orders can now be imported into Manager. Typesetting will follow in a future release. | ||
| Added | Added the ability to retrieve a modified SKU from Stamp Shop Web based on color choice on customizable products. | ||
| Added | Added the ability to retrieve a modified SKU from Stamp Shop Web based on product feature choices. | ||
| Added | Added rulers on the customer proof report to show size of imprint/customization when emailing or faxing proofs. | ||
| Fixed | Sales Totals Detail report no longer invades voided sales in the totals. | ||
| Fixed | Corrected discrepancies in some financial and tax reports by correcting their data sources. | ||
| 2.52.0510.2013 | |||
| Updated | Sped up the printing functions by 300% for cloud based database customers. | ||
| Updated | Customer special prices of 0.00 are now allowed and the system will not update it to the regular sales price on orders/invoices. | ||
| Updated | Increased the customer PO field on order reports to match the data field size of 30 characters. | ||
| Updated | Added a new button at the bottom of the Help/About Stamp Shop Manager window to show version history / what’s new page. | ||
| Added | Added a new column for line items in quotes, orders and invoices to allow one to specify a cost per line item other than the default item cost. To see the new field on a given quote, order or invoice right click on the column names and select the “Column Chooser”. Next double click on the new “cost” column. The cost of the particular line item on the particular order can now be added/modified. | ||
| Added | Added a new “save as” feature when editing stock or custom reports. | ||
| Fixed | Double clicking the line item price on an order now properly shows the item cost. | ||
| Fixed | Orders imported from Stamp Shop Web are now storing the SSM User id instead of the SSW user id in the tblARCustomerPayment table. | ||
| Fixed | Deleting shipments in Manager now properly deletes shipment in FedEx module. | ||
| Fixed | If the Data Utility is running when the update process is started the update now completes successfully. | ||
| 2.48.0430.2013 (contains a payroll update so this must be run on the server) ***This update requires a Database update to dbv31*** | |||
| Updated | Inventory kits feature has been enhanced to automatically choose hidden components assigned to kits. | ||
| Updated | Payroll updates. Updates for table version 2013.05
| ||
| Updated | Moved the trigger for the Email Monitor to run from the monitor window instead of the core application. This will free up some resources on workstations not running the Email Monitor. | ||
| 2.47.0423.2013 ***This update requires a Database update to dbv30*** | |||
| Fixed | Fixed issue object reference error when a report had no data to display. | ||
| Fixed | Fixed issue where If you checked an item then unchecked it in the add orders to invoice screen, the status was being re-set to “Pending” even if that was not the original status. | ||
| Fixed | Fixed issue where duplicate Order did not clear out the ysnInvoiced when coping. | ||
| Fixed | Fixed the tool tip labels on the buttons on the email window screen. | ||
| Fixed | Phone numbers added through the new customer wizard are now formatted correctly. | ||
| Updated | Updated the Stamp Shop Web orders import to support the new “Free shipment” method from the web site. | ||
| Updated | Updated the data import utility to handle shipping company names that were too long. | ||
| Updated | Updated the Data Import Utility to support multi-line ship-to addresses. | ||
| Updated | Reports opened from the customer record now allow emailing and also update the customer record with the email being sent. | ||
| Updated | When typesetting is linked to a quote it is now properly carried over to an order or invoice created from that quote. | ||
| Updated | Creation of new reports now allows flagging a report as an invoice report. | ||
| Updated | Emails sent through the vendor record now update the email tab without refreshing. | ||
| Added | Added text on the status bar of the Add Orders to Invoices screen to show the count of displayed records and a count of selected orders. | ||
| Added | Added a new button under the Update tab on the About Stamp Shop Manager help screen to show the “What’s New” version information. | ||
| 2.44.0405.2013 | |||
| Fixed | Fixed issue where object reference errors appeared on posting transactions. | ||
| Added | Added an email field to the order shipping address window. If this field contains data ShipRush will send shipping notifications to the email address specified in the field. | ||
| 2.43.0328.2013 | |||
| Fixed | Fixed issue with not printing invoices in batch posting process if the user was not an administrator. | ||
| Fixed | Email button now works properly on the print report screen. | ||
| Added | When creating a new invoice and adding existing orders to it, Filtering tools have been added on the “Add Orders” look up window. | ||
| Added | When adding more than one order to an invoice, the original order number and customer PO reference is now added to each line item for continuity of billing and order tracking. The invoice number also shows in the order history. | ||
| Added | New inventory report to show sales by product category. (dbv29a) | ||
| Updated | Updated the following reports and db functions.(dbv29a)
| ||
| 2.40.0325.2013 | |||
| Fixed | Varied memory errors have been fixed | ||
| Fixed | Object reference errors have been corrected in posting processes such as General Journal, Payments, and Deposit posting. | ||
| Updated | Changed the order entry process to not set a ship date on new orders. The ship date is updated when the order is marked as shipped and now properly stored in the ARShipment table. | ||
| Fixed | Customer Statement Summary displays properly from within the customer record. | ||
| Fixed | ShipRush now properly updates the full shipping addresses in an order at the time of shipment. | ||
| Updated | When adding a new customer, the default “Send Report Type” is now set to Print instead of None. | ||
| Fixed | Fixed the display issue with the Orders Bill To block. Under certain conditions an extra line was being added after the company name. | ||
| Fixed | Customer phone number now properly updates/saves with the phone extension. | ||
| Updated | No longer prompted to save customer record when closing the record after it has already been saved. | ||
| Added | Added a means to delete saved searches. To delete on click the “x” delete button to the right of the search. | ||
| 2.34.26.2013 (contains a payroll update so this must be run on the server) | |||
| Added | Exposed the SMTP port number in user and company preferences screen so that the port number could be changed if needed. | ||
| Updated | When a new invoice is created for a customer that requires a PO number, PO number must be added in order to save. | ||
| Fixed | Under certain conditions, when closing an invoice or order screen after shipping, users were getting an “Access violation” or an “Assertion failure” error when using ShipRush. | ||
| Added | When you are AutoSetting a dater, Stamp Shop Manager now adds the date cut out. You will need to edit all inventory items that are daters to add the cut out dimensions. | ||
| Fixed | Invoices that have line items that need to be back ordered are no longer posted during a batch post. This will allow you to manually post the invoice which will prompt you to create the back order. | ||
| Fixed | Invoices will now not allow saving without a PO number if the customer flag is set for “Requires PO.” | ||
| Updated | Sped up Batch post send mail process. | ||
| Added | When the system e-mails an Invoice to the customer via batch posting or you manually email an invoice to a customer Manager will now mark the Invoice as printed, if the invoice report chosen is flagged as “Invoice Report” in the report settings screen. | ||
| Fixed | When pressing the “OK” button on the Company Preferences screen, the user was incorrectly prompted with “You must set a value for Import Terms” and “You must set a value for CorelDraw Version” even if there is a value there. | ||
| Added | If a customer is set up in Stamp Shop Manager as having “Blind Ship” then imported web orders will also be flagged as blind ship. | ||
| Fixed | “Object Reference Error” on converting quote to order, convert purchase receipt to a bill, process order to invoice, and batch process order to invoice. | ||
| Added | 1. The Description of the BATCHSTATEMENT Email Signature is used as the Subject on the Batch post sending of statement Emails. The Description of the BATCHPOST Email Signature is used as the Subject on the Batch post sending of invoices Emails. | ||
| Fixed | Under certain conditions when batch processing the qty shipped was not being carried over in to the Invoice. | ||
| Fixed | on purchase receipt, update the “Total” field now properly updates when you enter the qty received. | ||
| Added | Statements can now be batched emailed, printed or Both e-mail and with the new Batch Run Statements feature under the sales menu. | ||
| Fixed | When batch posting $0.00 invoices they are now marked as printed. | ||
| Added | The customer PO number is now passed to the label reference field in ShipRush. | ||
| Fixed | Items on order and on back order are now correctly being displayed in the inventory items record. | ||
| Updated | Payroll updates. Updates for table version 2013.04
| ||
| 2.28.0207.2013 | |||
| Fixed | Fixes that nasty “Object reference not set to …” bug when closing the print preview screen. | ||
| 2.26.0206.2013 (contains a payroll update so this must be run on the server) ***This update requires a Database update to dbv28*** | |||
| Added | When you are AutoSetting a dater, Stamp Shop Manager now adds the date cut out. You will need to edit all inventory items that are daters to add the cut out dimensions. | ||
| Added | Ability to add a CorelDraw template to customizable inventory items. When typesetting these items the template is automatically added when you click the typeset button. | ||
| Fixed | Under certain conditions when batch processing the qty shipped was not being carried over to the Invoice. | ||
| Updated | When importing an order, if the customer is set to blind ship in Manager the imported order will be set to blind ship as well. | ||
| Updated | Updates for table version 2013.04 – Georgia Married allowance change for 2013 – New Mexico table update for 2013 – North Carolina returns supplemental withholding rounded to nearest dollar – Vermont updated 2013 tables – Missouri 2013 table update – Oklahoma, revised married tables issued January 2013 | ||
| 2.24.0124.2013 | |||
| Updated | Modified Invoices, Orders and Work Order reports to reflect Retail Prices and discount percent in addition to the sales price for line items. | ||
| Updated | Modified stamp images on order reports to show smaller image representation when the image would otherwise be too big for the report. | ||
| Added | New report to show orders in house for the same customer so that they can be shipped together. | ||
| Updated | Modified purchase order reports to add more space between the item SKU and the item description. | ||
| 2.22.0123.2013 | |||
| Updated | When a new invoice is created for a customer that requires a PO number, PO number must be added in order to save. | ||
| Fixed | Under certain conditions, when closing an Invoice or Order Screen after Shipping, users were getting an “Access Violation” or an “Assertion Failure” error when using ShipRush. | ||
| Updated | Invoices that have line items that need to be back ordered are no longer posted during a batch post. This will allow you to manually post the invoice which will prompt you to create the back order. | ||
| Added | When the system e-mails an Invoice to the customer via Batch Posting or you manually e-mail an Invoice to a customer, Manager will now mark the Invoice as printed, if the Invoice Report chosen is flagged as “Invoice Report” in the report settings screen. | ||
| Fixed | When pressing the “OK” button on the Company Preferences screen, the user was incorrectly prompted with “You must set a value for Import Terms” and “You must set a value for CorelDraw Version” even if there is a value there. | ||
| 2.17.0110.2013 | |||
| Fixed | The wrong state was being passed to the “ship from” address in ShipRush on blind ship orders. Manager now passes the correct State. | ||
| Fixed | An error which prevented an order or quote form from being closed after the order or quote was deleted. | ||
| Fixed | Fixed issue where If the “ship to” address and the “bill to” address had a different number of lines in the address field and the order was set to blind ship then the user would receive an index out of range error. | ||
| 2.13.0109.2013 (contains a payroll update so this must be run on the server) | |||
| Added | ShipRush now automatically chooses the “Freight Collect” option in the ShipRush payment option drop down when a FedEx or ups account number is available in the customer record. | ||
| Fixed | The shipping cost is now be passed from stamps.com shipments to Manager when that option is selected in the company preferences. | ||
| Added | A new Reports button has been added to the Customer screen. The button contains a drop down menu with the following options; Customer Special Pricing. Customer Analysis, Customer Credit History, and Customer Statement Detail. | ||
| Fixed | A minor spacing error was corrected on the Check Number List error message. | ||
| Fixed | An out of memory message was fixed when searching for new customers. | ||
| Updated | When AutoSet function is in progress and the font cannot be found a message now displays and automatically replaces the missing font with a default font. | ||
| Fixed | A correction has been made to fix tax calculation errors when changing the shipping amount on an order imported from Stamp Shop Web. | ||
| Added | A modification has been made to the Data Import Utility where you are now able to add a Stamp Shop Web matching for CUSTOMER import. | ||
| Added | The ‘Address Other’ fields from Stamp Shop Web are now imported to the address fields and will use the web site’s corresponding site terms to get the correct label/title. | ||
| Updated | An update has been made to the Payroll DLL. It is now Table 2012.10 and will change Indiana to Carroll, Hancock, Perry and Starke counties. Update to Payroll version 2013.01
| ||
| Fixed | The AutoSet feature now typesets rectangle stamps properly. | ||
| Added | A notification has been added to the Company Preferences > Add-Ons tab > Corel Version displaying the successful change of the current CorelDraw version. | ||
| Added | An addition of re-order point has been made to the Inventory table within the Data Import Utility. | ||
| Fixed | The Data Utility Export now works properly for Inventory. | ||
| Added | Now able to check box within the Batch feature screen to allow the user to NOT re-color the imported items. | ||
| Fixed | During AutoSet utility Hairlines will no longer automatically re-color. | ||
| Fixed | A correction has been made to the Purchase Orders feature. When entering a new PO the line item now displays correct cost. | ||
| Fixed | A bug was fixed which prevented the creation of inventory price lists. | ||
| Fixed | A correction has been made to the Blind Ship feature to pass the Bill To information to the Ship From field on the ShipRush label. | ||
| Updated | Reminder ‘Customer requires a Purchase Order Number!’ no longer shows when initiating an order. only shows when saving an order. Order will not be saved if customer requires a PO and this field is left blank. | ||
| 2.07.1204.2012 (contains a payroll update so this must be run on the server) ***This update requires a Database update to dbv28*** | |||
| Added | Added support for CorelDraw 16 (X6). A Corel Draw Bug in version 16.1 will cause CorelDraw to fail to work properly with Stamp Shop Manager. Corel is aware this issue. DO NOT upgrade to 16.1. Stay on 16.0 until Corel releases the fix. | ||
| Added | Added the ability to link multiple Stamp Shop Web users to a single billing customer in Stamp Shop Manager based on the email address domain. This will allow all web users who’s email address has a particular domain to be linked to the same billing account automatically without having to set up the external customer ID in advance in the web site. | ||
| Added | Added a second default terms field to allow imported web users to have a different default terms than manually entered customers. | ||
| Added | Added the ability for the Data import Utility to import height and width of the imprint area for customized products such as stamps, signs, etc. | ||
| Added | Added the ability for the Data Import Utility to import the Stamp Shop Web customer linking field. | ||
| Fixed | Wrong Chart of Account number was being added to imported orders. Was being imported with code 4110 now properly set to 1200. | ||
| Fixed | Change De-active button so non-Admin users can click it. | ||
| Updated | New payroll tax table date 2012.1 MUST BE RUN on the Server
| ||
| 2.0.1106.2012 | |||
| 1. Added | New Licensing structure to allow for more features in the future. | ||
| 2. Added | Ability to run on Apple desktop and laptop computers. | ||
| 3. Added | New remote structure that allows Stamp Shop Manager client to run remotely through Connectweb’s data center. | ||
| 4. Added | Stamp Shop Manager now compatible with Windows 8. | ||
| 1.58.1030.2012 ***This update requires a Database update to dbv27*** | |||
| 1. Added | Ability automatically receive email message into Stamp Shop Manager and have them automatically assigned to customers. Search for Email Monitor in the help system for set up instructions. | ||
| 2. Added | Work Order report for In-House use. The text in the notes field, which normally is only visible on the order screen, print on the Work Order allowing you to give instructions for in-house use that do not print on invoices or other order reports. | ||
| 1. Added | Customer Proof report. This report makes it easy to send a proof of customized products such as stamps or badges to a customer via email. | ||
| 2. Fixed | Duplicate customers no longer being created on web import if external customer Id was present in Stamp Shop Web but no matching id was found in Manager. | ||
| 1.50.1002.2012 ***This update requires a Database update to dbv26*** | |||
| 1. Added | Ability to select a different signature when composing an e-mail message to a customer. This works when sending an order or invoice to a customer. Click the “Signature” button on the e-mail and select or create a new signature. When you close the signature edit window the selected signature is placed on the current e-mail. We recommend changing your signature prior to entering any text. All text is replaced when you select a new signature! | ||
| 2. Fixed | In an Order, when you click the “New” button the cursor now jumps to the Line Item Input field and not the Order ID field. | ||
| 3. Updated | New payroll tax table date 2012.09 version 3.47
| ||
| 4. Updated | Bundle ability modified, now add non-inventory and inventory items. | ||
| 5. Updated |
Changed the order in which billing address information displays on order and invoice reports to comply with U.S. Post Office criteria. | ||
| 6. Updated |
Changed the billing address to display first and last name information even if company name is present on order and invoice reports. | ||
| 7. Updated |
Changed the Order Detail/Customization report to only print the header on the first page and only the order number in the header of subsequent pages. | ||
| 8. Added | Ability to have multiple Stamp Shop Web customers associated with one “bill to” customer in Stamp Shop Manager. This allows you to have many users from a given company place orders on the web site and when imported into manager to all be associated with one customer ID instead of the email address typically used for web to Manager association. | ||
| 1.42.0829.2012 ***This update requires a Database update to dbv25*** | |||
| 1. Added | Now added the ability to set the customer record to determine how a customer gets his invoices delivered during Batch Post operation as either E-mail, Print (for snail mail), or None. | ||
| 2. Added | Now added the ability to set the customer to automatically set new orders and invoices as a blind ship orders and invoices. | ||
| 3. Fixed | Terminal Service users can now see the Stamp Shop Manager Theme Background. | ||
| 4. Updated | 13 reports have been updated.
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| 5. Updated | Payroll tax update to version 2012.08. Update contains the following changes:
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| 1.37.0821.2012 ***This update does a Database upgrade to dbv24*** | |||
| 1. Fixed | Issue with F1 key going to wrong topic on the User Security form. | ||
| 2. Fixed | Issue with editing an order and choosing a ship to address, the email address of the associated with the selected Ship To was not getting sent to ShipRush | ||
| 3. Fixed | In CorelDraw X4 and higher whenever SSM creates a new cdr file the file is set to RGB for the color management mode. | ||
| 4. Fixed | Corrected spelling mistake on the Add inventory form. | ||
| 5. Fixed | Issue with rounding totals when your store is set to use more than 2 decimal places for the currency | ||
| 6. Fixed | Issue with text not displaying correctly on the Vendors form when you mouse over the “initiate” button. | ||
| 7. Added | If a customer is set to “Require Purchase Order” you will NOT be allowed to save an order or invoice unless you enter a PO number on the order / invoice form. | ||
| 8. Added | You can now load Templates / Layouts and apply them to the current customizable products. | ||
| 9. Added | The first time you run Stamp Shop Manager after an update the system will open a web browser and display a page telling what was updated… This test right here!! | ||
| 10. Updated | Updated 3 Reports: Quote, Quote Detail, Estimate | ||
| 11. Fixed | Issue with CorelDraw Interface form not closing correctly when the user does not have the Default CorelDraw save and / or the EPS file paths entered in their profile | ||
| 1.33.0731.2012 | |||
| 1. Fixed | Issue with CorelDraw X3 not accepting the RGB mode command. | ||
| 1.32.0724.2012 | |||
| 1. Added | You can now update any products on any of your Stamp Shop Web, web sites from the Inventory screen. | ||
| 2. Added | Allow Admin to change user password without knowing old password | ||
| 3.Updated | the following 7 reports Invoice Invoice Detail Order Order Detail Order Shipping Detail Invoice Detail Specs Order Detail Specs | ||
| 4. Fixed | Issue with cleaning up phone numbers | ||
| 5. Fixed | Issue with duplicating orders does not duplicate the CorelDraw file. | ||
| 6. Fixed | Refresh issue on the print employee paycheck screen. | ||
| 7. Fixed | Admin users can now change the password of non-admin users with out having to know the users password. | ||
| 8. Fixed | Users can now see the customization text of posted orders without printing it to the screen | ||
| 9. Added | Ability to import Millennium Digital Services punch-out products | ||
| 10. Fixed | When shipping to an address other than the bill to address, we are now passing the address associated with the shipping address to the ShipRush system | ||
| 11. Added | Any newly created CorelDraw file is now created in RGB color management mode. | ||
| 12. Fixed | Issue with the “Important Advisory” screen wrongly showing. | ||
| 13. Fixed | Issue user is unable to edit imported Ship To address. | ||
| 14. Added | A new report named “Customer Invoice Detail Specs” | ||
| 15. Added | A new button on the import order form to open any of the newly imported orders. | ||
| 1.23.0605.2012 | |||
| 1. Fixed | Issue with not allowing products to be customized. Sorry about that! | ||
| 1.22.0604.2012 | |||
| 1. Fixed | Issue with round stamps not importing. | ||
| 2. Fixed | Issue with the vendor screens fields not displaying correctly. | ||
| 1.21.522.2012 | |||
| 1. Fixed | issue with Conversion to string when using the AutoSet from the Line item interface | ||
| 2. Added | the ability to De-activate the license on a computer so you can re-use the license on a new computer. | ||
| 3. Fixed | issue with the Invoice report error if you tried to e-mail it. | ||
| 4. Updated | 5 other reports | ||
| 5. Fixed | issue with clip art, non-eps files being completely filled in to a black square. | ||
| 6. Added | all information to the import report that would be needed to make the customizable product. (Font, font size, justification, color, style). | ||
| 7. Added | two new reports that will bulk print customer invoices. You can find these reports under the Reports (CTRL+R) menu then Accounts Receivable, Customer Invoice and Customer Invoice Detail. | ||
| 1.19.508.2012 | |||
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1. Fixed |
Issue where Payroll did not update if the system is using MS Sql Express server. a) This will update your payroll tax tables to version 2012.06. | ||
| 2. Fixed | issue with Conversion to string when using the Quick AutoSet module | ||
| 1.16.419.2012 | |||
| 1. Added | Quick AutoSet line item functions. | ||
| 2. Fixed | Spelling issues | ||
| 3. Updated | Orders report | ||
| 4. Fixed | Default search field did not work correctly on search form | ||
| 5. Fixed | issue with the tab order on the invoice and Order forms when editing the qty field it did not go to the next column but when to the order id field. | ||
| 6. Fixed | issue with CorelDraw interface. | ||
| 7. Updated | Update controller | ||