Corrected memory issues associated with the creation of customer statements.
Added a button to Preview Customer Statements. This will create a new tab for each statement you wish to preview. Because a new tab is opened for each statement you preview, this function is limited to 10 statements at a time.
Added a new tab to the Customer Statements form titled “Current Statements”. This tab will display a list of the statements that were created in your last statement run. Double click to view. Once you run statements again, this list will be replaced with the most current statements.
The system now creates a PDF image of all settled invoices and attaches them to the attachments tab of the respective document. This is the image that will be used to attach to customer statements when the “Include Invoices” option is selected. For those customers including invoices with statements, the processing of statements should speed up starting with the October statements after you have been invoicing with this new feature throughout the month.
Corrected a display issue on some reports when the Group By option was used.
The lookups for Customer, Supplier and Employee called from the Payment form will now save the users last layout view.
Corrected a display issue on the Purchase Order form where the GL line types were missing the Wholegood Description in certain circumstances.
Corrected a display issue on the date format on Purchase Orders.
Corrected an issue related to the editing of document templates after an accounting close.
Added a Custom Report Writing feature to the Customer Line Item Detail Report. Users can now create and save their own custom reports using the data from this report.
Added customer address columns to the Customer Line Item Detail Report.
Corrected an issue with Point of Sale documents where the line order was incorrectly sorting in certain circumstances.
Corrected a display issue with the “Last Check Used” when printing checks.
Added the ability to create up to four comparative columns for the balance sheet using custom date ranges for each column.
The customer PO number from point of sale documents now displays on the Financial Tab of the Customer Master.
Users can no longer void a Customer Receipt document if the funds have already been included on a deposit.
Inventory
Added a new column to the Inventory Items List allowing multiple check box selection of line items for use in retrieving manufacturer data about those items. Checking this new box for Case items then doing a right mouse click on any one of the checked items will allow you to select the Show CNH Info menu option and produce a separate pop up for each item selected. This feature will also be used with the inquiry features associated with the new Kubota parts ordering interface once you have been configured for this functionality.
Added a new tab to the Show CNH Info pop up seen at point of sale when doing a right mouse click on a CNH part. The new tab will display the CNH Pre-Order Edit data for each CNH part on the document.
Added a new menu option to the Purchase order document to display Pre-Order Edit. Selecting this menu option will give the user an option for Kubota or Case. Selecting the appropriate manufacturer will produce that manufacturers pre-order data for all parts on the document.
Corrected an issue with sales history not displaying in the Suggested Stock Order in certain cases.
Added a new manufacturer interface to facilitate ordering parts from Kubota Corporation. Pilot testing will begin with select dealers.
The inventory transfer receipt will now warn the user if they are trying to save the document during a Soft Closed period.
The F11 key now pulls up the Quantity pop up on point of sale documents when adding inventory items.
Service
Corrected several issues with the new Service Appointments calendar related to duplicate appointments, recurring appointments and refreshing the calendar.
Corrected a display issue with the Find Repair Order list related to default layouts and saving the users last layout.
Added three columns to the PM Report to display Miles Remaining, Days Remaining and Hours Remaining.
Wholegoods
Corrected a sales tax issue on Wholegood Trade-ins.
Added the asynchronous functionality to the Wholegood List. After selecting Fetch, you will be able to move off of that tab and perform other functions while the report generates data.
Corrected an issue with the Wholegood Journal giving an inaccurate status warning message.
Rental
Added a column to the Rental Utilization Report to calculate Revenue per Clock Hour.
Corrected several issues related to the data displayed in the Rental Utilization Report and renamed some column headers to be more descriptive.
The print option is now available on the Rental Utilization Report.
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