New

  • Vendor Markups/Discounts/Fees- Now you can set pricing based on your Vendor specific markups and discounts.  The Vendor Defaults window has a new section where you can enter these percentages.
  • We have added a default Company & Project Delivery Ticket Remarks section.
  • A Company option has been added to hide the names of the employees that have completed the Time Billing entered into a Project.
  • New Help Center has been included in this release.  The Design Manager Vision Pane will now have an updated look to accommodate the Help Center changes.

Fixes/Updates

  • Fixed: Spec Search Window had a column missing after User Date 2 and sorting by column headings improved.
  • Fixed: Spec Search Window is not handling null dates with and not selected.
  • Fixed: Item thumbnail pictures when brought in from Inventory.
  • Fixed: Printing bar when printing a Client Invoice.
  • Speed enhancements when searching or selecting Project Purchase Orders for A/P Vendor Invoice entry.
  • Fixed: Proposal Status and Project Specifications tasks grids do not export when right-clicking.
  • Fixed: Project email address does not auto populate when emailing a new Proposal.
  • Fixed: When making a new Client Invoice with a single Item on the list, editing the Item and marking it complete, it must drop from the tag list.
  • Added Sales Tax code and Client Invoice terms to the Client Window that will default to any Project made for that Client.
  • Fixed: When select to Create a Ship To Code from the Vendor Window, the system does not acknowledge it has been completed.
  • Fixed: The Vision Pane is not showing the proper amount for Accounts Payable when they are partially paid.
  • Increased the Purchase Order Verbal/ Ref # field from 10 characters to 30.
  • Fixed: When using the Add from Catalog, Inventory, Data Collection or Quick Add it does not obey the markup overrides for the Sales Category or Location from the Project Defaults Budget Tab.
  • Increased speed when editing Proposals with over 500 items.
  • Fixed: Proposal Status and Project Specifications Scheduled tasks grids do not export.
  • Fixed: Client return/credit creating a negative .01 balance due on invoice due to sales tax rounding.
  • DM Vision pane was adjusted to show the proper amount of Accounts Payable when there were partial payments.
  • Fixed: Project Email address did not auto populate when emailing a new proposal.
  • Improved speed when opening, searching, and selecting PO/Projects for A/P vendor invoice entry.
  • Tag All feature adjusted to include items that do not have Ship to Codes entered on New Purchase Order Window.
  • Fixed: Time Entries are being assigned to an incorrect Employee when using the ok add button and changing the project code.
  • Added manual tagging ability to components to add them to a new Work Order.
  • Fixed: When voiding an Invoice for Inventory PO that used a deposit, the deposit does not go back to open for that PO and thus shows an “other figure” on the open vendor deposit report.
  • Fixed: When editing a delivery ticket the items not on the ticket are not showing the components when company option is selected.
  • Fixed: The project level budget analysis report continues to show the full item description when you select the no option.