AcctVantage ERP Knowledge Base

AcctVantage ERP 2017 - Release Notes

IMPORTANT NOTE: If you are currently running AcctVantage 2015 or earlier, please contact AV Support prior to downloading the current release.

2017.0.4.4 (February 13, 2018)

This is the final release in the AV 2017 series.

Cleaned up the interface when adding a new Product via Sales Order entry

Added option for the Import Wizard to overwrite existing data with [blank] values

Fixed an error with "Get Rates & Ship" option on EasyPost shipping interface

Corrected isue with odd data entry behavior in text fields on Products

New Script Hook called when posting Vouchers for Non-Inventory PO Line Item

Fixed bug where the Client Number was not being assigned to new Receipt records

Corrected data entry error with Voucher ID on Quick Checks

Fixed Price Break choice list pop up for Client/Sales Master Global Replace

Cleaned up the header row for AR Aging reports

Fixed bug where Labor entries on Jobs could not be deleted

Expanded Inventory Lot Location field to 80 characters

2017.0.4.3 (January 31, 2018)

Credit Cards - Auth.net Invoice Number field can now be mapped to several options via System Configuration

Shipments - New Feature: Option to use either EasyPot or Carrier provided insurance

Shipments - New Warning dialog when shipping a package if the address could not be verified

AP Voucher - Fix bug with Non-Inventory PO arrays

2017.0.4.2 (January 17, 2018)

Custom Forms - New custom fields added.

Inventory - Bug Fix: Rebuild sub account was including voided work orders that were in 'In Process' status.

Job Cost - In certain situations, jobs were not recalculating when linking new records.

Products - New Built Cost field for kits and assemblies. Sums the Default PO Cost value of components plus the Non-Inventory components of the BOM.

Shipments - Third Party vs Receiver billing on shipments.

Vouchers - Added Unit of Measure data to AP Voucher detail form PO Lines.

2017.0.4.0

Custom Forms - New custom fields on the Custom Form table.

Product Alias - New custom fields on the Product Alias table.

Work Order - In certain situations, work orders could not be moved to 'Ready To Post' status.

2017.0.3.8

Sales Order - In certain situations, kit component lists could be calculated incorrectly.

Work Order - In certain situations, work orders could not be moved to 'Ready To Post' status.

2017.0.3.6/7

Barcodes - GS1 Style barcodes were not formatting correctly.

2017.0.3.5

Work Order - Update: Voiding work orders no longer deletes the record from the data file.

2017.0.3.4 (October 23, 2017)

macOS 10.13 High Sierra certified

Barcodes - Support for HMBarcode added for printing QR and other complex barcodes.

Sales Orders - Opportunity fields are now addable to the Sales Document list view.

Sales Orders - Bug Fix: When using 3rd party billing, freight charges woud still be set on a Sales Order.

Sales Orders - Bug Fix: Client Number lookup on Sales Order was not clearing field contents when no client selected.

Shipments - Bug fix: 3rd party shipping with UPS wasn't working.

2017.0.3.3 (September 22, 2017)

Auto PO - Scripting can now control entire process of data gathering and Auto PO calculations.

AvaTax - AvaTax limits part numbers to 50 characters. Option to use Product ID added.

AvaTax - Bugfix: Script hooks were being skipped.

Journal Entries - Bug Fix: When selecting an AP Document on an AJE, the Original Amount column was showing 'undefined value'.

Purchase Orders - New Feature: Vendor Contact can now be entered on Purchase Orders.

Quantity Reserve - Bug Fix: In certain situations Qty Reserve Backorder could become overstated.

Reports - Bug fix: AvaTax was not recalculating when the Charge to AR '=' button on the Payments tab was pressed.

Reports - Cleaned up formatting for Account Manager summary reports.

Reports - Cleaned up formatting for Warehouse FY reports.

Sales Order - New script hook for UI control.

Shipments - Option to update Sales Order and linked ShipToAddress record with validated EasyPost address.

2017.0.3.1 (September 1, 2017)

Bug Fix for manually entered weights on EasyPost shipments

Bug Fix for weight calculation with certain scales and PrintNode

Restrict to one email address for EasyPost shipments (EasyPost limitation)

2017.0.3.0 (August 28, 2017)

AvaTax - Official Integration Release

AvaTax - Communication logging and allow non-committing documents to AvaTax added.

Client - New Feature: Client records can be merged.

Custom Lists - Change: Custom Lists are no longer editable via the list selection interface. They can be edited via System Configuration or using a scripted detail form action menu item.

EasyPost - Email addresses entered on a Sales Order are now passed up to EasyPost.

Sales Order - Bug Fix: In certain situtations, inventory could be over allocated on Sales Orders.

Sales Orders - Many new custom fields for sales order line items.

Sales Orders - New Custom Fields display tab on Line Item Detail

Shipping - Shipments can now be created outside of a sales order.

Shipping - USB Scales now supported using PrintNode API.

Work Order - Bug Fix: Assembly build process was not displaying in the Work Order window.

Work Order - Bug Fix: Some work orders were throwing errors when they were being 'exploded'.

2017.0.1.9 (July 3, 2017)

New Feature: AvaTax sales tax automation integration *****BETA***** Please contact AV Support if you would like to participate in the initial roll out of AvaTax

New Feature: Sales Type user definable choice list/pull field on Sales Order entry.

2017.0.1.8 (June 13, 2017)

New Feature: Job Costing, Duplicate Jobs Action Menu

2017.0.1.7 (June 8, 2017)

Auto-PO - Bug fix: Backorders were not being linked to the specific PO line item created.

Check Reconcile - Bug Fix: Check reconcile could mark multiple accounts as 'reconciled' if the statement dates were the same.

Check/GL Reconcile - New list view for reconciliation sessions.

Custom Lists - Bug Fix: In certain circumstances, custom list data could be lost during upgrade.

Shipments - Bug Fix: Non-continuous feed scales were not working with the shipments feature.

Work Order - Bug Fix: Some Work Orders could not be exploded.

XML Export - The field '[Client]Import_ID' has been added to the XML export tool.

2017.0.1.6 (May 22, 2017)

Critical fix for Credit Card Authorization issues

2017.0.1.5 (May 18, 2017)

EasyPost - official release of EasyPost shipping integration

Jobs - Bug fix: Exclude receipts from Job income calculations.

Shipping - Bug Fix: 3rd party accounts would sometimes not be accepted.

Shipping - Serial scales hookups are now supported.

Shipping - Order/Invoice number and customer PO now printing on labels.

Shipping - Labels can be printed on custom forms.

2017.0.1.4 (May 2017)

Custom Colors - The listview custom color feature can now be globally disabled.

Custom Colors - Bug Fix: An error message was appearing when opening the custom Color Editor.

EasyPost - Bug fix: API Token was not being sent in the correct format.

Listview - Bug Fix: In certain version of MacOS, scrolling in a listview would clear the current highlighted selection.

Printing - Bug Fix: In a printing session only one report could be generated, requiring the user to exit and reenter the printing window if multiple items were needed.

Quantity Reserve - Bug Fix: In certain situations Qty Reserve Backorder could become overstated.

Quantity Reserve - Bug Fix: Qty Reserve Sales was not always respecting unit of measure multiplier when rebuilding a sub account record.

Shipping Exchange - Added system configuration options for UserFeild1 and UserField2 for use with the ASCII shipping exchange.

2017.0.1.2

Vouchers - Bug Fix: In certain situations, a selected payment type could overwrite the payment type on other vouchers viewed in the same session.

2017.0.1.1 (Internal Release)

Auto PO - Bug Fix: New items could not be added to existing PO's during the Auto-PO process.

2017.0.0.8 (Internal Release)

Shipping - Retrieving a shipping setup setting was not working.

2017.0.0.7 (Internal Release)

General - Add ability to have custom scripted menu items within modules.

Sales Document - Integrated shipping on Sales Documents using EasyPost online API.

2017.0.0.6 (2/24/17)

Fixed an issue with AP Vouchers and Payment Type ID that causes posting failure.

2017.0.0.5 (2/22/17)

Added ability to backorder Non-Inventory sales order line items.

Default payment type for Vendors/Vouchers

Check Reconcile - Bug Fix: Checks marked to be reconciled could be skipped during reconciliation if they were removed from the current selection in the reconcile listview.

Choice Lists - Choice list data is now stored only in the data file, eliminating the need to update choice lists when upgrading.

Client - Bug Fix: Printing client statments was keeping the last used record locked.

General UI - Most choice lists associated with field entry are now presented as combo boxes instead.

GL Reconcile - Bug Fix: GL Transactions marked to be reconciled could be skipped during reconciliation if they were removed from the current selection in the reconcile listview.

Inventory - In certian situations, inactivated sub-accounts could be used.

List Views - Bug Fix: Window settings such as font and text size for specific windows were being over-ridden by the color manager.

Magento - Moved log popup dialog to the Server Montitor window.

Magento - Overhaul of Magento Web Store interface and backend.

Product UPC - Terminology was updated from 'UPC' to the more appropriate term 'SKU'.

Purchase Order - Bug Fix: Selecting a Ship-To Address using the lookup tool was omitting Address Line 2.

Receipt - Bug Fix: If one or more AR receipt detail have discounts, then posting the receipt will create error dialogs for any non-AR receipt detail items.

Sales Document - Bug Fix: In certain situations, when using the action menu to email Sales Documents all Sales Documents in the list view would be selected.

Sales Orders - Bug Fix: Deleting backordered kit components from a Sales Order would not remove the associated Backorder record.

Shipping - Moved log popup dialog to the Server Montitor window.

Users - Bug Fix: User update background task was getting stuck.

XML Import - Moved log popup dialog to the Server Montitor window.

2017.0.0.3 (12/19/2016)

* AcctVantage Mobile - All AcctVantage list views are available in read-only form from desktop, tablet or phone via the Google Chrome Web browser.

* AcctVantage Mobile - New mobile feature for warehouse inventory functions Count, Add, Draw or Scrap. Works with Google Chrome on any platform as well as the Linea Pro line of handheld bar code scanners.

* AcctVantage Mobile - New mobile feature for Sales Order Pick/Pack. Also via Chrome and Linea Pro bar code scanners.

* AcctVantage Mobile - New mobile feature for PO receiving. Also via Chrome and Linea Pro bar code scanners.

Accounts Receivable - Bug Fix: The Balance Due column on the AR Statement report was showing the original document amount.

Checks - Bug Fix: The amount field was showing the unsigned amount in all cases.

Colors - New script hooks for custom colors on any listview.

Dashboards - Bug Fix: Dashboards in AV Client were consuming Web licenses.

Financial Report Maker - Bug Fix: FRM Statement report had issues with row height in the header and body sections.

Inventory - Bug Fix: Do not allow inventory transactions to be created in closed fiscal periods.

Inventory Maintenance - Bug Fix: There were some cosmetic issues with field labels.

List View - Bug Fix: The columns displaying table and field data in the list view Power Search dialog were not scrolling together.

Price Break - Bug Fix: Make the Price Break detail form read-only. Price Breaks are modified through the Product detail form only.

Purchase Orders - Bug Fix: In certain circumstances, setting a lot number on PO could cause errors.

Purchase Orders - Bug Fix: The settings for creating drop ship POs were no longer sticky.

Receipts - Bug Fix: Posting or voiding a receipt was not updating the pending applied amount on related AR Documents.

Sales Document - Change: Invoice number will now be assigned when the Order Status changes rather than at save.

Sales Master - Bug Fix: Clicking into the Zip Code field on Sales Master was moving the cursor instantly into the Telephone field.

Sales Orders - Adding new lines in Sales Orders would cause the bottom row to jump to the top most position instead of moving up one place.

Sales Orders - Bug Fix: Scrolling on the Sales Order listview would clear the current highlighted selection.

Server - AV Server has a new Monitor window containing Web Server and Task info.

Server - Many improvements to the AV Web Server.

Users - Bug Fix: New users defined required a server restart before they could log n.

2017.0.0.1

AR Aging - AR Aging report now has the option to include deposit liability items.

Check Reconciliation - New Feature: Major overhaul to the check reconciliation window. Added abillity to 'undo' previous reconcile sessions, import .QFX bank statements and single-click-to-clear items.

General Ledger - New Feature: GL Reconcilation - GL accounts can now be reconciled.

Client - The 'On Credit Hold' was user enterable when it should not have been.

Contact - Bug Fix: 'Mailing' master choice list options on the Contact record were not being saved.

Custom Forms - Bug Fix: Privite custom forms would show the label 'All Users' in the custom form editor.

Dashboards - System dashboards are now Java Script based and look much nicer.

Financial Reports - Financial report installers were not transferring column titles or definitions.

General - New module 'Warehouse Managment' replaces 'Inventory'.

General - New Cross Reference: Inven Levels <--> Sales Order

Import Wizard: Price Breaks - Change default setting to 'Add to Existing Price Breaks'.

Job - Stay on Job Item tab when entering new items.

Price Breaks - Bug fix: In certain situations clients with multiple price break categories could have an inactive price break selected (but not applied) over an active option.

Product - New Feature: Product inventory level area can now be displayed by unit of measure.

Product - Bug Fix: Saving a new kit with no components navigates to the Inventory tab instead of the Bill of Materials tab.

Receipt - Memo field increased to 90 chars from 60 chars.

Sales Document - Bug Fix: Accounts receivable document links were not being removed from voided sales documents.

Updates - New key files now only need to be installed with major AV updates.

Work Order - Limit Product lookup to assemblies.

General - Mac OS 10.12 Sierra Compatibility

General - Navigation bar is now slightly taller on Windows.

Pricebreaks - Bug fix: In certain situations, active pricebreaks could be skipped for products with multiple pricebreaks with the same name.

Server - Upgrade AV to 4D Server v15.