AcctVantage ERP 2015 Series Release Notes
IMPORTANT NOTE: This version of AcctVantage is based on 4D v13. If you are currently running AV 2013 or a previous version (based on 4D v12 or earlier) you will need to obtain licenses for 4D v13 prior to beginning the process to update to this version.
General - Mac OS Sierra 10.12
Purchase Order - Bug Fix: OK & Voucher was not working correctly
Sales Order - Addresses and emails were not loading on XML imported sales orders when the customer was a new client.
Sales Order - In certain situations, address info was not being pulled into sales orders when the client was entered.
Sales Order - Creating a Purchase Order from a Sales Order was not working with kits.
Sales Order - Bug fix: Kit brokered prices were not saving.
Sales Order - New script hooks available when calculating Sales Order totals.
Quick List - Bug Fix: Previous update of quick lists disabled sorting.
Work Order - New script added on warehouse selection added
v2015.1.2.5 - 6/17/2016
Receipts - Reserved AR and deposit items could be applied on new receitps.
Sales Order - Client selection popup now has a 'New Record' button.
User - Added new User telephone extension field
Work Order - Bug Fix: Multi-warehouse work order exploding would reference the 'in process' warehouse instead of the 'finished' warehouse.
Work Order - Bug Fix: In certain situations total cost was not calculating correctly when exploding a work order.
v2015.1.2.4 - 6/1/2016
Excel Support - New worksheets on Excel files can now be named.
Work Order - New script hook for line item customization.
XML Import - New Feature: Quotes can now be created using XML import.
Purchase Order - Bug fix: Creating a purchase order from a sales order was not working.
Receipts - New script hooks for Receipt window.
Sales Orders - Bug fix: 'Remaining to fill' was not displaying on Sales Orders.
Version Updates - Fixed bug where 'Version Number does not match' was displayed whenever a server installation was updated.
v2015.1.2.0 - 3/21/2015
Client - Bug Fix: Client Price Break global replace was not working.
Financial Reports - Bug Fix: Reports were being saved with a '.txt' extension instead of '.xml'.
Inventory Locking - Bug Fix: Lock date and time were being set every time the record was saved instead of just when the lot was locked.
Products - Bug fix: In certain situations, updating existing components on a kit recipe would be disallowed.
Purchase Order - Bug fix: In certain situations, 'On PO' value was being calculated incorrectly.
Receipts - Users can now set a default Receipt Type in System Configuration.
Sales Document - Bug Fix: When duplicating a Sales Document, it would be stuck in Read-Only mode when first opened.
Sales Order - New Feature: Lot selection field on the Fulfilment tab is now sortable.
Warehouse Transfer - New Feature: Lot selection field on the Fulfilment tab is now sortable.
Warehouse Transfer - New Feature: Default number of empty lines on new Warehouse Transfers can be set in System Setup.
Work Order - A component part number may now appear more than once on a single BOM (Assembly only, not Kits)
Work Order - In certain situations, an incorrect lot could be selected when exploding a work order.
v2015.1.1.7 - 12/09/2015
Products - Two new custom text fields added to the Product record.
Work Order - Bug fix: In certain situations, selected lots on Work Orders were not being properly drawn from.
v2015.1.1.6 - 12/03/2015
Products - Bug Fix: In certain situations an error message would appear when duplicating an invoice.
Products - Bug Fix: Error messages were appearing when saving Product records.
Work Orders - Bug Fix: Error messages were appearing when saving Work Order records.
v2015.1.1.5 - 12/01/2015
Inventory Locking - Bug Fix: In certain situations, lots were being locked when there is available quantity.
Inventory Maintenance - Bug Fix: If multiple lots with quantity remaining have the same Lot Number, the oldest lot would always be selected durring and Inventory Maintenance draw.
Magento - Debug windows disabled.
Print Financial Reports - The 'Print Financial Reports' window will now stay open after a report has been printed.
Product - Bug Fix: In certain situations, the Alias tab would not load correctly.
Product - New Feature: New Custom Fields on Recipe Component records.
Purchase Order - Bug Fix: Errors were occurring when free-form entry was used on Supply PO's.
Purchase Order - New Feature: Notes fields on Purchase Orders can now be edited when the PO is marked as 'Closed'.
Sales Order - Bug Fix: In certain situations, an error message would appear when duplicating an invoice.
Shipping - New Feature: AV now supports multiple simultaneous shipping stations using the flat file exchange.
System Setup - Updated Authorize.net field labels to reflect new terminology.
Warehouse Transfer - Bug Fix: Freight distribution was not recalculating when a line item was modified.
Warehouse Transfer - Bug Fix: In certain situation, warehouse transfers with serialized line items could not be received.
Warehouse Transfer - Bug Fix: Warehouse Transfers were not voiding.
v2015.1.1.4 - 10/07/2015
AP Voucher - Bug fix: When duplicating a voucher, the custom fields were being skipped.
General - Mac OS X 10.11 'El Capitan' now supported.
Inventory Maintenance - New Feature: Unit of Measure now supported on Inventory Maintenance.
Product - New tab of custom fields on the Product record.
v2015.1.1.3 - 09/28/2015
Inventory Sub Account - Bug fix: Locations were not being retained upon saving a Product record.
Purchase Order - Bug fix: The unit of measure field on Supply type PO's was causing an error.
Warehouse Transfer - Bug fix: New system check to prevent a warehouse transfer from being received multiple times.
v2015.1.1.2 - 09/24/2015
Adjusting Journal Entries - Bug Fix: AIP items were not being completely closed when adjusted to $0.00 by an AJE.
AR Aging - Cross-Reference to Receipts added.
Backorders - Bug Fix: In certain situations, it was possible to fill a Kit backorder when the original Sales Order was unposted.
Check - Bug Fix: Fixed missing detail when printing Check journals.
General - Bug Fix: In certain situation, the quick search field could become un-enterable.
General - Windows 10 compatibility confirmed.
Posting - Bug Fix: When selecting Work Orders to post in 'Post Transactions', it was possible to select records that weren't yet marked as 'Ready to Post'.
Purchase Order - Bug Fix: When the Primary and Secondary Vendors on a Product record matched, the Secondary Vendor Part Number was being defaulted to on new PO line items.
Purchase Orders - PO's created by an SO were not updating the SO if the PO was closed.
Purchase Orders - For PO's created from SO's, decimal precision will now respect what is defined in System Setup.
Quick Check - Bug Fix: FC Amount was not auto-populating when an FC voucher ID was entered.
Receipts - Cross-Reference to AR Aging added.
Sales Document - Cross-Reference to Ship To Address added.
Sales Order - Bug Fix: After a kit was entered on a Sales Order, in some situations pressing tab would not move to the next column.
Sales Order - Bug Fix: Kit Price Breaks were not being applied if the kit was modified on the Sales Order.
Sales Orders - New Feature: On the Sales Order list view, Part Number & Product Name quick searches will now work with Kits.
Sales Report - Bug Fix: The report 'Product Class Sales Comparison' was not displaying PTD cost and profit correctly.
Sales Report - 'Include All Clients' option on 'Sales Fiscal Year by Client' report.
Serial Numbers - Bug fix: Serial Numbers returned on unassociated credit memos to a different warehouse were not showing as available in the new warehouse.
Ship To Address - Cross-Reference to Sales Document added.
Users - In User Access Levels, the System Access checkboxes were not displaying correctly.
View Editor - Bug Fix: Columns were scrolling independently in the view editor instead of all at once.
Voucher - Bug Fix: Fixed missing detail when printing AP Voucher journals.
Vouchers - Bug fix: Voided Purchase Events were showing up as selectable line items on new vouchers.
Warehouse Transfer - Change: To and From Locations will first fill from InvenSubAccount location field. If the value is still blank then it will be set to the default warehouse location.
v2015.1.1.1 - 08/21/2015
MRP - Fixed bug where work order draw was calculating incorrectly on parent assembly.
Scripts - New 'Report' category for scripting.
Warehouse Transfer - In certain situations, freight was not correctly being distributed into warehouse transfer line items.
v2015.1.1.0 - 07/23/2015
Jobs - Bug Fix: Only one new Job record could be created at a time.
Receipt - Receipt ID added to the Receipt detail screen.
Voucher - 'Pay Mark' button was not automatically setting foreign currency amount if applicable.
Warehouse Transfers - Bug Fix: Line items could be deleted from a WH Transfer that has been marked as 'Picked'.
Warehouse Transfers - Bug Fix: Warehouse Transfers dates could be changed in situations were no change is allowed.
Warehouse Transfers - Bug Fix: Warehouse Transfers with Freight charge were not being posted.
v2015.1.0.9 - 07/09/2015
Client - Sales Master memo cursor doesn't retain position when using Time Stamp button.
Contacts - Bug Fix: Table 'ContactMailing' could not be saved to.
Sales Order - New Feature: Line item tab order can now be adjusted.
Sales Order - Line items were not updating when using part number scan field.
Sales Orders - Client refund check was not setting Balance Due on Sales Document
Scripts - Bug Fix: Errors were occurring if all 9 script parameters were used on Windows.
Voucher - AIP Column on voucher window was not formatting correctly.
Work Orders - Bug Fix: GL account pop up was not working on GL tab of work orders.
v2015.1.0.8 - 06/15/2015
General - Script Scheduler could cause system slowness.
Inventory Lots - New 'Document Status' column on Inventory Transaction tab of Lot records.
Purchase Order - Removed lot number restrictions when receiving inventory POs.
Unit of Measure - Added default Unit of Measure for Warehouse Transfers to Product record.
v2015.1.0.7 - 05/14/2015
AR / AP Aging reports - Fixed AR / AP Aging report bug.
General - In certain situations, AV would become unresponsive.
v2015.1.0.6 - 05/05/2015
Adjusting Journal Entry - Bug Fix: Fixed missing detail when printing AJE journals.
AP Aging - Bug fix: Document Date and Due date could not be modified even if that user had permissions set to be able to.
AR / AP Aging reports - AR / AP Aging report optimization for faster running.
Client - Client memo cursor wasn't retaining its position after drilling down into other records.
Clients - Bug fix: Default deposit account was missing when creating multiple Clients in a row.
Dashboard - Right click navigation wasn't working when the Dashboard was selected.
Inven Lot - Mask Lot Value Fields when using Moving Average costing.
List view - Bug fix: In certain situations the quick search field could behave erratically.
Print List View - Reduced font size when printing a list view.
Product - New Feature: Default foreign currency PO cost.
Products - Added assembly memo to Bill of Materials report.
Products - Units of Measure can be tagged to force only whole unit draws on Sales Orders
Purchase Order - Bug fix: Remove cost update popup when changing unit of measure on a PO line item.
Purchase Orders - Added Weight, Volume and Piece count to PO's.
Receipts - Credit Card Pre-Auths can be manually added into AV if they were created elsewhere and then process normally.
Sales Document / Pick & Pack - New 'Pick' button for order fulfilment.
Sales Order - Don’t force update of sell price when changing required ship date.
Sales Order - New script hooks for adding / modifying kit components on a Sales Order.
Sales Order - Display component notes and reference when viewing Kit components from within a sales order.
Sales Order - Bug fix: Consignee Phone Number on BOL tab of Sales Order was not getting populated.
Sales Order / Purchase Order - Bug fix: Sales Order or PO line items would become un-enterable when losing focus to another application.
Sales Order / Purchase Order - Bug fix: Decimal Precision was not correct for field Default PO Cost on SO's/PO's.
Scripts - Restored 'minutes' to script scheduler.
Tasks - Bug fix: Opening a Task sometimes defaulted to the Additional Info tab.
Tax Area - New Feature: Up to 5 places of decimal precision in tax area percentages.
Trial Balance - Bug fix: Trial Balance was printing duplicate lines.
Warehouse Transfers - New 'Pick' button for auto-fulfillment.
Warehouse Transfers - Warehouse transfers now maintain current lot number during receiving.
Warehouse Transfers - Added support for Units of Measure.
Warehouse Transfers - New lot fulfilment tab, multiple lots can be selected for a single line item.
Work Order - Sub work order required date is now set to parent work order date.
Work Order - Updated the WO GL tab to operate the same as the Inventory tab.
Work Order - Change: If the average cost of a WO component is $0.00, use the default PO cost for Work Order Explode instead.
v2015.1.0.5 - 03/02/2015
Accounts Payable - New Feature: New 'Notes' field on AP Aging and Disbursements.
Client / Ship To Address - Bug Fix: Ship Via couldn't be deleted from Client or Ship To record.
General - Bug Fix: Various system report totals were not printing.
General - Bug Fix: Grand totals were not showing when printing a list view.
General - Bug Fix: Remove carriage returns and line feeds from List View Exports.
Invoice Detail - Bug Fix: Piece Count fields weren't being set to [InvoicePrintDetail].
Jobs - Bug Fix: Unrelated phases were being hidden after viewing a task.
Jobs - New Feature: Added Unit of Measure to PO and Invoice lists on Job records
Jobs - New Feature: Dates now showing on Job Phases and Tasks
Purchase Order - Bug Fix: When modifying PO quantities, unit cost may change unexpectedly.
Quick Report - Bug Fix: Quick Report parameters font size was changing when editing values.
Quick Report - Bug Fix: Quick Report parameters are not printing.
Sales Order - New Feature: More descriptive inventory error messages on Sales Orders.
Work Order - New Feature: New Script hook during Work Order creation from a Sales Order.
Work Order - New Feature: Fields from related Sales Document and Invoice Detail records can be used in the Work Order list view.
v2015.1.0.4 - 02/05/2015
Accounts Payable - Bug Fix: AP Aging reports would exclude some records in certain situations.
Accounts Receivable - Bug Fix: AR Aging reports would exclude some records in certain situations.
Client - Bug Fix: Client could lose Price Breaks after 'View Within' from Client detail form.
General - In certain situations tabs and carriage returns could be entered into the quick search field.
General - Bug Fix: List View Export not working if rightmost column was from a related table.
Inventory Maintenance - Bug Fix: The quantity field could incorrectly be entered on Assemblies built in Inventory Maintenance after being saved.
List View - Bug Fix: List View not always refreshing properly.
MRP - Bug Fix: MRP Calc was not repecting PO unit of measure multiplier.
Product - Bug Fix: Custom fields on the Product record were expanding when they should remain fixed width.
Product - Bug Fix: Modifying Kit BOM was not always updating existing Order lines properly.
Product - Bug Fix: Global Replace Price Breaks was not working for the product's base Unit of Measure.
Sales Orders - Bug Fix: Default Vendor Cost was not being properly assigned on products using larger Units of Measure
Sales Orders - Bug Fix: Use default PO cost if average cost is zero on unassociated Credit Memo returns.
v2015.1.0.3 - 01/27/2015
Adjusting Journal Entries - Bug fix: DocID was not being saved on [AdjustingEntry_DETAIL] records for AR/AP documents that were created by an AJE.
General - Update Beckware copyright dates and OS compatibility text.
General - In certain situations tabs and carriage returns could be entered into the quick search field
General - Alert messages can now use multiple colors/fonts/styles.
List View - Bug Fix: List view was 'blinking' when a record was selected.
Planner - Bug Fix: Calendar icons were not moving as the Planner Task or Event screens were resized.
Product - Update Average cost calculation when rebuilding Inventory sub accounts to match the save Product trigger.
Receipts - Bug fix: Unposted receipts could be batch deposited.
Sales Order - Bug Fix: Non-enterable columns in line item detail were not greyed out.
Trial Balance - Bug Fix: Exporting the Trial Balance caused errors and did not work.
Vendor - Bug Fix: Vendor Free Freight prompt is appearing even if no Free Freight Threshold is entered.
Vendor - When updating a vendor name the secondary vendor field on a product record could be updated incorrectly.
Vendor Price Break - Product <-> Vendor Price Break cross references missing.
v2015.1.0.2 - 12/29/2014
General - Bug Fix: User Access Permissions were being lost during upgrading
v2015.1.0.1 - 12/10/2014
Check - Bug Fix: Under certain circumstances, a new Quick Check record will show line items that don't belong to it.
Client - Bug Fix: Client address was showing in credit card address boxes even if no credit card entered.
Debit Memos - Bug Fix: Could not select a lot on Debit Memos.
General - Move auto-saving of choice list data to Once Daily Update.
General - Mac OS X 10.10 Yosemite Compatibility
Import Wizard - Grant access to the Import Wizard to users with access to system setup.
Import Wizard - Bug Fix: Default UM set if none specified when importing price breaks.
Job - Bug Fix: The address was not displayed properly on the Job detail form.
Jobs - Update: New script hook that runs when client name is modified
Jobs - New Feature: Configurable 'Custom List' tab now on Job detail form.
Navigation - Change: Added Import Wizard to each module.
Navigation - Change: Some menu items were moved to more appropriate modules.
Navigation - New Feature: New Navigation Bar button icons.
Once Daily Update - Once daily update routine no longer waits for locked product and client records.
Once Daily Update - New Feature: Added system configuration preferences for enabling/disabling a few once daily update tasks.
Once Daily Update - Added new script hooks.
Pick Pack - Bug fix: Pick Pack window was showing a balance due when none was.
Product - New Feature: Expanded Unit of Measure.
Products - Bug fix: Kit prices were not updating correctly when changing a kit from 'Fixed Price' to the sum of its components.
Purchase Order - Bug Fix: Expiration date entry on PO receiving screen was not accepting data entry.
Quick Check - Bug Fix: Printing Quick Checks was not respecting print preview on Mac.
Quick Check - Bug: Tabbing through the GL fields on a quick check was causing a lockup.
Sales Order - Update: Sales Document ID is now passed to Inventory Maintenance when auto building assemblies from an order.
Sales Order - New script hooks when calculating sales order promotions.
Sales Order - Bug Fix: Creating more than one Work Order from Sales Orders was causing an error.
Sales Order - Bug fix: Job costs were not displaying on Sales Orders.
Sales Order - Bug fix: The Quote Release Date popup and field were affecting Required Ship Date info.
Sales Order - Bug fix: When adjusting a kit on a sales order, sometimes the price would appear incorrect.
System Configuration - Bug Fix: Modifying a system configuration setting was causing the list to jump to the top.
Tasks - Bug Fix: Couldn't click through to tasks on alert notice.
Vendor - Bug Fix: Default GL accounts for Vendors were not being saved.
Work Order - Update: Build quantity must be entered before work order can be saved.
Work Order - Bug Fix: In certain situations multiple 'auto-created' GL entries could be generated and saved.