AcctVantage ERP 2021 - Release Notes

In the release notes below, significant new features appear in bold type while CRITICAL CHANGES appear in red.

AV 2021.15.1 (01/18/23)

This is the final release in the AV 2021 series.

WooCommerce - Support added for Product Name upload.

WooCommerce - Support added for Product Category upload.

AV 2021.15.0 (12/19/22)

SPS - New feature: Generate 850 documents from Purchase Orders.

Web Integrations - Added 'WooCommerce' and 'Shopify' to service name filter on the Web Integration log tab.

Woo Commerce - Support for UM passed in a variation.

AV 2021.14.2 (11/30/22)

Unit of Measure - New weight and volume fields were not passing values to Sales Orders, Purchase Orders, or Warehouse Transfers.

AV 2021.14.1 (11/22/22)

Products - In certain situations the Warehouse name would not display in the column headers on the Inventory tab of a Product record.

Units of Measure - Some fields had incorrect formating applied on the Unit of Measure detail form.

AV 2021.14.0 (11/21/22)

Accounts Receivable - In certain situations an AR Document could have a set 'Paid Date', 'Days to Pay', and a balance due.

AP Aging - AP documents with a negative balance were not aging correctly

AR Aging - AR documents with a negative balance were not aging correctly.

Inventory Shortages - In certain situations an error would appear while processing Inventory Shortages.

Jobs - In certain situations Job Entry Date and Entry By fields would not be set.

Navigation Bar - On Mac laptops that have displays with a camera 'notch' the navigation bar could be partially hidden under the MacOS menus.

Product Unit of Measure - New UM import feature.

Product Unit of Measure - New custom fields and UM dimensions.

Product Unit of Measure - New detail form for data entry.

Purchase Order - New Admin-level action menu item to reopen closed purchase orders.

Receipts - In certain situations batch deposit IDs were incorrectly set.

Sales Order - New Client Number lookup field for Drop-Ship customers.

Shipments - New 'SSCC' and 'palletized' field on Shipment and Parcel records.

Shopify - Imported credit memos were missing tax area.

System Reports - The report 'Sales: Summary by Account Manager' was rounding some values when it should not have.

AV 2021.13.6 (11/08/22)

Credit Cards - Expanded Credit Card Authorization Number fields to 255 characters.

SPS - Added support for Manufacturer Part Number.

AV 2021.13.5 (10/31/22)

Shopify - Shopify orders can now be processed through Batch Shipping.

AV 2021.13.3

Shipments - Multiple shipping stations could not edit parcel contents at the same time.

AV 2021.13.2 (10/06/22)

Shopify - Uploaded shipments now properly set the 'notify_customer' flag.

AV 2021.13.1 (10/05/22)

Shopify - Initial production release of the Shopify Integration.

AV 2021.13.0 (10/03/22)

Batch Deposits - Batch deposits are no longer a 'postable' document.

Cycle Count - Last Counted Date was not always being updated.

Mobile - Mobile pick/pack was not updating the pick quantity on the line item.

Mobile - Picked quantity was being stored in an incorrect array.

Product - Removed unused 'Allocations' tab.

Purchase Order - Costs of alternate unit of measures can be updated from within a Purchase Order.

Purchase Order - In certain situations associated debit memos could not be received.

Sales Order - Quantities returned using an alternate unit of measure would not update correctly on associated credit memos.

Sales Order - 'Quantity remaining to select' on the fulfilment tab was not updating when using the kit component selection view.

Sales Order - Updating a kit's component recipe on existing sales orders could result in a incorrect bill of materials.

Sales Order - In some situations, creating a PO from a Sales Order action menu item would not complete successfully.

Sales Order - New system configuration option for client drop ships dialogs.

Sales Order - Product cost can pull from the new Vendor Cost fields if a value has been set.

SPS - New GSA trading partner map for 856 Shipment Notifications.

Startup - Don't display data maintenance warning if the AV Server OS is Windows.

Vendor - Expanded the field [Vendor]Email to accept up to 255 characters.

Work Order - Cross references between Inventory Transaction and Work Order was creating an error.

AV 2021.12.3 (09/16/22)

Product - Sell price is now recalculated on assemblies using margin when the cost of a component changes.

AV 2021.12.2 (09/15/22)

BigCommerce - Bug Fix: Some scripts had stopped working.

Product - Total cost of kits was not getting updated when the cost of a component was changed.

AV 2021.12.1 (08/10/22)

Sales Document - Insufficient inventory alerts now display in current unit of measure.

Sales Order - Margin calculations were not correctly considering alternate units of measure.

AV 2021.12.0 (08/02/22)

Accounts Receivable - New Field: 'Days Open' to show how long a balance due AR item has been open.

Inventory Maintenance - Displayed 'Quantity Available' value could be confusing and inconsistant.

Pricebreaks - If no price break types were set new options could only be set through System Configuration.

Product - Renamed fields related to vendors to more clearly indicate their purpose.

Shipments - When printing a newly created shipment parcel details would not appear until the Shipment record had been saved.

AV 2021.11.3 (07/22/22)

AV Mobile - Bug fix: Some detail views were not displaying records correctly.

AV Mobile - Bug fix: Sales Orders could not be saved.

AV Mobile - Webfolder updated to version v22201.1219-av21.11.2

Sales Order - New option to force Price Breaks to use Unit of Measure values when determining markups and discounts.

Sales Orders - New script hooks which can control logic when deciding if a quote can be converted to an order.

AV 2021.11.2 (07/15/22)

Purchase Orders - Update code was using an incorrect formula to recalc PO UM quantities.

AV 2021.11.1 (07/14/22)

Product - New system configuration settings for default measurement units.

Product - Option to disable volume auto-calculation.

AV 2021.11.0 (07/12/22)

AV Mobile - Launching the mobile web server in single user no longer requires selecting the web folder.

Check Printing - Updated 'Quick Check' option to reflect that 'Reprints' also print through this option.

GL Reconcile - Fixed typo in the 'balances do not match' alert.

SPS - SPS setup screen was displaying two unused tabs.

SPS - New script hooks in standard 855 mapping.

AV 2021.10.4 (07/06/22)

Purchase Orders - In certain situations some quantity values could be calculated incorrectly.

AV 2021.10.3 (06/30/22)

Inventory - Under certain circumstances, inventory actions could fail (e.g. PO receive a serialized product.)

REST API - Invoice detail custom fields and invoice kit detail custom fields are now exposed via the REST API.

AV 2021.10.2 (06/27/22)

BigCommerce - In certain situations web store inventory levels for products with more than 50 variants could not be updated.

AV 2021.10.1 (06/21/22)

Product - Some cost related fields were not displaying the correct precision on the Product record.

Product - Populate new primary and secondary vendor list price and default cost fields.

  • Default PO Cost will be used to populate Primary Vendor PO Cost and 2nd Vendor PO Cost.
  • Default List Cost will be used to populate Primary Vendor List Cost and 2nd Vendor List Cost.

AV 2021.10.0 (06/10/22)

AP Voucher - Refresh the Listview when duplicating vouchers.

AP Voucher - PO lookup dialog would display if an exact match was found.

BigCommerce - Support for Gift Cards and store credit added.

Check - Bug Fix: Under certain circumstances, [Check]Entry By was set to the wrong user.

GL Account - In certain situations duplicate GL Summary records could be created.

Logging - New options in System Setup to temporarily log Script and System Configuration calls.

MacOS - Support for MacOS 12 Monterey added.

Mobile - When completing a Pick/Pack session, alert the user if all lines have not been picked.

Mobile - New option during PO Receive to lock the inventory lots that are created.

Product - UI changes to new Vendor fields.

Purchase Order - In certain situations Quantity Reserve for 'On PO' could be calculated incorrectly.

Purchase Order - Product cost look up can now return primary and secondary vendor costs and update those values from the PO.

Quantity Reserve - New Cross-References and filters for Inventory Quantity Reserve listview.

SPS - Acknowledgment Date added to 855 documents.

SPS - New script hook added to 855 documents.

XML Import - Products with 'Locked' sell prices could overwrite the imported value.

AV 2021.9.0

Auto PO - New script hook for custom Auto Purchase Order calculations.

Products - Products now support individual Default PO Cost and List Cost for the Primary and Secondary vendors displayed on the Product detail form.

REST API - Enhancements to the REST API /product endpoint. You can now create/update/delete inventory type products in addition to non-inventory type products. Both types now support create/update/delete for Price Breaks and Vendor Price Breaks. Many additional Product table fields are also now exposed on the API /product endpoint.

AV 2021.8.2 (05/18/22)

Purchase Order - In certain situations products using non-base units of measure could not be received.

AV 2021.8.1 (05/10/22)

Work Order - When saving a work order a dialog could appear incorrectly stating that the work order was out of balance.

AV 2021.8.0 (04/21/22)

AP Voucher - Non-Inventory products can be set to post their COGS to the account defined in its Product Class.

General Ledger - New relation between GL Summary and GL Account

GL Accounts - The Account History column selection was not working.

GL Accounts - The Account History report was not printing the detail section.

Receipt - Credit card type receipts linked to checking accounts could not be batch deposited.

Receipts - Receipt Type was getting cleared when creating a new Client through the Receipts window.

Receipts - Credit card authorizations could be voided on posted receipts.

Sales Document - In certain situations the line items on the Fulfillment tab could get out of sequence.

Sales Document - When emailing a sales document the subject could mislabel the Invoice number.

Sales Document - New 'Pick Notes' field added to the Fulfillment tab of sales orders.

Shipments - The 'Bill Third Party' notice was partially getting cutoff.

Shipments - When resizing the Shipments window some buttons weren't shifting position.

Shipping - Created new Parcels listview.

SPS - Added support for trading partner licenses.

Work Order - In certain situations the value of the draws and additions may not balance out when saving a work order.

AV 2021.7.3 (04/04/22)

Sales Document - When emailing multiple sales documents the subject could reference an incorrect document number.

Sales Document - When emailing an Invoice the subject could be mislabeled as the Order Number.

AV 2021.7.2 (03/22/22)

AvaTax - Tax area was not being set on new orders.

AV 2021.7.1 (03/21/22)

BigCommerce - New script hook for customizing warehouse upload selection.

Product Alias - Product Aliases can now be linked to specific Client record.

Sales Orders - New option to update Sales Orders to Client default values selecting a drop-ship Client record.

SPS - Corrected 'Buyer Part Number' output on 810 and 855 documents.

AV 2021.7.0 (03/10/22)

Adjusting Journal Entries - Accounts Payable type lines were checking against AP document date rather than the post-to date.

Adjusting Journal Entries - Adjusting journal entries can now be duplicated.

AV Mobile - Pick/Pack enhancements for custom form support.

AV Mobile - Pick/Pack bin/location fulfillment support.

Batch Shipping - When using Batch Shipping store tracking URL on the Shipment.

Contact - In certain situations the Contact window title would not be set correctly.

EasyPost - EasyPost changed the format 3rd party billing info was passed to their API.

Email - New hooks to allow for customization of default Subject and Body sections of emails.

Email - 'Send Test Email' button added to User records.

Inventory Shortages - Cross references to the Inventory Shortages window were missing.

Listview - Several listviews incorrectly had power search disabled.

Purchase Order - When printing purchase orders the document name was using the record ID instead of PO number.

Receipts - Linked receipts must posted before batch deposits can be posted.

Sales Document - Not all fields were copied when creating an Ord-BO type sales document.

Sales Document - If after a shipment on a sales order is processed and the Ship Via is blank, set it to the shipment's ship method.

Shipments - Updated FedEx URL for shipment tracking.

SPS - Williams-Sonoma trading partner added to SPS.

Web Integrations - Changes in quantity reserve now trigger inventory level updates to Web Integrations.

AV 2021.6.2 (02/25/22)

Inventory - New system configuration options to add delays in certain processes to help resolve inventory conflicts.

Web Integrations - New script hook for updating orders imported from BigCommerce.

AV 2021.6.1 (02/23/22)

BigCommerce - Orders were only importing one at a time rather than in batches.

BigCommerce - New optional setting to define a date cutoff where only orders created after that date will be imported.

AV 2021.6.0 (02/08/22)

AP Voucher - PO Quick list was not filtering based on entered PO number.

EasyPost - Support for purchasing return labels added.

GL Accounts - Some data could be cleared when opening an existing GL Account record.

GL Reconcile - Exporting the GL Reconcile listview was causing errors.

GL Reconcile - Having multiple un-reconciled sessions could cause cleared items to be lost.

Pick Pack - Option to Auto-Save Sales Orders in Pick Pack to a specific status.

Purchase Order - Some data could be cleared when opening an existing Purchase Order.

Purchase Order - Updated system alerts that were displaying PO ID to show PO Number.

Quick Reports - Quick reports could not be run from the 'Sales Reports' menu item.

Receipts - In certain situations receipt type payment gateway settings were being cleared.

Sales Documents - Emailing sales documents can now use addresses from multiple contact records.

SPS - Added SPS Trading partner dropdown list to the Sales Master window.

Web Server - If the web folder was not found the status indicator on the AV Server Status window would still show green.

AV 2021.5.1 (01/27/22)

Receipts - Receipt payment gateway settings were being cleared.

AV 2021.5.0 (01/13/22)

BigCommerce - Sales Order with more than 50 line items now supported.

Predefined Packages - In certain situations an error could occur when editing predefined packages.

Product - In certain situations opening a Product record would show an error.

Receipts - Receipts for non-Checking/Cash GL Accounts were showing up as 'Undeposited'.

Reports - The 'Budget Data Exchange' report was being created without a file extension.

Sales Document - In certain situations an error could occur when editing a kit on a Sales Order.

Sales Order - An error message would appear when entering the PO number field.

Scripts - Scheduled scripts that send emails could open a password request dialog on the server.

Web Integration - New System Configuration settings to control automatic web integration pausing.

Web Integrations - Changed menu label from 'Export to Web Integration' to 'Export to Web Store'.

Work Order - 'Locked' lots are no longer drawn from when creating a Work Orders.

AV 2021.4.0 (12/23/21)

Web Server - The web server would not recognize the webfolder location.

AV 2021.3.0 (12/21/21)

Batch Shipping - Label and Printer selection is remembered from previously entered values.

BigCommerce - In certain situations Client records could not be pushed up to BigCommerce.

BigCommerce - Manually entered tracking numbers were not getting uploaded to BigCommerce.

Purchase Order - Dragging rows to adjust line item order is now allowed and new line items can be inserted between existing rows.

Purchase Order - New system preference to control updating Product record when PO costs change.

SPS - New script hooks in the 940 and 945 document types.

Web Integrations - Changes in quantity reserve now trigger inventory level updates to Web Integrations.

AV 2021.2.0 (12/07/21)

Batch Shipping - In certain situations the 'Residential' address flag would not be set.

Batch Shipping - Predefined parcels are now an option.

Pick-Pack - The Pick-Pack window will now alert when a scanned item is not found on the current order.

Sales Order - In certain situations the Sales Order record would lose its changes when processing a payment.

SPS - 940 bug fixes.

Web Integrations - SPS: Bug fixes in 810, 855, 940, and 945 document types.

Web Integrations - BigCommerce: Order import now supports Add-ons.

Web Integrations - New ability to 'Pause' integrations added. Fixes to inventory conflicts between integrations and internal processes.

XML Import - The import result window was not being displayed when manually initiating imports..

AV 2021.1.8 (11/15/21)

Avatax - 'Warning' status now supported.

Batch Shipping - Non-Inventory line items are ignored when counting line items within a Sales Order.

Client Statements - Client Statements would not print from the AR Reports window.

Email - New script hook to allow custom email subjects for bulk emails.

Inventory - New Feature: Inventory Cycle Count to manage physical inventory counting at user-defined periods.

Purchase Order - New fields in Purchase Order Detail table (i.e. Purchase Analysis)

  • [PurchaseOrderDetail]Remain BOd UM
  • [PurchaseOrderDetail]Received2Date UM

Purchase Orders - New script hook to allow selection of which line items from a Sales Order are to be included when generating a PO.

SPS - Support for 940 and 945 document types added.

AV 2021.1.6 (10/22/21)

Administration - New feature to view the AV Server Administration Window from the Client connection.

AV Server Status - ID columns added to the Background Task and Web Integration tabs.

BigCommerce - New script hook to allow adjustments to inventory levels going upstream to BigCommerce.

Checks - Voided checks would still display as 'To Print' in the listview.

Client - Client Email field length extended to 80 characters.

General - Disable incorrect maintenance notification for Windows users.

GL Accounts - A dialog would incorrectly appear when the cursor was placed into the GL Account name field.

Purchase Order - In certain situations product sell price was not being recalculated correctly when updating Product costs from within a Purchase Order.

Quick Reports - Added progress meter when generating a quick report.

Sales Document - In certain situations some values could be cleared when opening a Sales Order.

System Setup - New field for a default logo.

Users - Removed unused 'In/Out' listview.

Vendor - The navigation buttons in the lower left of the vendor screen woud change tabs instead of moving to the next record.

AV 2021.1.5 (10/07/21)

WooCommerce - Fix missing zip code mapping.

AV 2021.1.4

Product - 'Track Reorder' renamed to 'Include in Inventory Shortages' on Product Global Replace screen.

Shipments/Parcels - New Feature: Parcel contents can now be declared during the shipment process.

Shipping - New Feature: Batch shipping for rapid creation of shipment labels for identical parcels.

SPS - Support for multiple trading partners. Document types 940 and 945 added.

Woo Commerce - New integration with Woo Commerce. Download orders, push up status updates, product lists, and inventory levels.

AV 2021.1.1 (08/31/21)

AvaTax field labels were getting clipped on the Client window.

Removed references to the unused field [Product]DefaultProductLocation.

BigCommerce - New script hook to allow modification of product fields going up to BigCommerce.

Check Printing - Check printing could proceed even if no check form was defined in system configuration.

Credit Memos - Unit of Measure can now be adjusted on unassociated credit memos.

Dialogs - The calendar area of the date selector popup window was not responding to input.

Email - Progress meter added when sending emailed Sales Documents from AcctVantage.

Inventory Maintenance - New System Configuration option to define unit cost source for inventory maintenance adds.

Inventory Shortages - Bug Fix: Inventory Shortages could not add to an existing PO when it needed to.

NACHA - Filler row format correction.

Record Locking - Add additional checks to make sure all records are unlocked when interacting with list views.

Sales Reports - 'Open Orders' report was incorrectly including voided orders.

Sales Reports - Some reports were requiring user access to the Pick-Pack window when it was not needed.

AV 2021.1.0 (07/20/21)

Products - Bin location was referencing a deprecated field in the Physical Inventory Export.

Products - The '.txt' file extension was missing from the Physical Inventory Export filename.

Purchase Order - New field: Purchase Order Number

  • PO ID will no longer be the exclusive unique identifier for Purchase Orders.
  • All relevant field labels (Purchase Order, Purchase Event, Voucher, etc) will reference Purchase Order Number rather than ID.
  • List View columns and reports will need to be manually changed to reference PO Number.

Reporting - Allow renaming of 'Worksheet 1' in Excel exports.

Sales Orders - New filters in the Sales Order listview for Web Integrations.

Server - In certain situations alerts were appearing in the server during order imports.

Startup - All users launching single user will see the 'Start Selected Services' dialog when logging in.

Web Integrations - Optimization of the Web Integrations Log tab on the AV Server Status window.

AV 2021.0.3 (06/25/21)

EasyPost - In certain situations EasyPost could overwrite freight charges on orders that were imported from external sources.

hmReports - Replaced plugin with new version due to crashing issue.

AV 2021.0.2 (06/16/21)

Custom Forms - Removed 'Erase hm Report' button from custom form detail view.

Email - Bug Fix: Office 365 email send failed under certain circumstances.

Import Wizard - In certain situations Product sell price would not be rounded correctly if the precision was more than 2 decimal places.

Reports - 'Sales: Detail by Product Class' report was not working in Windows.

Sales Document - The field [Sales_Document]Tax_Area_ID is no longer marked as 'invisible' and can be included on user-created reports.

System Configuration - Removed several system configuration options since recent MRP updates made them obsolete.

Work Order - Bug Fix: Exploding a work order with a serialized component was returning the component to the wrong inventory lot.

AV 2021.0.1 (06/07/21)

MRP - Automatic lead time calculations updated during once daily update.

MRP - Lead time can now be auto-calculated.

MRP - Auto-Calculation of MRP related fields such as min/max quantities, etc.

MRP - MRP related fields are now configured on the Product Inventory tab and can be changed with Global Replace.

MRP - Inventory Shortages will now generate Work Orders for assemblies added by the MRP system.

MRP Forecast - Client is no longer required for forecasts.

MRP Forecasts - New feature to import multiple forecasts.

MRP Items - New Action to mass set MRP item's status to 'Pending'.

Purchase Order - 'Auto Purchase Orders' has been renamed to 'Inventory Shortages'.

Purchase Order - PO decimal precision (cost) is not displayed correctly under some circumstances

System Configuration - 'Auto PO' settings have been renamed to 'Inventory Shortages'.

AV 2021.0.0 (04/27/21)

Requires new key file - contact AV Support

General - AcctVantage has been upgraded to run on 4D v18.

General - MacOS Big Sur 11.2.3 support added.