Upgrade

Customer Master
-The Tax Exempt field, under the Credit tab, now allows up to 14 characters to accommodate different types of input.

FastWeb Master
-New ability to assign a Writer and users to be notified when orders are entered for customers in a specific category.

Invoice Inquiry
-Now prevents users from modifying or voiding an invoice that is awaiting a Cash Receipts posting.

Sales Order
-New functionality allows users to calculate a Miscellaneous Charge as a percent of the subtotal on the order. In the Miscellaneous Charge window, click on the calculator button, after you have entered the charge code, and enter the percent of the subtotal that you want to charge (use a negative percent for discounts). If you plan to use this feature with a “Discount” Miscellaneous Charge, please be sure that this charge is set to prorate tax. You can verify this in the Miscellaneous Charge screen (File > Company > Miscellaneous Charge).
-Modified to speed up the validation for Customer P/O.

Salesman Commission Statement
-New functionality allows users to select a Date Range or Period for the report.

Stock Receipts
-New functionality allows for the entry of detailed freight by right-clicking on the Freight field and selecting “Detail…”.

Miscellaneous Corrections and Adjustments

Accounts Payable Non Vendor Check
-Corrected spelling error in error message.

Product Analysis
-Resolved issue with See Salesman Cost setting.

Sales Order
-Fixed bug that automatically saved Internal Comments for Line Items.

Shipping Confirmation
-Corrected problem that caused the cursor to remain in the Order Number field instead of moving to the next field.

Stock Receipts
-Fixed issue that disabled the Save button when the user used the tabs.
-Corrected system error that occurred when loading a receiving.
-Resolved issue that prevented costs from being updated correctly. A back end patch is available for companies that downloaded the Version 158 upgrade.
 

NEW! Opportunity Pipeline now available!
-Track pipeline quotes, view converted Sales Orders, and projected Sales and Profit values for each of your salesmen. This option is available as part of our monthly-subscription CRM package.

NEW! Salesperson Reporting now available!
-Give your salespeople limited access to the reporting features of Business Intelligence. Easily drill down into invoices, products, and customers. This feature requires Business Intelligence and is offered as part of our monthly-subscription CRM package. Contact a DDI Customer Care representative for more information and to have this feature enabled.

NEW! FastWeb configuration screen now available for use with FastWeb 2.0
-In preparation for the highly anticipated release of our new FastWeb online ordering integration, the configuration screen has been added under the Company menu. This screen allows for the setup of Sale, Clearance, Best Sellers, and Featured products, as well as default settings for Customer Categories. For more information regarding FastWeb, click here.

Accounts Receivable AR Collection Letters
-New right-click and hyperlink functionality allows users to drill-down into Invoice Inquiry and the Customer Ledger.

Accounts Receivable Cash Receipts Posting
-Now displays a warning if a tax credit for the same invoice has already been issued.

Accounts Receivable Customer Statements
-New option available to print the Salesperson's name on the statement by checking off the “Print Salesman Name” option.
-Now indicates that the statement does not include invoice credits.

Contact CRM
-The Web Password (Customer Contact > Web Permissions tab) is now encrypted when entered, and will be unencrypted when the user logs onto Fast Web 2. Only users with a high enough access level can view the password.
-The Web Password field will now only allow letters and numbers to be entered.

Critical Inventory Report
-When the user chooses to create a Projected P/O from this screen, the system now displays a warning that data will be lost if the Projected P/O screen is already open and has data in it.

Inform Marketing Manager
-Now supports non-SSL authenticated email servers. The SSL flag in Company Master has been separated from the use of authentication credentials.

Invoice Inquiry
-The users now has the ability to see the cost if the “See Salesman Cost” access level is high enough and based on other company settings.
-New Access Level “SALES INVOICE UPDATE” determines if the user can change an A/R Invoice.

Main Form
-Now updates the subscription authentication in real time, as the user logs in.
-The Ticker can now be disabled by right-clicking on it.
-Re-structured and renamed some items on the CRM menu.

Pricing Customer Margin Price Update
-New logic is set to use the contracted cost based on the Company setting (Company Master > Pricing/Costing tab).

Pricing Price Matrix
-Matrix formulas now require an effective date.
-The calculator button no longer displays for net prices.

Pricing Price Rollup Schedule
-The system now deletes a blank rollup record instead of saving it.

Product Analysis
-Now hides the cost of certain transactions if the user does not have permission to view them based on Company settings and Access Levels.
-Now allows users with the proper access to see the cost by comparing the Sales Orders G/P Cost Column and the Salesman Cost Column to the Access Level set for “See Salesman Cost”.

Product Master
-New validation added to ensure that users can only save products into the lowest of an existing Web Category, Sub Category or Sub2 Category.
-The company now has the option to use a manually entered value (in Stock Receipts) to calculate the Landed Cost column. The “Update Landed Cost in P/O Receipts w/o A/P Invoice” flag in the Company Master should be set to “Y” to use this feature.
-Now allows users with the proper access to see the cost by comparing the Sales Orders G/P Cost Column and the Salesman Cost Column to the Access Level set for “See Salesman Cost”.
-Web Options tab – New “Sales” option allows users to designate the sale category for FastWeb products.

Product Web Category
-The system will not allow a Web Category to be saved without a description.
-New “Image File Name” field allows users to display an image for the Web Category.

Purchase Order
-New Access Level “P/O Inquiry” controls the ability to access the P/O Inquiry screen.

Sales Customer Order Pad
-Now displays the List Price in the price tooltip if no price breaks exist.

Sales Order
-User now has the option to use the Posting or Invoice Date for POS invoices.
-New access level “Cost Override in P/Q” controls the ability to override the cost in a Price Quote.
-Now prevents negative prices from being entered.
-The Ship To Attention field is now limited to 30 characters so that it is not cut off on printed Sales Order.
-Users are now allowed to see cost based on the Company setting for See Salesman Cost.
-New option available to prompt the user to retain the taxable status for product/customer.

Salesperson Dashboard
-Now no longer displays axis points with no data.
-Now uses the same email form as the inform Marketing Manager email form.

Stock Receipts
-New field for Freight added to allow users to enter a freight amount without an A/P Invoice. The “Update Landed Cost in P/O Receipts w/o A/P Invoice” field in the Company Master (Pricing/Costing tab) must be set to “Y” for this freight to update the cost immediately.
-Right-click on any editable product in the receiving to change the price or access the Product Master and Product Analysis screens.
-Disabled the option to inquire on an SP product because it is not available in the Product Master or Product Analysis.

Un Invoiced PO Report
-The report now excludes drop shipments.

Miscellaneous Corrections and Adjustments

Accounts Payable Invoice Entry
-Corrected issue with embedded spaces in the Invoice Number field.
-Fixed problem with showing correct accounts for credit on drop shipments.

Accounts Payable Non Vendor Check
-Corrected Check Date issue.

Accounts Receivable Aging Report
-Fixed issue that displayed the Due Date twice.

Accounts Receivable AR Collection Letters
-Corrected issue that prevented the Print button from being enabled or disabled when using the spacebar to check or uncheck a row.
-Fixed issue that prevented the scrollbars from appearing when grid columns were widened by the user.
-Resolved issue that enabled the OK button when no letter was selected.

Bank Reconciliation
-Corrected problem with validating the last reconcile date.

Customer FastWeb
-Corrected issue with searching the Customer Category field.

Executive Performance Summary
-Resolved issue that prevented the Bank Balance from calculating correctly.
-Fixed problem returning the wrong date and time when logged in more than 24 hours.

FastWeb Master
-Corrected issue that prevented the Available Message from populating correctly.

Invoice Inquiry
-Fixed problem that prevented the Customer Master drill-down from functioning correctly.

Invoicing
-Resolved issue that removed checkmarks from lines when the user leaves the screen.

Main Form
-Corrected problem that prevented the Business Intelligence menu item from working intermittently.

Manual Price Change
-Fixed problem overwriting the Price Schedule field in the Product file.

Pricing Price Book Report
-Fixed bug that caused the Display Unit Of Measure to appear on the report instead of the Price Unit Of Measure.

Pricing Price Matrix
-Corrected issue that caused the system to show the Display Unit of Measure instead of the Pricing Unit Of Measure.
-Resolved problem with Product Search.

Product Analysis
-A solution is now available for the search display issue. Please contact DDI Customer Care for the fix.

Product Hazardous Material DOT
-Fixed problem that allowed users to enter new records with a blank ID.

Product Master
-Corrected problem that intermittently prevented the Future Price from appearing.
-Fixed bug with dollar amount rollups.

Purchase Order
-Resolved problem that caused the contract cost to be over-written by the P/O cost in the Stock Receipts screen and be written back to the P/O.

Report Writer
-Fixed bug that prevented the CUST-NAME field from working correctly.
-Corrected problem that generated a system error when exporting to csv on a remote server connection.

Sales Order
-Fixed problem that allowed users to enter backorder quantities for Price Quotes by double-clicking.
-Resolved performance issues in Sales Order screen.
-Fixed issue with incorrect salesperson validation on Copy Order function.
-Corrected problem with overriding costs for contracted items.
-Fixed problem with Coop Percent when using Last Price Paid option.
-Resolved issue that prevented users from removing orders with no line items from billing.
-Fixed issue with Special Instructions on printed Price Quotes.
-Corrected problem that prevented the Checked By information from clearing when the Shipment Confirmation was deleted.
-Found solution to a problem with "x" button display on grids running over RemoteApp. To resolve, users must be sure that all users are logged out when installing the upgrade.

Salesperson Dashboard
-Corrected problem that caused Events to show as Tasks in the Activities view.
-Fixed bugs that prevented the Add Note, Add Contact, and Edit Contact buttons from working.
-Resolved problem with displaying activities for a salesperson.
-Corrected display problem with grids in the Contact view.
-Fixed issue that caused the notes grid to display a blank row.
-Fixed bug that caused existing tasks and events to display as new.
-Fixed problem with GP% in the Quotes section.
-Fixed problem with Quotes section not populating in all views.
-Fixed miscellaneous system errors that displayed intermittently and caused inform to crash.
-Corrected issue with Inquiring on an order.
-Resolved problem that allowed the user to inquire on an SP product.
-Corrected issue that caused SP products to display without a description.

Shipping Confirmation
-Fixed issue that caused Shipment Confirmation credits to print out as invoices.
-Resolved problem that allowed the user to save a blank Shipment Confirmation.

Special Purchase Requisitions
-Fixed bug that did not filter out quotes.

Truck Manifest
-Corrected problem with storing signatures in wrong backorder cycle.
-Fixed an intermittent problem with orders showing as signed that weren't signed.

Vendor Rebate Report
-Resolved problem with totals.

Stock Receipts
-New hyperlink functionality allows users to inquire on the Product Master or Product Analysis.

Miscellaneous Corrections and Adjustments

Automatic Backorder Release
-Corrected problem with improper order release.

Invoicing
-Resolved issue that caused selection to clear after inquiring on an invoice.

Sales Order
-Fixed problem with the Use Fast Customer setting in the Company Master File.

Stock Receipts
-Corrected problem that prevented the addition of Edocs to a closed invoice.
-Fixed issue that caused the extra row in G/L Distribution to populate when the invoice was closed.
-Resolved issue with freight entry for drop shipments.
 

Accounts Payable Invoice Entry
-Now view detail freight information by holding your mouse over the Freight field in Inquiry mode.

Main Form
-The button for Order Pad has been placed back onto the button menu toolbar.

Purchase Order Critical Inventory Inquiry
-Modified the display of Selected Product Criteria to allow for complex criteria.

Sales Order
-New Price Calculator screen allows users to enter desired Gross Profit percents, multipliers, and chain discounts. Access this feature through the Pricing Detail window (double-click on the product price) and click on the calculator button to the right of the Discount Percent field.

Salesman Ledger
-Inform Territory Manager has been merged into the Salesman Ledger via the addition of the Performance tab. This new tab requires a Business Intelligence Database to function.
-Now validates that the correct version of the Business Intelligence database is being used.

Stock Receipts
-Now allows the user to enter multiple freight charges by right-clicking on the Freight field and selecting the “Detail…” option.
-Now displays detailed freight information when hovering the mouse over the Freight field.

Miscellaneous Corrections and Adjustments

Accounts Receivable Aging Report
-Corrected error that caused the report to display incorrect data for users running version 152.

Bank Reconciliation Bank Ledger
-Fixed issue that prevented American Express card transactions from being queried.

Company Branch
-Resolved problem with population and display of the Critical Inventory tab.
-Fixed issue with Buyers selection that prevented the list from updating when using spacebar to check off buyers.

Contact CRM
-Fixed issue with Buyers selection that prevented the list from updating when using spacebar to check off buyers.

Customer Master
-Corrected problem that occurred when trying to delete Part Numbers.

Product Buy Line
-Fixed issue with Buyers selection that prevented the list from updating when using spacebar to check off buyers.

Product Master
-Corrected problem that occurred when trying to delete Part Numbers.

Product Product Line
-Fixed issue with Buyers selection that prevented the list from updating when using spacebar to check off buyers.

Projected Purchase Order
-Corrected issue that caused PO comments to be entered from the Product record for existing POs.

Purchase Order
-Fixed problem that allowed the Vendor Part Number to be edited in Inquiry mode.

Purchase Order Critical Inventory Inquiry
-Fixed problem with Buyers selection, when using spacebar to check it was not updating the list of buyers.

Sales Order
-Corrected issue that occurred when trying to copy an order; the system did not always bring all of the items in a lot over to the new order.

Stock Receipts
-Fixed problem with display of grid.
-Resolved display problem in printout of Last Receiving Ticket involving Received and Balance Due quantities.

Vendor Master
-Fixed issue with Buyers selection that prevented the list from updating when using spacebar to check off buyers.

New Salesman Ledger
-The latest addition to our growing CRM menu; salesmen can now view open orders, backorders, and more from one screen.

New Critical Inventory Inquiry
-The new Critical Inventory Inquiry replaces the standard Critical Inventory Report with improved functionality. Filter by Warehouse, Buyer, and Product criteria. View the report on screen and project purchase orders directly from the Critical Inventory screen.

Accounts Payable Invoice Entry
-New ability to enter detailed freight information.

Accounts Receivable Aging Report
-The A/R Aging report will now show only customers that are overdue if you enter the overdue days and your company ages Monthly.

Company User Master
-Widened the Salesman column.

Contact DDI
-New version of Customer Support Case Entry Web Service Released, which resolves issue of not being able to connect and enter support cases.

General Ledger Journal Entry
-Now prompts the user when they attempt to exit with unsaved data entered on the screen.

inform Territory Manager
-New ability to edit customer contacts directly through Territory Manager.
-New ability to add and edit tasks and events through Territory Manager.

Product Buy Line
-Added the ability to specify Buyers.

Product Master
-Added new checkbox for Featured Product, to be used in Fast Web 2.
-New field for Web Description, will be used by Fast Web 2 to display special descriptions.

Sales Order
-New logic for saving files locally, for Remote App clients only.
-Now prevents users from inserting a line on an order that has been invoiced.
-Modified the restrictions on being able to delete a line. Now prevents users from deleting a line that has been saved if there is more than 1 shipment cycle.

Sales Order Inquiry
-New option allows you to search for Backorders by selecting it from the Sales Order drop down field under the Inquiry tab.
-Added “Expected Delivery Date” field to the display window (scroll to the far right).
-New “On P/O” field added to the display window for Product searches only (scroll to the far right).

Vendor Rebate Report
-Added ability to include Ship To address.

Miscellaneous Corrections and Adjustments

Accounts Receivable Aging Report
-Fixed problem showing customer with only credits.

Accounts Receivable Customer Ledger
-Fixed issue with 121 days and over not displaying correctly.

Accounts Receivable Customer Statements
-Fixed problem with some statements not appearing when running for a date range.

Bank Reconciliation
-Corrected issue that prevented the reconciliation from recording properly.

Contact CRM
-Fixed problem with the Entered By Date.

Customer Master
-Fixed issue with saving contacts with a Web User Name and Password.

Inform Territory Manager
-Corrected display issue affecting Names in the Events grid.

Invoicing
-Fixed problem in Invoicing screen when trying to process 1,000 invoices.

Product Master
-Fixed problem with Inactive/Active warehouse not displaying correctly in the Bin Location grid.

Product Import
-Resolved issue that was causing display errors when a directory had embedded periods.

Purchase Order
-Fixed problem processing Product Number with embedded blanks.

Report Writer
-Corrected problem with system error if field length was not defined in the dictionary.

Sales Order
-Fixed error message when navigating to Substitutes tab for SP product. This was a display issue only, no data was affected.
-Resolved issue that prevented record locks from releasing when the user clicked New.
-Fixed problem with Miscellaneous charges for backorders.
-Disabled the code that deletes empty attachment folders because of complaints of missing invoice attachments.
-Corrected problem that prevented the user from deleting a blank line at certain times.
-Fixed pricing issue when copying orders with SP products.
-Resolved issue that prevented the Freight Cost from clearing.

Customer Master
-The Website Address field is now available for Customer Master Reports.

Sales Order Inquiry
-Now searches and displays backorders.

Miscellaneous Corrections and Adjustments

Accounts Receivable Cash Receipts Posting
-Fixed problem saving on account invoices; the latest upgrade would not let the user save if no invoices were selected, even if there was a check amount.

Bank Reconciliation
-Corrected system error that occurred when running the report.

Open Order Delivery Report
-Resolved issue that caused the Summary report to display quotes and recurring orders.

Introducing: Territory Manager
-Gain a valuable snapshot of your Sales Team’s performance with the new Territory Manager. Beyond the typical Sales and Gross Profit figures, Territory Manager allows you to monitor the overall activity of each of your salesmen (tasks, events, notes ), then drill down to important customer accounts, and even specific contacts.

Territory Manager is offered as part of a monthly CRM subscription package. The cost is $10 per user per month. For more information and to subscribe, call DDI Customer Care at (203) 364-1200 or email support@ddisys.com.

System Requirements:
-Current version of Business Intelligence

New Reserved Inventory Report
-Allows you to view information regarding inventory items reserved for specific customers or salesmen, including the quantity available, YTD sales, and more.

Accounts Receivable Cash Receipts Posting
-No longer allows users to save a receipt that has no entries.

Bank Reconciliation
-New History Reconciliation Report allows you to view past bank reconciliations. The system will begin to archive reconciliations with this upgrade.

Customer Master
-New “Part Numbers” tab allows you to enter and maintain Customer Part Numbers for products. Click the “Edit” button to insert a blank row, then enter the product and the part number for the customer. This part number will print on your customer’s invoices.

Pricing Customer Margin Price Update
-New Margin Limit functionality allows customers not to incur a price increase if they are paying at a certain margin level.

Product Master
-New “Part Numbers tab allows you to enter and maintain alternate Customer Part Numbers for the product. Click the “Edit” button to insert a blank row, then enter the customer and the part number for the product. This part number will print on your customer’s invoices.

Sales Order
-The system now prevents a line item from being deleted once invoices exist for the order.
-New “Expiration Date” field for recurring orders.
-For Cash Sale credit card orders: now supports processing for Discover in the Card Verification Code field.
-New “Probability %” field added to the Quote Pipeline area, allowing users to enter the probability that the Quote will be converted to a Sales Order.
-New “Expected Close Date” to the Quote Pipeline area.

Miscellaneous Corrections and Adjustments

Accounts Receivable Cash Receipts Posting
-Fixed locking when posting for a customer.
-Fixed intermittent problem that allowed the user to create duplicate entries of the same check per batch.

Calendar
-Fixed bug that caused the error "End Time Cannot Be Less Than Start Time"  to display for tasks with no end date or time.

Customer Master
-Corrected validation error waiving new web permissions data on the Customer Contacts screen.
-Fixed issue with inconsistent formatting on the PO$ Limit.
-Fixed problem with inconsistent formatting in the Branch and Order Number fields.

Product Analysis
-Correct system error that occurred when the product had Substitutes that were not in the system.
-Fixed issue with Assembly Rollup not setting the rollup flag correctly.

Product Master
-Corrected display issue that caused the Vendor Last Date to show as blank.

Purchase Order
-Resolved problem that occurred when trying to exit the screen after editing a task/event.
-Fixed the display of the Line Item number for the message indicating that the product had already been entered.

Sales Order
-Corrected problem with Net Price and Extension for Assembly Rollups.
-Fixed issue with display of saved External Comments.
-Resolved problem that caused the system to display change due with an existing deposit.
-Corrected problem that prevented the vendor from being automatically set to a special order link type.
-Fixed issue trying to exit screen after editing a task/event.

Sales Order Inquiry
-Corrected system error that occurred when an order had no status.

Stock Receipts
-Fixed problem with incorrect Due Date calculation.

Inform Marketing Manager
-New functionality allows email to use non-secure servers.

Sales Order
-Order Import now checks Credit Hold status before processing.
-Warehouse now switches back to the default warehouse on the Header tab when the PO Link type is changed from Drop Ship.

Miscellaneous Corrections and Adjustments

Accounts Payable Check Print
-Fixed problem that caused Checks file to be updated when no invoices were selected.

Accounts Payable Vendor Ledger
-Fixed display problem with Future and Current Balance.

Automatic Backorder Release
-Corrected issue that caused the system to ignore Ship Complete status of orders and ship available quantities.
-Resolved problem with Blanket Orders releasing pick sheets.

Calendar
-Fixed display of incorrect error message when trying to save a task.

Customer Master
-Corrected "Index Out Of Range" error that occurred after deleting a Ship To.

Executive Performance Summary
-Fixed problem with POS returns.
-Corrected issue with Fill Rate by Line not calculating for a specific Branch.

Invoice Inquiry
-Resolved problem with display of Tax, Miscellaneous Charges, and Freight.

Product Master
-Fixed intermittent problem that prevented users from adding an option in Options and Accessories.
-Fixed display issue that prevented the option number on Options and Accessories tab from clearing after saving.

Projected Purchase Order
-Corrected issue that caused the system to ignore the Seasonal flag on products.

Sales Order
-Fixed problem that caused system errors to appear when exiting the screen while it was loading data.
-Corrected issue that made freight cost editable in Inquiry mode.
-Fixed intermittent "Subroutine Failed To Complete" errors when trying to save.
-Fixed an issue with Recurring Orders not functioning correctly.

Sales Order Inquiry
-Fixed problems with line items for some orders not displaying on the report.
-Fixed problem with duplicate entries.

Sent Invoice Results Report
-Corrected issue that caused emails to be sent to the wrong contact.

Stock Receipts
-Fixed problem that prevented the Internal Notes for the P/O from displaying for new receivings.

ATTENTION: Due to new upgrade processing, this upgrade may take longer than usual to install if you do not have 3.5 .NET framework on your machine. When installing the upgrade, you will be asked if you would like to install the Client Version or the Client & Server Version. The Client & Server Version should be installed only on your server. Each PC should choose to install the Client Version.

Introducing: Help Desk
-Submit a Support Request directly from inform using the new Help Desk. Your request will be uploaded directly to our Support Queue, and will receive the same priority as a support phone call or email.
    To enable this feature:
          1. Verify that Google Integration is enabled in your Company      
               Master.
          2. Contact DDI to have your account authenticated.
Once you have enabled this feature, a "Contact DDI" option will appear under your Help menu.

J&M Export Functionality Improved
-New J & M Export Functionality simplifies and improves the process for exporting your products to your online catalog. Select the “Export JM Catalog Files” option from the new JM Catalog option under the Utilities menu. Select “Yes” in the prompt window to export your J&M Catalog files.

Calendar
-User Calendar optimized for faster loading.

Customer Master
-New Delete button functionality added to Truck Routes.

General Ledger Financial Reports
-New dialog box prompts the user to choose where to put the Percent of Revenue (%REV) and Percent of Total Per Group of Last (%TOT) columns when the box is checked more than once. G/L Group also now has a checkbox to determine if it is a revenue group.

General Ledger G/L Group
-Changed Revenue Group field to checkbox. This check box is used when selecting the %REV Column on a Financial Report.

Inform Marketing Manager
-New validation verifies that the Address field is not empty.

Invoice Inquiry
-Now change Freight Cost on invoices without voiding and re-billing. Click the "Change" button in the bottom toolbar to change the cost and save your changes.

Product Master
-Now shows Cost and Gross Profit based on User Access Level, then by Salesman permission.

Sales Order
-New processing for EDI Purchase Order Acknowledgement. An “EDI Ack” button is enabled, when necessary, under the Final tab of the Sales Order next to the Send button.
-New Freight Cost field added to Final tab.

Salesman Commission Statement
-Added checkbox option to show the Freight Cost.

Shipping Confirmation
-For companies using the RF Warehouse Management System, the Shipping Confirmation screen will now show a “Scanned by” instead of “Picked By” field. Additionally, the Quantity Ship/BO fields are disabled.

Miscellaneous Corrections and Adjustments

Accounts Payable Vendor Ledger
-Corrected error message that appeared after deleting a contact.

Accounts Receivable Customer Ledger
-Corrected error message that appeared after deleting a contact.

Company User Master
-Fixed problem that prevented Google credentials from updating after editing them.

Contact CRM
-Resolved problem: wrong row set to visited after deleting a contact.

Customer Master
-Repaired functionality of Web Users hyperlinks in Inquiry mode.
-Fixed system error that occurred after deleting a Web User.
-Corrected error message that appeared after deleting a contact.

Inventory Inquiry
-Fixed calculation error with decimal quantities.

Mail
-Fixed system error that occurred when trying to delete the last row.
-Corrected problem: wrong row set to visited when deleting an email.

Manual Price Change
-Resolved issue that caused incorrect C4 column data to display.

Physical Inventory
-Corrected issue that cleared counts when a product was added.

Product Analysis
-Fixed issue that omitted the Received Date from the Vendor P/O grid.

Sales Order
-Fixed problem with Salesman not getting written to record intermittently, causing validation errors.
-Fixed problem with costs not calculating correctly in Fast Product.

Sales Order Inquiry
-Fixed problem with order showing as open when items were shipped.

Stock Transfer Receiving
-Fixed system errors when clicking different parts of the grid.
-Repaired bug that caused a non-editable cell to become editable.
-Fixed problem that caused the Unit of Measure calculator to appear for blank rows.

Vendor Master
-Removed unnecessary error message from Special Instructions about exceeding the number of lines allowed.
-Corrected issue that caused an error to display when deleting a contact.

ATTENTION: Due to new upgrade processing, this upgrade may take longer than usual to install if you do not have 3.5 .NET framework on your machine. When installing the upgrade, you will be asked if you would like to install the Client Version or the Client & Database Version. The Client & Database Version should be installed only on your server. Each PC should choose to install the Client Version.

Contact CRM
-New “Web Permissions” tab added for Fast Web integration. This will become functional in a later upgrade.

General Ledger Financial Reports
-The “Report Layout” button has been reformatted to match the standard inform layout.

General Ledger Inquiry
-Now run Financial Reports from this screen through the “Financial Reports” button in the bottom toolbar.

General Ledger Journal Entry
-New reports for Journal and Journal Templates. To run the report, you must enter a calendar or fiscal period, then click the “Report” button in the bottom toolbar.

Pricing Price Contract
-The “Inquire” option (under the right-click menu) is now disabled for products that are added to the Customer Pricing screen if the matrix is not in the system yet.

Product Master
-The date that the product was entered and the initials of the person who entered it are now displayed beneath the Product Number field.

Purchase Order
-Estimated Delivery Days field now accepts only numeric values.

Sales Order
-The system now requires you to enter a From Warehouse and Transfer Qty when a transfer is requested for an item.

Salesman Commissions Statement
-New “Export to CSV” functionality allows you to export the report to Excel.

Miscellaneous Corrections and Adjustments

Accounts Receivable Customer Ledger
-Under the Orders tab – repaired the functionality of the hyperlinks for completed orders.

Automatic Backorder Release
-Fixed intermittent problem receiving drop ships.
-Corrected issue that prevented backorders from being released.

Customer Master
-Fixed problem with Ship To drop down not clearing between saving records.

Pricing Price Contract
-Corrected issue with formatting of report columns.

Projected Purchase Order
-Fixed problem with Internal Notes for each product coming up when creating a P/O.

Sales Order
-Fixed problem with Transfer Qty appearing as blank when order is edited.
-Fixed the formatting of the right side of Header tab.
-Corrected issue that caused the Customer Order Form report to print for all customers.

Special Purchase Requisitions
-Fixed problem with page display.

Stock Transfer Receiving
-Fixed rounding problem with Receive All.

The following enhancements are now available with the latest Inform upgrade, the 7/8/09 Release Candidate, which can be downloaded from the Customer Care website.

Backorder Handling

1. Order Status is updated to reflect 'B', (Backorder Status), if any item on the order is backordered at the time of Order Entry or Shipment Confirmation.
   
   Prior to this update, an order's status was 'O' for Open, with no backorder status until invoiced.
   
2. Enhanced backorder handling restructures the priorities and business rules in allocating received material to customer backorders.
   
   Linked Sales Orders get first priority. Linked items are guaranteed allocation of received merchandise before other customer orders and backorders are allocated.
   Linked sales orders are not allocated until the specific linked PO is received.
   
   Prior to this update, linked sales orders could get fulfilled by the earliest received PO.
   
3. Received merchandise is reserved for backorders in the Ship Confirm / Billing Cycle.
   
   Prior to this update, orders in the Ship Confirm / Billing Cycle were not included in Automatic Backorder Release evaluation. This approach occasionally resulted in backordered merchandise being allocated to other, newer (therefore lower priority) orders. In some circumstances, a customer order would not be fulfilled for an unexpectedly long time period.
   
4. Automatic Backorder Release reschedules the order ship date for backorders (orders that have been invoiced), and builds a truck manifest according to the Customer's truck route schedule.
   Open orders may have a valid existing ship date, so they are not automatically rescheduled. Backorders always have the original ship date cleared, so a backorder is now rescheduled automatically.
   
5. Sales Order workflow rules are reorganized to improve backorder handling. Ship Complete and Blanket Order designation is now moved to new, separate check boxes on the Sales Order header page.
   
   Prior to this update, Ship Complete or Blanket Order workflow was selected by creating and using Order Types. This approach was not evident to new users, and limited the availability of the Order Type field for its original intended use, sales order reporting.
   
   The Customer Master File has a new field called 'Ship Complete'. This field should replace the Default Order Type field for inform users employing Ship Complete workflow. Use Mass Change, create a selection criteria with "Order Type" Equal to (Your Ship Complete order type), and check the new "Ship Complete" field.

Redesigned Sales Order Header Screen
Improved readability and appearance, as well as room to accommodate additional features.

Miscellaneous Corrections and Adjustments

Order Pad
-Drill-down errors corrected
-Stand-alone Order Pad only allows salespeople to view their customers
-Corrected permissions related to view cost and gross profit

Sales Order
-Corrected issues with ship-via field being erased when truck routing information was not available

The following enhancements are now available with the latest Inform upgrade, the 7/2/09 Release Candidate, which can be downloaded from the Customer Care website.

Standalone Customer OrderPad
New standalone Orderpad screen gives salespeople and customer service reps quick access to customer sales history, current sell price and recent sales history. The Orderpad now includes the Customer Order Form, which has been enhanced and moved from the Customer Sales History screen.

Enhanced OrderPad
New features include hoverhelp to display additional information about products on the OrderPad. Hover your mouse cursor over the product description to reveal long product descriptions and Special Status (Non-Stock, Consumable, Discontinued). Hover your mouse over the product price to reveal sell price origin (Margin, Quote, or price matrix formula), Cost, and quantity breaks when present. Additionally, the customer YTD purchase quantity is included on the screen.

Enhanced Customer Order Form
The Customer Order Form is moved from the Sales History screen to the new standalone OrderPad. This move aligns the order form with the OrderPad screen, eliminating the need to select a year, and including quoted items on the printout. A new Customer Pricing Analysis report is available from the OrderPad. This report adds GP% and YTD Quantity, providing a convenient and easy analysis to review and justify customer pricing.

Customer Order Form Print-Merge
Print Customer Order Forms for groups of customers and or groups of products using the familiar customer and product selector screens. For example, use this new feature to print Customer Order Forms for a salesperson's customer's. Optionally print order forms or price analysis reports for only for due-to-buy, or quoted products.

Enhanced Customer Margin Price Update
Customer Margin Price Update is used by distributors who want greater control over automatic margin of last sale pricing. This enhancement enables pricing managers to select only certain products and certain customers to apply a margin price update to. Additionally, you can raise or lower sell prices by a specified percentage, or input a global GP% to apply to all selected customers.

Vendor Source Code
Equivalent to the Customer Source code, the source code system allows users to 'tag' or add searchable labels to vendors. Use this system to create a searchable database of product sources, or to categorize vendors into searchable groups for labeling and reporting.

Due-to-Buy Report
Identify and report on Due-to-Buy sales suggestions based on your customers purchasing history. Filter and select the due-to-buy report using the familiar Customer Selection Screen.

AFFLINK Trace Sales and Rebate Export
new screen for AFFLINK member to export AFFLINK's trace sales and vendor rebate data in AFFLINK'S required format

Sales Order Inquiry Analysis
Filter screen and report view based on whether you viewed and reported on those order already. Added the price method code the Sales Order Analysis Report (proforma report)

Miscellaneous Corrections and Enhancements, and inform Improvements

Accounts Payable
Created new switch in the Company Master File) to control whether an accounts payable entry is permanently deleted or reversed and voided. Previously inform permanently erased deleted A/P invoices.
Based on client input, we added the option to void an A/P invoice, maintaining a record of the original entry.
Based on the switch setting, the Accounts Payable invoice screen will show either a Delete or a Void button. Voided invoices can be recalled for viewing, but not edited.

Vendor Master File
Added Website address field
Added Source tab
Added General ledger Liability account field

Sales Order System
When an order is released from credit hold the system will reschedule the ship date based on the customers truck route setting, or set the ship date to the credit hold release date.
Imported sales orders now get scheduled based on the customer's truck route schedule, or the next business day.
A new subroutine controls order scheduling. This assures consistency in order ship date scheduling, and manages automatic order scheduling for business days only.

Fixed problem removing an order from credit hold when cash sale flag changed.
Fixed intermittent problem with Vendor not being automatically entered for drop-ship lines
System now suggests the warehouse to use for each line item when it is entered.

Shipping Confirmation
Fixed intermittent problem with Shipping Confirmation not displaying Haz Mat code.

Purchase Order
The Job ID field is now free-entry, with ability to search the price contract file.
Now shows internal notes for Product when first entered into the line items.

Projected Purchase Order
Corrected problem with projecting to meet vendor requirements. System uses the Minimum PO field in the Projected PO to generate a PO dollar amount that meets the vendor requirements. Populate this field in the Vendor Master File, Purchasing tab, Order Dollars field.

Product Master File
User can now drill to Product Analysis with the current ID if the form is in Inquiry mode.
Miscellaneous Corrections:

• PO Comments not saving
• Warehouse Procurement grid overrunning the bottom of the form with too many warehouses displaying.
• Display of Warehouse replenishment grid when a customer had more than 17 warehouses- was overrunning the bottom of the form.
• Search for warehouse on Warehouse Replenishment tab was not working correctly.
• Delete functionality in Warehouse Replenishment grid.
• Display of warehouse procurement grid when a company has more than 17 warehouses- the grid was overrunning the bottom of the form.
• Warehouse Replenishment grid, the check box was disappearing when you deleted the data using the right click menu delete item.
•  Inactive Warehouse was causing data to get saved to wrong warehouse in Warehouse Procurement, Replenishment and Bin Location tabs.
• When deleting data from disabled row incorrectly put a checkbox into it.
• When clicking the Delete button in disabled rows incorrectly put a checkbox into that row.

Accounts Receivable Customer Ledger
Corrected display of detail lines in the Customer Sales History tab

Customer Master
Fixed problem Sources grid was allowing duplicates.
New field for Budget Amount (will be used by a new report called Customer Purchase Analysis).

Customer Sales History
Corrected issue with Invoice Number display. Removed option for current or history- current pricing views and reporting runs from the new OrderPad screen.

Company Access Levels
Access levels now implemented on a screen basis as well as the existing menu level basis.
Added screen level access level checking for individual A/P menu items. Menu access level is still enforced.

General Ledger
Journal Entry Fixed problem, was allowing entry to be saved with a date.

Afflink
-New screen (under the Utilities menu) allows users to resend the House Report.

Company Branch
-New tab for J&M Catalog.

Projected Purchase Order
-Now displays a warning message when the user attempts to change the Warehouse.

Purchase Order Inquiry
-Replaced the “Schedule” field with a field for “Requested Date”.

Sales Order
-The Name, Address 1, and Address 2 fields of the Manual Ship To are now limited to 30 characters.
-New Credit Hold functionality: the system now places released orders back into Requisition, Drop Ship, and Special P/O for procurement.

Miscellaneous Corrections and Adjustments

• Bank Reconciliation
  -Corrected error that occurred when saving with the option to "Create Offsetting Journal Entry".
• Pricing Price Contract
  -Fixed intermittent problem when generating new Price Contract IDs.
• Product Master
  -Corrected Cost display.
• Purchase Order
  -Corrected the display for Total Weight.
  -Fixed display of serial numbers in the Line Items section.
• Sales Order
  -Fixed problem with entering negative amounts in the Shipping screen.

Web Category
-New Web Category screen (File > Product > Web Category) allows users to set up and maintain web categories for Fast Web2 integration.

Bank Reconciliation Bank Ledger
-Added new hyperlink functionality for line item inquiries.

Contact CRM
-Contact emails are now copied to the Notes for the contact when they are sent.

Customer Master
-Now displays “None” if there is no Afflink Trace Sales GPO.
-New “Website Address” field added under the Information tab.

Inactive Inventory Report
-Users can now specify the number of months supply from 1 to 12.

Inform Marketing Manager
-New functionality allows users to insert co-op data for a customer into an email using the right-click menu.

Product Mass Change
-Warehouse selection is now disabled when editing serial numbers to prevent the user from losing changes.
-Now displays bin locations under the Serial Numbers tab.

Product Mass Change
-New processing added for the new Web Category fields for Fast Web 2.

Product Master
-Added tab for Web Options for our new Fast Web 2 product.
-Moved Publish checkbox to Web Category tab.

Sales Order
-Improved Credit Hold Processing: If an order is placed on credit hold, the system will no longer schedule it for a truck or allow for the creation of a drop ship Purchase Order, Special P/O or Requisition. Once the Sales Order is released from credit hold, the user needs to schedule the order on a truck manually, and create any attached Purchase Orders.
-The Quote Expiration date now can be blank.

Salesman Commissions Recalculate
-Changed the caption for the date from "As Of Date" to "Invoice Starting Date".
-Changed the date from which selection was made from Invoice Date to Posting Date

Miscellaneous Corrections and Adjustments

• Accounts Payable Check Print
  -Resolved problem that occurred when writing checks for large amounts.
• Accounts Receivable Customer Statements
  -Fixed problem with Print Preview when Inform was not running on the C drive.
• Main Form
  -Fixed error message about writing to error log file in Vista.
• Product Bin Locations
  -Fixed problem setting up form for bin locations when the Company setting changed.
• Product Master
  -Corrected problem with keyword search in Sales Order.
• Sales Order
  -Resolved issue that caused the Order Balance not to reflect Miscellaneous Charges.
• Sales Order Staging
  -Fixed calculation problem for Total Staged column.

Accounts Payable Invoice Entry
-New option added to calculate the discount based on the Gross Amount. This option can be activated by checking the “Calculate Discount on Gross” option in the Vendor Terms screen.

Accounts Receivable Cash Receipts
-Improved validation processing now prevents the user from entering an adjustment on any line without also entering an adjustment account.

Company Warehouse
-New G/L Suffix field added to allow tracking of General Ledger transactions from individual warehouses. Please consult DDI Customer Care for assistance in configuring this option, as it will affect your General Ledger.

Critical Inventory Report
-The report now filters out products marked as Non-Stock items for the selected warehouse.

Customer Master
-New feature allows the user to specify a minimum order amount for the Auto Apply Sales Charge Miscellaneous Charge.
-Invoice Message field added to accommodate a default Invoice Message for the customer’s new orders.

Invoicing
-No longer displays the “Number of Copies” field because it is data driven for each customer when batching.

Product Analysis
-Warehouse selection is now disabled when editing serial numbers to prevent the user from losing changes.
-Now displays bin locations under the Serial Numbers tab.

Product Mass Change
-New functionality added to process bins for those companies using RF guns.

Product Master
-Added validation for Bins for RF equipped companies. If the RF setting in the Company Master is set to “Y”, the Product Master will not permit any changes to be made to bin locations.

Purchase Order
-Subject line for faxed P/Os now reads “P/O Number” followed by the order number.

Release Orders On Hold
-Now displays order status for each order.

Sales Order
-Now displays default Invoice Message set in Customer Master for new orders.
-Added the ability to specify a minimum order amount in Customer Master before applying a default Miscellaneous Charge.

Truck Manifest
-New functionality: Orders on Credit Hold are no longer scheduled on Truck Manifest automatically. They can be placed onto a manifest after they have been released.

Miscellaneous Corrections and Adjustments

• Accounts Receivable Cash Receipts Posting
  -Fixed intermittent problem saving On Account invoices.
• Company Warehouse
  -Resolved problem saving "Sort Sales Orders" checkbox.
• Customer Sales History
  -Corrected intermittent problem with buttons on right being disabled.
• Customer Tax
  -Fixed problem that caused key length validation to occur for existing tax codes.
  -Corrected issue that prevented the tax code key length from being configured.
• Pricing Price Contract
  -Resolved issue that prevented the user from adding a customer when entering a new contract.
• Product Master
  -Fixed error in Warehouse Procurement that removed the checkbox when a row was deleted.
• Sales Order
  -Fixed problem with displaying internal notes flag in the Company file.
  -Corrected issue: the Tax Code now updates from the Ship Via when the Warehouse is changed by changing the branch.
  -Fixed issue: prompt to change the Warehouse was not appearing when the Branch changed from the Search button.
• Salesman Commissions Matrix
  -Fixed display problems that caused some of the commission grids to show blank rows with -0-'s.

Calendar
-Now prompts the user upon saving if the end date and time occur earlier than the start date and time.

Customer Contacts
-New fields added to the Customer Contact window, including fields for Google synchronization and user defined groups.

CRM Menu
-New Salesman Reporting option added. Functionality available in future release.

Main Form
-The DDI News feed has been updated and optimized.

Physical Inventory
-Inactive warehouses are no longer available for selection.

Product Analysis
-Now displays only active warehouses in Warehouse selection drop down.

Product Master
-Now displays data for active warehouses only.

Projected Purchase Order
-Now skips inactive warehouse when cycling through warehouses for consolidated processing.

Purchase Order
-Now shows only data for active warehouses in the Inventory grid.

Sales Order
-Search for warehouse now excludes inactive warehouses.

Special Purchase Requisitions
-Now shows inventory only for active warehouses.

Warehouse Replenishment Entry
-Inactive warehouses are no longer available in Warehouse selection drop down.

Miscellaneous Corrections and Adjustments

• Price Change
  -Fixed problem running the update upon saving.
• Sales Order
  -Resolved issue that prevented the order from validating for the order entry access level when performing a search by ship to.
  -Fixed intermittent problem validating Sales Order to Quote access level.
  -Corrected issue that caused the Payment Type to become enabled when the user clicked on the Cash Tendered field. Display problem only.
  -Fixed problem with tab order on the Header Tab.
  -Fixed issue that hid the Order Type field on the Header tab.

New! Configure Google Calendar Synchronization
-This new screen, found under the new CRM menu, allows you to configure synchronization of the Inform calendar with Google's calendar. You will still need to configure individual user accounts to synch with calendars via the User Master.

Accounts Receivable Customer Statements
-Now displays Country.

Company User Master
-The “Password” field is now masked, requiring the user to hover the mouse over it to view the password.
-New checkbox added under the Google Info tab to allow users to synchronize their Inform and Google Calendars.

Product Analysis
-Users can now update demand even if an inventory record does not exist. Previously, an error was generated and the user was not allowed to do this.

Purchase Order
-When faxing orders, the Subject line for the fax now displays the P/O Number.

Purchase Order Report
-Removed the “Based On” field, as it does not apply to this report.

Sales Order
-Now handles weekly recurring orders under the Recurring tab, including the ability to select the day of the week that the order will re-occur.
-New checkbox for the Add To Pipeline option, for future use with the Opportunity Pipeline feature.

Miscellaneous Corrections and Adjustments

• Customer Co-op
  -Fixed intermittent problem writing data.
• Sales Order
  -Resolved problem with default writer as salesman.
  -Corrected issue with access level for changing Salesman.

Main Form
-New menu for Customer Relationship Management (CRM).

Price Contract
-Simplified price contract maintenance with a new navigation option to edit net prices directly from the Price Contract screen.

Sales Order
-Now prevents users from changing costs on non-stock items unless they have the proper permission.

Truck Manifest
-UPS Roadnet Anywhere users can now import dynamic routes back to the Truck Manifest after automated Roadnet delivery routing.

Miscellaneous Corrections and Adjustments

• Accounts Payable Check Payment Inquiry
  -Resolved issue that cut off the left side of the screen.
• Accounts Payable Vendor Ledger
  -Corrected “Index Out of Range” error that displayed when the empty grid was clicked.
• Calendar
  -Fixed display issue that occurred when an event bridged two months.
• General Ledger Financial Reports
  -Corrected problem with the left grid becoming too large and overspreading the right grid.
• Inventory Inquiry
  -Resolved display problem of GP% for customer price grid cause by the calculation not factoring correctly intermittently.
• Invoice Inquiry
  -Fixed problem that caused the Search button to be hidden behind the Category Pricing button.
• Manufacturers Reps Commissions Invoice Entry
  -Corrected error that caused the program to close when a commission percent was entered.
  -Corrected fast key issue; the key combo for the Post button was the same as for the Purchasing menu.
• Physical Inventory
  -Resolved problem that caused existing item data to be overwritten by newer data.
  -Fixed issue with warehouse grid not being updated when an item was added.
• Price Contract
  -Corrected intermittent issue that prevented the Ship To’s from populating when the contract was pulled up in Inquiry mode.
• Projected Purchase Order
  -Fixed display problem that prevented the inventory grid from clearing between searches.
  -Resolved system error that occurred when the grid was clicked.
• Release Orders On Hold
  -Corrected issue that allowed two users to release the same order at the same time.
• Sales Order
  -Fixed problem that occurred when the total was changed on a POS order. The remainder was saved as a deposit if the user did not re-enter the cash tendered amount. The system now prompts the user for how to apply any excess cash.
  -Corrected bug that prevented the user from double-clicking a quantity field to open the Backorder window.
  -Resolved issue that did not default the writer as the salesman when the salesman was changed for the order.
  -Corrected functionality issue with contract pricing.

Accounts Receivable A/R Collection Letters
-New feature brought over from DDI Classic: the system now sends an email notification 3-5 days after a collection letter is sent to the customer.
-New “All Past Due” tab allows you to view the total past due invoice amount for a customer and include all past due invoices in a single collection letter.

Company Warehouse
-New “Inactive” checkbox hides the warehouse from the system.

Customer Master
-In the Tax Matrix, new tax columns 4,5 and 6 have been added to the drop down menu.
-When a source type is not a known credit-card code (V)isa (M)astercard (A)mex (D)iscover, it will now show as Other.

Customer Tax
-Added tax columns 4, 5 and 6 and changed all End of Month reports to include new tax columns.

Inventory Inquiry
-The Search button has been moved to the bottom of the screen.
-The Warehouse Detail grid will not display inactive warehouses. This will be the behavior across the system from now on. To set a warehouse as inactive, go into the Company Warehouse and check the “Inactive” box.
-Increased Warehouse Detail grid height.

Pricing Price Contract
-Now allows the user to select a specific customer Ship To location for the contract, or to select All Ship To locations.

Pricing Price Matrix
-New calculator icon replaces the options button in the matrix formula entry screen.

Pricing Price Rollup Schedule
-New calculator button on the grid allows you to calculate the formula based on a Gross Profit percent, Multiplier, or Chain Discount.

Product Master
-New calculator button added to the Rollup Schedule grid to allow the user to calculate the formula based on a Gross Profit percent, Multiplier, or Chain Discount.

Sales Order
-No longer requires a setting in the Company Master screen to show the Job field.

Shipping Confirmation
-No longer allows the user to ship a product marked as "Hold For Inspection".  The system now shows these lines in red and displays “Hold For Inspection” message when hovered over.

Miscellaneous Corrections and Adjustments

• Cash Receipts Posting
  -Resolved issue that resulted in amounts being posted to on account credits inadvertently.
• Customer Master
  -Resolved functionality issues with the Tax field column in the Tax Matrix screen.
• Sales Order
  -Corrected problem that prevented the Ship Via from updating when the Ship To was changed.

Company Branch
-The number of copies for Sales Order, Ship Confirmation and Point of Sale are now free form so that users can enter letter codes with the numbers.

PO Delivery Confirmation
-New hyperlinks and right-click options are now available for inquiry.

Price Contract
-New Price Contract Report gives you the option to include Customer Prices for Effective or Expired contracts.

Shipping Confirmation
-New Access Levels allow administrators to set one level for entering a shipping confirmation and a separate level for making changes to a confirmation.

Miscellaneous Corrections and Adjustments

• Calendar
  -Fixed error messages that occurred when the calendar on the workstation was set to a date different than the date on the server.
• Main Form
  -Corrected error that prevented Inform from loading when more than one connection was present and the first connection was not the default.
• Sales Order
  -Resolved issue that caused backordered items to print on POS Invoices when the option to not print them was selected.
  -Corrected problem with GP% calculation when a discount is present.
  -Fixed problem that prevented discounts from copying over.

Cash Receipts Posting
-New functionality allows you to enter the same customer twice in a single batch.
-Warning message now alerts users that prior entries have already been posted.
-The Check Number field is now set to hold 8 characters.
-The system now verifies that the Customer is not open in the Customer Master screen when the Cash Receipts Posting is brought up.

Customer Master
-Now choose a specific time to send your email invoices to the customer using the Send Time option under the General tab.
-New check verifies that the Customer is not open in Cash Receipts Posting screen when a user attempts to make changes.

Customer Sales History
-New hyperlinks provide easy access to Product Master and Invoice Inquiry details. Additional right-click options include Product Master, Product Analysis, and Invoice Inquiry.

Customer Relationship Management Menu
-New CRM menu option currently houses the Inform Marketing Manager, with additional features in development.

PO Delivery Confirmation
-New message notifies the user if the Purchase Order is being edited and does not allow the delivery confirmation to be processed.

Price Contract
-New Pricing button in the bottom toolbar opens the Price Matrix Net Pricing window to add or edit product contract prices.

Product Mass Change
-The option to change the Unit of Measure has been removed.

Sales Order
-Now allows the user to view both Special Instructions and Invoice Message text when the screen is in Inquiry mode.
-New “All” button allows the user to change the “Commit Inventory” and/or “Promised Date” for all products on the order.
-When copying a Sales Order, the user now has the option of copying Prices, Costs, Internal Comments, and/or External Comments.
-Point of Sale Credit Card orders now accept the verification code for American Express cards.

Ship Via
-New Feature: "Clear Salesman in S/O" checkbox option will clear the “Salesman” field on the Sales Order when the Ship Via is entered. This forces the user to manually select a salesman for the order.

Shipping Confirmation
-Extended the length of Product Number field.

Truck Manifest
-New option in UPS Road Net to "Import Routes".

Miscellaneous Corrections and Adjustments

• Accounts Payable Check Print
  -Fixed locking workflow problem that prevented the screen from clearing when a record could not be loaded because it was already locked.
• Customer Master
  -Resolved intermittent problem that prevented Credit References from displaying correctly.
  -Fixed error that prevented the user from adding a contact while in Edit mode. This includes the addition if a new error message that will display if the contact is not found because it was deleted by another user.
• Product Analysis
  -Corrected issue that resulted in negative committed quantities for products after voiding an invoice.
• Product Master
  -Resolved issue that caused the default taxable status for adding a Product to be incorrectly set to “No” for Canadian customers.
• Purchase Order
  -Corrected error that prevented the order search from functioning after a task or event was deleted.
• Sales Order
  -Fixed issue that prevented coop percent from populating for some products.
  -Resolved workflow issue that prevented a user from entering a Price Quote when the Access Level for entering a Sales Order was higher than the level for a Price Quote.
  -Corrected issue that prevented some data from the Detail tabs not updating in the Line Items tab.
  -Corrected error that prevented the order search from functioning after a task or event was deleted.
  -Resolved issue that caused the Requisition flag to be reset when the Shipments grid in Final tab was used.
• Shipping Confirmation
  -Corrected error that reset the Ship Qty whenever the Backorder Qty changed.
• Vendor Master
  -Fixed problem with freight terms not clearing between Vendor inquiries.

Accounts Payable Invoice Entry
-When saving an invoice entry, the system now gives warning if the linked receipts don't match the invoice amount.

Cash Receipts Posting
-The system now raises an error message if the Cash Receipt cannot be saved.

General Ledger Journal Entry
-Template entries can now be saved with zero dollar amounts.

Invoicing
-Now displays the Invoice Date to the right of the Invoice Number.

Price Contract
-When deleting or purging Price Contracts, the system now warns that all price matrices will be deleted.

Price Matrix
-In the Net Pricing window, you can now open the Price Matrix Entry screen for any product, even if no formula currently exists.

Product Master
-The caption for the C1 Cost can now be user defined in the Company Master, under the “Pricing/Costing” tab.

Purchase Order
-Under the Final tab, now displays the “EC-Dox” button for Vendors set to “Test” or “Yes”.

Sales Order
-Delete and Insert options are now available under the right-click menu, even on blank lines.
-Now displays a warning message when the user attempts to delete a line item that is linked to a Purchase Order.
-When a user attempts to enter or convert a Price Quote, the system now asks for a password if the user does not have the necessary Access Level.
-The Special Instructions window now corresponds to the main Ship To instead of the customer, if the main Ship To contains instructions.
-Now displays the weight and volume under the Final tab.
-When printing duplicate Sales Orders, the number of duplicates now prints on the order.

Salesman Commissions Matrix
-The “Invoice Minimums” tab now reads "Sales Order Minimums".

Miscellaneous Corrections and Adjustments

• Accounts Payable Invoice Entry
  -Resolved issue that caused invoices to be incorrectly marked as on account.
• Customer Ledger
  -Fixed concurrency issues resulting from the customer also being edited in the Customer Master screen.
  -Corrected intermittent problem that prevented the Payment History from automatically populating.
• Company Order Type
  -Removed "Use with Dollar" field.
• Inventory Inquiry
  -Fixed issue that prevented the system from loading a product with a comma embedded.
• Invoicing
  -Resolved problem that prevented highlighting from displaying on the left side of the grid.
• Product Analysis
  -Required size of the Product Image has been set back to 166, 155.
• Product Mass Change
  -Corrected error that caused products changed to an "Active" status to display with an "A" instead of blank.
• Product Master
  -Resolved issues with field-level security.
• Sales Order
  -Fixed problem with Committed Qty in order.
  -Corrected issue that prevented the Return Authorization Code from popping up automatically when entering a negative quantity.
  -Resolved problem writing Customer Part Number.
• Salesman Commissions Matrix
  -Fixed intermittent problem that prevented the user from entering percentages in the G/P Bonus Dollar grid.
• Shipping Confirmation
  -Resolved issue that did not set the ship quantity correctly when the backorder quantity changed.

Cash Receipts Posting
-The “Check Number” field has been expanded to accommodate up to 15 characters.

Customer Ledger
-New Access Level allows users to restrict access to the ledger. This Access Level can be set under the “Accounting” tab in the Access Levels screen.

Company Branch
-The system now prevents the user from deleting the branch that they are currently logged in under.

Customer Master
-New “Print Prices on S/C” checkbox (under the General tab), allows you to designate if the customer will have prices printed on their Shipping Confirmations.

Customer Tax
-New “Sort Code” field now available.

Invoicing
-The Invoice Number, Order Number, Order Date, and Customer Name fields now remain locked and visible when scrolling to the right.

Manufacturers Reps Commissions Invoice Entry
-New screen for handling Manufacturers Reps Commissions. Review and post commission amounts, and run the Manufacturers Reps Commission Report all from a single screen.

Price Contract
-The “Contract No.” field is now the “Contract/Job” field, as the Jobs screen was removed. Jobs and contracts can now both be managed from the Price Contract screen.

Price Matrix
-Products in the Net Pricing screen that contain Customer Price Overrides are now highlighted in yellow.

Sales Order
-Under the Header tab, the “Job Number” field is now the “Job/Contract” field. Prices are now calculated based on the Price Contract or Job that is entered in this field.
-New “Invoice Message” tab is now available in the Special Instructions box. The Invoice Message text will only print on the invoice, and not on the Sales Order, Shipping Confirmation, or Truck Manifest.
-Under the Status tab, users can now clear the “Printed” and “RF Scanned” fields by clicking on the red “x” button.
-The system now prevents users from making any changes to the quantities ordered once an order has been scanned.

Salesman Commissions Statement
-This report can now be run for Accruals when you choose to sun a Summary report based on Paid Invoices. “Accruals” can be selected from the “Report Type” drop down.

Shipping Confirmation
-Now optionally omits or displays pricing based on the setting in the Customer Master (under the General tab).
-The “Ship Via” field was expanded to display all characters.

Vendor Master
-Under the Purchasing tab, the ECDOX options allow the user to choose Yes, No, or Testing.

Miscellaneous Corrections and Adjustments

• Accounts Payable Invoice Entry
  -Resolved issue that caused the discount field to lose its value with larger invoices.
• Calendar
  -Fixed issue that caused an error message for invalid date and time ranges to display for tasks. This message should only display for events.
  -Resolved intermittent error message that appeared when synchronizing with Google Calendar.
• Price Contract
  -Corrected issue that prevented the Vendor Name from displaying when the contract was viewed in Inquiry mode.
• Projected Purchase Order
  -Resolved issue that caused the order quantity to show two “0” decimals intermittently.
• Sales Order
  -Corrected system error that displayed when tabbing through the grid line items for orders containing Lots.
  -Fixed “Shipments” grid so that it is not able to be edited in Inquiry mode.
  -Resolved issue that prevented the Net Price from updating correctly when the Cost Override was set to “No” by Branch.
• Ship Via
  -Resolved issue with incorrectly calculated Lead Time Days.
• Who Bought What Report
  -Corrected issue involving the default number of copies to print.

Customer Master
-New, fully functional P/O Dollar Limit tab allows you to enter maximum dollar amounts for customer purchase order numbers. This tab updates the balance left on the P/O as you enter orders. Notification in the Sales Order screen prevents the customer from going over their limit.

Price Matrix
-New screen available for Customer Price Matrix Overrides. From the Net Pricing window, right-click on a product and select “Customer Price Matrix Overrides” for a list of customers with overrides for the selected product.

Product Analysis
-Now displays the product status.

Sales Order
-Customer P/O dollar limit amount now displays on the Header tab.

Truck Manifest
-Once an order is added to the manifest, the cursor now returns to the "Order No." field so that you can enter the next order.

Miscellaneous Corrections and Adjustments

• Price Contract
  -Resolved issue that prevented the user from adding a new customer to a contract.
  -Corrected error that prevented user from creating a new contract.
• Sales Order
  -Resolved issue that prevented Tax Code and other fields from updating with Manual Ship To.

Accounts Payable Invoice Entry
-Now view deleted invoices from previous accounting periods.

Calendar
-New hyperlink added to the Subject column of all “Tasks & Events” tabs throughout the system.
-When saving a completed Task, the End Date/Time now defaults to the current date and time.
-The “Show all Tasks and Events” window is now sorted by Start Date in ascending order.

Customer Master
-When attempting to edit a customer, the system now checks if any related price contracts are being edited before allowing the user to make changes.

Inventory Adjustment
-Now automatically enters in the default unit of measure for the product if that field is left blank.

Price Change
-When using the “Percent Increase” feature, users now have the option to update all products listed or to update from the selected product down on the list.
-The column to disable the current margin price now reads “Margin Price Disable”.

Price Contract
-The system now checks if a customer related to the contract is open for editing in the Customer Master before allowing changes to the contract, including adding a new customer.

Product Master
-New “Commissionable” drop down allows you to select Yes, No, or Split Commission.

Purchase Order
-Now prevents users from entering orders for vendors with an Inactive/Hold status.

Sales Order
-The “Purchase” checkbox in the Backorder Quantity window now resets when the unit of measure is changed.
-When returning an item, the Customer Return History now displays the taxable status.
-The unit of measure field now automatically enters the default for the product if it is left blank.
-Under the Item Details tab, the “Commissionable” field now displays Yes, No, and Split Commission options.
-The Accounts Receivable information on the Header tab now displays in red if the customer is over the Open Invoice Number of Days set for them in their Customer Master.

Salesman Commissions Matrix
-The Gross Profit Bonus tab now validates that a dollar amount is entered before allowing the user to enter a percentage. It will not save the row if both are not entered.

Company Ship Via
-New field “Schedule Lead Time Days” for Ship Vias that are assigned to a specific truck.

Stock Receipts
-New access level available (Company > Access Levels) under the Purchasing/Inventory tab.

Truck Manifest
-Cubic Volume and Weight are now displayed with each Sales Order, with totals in the bottom row.
-Now choose to print a “Summary” or “Detail” Truck Manifest. Detail will include line item information for each order.

Vendor Master
-All amount fields are now right-aligned.
-New search functionality is available for the MFG Rep Product Number field.

Miscellaneous Corrections and Adjustments

• Accounts Payable Invoice Entry
  -Resolved issue that prevented the user from changing the AP Accounting Period for 0109.
• Calendar
  -Now reloads tasks correctly when a user cancels out of editing an event.
• Company User Master
  -Corrected system error that occurred when adding or editing a user.
• Customer Master
  -Resolved issue that caused the Ship To entry to freeze when the user entered a new Truck Route.
  -Corrected system error message that occurred when deleting the last contact listed under the Contacts tab.
• Inventory Inquiry
  -Resolved issue that caused the Gross Profit to display in the Pricing area.
• Invoicing
  -Corrected system error that occurred after returning to the screen when only one invoice was displayed.
• Price Change
  -Resolved issue that caused L2 to be updated when C4 was chosen in the "Select C/L Column" field.
• Physical Inventory
  -Corrected system error that displayed when no records were returned for the selected criteria.
• Customer Contract Price Letters
  -Corrected error that displayed when running the report.
• Price Rollup Schedule
  -Resolved the issue that caused the Base field column not to save when a selection was made.
• Sales Order
  -Corrected issue that caused the incorrect warehouse to be assigned when a line item was changed to a Drop Ship.
  -Resolved issue that caused the Miscellaneous Charge on the Payments tab to display differently than the charge on the Invoice tab.
• Special Purchase Requisitions
  -Corrected issue that prevented the Vendor drop down from showing intermittently.
• Vendor Master
  -Resolved issue that allowed the text box displaying the Selection Criteria options to be edited in the Labels screen.

 

End of Month Closing
-If you are closing the end of the month within 20 days of the last end of month closing procedure, the system now asks if you still want to close and will close the month if you answer yes.

General Ledger Account
-Now prohibits non-numeric account numbers from being entered.

Product Analysis
-Transactions tab – Now displays direct link to each transaction via the reference number.

Release Orders On Hold
-New hyperlinks in the Customer and Order Number fields give you easy access to the Customer Ledger and Sales Order.
-When you choose to release an order, the system now checks if the order is being edited in the Sales Order screen before releasing it.

Sales Order
-Now only displays Internal Notes for customers if a new order is being entered

Salesman Commissions Statement
-Now displays data for all Salespeople who are logged in.

Shipment Confirmation
-When a user tries to ship zero quantities for all lines, the system now displays an error message and cancels the shipment confirmation.

Truck Manifest
-New print options allow you to choose to print all unprinted or printed orders. When you choose to print the Pick Sheet or Sales Orders and Shipment Confirmations, an additional field will open to the right allowing you to choose printed or unprinted orders.

Who Bought What Report
-Now print the report for a specific Customer Ship To location. This option is only available after you select a customer.

Miscellaneous Corrections and Adjustments

• Accounts Payable Invoice
  -Resolved issue that caused fonts in the totals fields not to change colors from black to red depending on whether the amount was positive or negative.
  -Fixed error that caused saving an A/P Invoice with an *SP product to put a lock into the system for that ID.
• Calendar
  -Corrected issue that caused changing the event color to make the event end date equal to the event start date.
• Inform News Feed
  -Resolved issue that caused the news feed to appear to be refreshing when it was actually disabled.
• Non Vendor Check
  -Resolved issue that caused an error message to appear when trying to print a voucher for a hand check.
• Release Orders On Hold
  -Corrected issue that caused the screen to not display the Order Number Inquiry form.
• Stock Receipts
  -Fixed issue that caused saving an A/P Invoice with an *SP product to put a lock into the system for that ID.

 

Calendar
-New drop down menu in the Add an Event window allows you to add and color-code different types of events (Personal, Vacation, etc.).
-Toolbar icon now displays the state that calendar will be changed to when it is clicked, rather than the current calendar state.

Cash Receipts
-Now issue Tax Credits and Debits by right-clicking on the invoice and selecting “Tax Credits/Debits”.
-New warning message displays if a user tries to exit with data still on the screen.

Inventory Inquiry
-New icon added to the toolbar for easy access. Also permits access for those users restricted from the Inventory Menu.

Price Change
-Selection Criteria windows for Price Change (Beta) and Price Change by Formula now feature a separate “No Selection” button for manual product entry.
-New icon added to the toolbar for easy access.

Price Contract
-New “Vendor Contract Number” field added. The Vendor Rebate Report and Export also display this information.

Product Analysis
-New Internal Notes tab added, with the Company option to bypass internal notes, or to have them display as pop up screens each time.
-Product Line, Price Group, Buy Line, and Primary Vendor information added.

Purchase Order
-“Requested Date” field added to the Header tab. This field will print on the Purchase Order.
-Editing an existing Purchase Order now automatically adds a new blank line under the Detail tab.

Sales Order
-New option in Company Master to default suppress the printing of backorders on a Sales Order printout.
-Editing an existing Sales Order now automatically adds a new blank line under the Detail tab.

Sales Order Report
-New criteria added for filtering Drop Ship orders.
-Automatically pulls up report for the salesperson who is currently logged in.

Stock Receipts
-New hyperlink added for Transfer ID’s in the transfer search window.

Miscellaneous Corrections and Adjustments

• Calendar
  -Resolved issue that prevented events from displaying when the user name contained a comma.
• Customer Statements
  -Enabled the “View” button for the View Sent Results Report.
  -Disabled the “View” button for the Send option.
• Invoice Inquiry
  -Corrected issue that prevented the tool tip from displaying from the product on the first line.
• Salesman
  -Resolved issue that caused Commission Matrix button to display older screen.
• Sales Order
  -Fixed intermittent problem with backorder quantities being updated when a quote was converted to a Sales Order.
• Salesman Commissions Matrix
  -"Invoice Minimums” tab changed to “Sales Order Minimums”.
• Stock Transfer
  -Corrected “Index Out of Range” error that displayed when the mouse pointer was over the Amount columns.
  -The warehouse fields are now not able to be edited when entering a receiving.
• User Master
  -No longer allows user names to contain commas.
• Vendor Ledger
  -Resolved issue that caused Paid Invoices tab not to load when selected.
• Vendor Master
  -Corrected error that prevented the “1099?” field from saving and displaying correctly.

Sales Order
-New "Unprint" button (under the Status tab) allows users to change a Sales Order's status back to "Unprinted".

Sales Order Inquiry
-Search for orders by Unprinted status under the Analysis tab.
-Choose to search for orders by Ship Date or Order Date, under the Analysis tab.

Stock Transfers
-New warning message notifies the user that data will be lost when they attempt to exit without saving.

Price Change (Beta)
-The new Price Change screen (Sales > Pricing > Price Change > Price Change (Beta)) allows you to select a group of products and manually enter a new cost or price for a current or future date. The "Percent Increase" button gives you the option to calculate a percent increase or decrease for each product selected. This screen also accommodates changes to Price Rollup Schedules for single products, or across all products selected.

Price Rollup Schedule
-Updated Delete functionality allows you to clear a line from the grid by right-clicking and selecting "Clear Line". This replaces the "Clear Line" button.

Inform News Feed
-The enabled/disabled state of the control is now saved between sessions.

Calendar
-Large-size weekly view is now available. Click the "31" icon in the top toolbar to switch between weekly and monthly view options.

Miscellaneous Corrections and Adjustments

• General Journal Entry
  -Corrected issue that enabled the Save button when accounting dates were blank.
• Log on
  -Resolved error message that denied a user's attempt to log on because no licenses were available.
  

Product Master
-Now if a user is logged in as a Salesman, the user can see Salesman Cost only, and cannot edit the cost. Additionally, the Access Level: "SEE SALESMAN COST" is no longer enabled.

Product Analysis
-Now if a user is logged in as a Salesman, the user can see Salesman Cost only, and cannot edit the cost. Additionally, the Access Level: "SEE SALESMAN COST" is no longer enabled.

Miscellaneous Corrections and Adjustments

• System Wide
  -Corrected the spelling and case of "Inform".
  -Standardized the appearance of the Selection Criteria window in several screens where it was appearing jumbled if complex criteria were selected. Selection criteria now appears in a grid that can be scrolled if the data cannot fit in the allocated area.
• Inform Marketing Manager
  -Incorrect help page was appearing when pressing "F1".
• User Calendar
  -Resolved locking issues with Contacts.
  -When clicking to delete an Event in the Event Detail window, answering "No" to the prompt was closing the Event Detail window.
• Inventory Inquiry
  -Corrected intermittent "Object variable not set..." error when searching by product.
• Customer Master
  -Required field Validation error for credit limit when credit limit field was filled in.
• A/P Check Inquiry
  -Corrected intermittent system error when displaying a check.
• A/P Invoice
  -Resolved functionality issues with new ability to edit Invoice Period from the previous build. You are now able to change A/P Period in A/P Invoice Entry to any period that is open.
  
  However, with this feature the G/L Accounts Payable might not match the current A/P Aging.
  

A/P Invoice
-New drop-down allows you to edit the "This Invoice 'AP' Accounting Period" and other fields under certain conditions.

Calendar
-Existing calendar entries can now be associated with newly entered Sales Orders.

Customer Master
-"Ship To Number" field can now be edited when entering a new Ship To.

Product Master
-In the Price Rollup Schedule, the "Delete" and "Clear All" buttons were removed and replaced by Delete Cell functionality to clear the entire row instead. This feature is also available as a right-click option.

Miscellaneous Corrections and Adjustments

• Check Print
  -Corrected issue that caused "View" button to be enabled for system checks.
• Customer Mass Change
  -Selection Criteria was not displaying all criteria for complex queries.
• G/L Inquiry
  -Resolved issue that caused voided checks to still appear if more than one customer check was voided from the same batch in A/R Check Void.
• Google Integration
  -Corrected system error message: "Operator '=' is not defined for a string '[ ]' and type 'DBNull'"
  -Fixed issue that caused events in inform that were created by someone else in the current users group not to be uploaded to your Google Calendar.
• Projected Purchase Order
  -Selection Criteria was not displaying all criteria for complex queries.
• Product Mass Change
  -Selection Criteria was not displaying all criteria for complex queries.
• Sales Order
  -Resolved issue that caused validation for the Terms Code to malfunction.
• Vendor Mass Change
  -Selection Criteria was not displaying all criteria for complex queries.
• Vendor Master Listing
  -Corrected the back-color of the calendar in the "Established Date Range" fields.
• Vendor Rebate Report
  -"Exclude Rebates" checkbox was misspelled.
• Automatic Backorder Release
  -Now prints all Sales Order tickets. Error was causing it to sporadically not print all tickets.
  

Automatic Backorder Release
-New workflow: The system now includes only the products being released on the printed B/O Release document.

New Inform Marketing Manager
-Create, save, and send mass emails and other types of mail-merges to selected customers.
-Additional functionality allows you to attach files to the email.
-To use this feature, click on the envelope icon directly to the right of the calendar icon in the icon toolbar. The option is also available under the Sales menu.
-Set an Access Level for this option (File > Company > Access Levels) under the Sales tab.

A/P Checks
-Changed to accommodate Canadian check standards. Canadian companies will still need to purchase the regulation Canadian check paper from their current supplier.

Sales Order
-New Access Levels available for Suspending an Invoice and Deleting a Price Quote. To set levels for these options, go to File > Company > Access Levels, and click on the appropriate tab ("Invoicing" for Suspending an Invoice and "Sales" for Deleting a Price Quote).
-Status tab - New field added for Backorder Release.
-When an Inactive product is entered, the system now blanks out the row after giving the error message, instead of waiting for the user to change.

Salesman Commission Matrix
-In the Entry screen, new checkbox added at the top of the screen to Bypass Invoice Minimums.
-Salesman tab - New tabs for G/P Bonus and Commission Adjustments.
-Salesman tab - New functionality for A/R Past Due Deductions.
-Salesman tab - New tab for Threshold Deductions allows you to deduct a percentage when the order is below a certain dollar value or G/P percent. This can also be set differently for drop ship and regular orders.

A/P Invoice Entry
-The system now displays a warning message if an invoice is being deleted and the calendar period is missing.

Invoicing
-New Access Level available for Suspending an Invoice (File > Company > Access Levels, "Invoicing" tab).

Sales Order Inquiry
-Analysis tab - Added an "In-Billing Only" criteria to the checkbox section on the right.

Price Contract
-New ability to purge contracts that have expired on or before a selected date by clicking the "Purge" button in the bottom toolbar of the Price Contracts screen.

-New Access Level added for purging contracts (File > Company > Access Levels, "File" tab).

Price Matrix
-Net Pricing - New processing to update all contracts related to a specified vendor. User is now able to increase the Rebate Cost by a Percentage.

Product Master
-General tab - New checkbox allows you to Disable Margin Price for a product.

Shipping Confirmation
-New display field for Backorder Release Cycle (top left section).

Projected Purchase Order
-Now allows decimal amounts in "Purch Qty" column.

Vendor Rebate Report
-New checkbox added to include or exclude credits.

Inventory Value Report
-Added Vendor, Buy Line or Product Line to sort and sub-total if the report is sorted by these fields.

Miscellaneous Corrections and Adjustments

• Product Mass Change
  -Resolved issue that was causing some products to not be selected in the correct order.
• Sales Order
  -Now raises error that record is locked in Truck Manifest screen when going into "Edit" mode.
  -Resolved issue that was giving an incorrect error message that the record was being edited in the Truck Manifest screen after the order was removed from the manifest.
  -Corrected error that prevented Customer Categories from showing in the Price Detail Category Pricing screen.
  -Fixed issue that caused a taxable Ship To for an overall non-taxable customer to come up as non-taxable in the order.
  -Resolved "Gross Profit below minimum" message showing when the item was not below the minimum.
  -Standardized column size for UOM drop down.
  -Removed the "Unprint" button from the Status tab.
  -Fixed issue that prevented users from removing suspended orders.
  -Corrected issue that intermittenly allowed users to enter Inactive products.
  -Resolved system error that occured when the user went to Fax/Email a Quote.
• Vendor Ledger
  -Fixed problems with system errors occuring when the Search button was clicked in tabs with no data.
• Stock Receipts
  -Now prompts the user when they attempt to exit if the receiving has not been saved.
• Price Contract
  -Search button was not enabled at times.
• System Wide
  -EDocs were not displaying.
• Price Matrix
  -Net Pricing - Resolved issue with Rebate Cost column that would not allow a user to clear the value. Now the user can clear it if they press the "Delete" key on that cell.
• Truck Manifest
  -Resolved issue that caused an order entered on a new manifest to sometimes stay on the original manifest.
  -Now displays the order that has been added automatically when clicking the "Add & Update" button, even if it is out of range of the screen.
  -Increased the size of the line items area.
  -Fixed issue that caused single-clicking on a column without a hyperlink to bring up the Sales Order screen.
• Cash Receipts History Report
  -Date fields were not wide enough. They now display the entire date.
• Daily Cash Receipts Journal
  -Date fields were not wide enough. They now display the entire date.
• Customer Open Credit Report
  -Date fields were not wide enough. They now display the entire date.
• Finance Charge Update
  -Date fields were not wide enough. They now display the entire date.
• Product Master
  -Changed the C4 cost caption to come from COMPANY 286 User-defined from "Industry".
  -Resolved issue that prevented the Product Master Listing Report from running.
• Customer Sales History
  -Fixed issue that prevented the Order # and Invoice # columns from lining up correctly.
• Inventory Inquiry
  -Fixed system error "Cannot convert..." when doing a Product/Customer search.
  -Standardized column size for UOM drop-down.
  -Optimizing to run faster.
  

Inform Marketing Manager
Select Customer Contacts using  purchase history to use in e-mail and print mail merge.

Miscellaneous Corrections and Adjustments

• A/P Check Print
  -Resolved issue that allowed the subtotal to be edited when one invoice was in the grid. Editing the cell caused an error "Pay amount must be less than Total Pay Amount".
• Product Master
  -Corrected issue that caused the Warehouse Procurement and Warehouse Replenishment tabs to only allow for 17-18 warehouses before rows on the grid were hidden.
  -Fixed issue that caused check boxes on the Warehouse Replenishment grid to to disappear if anything was deleted.
• Projected Purchase Order
  -Resolved system error message "Index Out of Range" that appeared when no quantities were changed and the "Create PO" button was clicked.
• Sales Order
  -Corrected issue that was causing every customer to be put on credit hold when an order was saved.
  

Truck Manifest
New hyperlinks for orders in the grid allow you to click on them to open the order.

Sales Order
Now displays current price/cost contracts with expiration dates in green. For expired price/cost contracts, the expiration date now displays in red.

Miscellaneous Corrections and Adjustments

• A/P Check Print
  -Resolved issue that allowed the subtotal to be edited when one invoice was in the grid. Editing the cell caused an error "Pay amount must be less than Total Pay Amount".
• Product Master
  -Corrected issue that caused the Warehouse Procurement and Warehouse Replenishment tabs to only allow for 17-18 warehouses before rows on the grid were hidden.
  -Fixed issue that caused check boxes on the Warehouse Replenishment grid to to disappear if anything was deleted.
• Projected Purchase Order
  -Resolved system error message "Index Out of Range" that appeared when no quantities were changed and the "Create PO" button was clicked.
• Sales Order
  -Corrected issue that was causing every customer to be put on credit hold when an order was saved.
  

A/R Collection Letters
New "Exclude Credits Exceeding Days Old" parameter prevents collection letters from printing for customers with credits older than your set number of days.

A/R Customer Statements
New “Exclude Credits Exceeding Days Old” parameter prevents statements from printing for customers with credits older than your set number of days.

Cash Receipts Posting
Now records the current branch of the transaction in the database.

Contact
New "Last Name" field added. "Do Not Send Mass Mail" field added to prevent contact from receiving mass mail messages in their department.

Customer Ledger
New feature allows you to print Point of Sale orders from this screen. All tabs now automatically display information for the current year when they are clicked.

Invoicing
Now shows multiple Tooltips for exceptions per invoice. Also displays exception for no freight billed.

Main Screen
Contact search field on the left side of the screen now includes Customers and Vendors.

Mass Change Product
Can now select alternate warehouses (wh02, wh03, etc.) to update for bin locations.

Product Analysis
Demand tab - New "Update Demand" processing added, using the same screen as Projected P/O.

Product Master
Unit of Measure - Now checks inventory record to determine if the field can be edited.

System Wide
When displaying contacts, the Name and Last Name are now joined.

Projected Purchase Order
New "Based on Volume" option allows you to project to meet vendor requirements based on the required volume.

Now allows you to Autolink Sales Orders to Purchase Order.

New processing automatically links and allocates for Sales Orders.

Sales Order
Now gives change back from a split payment.

Hides the non-taxable message for each line item if the customer is marked as non-taxable.

New "Suppress Subtotals" option available for Price Quotes, under the Print Options section of the Final tab.

If the user changes the Warehouse in the Header tab, the system now prompts the user to change this on all open line items.

Sales Order Inquiry
Point of Sale invoices now print from the Sales Order Inquiry screen.

Salesman Commission Statements
New option available to disable the "Commissions" option in the Report Type field. To disable this, go into the Pricing/Costing tab of the Company Master and enter "N" for the "Salesman Commission by Product Detail" field.

Commission Summary and Detail now calculate based on the entire order, or by product, based on the Company setting ("Salesman Commission by Product Detail (Y)es/(N)o under the Pricing/Costing tab).

Commissions now print deductions if the payment exceeds a certain number of days. This can be set up in the Salesman Commission Matrix, under the "A/R Past Due Deduction %" tab.

Truck Manifest
New warning message appears when a user attempts to enter an order that is already on another manifest. The user can still add the order to a new manifest.

Vendor Ledger
All tabs now automatically display information for the current year when they are clicked.

Vendor Rebate Report
New branch parameter allows you to print rebate reports by branch.

Miscellaneous Corrections and Adjustments

• General Ledger Inquiry
  -Resolved malfunctioning access level from toolbar button.
• Calendar
  -Fixed intermittent system error that occurred when editing an event.
• Logon
  -Corrected issue with Google sync functionality that was causing inform to quit on startup.
• Hold Files
  -Resolved issue that caused a file to be deleted if any part of the grid was clicked on after a file was deleted.
  -Added conf dialog for deleting hold files.
  
• Inventory Inquiry
  -Back color of UOM drop down now matches back color of the rest of the row.
• Invoicing
  -Corrected issue that resulted in tooltips for exceptions not showing up in the right place.
• Product Analysis
  -Resolved issue causing the Demand Totals tab to not match the totals in the Projected P/O Demand tab.
  -Increased speed for loading the Transactions tab.
  
• Projected Purchase Order
  -Resolved workflow issues in the Edit Demand screen.
  -Corrected intermittent "Index Out of Range" error.
  -Fixed issue that was preventing demand changes from being saved if no warehouse was present.
• Sales Order
  -Cost now populates correctly when copying from a quote into another quote.
  -Resolved issue that was causing the line item comments that were imported from Auto Quotes to display but not be saved in the order.
  -Corrected issue that allowed the Cash Sale checkbox to be enabled in Quote mode, causing the system to appear frozen at save.
  -Restored "Recalculate Order" functionality that was improperly disabled or never re-enabled.
  -Corrected issue that caused the freight terms to reset to "Prepaid" when converting to a quote.
• Truck Manifest
  -Resolved issue that allowed user to enter an order on a new manifest without removing it from the previous manifest.
• Vendor Master
  -Corrected issue that caused data from a previously loaded vendor to be retained when a new vendor was added.
  -Repaired eDocs grid functionality that was not clearing between records.

Cash Receipts
Now when you bring up the Customer Ledger from the Cash Receipts screen, it will automatically load the customer entered in the Cash Receipts screen.

Product Analysis
Transactions tab - now opens to automatically display the current year, instead of asking you to select.

Projected Purchase Order
New "Promised Date" field added to the grid.

Purchase Order
No longer checks for Unit of Measure when validating to add a Sales Order.

Sales Order
Now prints check numbers and invoice when entered as a split payment.

Product Master
Text on group box (upper left corner) now reads "Based on Purchasing Unit of Measure".

Miscellaneous Corrections and Adjustments

• Calendar
  -Resolved issue that caused an error message when an end date earlier than the start date was entered.
• User Master
  -Corrected issue that prevented user initials from being entered if they were a subset of another user's initials. For example, DD could not be entered if DDI existed.
• Physical Inventory
  -Replaced incorrect wait message: system was saying "Setting Negative Inventory to Zero" after selecting to set all to zero.
• Product Master
  -Information tab - Fixed issue that was preventing users from editing UPC codes for products that had existing history.
  
• Purchase Order
  -Resolved concurrency issue that occurred during printing - system now checks for locks before allowing the user to print.
• Projected Purchase Order
  -Minimum P/O Value and Number of Packages (lower right corner under Vendor Requirements tab) now calculates correctly. -Resolved issue that caused Purchase Qty to allow leading zeros.
  -Corrected "Object Reference..." error that occurred when entering purchase qtys.
• Sales Order
  -Data for Point of Sale orders now prints on worksheet.
  -Resolved concurrency issue that occurred during printing - system now checks for locks before allowing the user to print.                                                                                                             -Order Pad now allows floating point values in the Qty column.                                                                                                       -Corrected Break Point error that occurred when clicking "Change" in Point of Sale.                                                                        -Resolved issue that prevented cost from updating based on P/O.
  
• Log In
  -Corrected error that would not allow user to log on unless connected to the internet.

Projected Purchase Order enhancements
Streamlined special order management workflow is the goal of this ongoing enhancement to the Projected Purchase Order system. 

A new + symbol next to items on a Projected PO enables the buyer to expand the view and see sales orders waiting for the item. Optionally Drill-down to the underlying sales order. This feature will allow inform users to consider an alternate, streamlined purchasing workflow, and bypass or discontinue use of the Special Purchase Requisition screen.

The Special Purchase Requisition workflow, while very effective for many distributors, does not manage vendor minimum order requirements well, and can impose a 2-step procurement process, one step for special order items, and another for stock items from the same vendor.

This developing workflow will continue to evolve over the next several weeks. The Special Requisition screen is available and unchanged.

Salesman Commission
New Salesperson commission method accommodates commission calculations by order, instead of commission calculated by line item. New Company Master File switch, "Salesman Commission by Product Detail", enables or disables product commission matrix

Configure commission retention by invoice age and order type. See new fields for A/R aging in Commissions screen.  Commission earnings forfeited as a result of unpaid invoices are detailed on the salesperson commission statement. New drop-shipment commission rate option.

This developing commission system will evolve over the next several weeks, including development of a three-tier compensation matrix. New structure supports incentive plans by sales order dollar volume / gross margin / commission percentage

Price Quote Form configuration option
inform has an important feature to print price quotes that cannot easily be ‘shopped’. Use the Product Master file Quote Description field to create generic item descriptions. Then, configure your quotes to print with these alternate, generic descriptions.

This new feature sets the quote description as the default print format for Price Quotes. Set this default for your showroom branches with the “Use Quote Description switch in the Branch Master file.

Miscellaneous Corrections and Adjustments

• AP Invoice Entry
  Accepts a zero dollar AP invoice
• Company Warehouse
  After saving, the warehouse number (field 1) was blank
• Customer Ledger
  Columns in grids not aligned correctly
• Customer Master
      Credit References tab
          Deleted the caption row of grid when delete cell was clicked.
          The Source field (credit card type) is now required
      FastWeb tab
          Extended characters for FastWeb User Code to 15
  
• General Ledger Inquiry
  Added hyperlink cursor to Transaction Detail grid (right side of screen)
• Hold File (for print output)
  Added Hyperlink to a grid
  Fixed issue with grid flickering when loading
  
• Inventory Inquiry
  Customer Pricing grid was not populating
  Customer ID field did not clear when field disabled.
  
• Invoice Inquiry
  Changed captions of Qty To Ship and Qty Shipped columns to Quant Shipped to Tot-Ord Shipped
• Physical Inventory
  Component Items were appearing twice on the report.
• Product Mass Change
  Was not updating Product Assembly Rollup Option field correctly
• Product Master
  Unit Of Measure Setup button was enabled even when not product was loaded
  Disallowed changing UOM factors for existing products. Users can only add an additional UOM, change UPC or markup percentage
  Disallowed entry of a product with reserved ID of 'SP'
  Corrected Product Description field, which was saving only three lines of description
  
• Purchase Order
  When adding items to an existing PO from a  Projected. PO or PO Requisition, Vendor Part number was not carried to the Purchase order
  
• Inform News Feed
  Can now disable and enable by right-click menu
• Purchase Order Report
  Drilling down with more than one Not Equal To was not working.
  Not Equal To operator on Detail TAB was not working
  
• Sales Order
  New Company Master File parameter for Fast Products, loading costs and list prices was not working.
  POS invoice logo was improperly formatted when print previewing form on-screen
  Only three lines of Special Instructions were printing on Warehouse Pick Sheet.
  Special Instructions field did not show last row
  Warehouse Pick form and Sales Order form now use the same engine and have equivalent features, fields, and and columns
  Add hyperlink to drill down to invoices from Payments tab for POS orders
  Prices in imported Auto Quotes had decimal factor error
  Addressed intermittent system errors when tabbing thru sales order
  Assembly items, configured to calculate costs only, did not bring in sell price
  Minimum Gross Profit percentage access permission dialog was firing when clicking G/P column even though G/P was high enough
  
• Sales Order Inquiry
  Report did not show SP descriptions
  
• Sales Order Report
  Drilling down with more than one <> order type was not working
• Not Equal To operator on Detail TAB was not working.
  
• Stock Receipts
  Problems processing negative vendor PO returns fixed
  
• Stock Transfer Entry
  Fixed problems with formatting
  Implemented keyboard shortcuts to expand and collapse rows
  
• Stock Transfer Receiving
  Fixed problems with formatting
  Implemented keyboard shortcuts to expand and collapse rows
  
• Vendor Ledger
  Columns in grids not aligned correctly

Sales Order
Implemented Invoice History Check for returned goods. Implemented access level permissions to control returned goods handling
Added Un-print button to Status tab
In Fast Product, Price UOM and Purchase UOM are automatically assigned when Sell UOM is entered

Cash Receipts Posting
Added button to search for invoices in the grid to the Customer tab

Purchase Order
Add checkbox for 'Disable Price Rollup' on 'Header' tab

Sent-from / reply-to user
Inform now sets the correct email sender as long as the user has an email address in the user master file field.

Miscellaneous Fixes

• Reports
  Sales Order and Purchase Order reports retain detail column selections, even after switching to a summary report
• Sales Order

Extension displayed zero when a less than zero quantity is entered
inform displayed a record delimiter symbol between lines when showing external comments for product and customer
Item backorder dialog box clears purchase checkbox when item is not backordered
Serial Numbers were not saved for Repair items
Hitting Delete key was deleting the value from Qty Ordered.
• Customer Master
  
Check box for Taxable on Credit tab now defaults to checked
• Mass Change Product
  Fixed discrepancy when selecting by bin locations
• Report Writer
  
Fixed locking issue
• Journal Entry

Insert command on right click menu was not functional
Could not delete an amount when inside cell, .00 was still showing.
Subtotals did not recalculate when deleting a row using the right click menu
• Inventory Inquiry
  
Application displayed multiple error messages after closing inform when Inventory Inquiry was active
• Sales Order Inquiry
  
Fixed error message for date validation<
• Purchase Order
  
Order search button was enabled in Add mode

Sales Order

Lot Billing and Room Locator Handling. Create lots, room locator tags, or project line descriptions, and assign quote and order items to those lots.  Download a pdf with details and overview documentation

• Establish product groups, referred to as Lots, in a Price Quote or Sales Order.
• Determine printing options for your Lots; Print or suppress item descriptions, and print or suppress item prices
• Optionally front-load (or back-load) lot billing, by adding
  non-printing price adjustment items to any lot. 
• Price Quote, Sales Order, Order Confirmation, Ship Confirmation, and Invoice forms are all enhanced to handle lot billing parameters

Images, MSD, and and product specification sheet are available directly in a Sales Order / Price Quote. Right-click on an item.

Use Windows search to browse and select images, pdf's and MSD sheets in Product Master File

Special Purchase Order Requisition has new PO creation option. Based on a Company File selection, choose consolidate multiple items to one PO line, or separate, (duplicated) PO items, each with separate costs.

Serial Number Inquiry has new hyperlink to drill down to underlying invoice

Miscellaneous Fixes

• Sales Order and Purchase Order reports retain detail column selections, even after switching to a summary report
• Product, Customer, Vendor search criteria screen had miscellaneous search grid issues corrected
• Purchase order internal / external comments were loading incorrectly
• Record locking issues in Truck, Messages and Terms and GP Indicator master files corrected
• Send Fax display error message corrected when a contacts fax number is blank

Projected Purchase Order Enhancements

• New recent product demand columns added to help evaluate suggested reorder quantities. Access new columns using the added horizontal scroll bar at the bottom of the projected PO form
• Vendor pop-up (internal) notes display when the vendor is selected
• Buyers advice is displayed from PO Comments, a field in the Product Master file. PO Comments display as hover -help when you roll the mouse cursor over any item that has PO comments.
• Alternate vendors tab reveals all of your alternate and previous vendors for each item in a Projected PO. Vendor name, last purchase date, and last purchase price on displayed.

 Miscellaneous Fixes

• Executive Information Summary, last year MTD figures restored
• Roadnet Anywhere routing integration module was providing an incorrect data field
• Stock transfer incorrectly allowed operator to edit a completed transfer
• Sales Order credit hold status still allowed operator to click "Create Invoice" Button

Export Accounts Receivable and Accounts Payable aging reports

Export General Ledger Trial Balance

UPS Roadnet Anywhere Integration
Two exports for Roadnet AnyWhere  routing system automation.
Daily deliveries (sales orders scheduled for today)
Customer 'location' (customer and ship-to information)

Physical Inventory and Inventory Adjustment screens enhanced with a Unit of Measure dialog box. Products with multiple units of measure offer a grid with each UOM, and correctly calculates the total cases (or other default stock UOM) counted.

Projected Purchase Order enhancements: Pop-up vendor notes load when  vendor is selected. Product PO Comments (from product Master File field), useful for special purchasing requirements and suggestions, appear as "hover text" when your cursor is over a product description.

Sales Order Entry accommodates over shipping quantities

Many double-click links converted to Hyperlinks for improved ease-of-use and system performance

 Miscellaneous Fixes

• Kit Production screen display errors corrected
• Stock Transfer screen display errors corrected
• Physical Inventory screen display errors corrected
• Cash Receipts miscellaneous cash receipt errors corrected
• Critical inventory email always loaded Projected PO form, even when cancel button was pressed
• Financial Reports month and year percentage variance corrected
• Price Matrix Net Pricing screen sell price edit enabled

Recurring Sales Orders and Invoices

Third party freight fields added to A/P Invoice and Stock Receipts Invoice Tab to increment landed cost for shipments received with freight billed separately

 Invoicing preview screen drill-down hyperlinks (no hyperlink if not an actual invoice, such as finance charge)

Enhanced user security for general menu access.   Menus are disabled if user does not have permission

Group distribution lists to send  inform e-mail to an entire group of users

Enhanced AFFLINK configuration with specific  fields in Customer Master file and  Vendor Master file

 Miscellaneous Fixes

• Return Goods dialog no longer shows for SP products in sales order
• User list in Email To screen no longer selects current user automatically
• Invalid email address are identified for user correction
• Validation removed for deleting a P/O
• No longer deletes A/P Invoice, just marks as deleted
• Stock Receipts A/R was allowing editing a completed receipt
• Special Purchase Requisitions, functionality to send RTV to Returned Goods Warehouse was not working
• Inventory Adjustment was allowing Save without any line items, causing system errors.
• Trade Services were disable at times for company when they should have always been enabled
• Trade Services Product Link, search by Mfg Product # was not working
• Price Contract, after failed search was retaining previously loaded contact's data
• Customer Ledger some customer info at top was missing at times
• Customer Master, If customer with only 1 shipto that shipto did not show in tab
• Sales Order double-clicking on a non-product row brought up price screen. Screen was blank and data did not go anywhere.
• A/P Check Print View All was not working correctly
• In Sales Order user was able to change an cash order with a credit card pending to a quote
• Customer Ledger some customer info at top was missing at times

Physical Inventory Update files inventory counts based on the with Freeze date.

Purchase Journal - added several improvements to layout an functionality

Customer Sales History form- Print Customer Order Form option for Current (Margin) price or Sales History price

Auto Quotes integration  to import projects to an inform sales order (latest version of AQ export "txt" type only)

Security levels added for

• Product Analysis
• Product Master File
• Change Product Master File
• Customer Master File
• Change Customer Master File
• Vendor Master File
• Change Vendor Master File
• Bank Master File
• Change Bank Master File
• Branch Master File
• Change Branch Master File

Miscellaneous Fixes

• Print POS Register Receipts for Ithaca or any other EPOS emulated printer with automatic opening of cash drawer (COMPANY setting)
• Added warning message to Unit Of Measure screen about changing for existing products
• Added Branch parameter to:
  Sales Tax Reports in Monthly Journals
  Schedule Checks
  Schedule Payments Report
• For requisitions, system will retain overridden Sales Order costs and transfer it to Purchase Order.
• If there are no BRANCH records the user will get a message now that Branches are not setup upon login
• Improved security features in Sales Order pricing screen
• Added validation to make sure the user cannot apply pmt to another customer if nothing applied to current customer in Cash Receipts
• Fixed issue with serial numbers, not able to enter for negative quantities, as in returns
• Serial number entry now warns user if serial number exists
• Hyper links in most areas instead of double clicking.

Sales Order Assembly tab enhanced to handle on-the-fly editing of components, recalculating the sales order item's total cost and selling price.  This important feature allows you to fabricate unique  items on the fly, maintaining correct inventory, price and cost.

Bar code scanning in Sales Order matches the scanned UPC number to determine the correct Unit Of Measure being sold. The UOM-specific UPC numbers are stored and maintained in the product master file Unit of Measure section.

Stock Receipts now uses same form as Purchase Order to change price.

Sales Order pricing screen enhanced. Increased  price columns width

Mass Change screen adjustments.  Fixed several issues including navigation

Miscellaneous enhancements and corrections

• Assembly tab in Product Master was editable in Inquiry mode
• System-wide: Several screens now use hyperlink to load forms from grid instead of double-click

Salesman Commission System - enhancements to add separate commission cost loads for Drop Ship, Non-Stock, and Vendor Rebate items. With these commission structures, complex product cost loads are not necessary to manage commission compensation

Price Matrix Net Pricing system - Easily manage your customer net pricing and net rebate costs. Worksheet-style screen displays every item a customer purchases or has a net sell price on. single click on a price of GP& to update the sell price. 

Important features:

• Automatic sell price rounding to nearest decimal.
• Customer Price Form
• Net Pricing Review
• Contract cost mode for editing Rebate / SPA (Special Pricing Allowance)  costs and expiration dates

Net Pricing Maintenance System. Create and manage customer net selling prices costs and deviated contract costs. The price matrix system "Net Pricing" button offers a new a screen that loads all of a customers net prices, sales history, or contract costs for editing.

Customer Net Price Form. Accessible from the "Net Pricing" screen, a new "Price Contract" form prints with the customers net sell prices, effective and expiration dates. The form layout includes your company logo.

Sales Order Ship-to Search Easily find any ship-to address using name search to start a Sales Order

Improved Ship-to list box displays additional ship-to information as well as more locations . Click on the column heading to sort by name or address.

 Customer Sales History search. Drill-down from a sales order loads only the customer and specific item into the detailed sales history screen. Isolates only your desired item, as well as providing a significant speed improvement.

Price Book Export

Vista screen display issues addressed

Updated inform help system content

Miscellaneous enhancements and corrections

• Added Customer entry date to master file and ledger
• Added Vendor entry date to master file and ledger
• Added HazMat manifesting to Stock Transfer order form
• Modified G/L to accommodate account numbers with leading zero's
• Corrected Physical Inventory update Unit of Measure calculation error
• Corrected Split commission functionality
• Corrected miscellaneous screen display issues in salesman, customer, sales order,  price contract screens.

Group Calendaring provides calendar views for departments or groups of people.  Using the enhanced calendar toolbar, select individuals and/or groups to see group activities.

Enhanced User Master File provides user-defined groups. Easily create a new group for calendar views with a short code and group description. Assign multiple users to your new group.

Group Event Assignment Assign events or tasks to individuals or to groups, using the calendar, or the events and tasks tab in the sales order, purchase order, contact, and invoice screens.

Printed Calendar. provides a formatted calendar printout of an individual or a group calendar. The print output is based on the contents of your screen view.

New Task Manager. Integrated task system adds tasks to your calendar, sales order, purchase order, and contacts

Delegated Calendar Events and Tasks. Assign calendar events or tasks to others or to multiple individuals

Quote / Sales Order Price Override Reorganized price override to accommodate changes to  list price, discount, or net price for any line item. Simplified  complexity in price overrides resulting from unit of measure and unit price ambiguity.

Hot -link to Support Center from the inform Help menu. Quickly and easily access DDI System web-based support sessions

Adjusted Price function in OrderPad corrected. Adjusted price and hiding OrderPad products was not saving properly

A/R Collection Letters. Create collection letters for various levels of delinquency, and mail-merge selected receivables with the appropriate collection letter

OrderPad enhanced to show sales history for each different unit of measure  sold to a customer for the same product

'Tickler' note system superseded by the  enhanced contact screens. A "Notes" contact is automatically created by the upgrade, and all Tickler notes are migrated to the  "Notes" contact.

Cash Receipts Void. Easily undo cash receipts due to bounced checks or other mis-applied payments.

Drill-down transactions in Product Analysis

Enhanced Projected Purchase Order. New inventory tab reveals multi-location inventory status while working on a Purchase Order

Copy Sales Order feature. Start a new sales order, and right-click in the detail tab to copy all of the items on another sales order or price quote. The order is automatically re-priced at the new orders level.

Miscellaneous utilities and corrections
Enhanced users list shows users complete name
Intermittent inventory commitment error corrected. Resulted from multiple 'Phantom' background processes running, resulting in a doubling inventory commit figures.

Repair Order Handling
Designated repair products prompt the order entry operator to capture repaired equipment serial number and repair comments. 

Inquire on a serial number for a list of all orders for that number. Drill down to each order / invoice for the  repair history of a product

CRM (Customer Relationship Management)
New customer relationship features includes linked calendar events, phonebook search to instantly find a customer or vendor contact, and event links in the contact, sales order, purchase order and invoice screens.

• Schedule and link events to your customer and vendor contacts
• Schedule calendar events for sales orders.
  • Ensure top-quality customer follow-up by scheduling calendar events and reminders for customer orders
  • Manage repair , service and delivery events
• Schedule calendar events for purchase orders.
• Schedule calendar events for customer invoices.

Document Management: Attach and permanently save documents. Accessible by any user. Permanently linked and archived on your inform server. Attach emailed attachments, pdf's Microsoft Office and any other files to:

• Customer and vendor contacts
• Sales orders
• Purchase orders

Contact Management: New contacts screen to create and manage linked calendar events, notes and contact  histories, and document attachments

Contact Search from main calendar screen instantly finds any contact customer or vendor

Kit Production: Light manufacturing for kits, formulations, and assembled or packaged products. Includes column for adjusting component usage including waste, and recalculates inventory weighted average cost.

Updated icons for key functions improves learning and system navigation

New 'Shippable' Extension column and summary totals available in the sales order / quote screen. Calculates the dollar value of  an order's quantity available-to-ship based on inventory level.

Hundreds of system corrections, fixes, and speed  adjustments

Improved Upgrade Installer
Single step upgrade process streamlines the backend database and client

CRM (Customer Relationship Management) Features
In progress now are significant enhancements to inform's CRM.
Searchable Contact Address Book
Linked calendar events to contact
Enhanced contacts screen

Report Writer
Easy-to-use report writer provides access to every inform data file and field. Design simple reports with sorting, break-points and totaling. Export and open reports in Excel.

Automatic drill-down from Sales order to Customer Ledger or Customer Master File

Speed Enhancements to Sales Order, Purchase Order. Eliminated redundant data reads.

Sales Order
Line detail displays product special status

Custom Reports
New menu system for custom applications and reports for clients with custom DDI written reporting needs

Invoice Edit
A limited number of invoice fields can be edited without voiding a customer invoice, including Invoice Date, Ship Date, Due Date, Discount Date, Discount Amount, Customer PO number, and invoice message.

Reinstate Paid A/R
Reinstate receivables that were previously paid of otherwise keyed off in Cash Receipts

Trade Service Content Integration
When the module is enabled, see Trade Service under the Sales, Pricing, Trade Service menu. If Trade Service's Catalog Connect URL image and specification sheet content is enabled, Product Analysis will have buttons for 'Trade Service PDF' and 'Trade Service Image' . These buttons link to your Internet browser to access this content and display it.

Sales Order Shipping Labels are available from the Warehouse menu. These labels default to the Sales Order staging printer in the branch file.

Bug fixes and workflow improvements:

• Signature Capture in Sales Order or Point-of-Sale has Cancel button
• Many changes and fixes on unit of measure pricing in Sales Order and Purchase Order
• Product Analysis was showing wrong quantities when selecting the sales order tab

Duplicate Product Merge
Merge two products into a single product, or change a product number. Product merge selects and updates all sales and purchasing history. Access the product merge function by right-clicking in the Product ID field in the Product Master file , while in Edit mode

Accounts Payable navigation
Warning when building an Accounts Payable Invoice when a required field is left blank, creating potential discount calculation errors

New Unit of Measure features, including display of per unit net prices in Sales Order Pricing screen

Change price and cost for non-stock and SP products in Sales Order regardless of access level

Sales Order Signature Capture, prompted as required based on Point-of-Sale workflow settings in the Company Master file. Signature Capture button is available by operator request at any point.

Uninvoiced PO Report

Unit of Measure enhancements for sales, pricing and purchasing. Sell by each's, cases, reams, purchase by cases, each's, etc, and price by each' s, cases, hundreds, or thousands.

Enhanced Product Labeling System provides a streamlined system to produce product stock or receiving labels, retail/point-of-sale labels, pricing labels, and shelf/bin location labels. Produce labels or single, multiple, or entire groups of products.

Stock Receipts Receiving Report

 Sales Order Enhancements

• Line item notification when item has Quantity Breaks, Assemblies, Options & Accessories, or Substitutes.
• Final Tab has another sub-tab next to the Totals called Gross Profit. It presents GP percentage, GP$, and Order Cost.
• Sales Order line item right-clicks for Invoice History.

Product Analysis Transaction Tab
New filter for transaction type. Filter transactions, for example, isolating just Receiving events in a products inventory ledger.

Cash Receipts now can pay off invoices taking a discount always, based on discount terms, or never. Set this option in the Company Master File under the Accounting tab.

Minimum Gross Profit is now available based on Price Group or Product Line or Company Default.

Product Receiving Labels
New Product Receiving Labels are associated with a product on the second screen of the Product Master File. Upon stock receipts, items with associated labels are presented in a new Print Receiving Labels screen.
There are three label sizes available:

• Label 01 - 1 x 4 Receiving Label
• Label 2 - 2 1/2 x 4 Receiving Label
• Label 3 - 4 x 4 Receiving Label

Configure your branch file for the receiving label printer. This system supports only our standard ‘Zebra LP2844’ thermal transfer printer.

General Ledger Report
Totally redesigned G/L report provides summary or exploded details of all general ledger transactions. Filter the report by calendar or fiscal period, entry source, account name or number.

Sales Order pricing codes
P - Price Matrix
Q - Quoted Price
M - Margin Sales History Price
L - Last Sales History Price
A - Adjusted Sales History Price