08/11/2022

Enhancements

Links - Performance - The procedure that populates the Links button dropdown now only executes when the Links button is clicked, which improves performance on older/larger databases. (Previously, it executed every time the transaction was opened, scrolled or saved.) The search for Links has also been restricted to Transactions dated within a year (before or after) the date on the selected Transaction to improve performance further.

Quotations - A Controller field has been added to Quotations which will be copied to SO and WO.

Quotations - Batch Update functionality has been added for Rep, Controller and Status.

Quotations - The Code filed has been added to the Items View, hidden by default.

Materials - The Estimating > Round Up field is now always visible and can be updated using Batch Updates. This field determines how a Material will be rounded up when a Product Estimate is copied to a Work Order.

Work Order - The Qty on the WO BoM (Materials) now shows up to 4 decimals. When the Unit Cost is converted to the WO Unit, the price is now rounded to 2 decimals.

Fixes

Fixed: When a Sales Order Item, that had an Adjustment, was copied to a Customer Invoice, the price was converted to a Fixed Price.

Fixed: An error was returned when trying to remove a transaction from the Statement on a Bank Recon.