Bug Fixes & Improvements
Credit Memos, Returns
- Clicking the RMA# in View All Customer Returns will now open the Transaction without an error prompt.
- Clicking the RMA link in the Credit Memo screen now opens up the Vendor return instead of a VPO. And Clicking on the PO link in Vendor Bill Screen will open a VPO.
- Opening the Customer Returns in Warehouse and closing it again will no longer show a different number. It will always show the Total Records of the ‘To Be Received’ returns.
- Qty ordered field has been changed to Avail Qty for returns that have no order history. Avail Qty field is now showing the current stock.
- Qty calculation now shows the correct amount in Chronological Adjustment History for Vendor Returns for products with Unit Breakdown.
- The Received Status filter has been added to View All Customer Returns (RMA’s).
- No longer able to click the ‘RECEIVE’ button twice when receiving a customer return in the warehouse with the Review Required setting disabled in Site Settings.
- Previously disassociated vendors no longer appears on pending credit memos.
- The review icon will only disappear if all of the stocks are already returned to the inventory.
- When returning items to the inventory and Add Review is checked, the user will now be restricted to return more than what was received.
- Calculator icon is now visible in most screens on Customer Invoices / Credit Memo’s window.
- Credit Memo balance now shows the correct amount when there are discarded items on the Customer Return Transaction.
- When Credits are unapplied, the amount now returns to the Credit Memo.
- Unhandled Exception no longer occurs when changing the resolution of a Pending Credit Memo.
- Users are now restricted to make manual edits on the Remaining and TOTAL fields in a Processed Customer Return.
- Save button is now re-activated upon changing the reasons field on Customer Returns.
- After the Credit Memo is created, the RMA status will now be changed to Closed.
- Products that were assigned a conditional UOM now show correctly on the Pending credit memo.
- Notes are no longer required when the Reason drop-down option is enabled on Site Settings.
- Users are now restricted to make manual edits on the TOTAL field in Customer Return.
- The received date is now correctly shown when you process a direct return.
- Customer Returns that have been received now shows the correct status.
- Conditional UOMs no longer disappear from the review breakdown window after assigning stock to the default unit.
- The correct balance is now shown on the Credit memo and the payment allocation screen.
Customer Orders, Invoices
- The Receive payment button has been removed from the View All Customer Invoices > Voided screen.
- The credit amount of the RMAs are now being reduced when applied to the Invoice.
- The correct shipping fee and adjustment are now shown on the invoice when the Customer Order is processed partially.
- The shipping fee that has been added to the invoice will no longer show on the CPO details.
- When Customer Prefetch is disabled, clicking the dropdown list in Create CPO after searching for a non-existent customer will no longer show all the existing customers.
- Invoices that are printed by batch now have the complete information per page.
- The invoice information grid is now fixed on Regular Print.
- Attachments are now shown on the Customer Order.
- Users are now unable to process canceled orders.
- UOM breakdowns are now correctly shown on different screens.
- Users are now able to add items to the order using the category drop-down.
- The calculator icon is now visible on most screens in the Customer Invoices / Credit Memo window.
- Line items can now be updated when the order is returned to open from the warehouse.
- The scrollbar has been fixed on the Customer Purchase Order window.
- Invoices that contain products that use catch weights will now show the correct total amount.
- The shipping address dropdown on the Place New Customer Order screen limit has been increased.
- Sending back an order to the pick stage no longer results in an error.
- Processing a payment on the Place Customer Purchase Order no longer results in an error.
- Clicking on the ‘+’ icon on the Products selector in CPO no longer causes an error.
Customers
- Select All, Deselect All, Save, and Close buttons are now placed correctly on New Broker: Assign Customers tab.
- Users are now able to open View all Brokers.
- Users are now able to open View all Consignees.
- Tickbox found on the Entity window is now fixed.
- No more error popping up when you clear out the amount textbox in payment allocation.
- Now able to edit each Broker on View All Brokers without getting an error.
- The Add New Broker window title will now show the correct entity title instead of CONSIGNEE.
- Error No longer occurs upon clicking Re-Run Pricing with Re-Run Pricing.
- Now able to search any characters that are in the customer’s name in the customer list filter.
- Phone & Fax numbers’ separators have been replaced with spaces.
Emails and Attachments
- Now able to remove email attachments from both CPO and VPO..
Error Messages
- Re-exporting default items to QuickBooks no longer results in an error.
- Sales Goals by Customer & MTD Shipped Quantity Reports now display the correct criterion.
- Error when clicking View All Products and Edit Products has been fixed.
- The spelling error on the Reminders form has been resolved.
- No more LNMClasses error when searching for products on the Vendor Quote screen.
- A prompt message has been added informing the user that the item will be sent to open order when no item is set to be picked.
- Able to transfer stock without getting an error.
- Able to open a warehouse order and click on shipping options without getting any errors.
- Print button in the receive payments window now works as expected.
- Able to search using the SKU on a CPO and it produces results without getting any error.
General Settings
- Print Shipping/Adjustment on Customer Order settings are now visible on the Printing settings on the Site Settings menu.
- Error no longer pops up upon clicking the email button in the Warehouse – Pick/Pack/Ship screen.
- Verify and Save buttons are activated upon selecting a repository location and path in the Custom Template tab found in the Site Settings menu.
- A Company logo that has been set to a custom size no longer overlaps the company name and address in the Customer Order Payment Receipt.
- Recovery email window is now displayed in front to avoid getting overlapped by the login form.
Lot and Serial Numbers
- The LS button will no longer be grayed out after applying a Serial Number to the Assembly Item in View Work Orders.
- The LS button will no longer be grayed out upon clicking the find button in the Serial Number tab of a Product for a Company with only 1 Warehouse.
- Previously created Serial Numbers will no longer be removed when you create another Serial Number.
- Serial numbers of components that were used on work orders or other orders no longer show when picking and assigning SN on Warehouse: Pick List.
- Serial numbers are now being displayed on View Lot/Serial # by clicking it from the Manage Picking Location window in Manage Inventory.
- After converting a product to a UOM without assigning SN or Batches, the LS button no longer appears.
- LS button on Serial #s screen is now grayed-out when ALL warehouse is selected.
- Lot/SN# to be assigned now shows the same amount as the actual stock quantity.
- Serial numbers that were used previously on a work order doesn’t go back to stock upon adjusting the Picking location quantity.
Payments
- Now able to successfully receive the same amount of payment multiple times.
- Customer Order Payment Receipt now shows the full Order #.
- The confirmation message has been removed when payment is updated but isn’t successful.
- The prompt message on receive payment has been changed.
Printing
- The product information is now aligned properly on regular print when inserting a new line on the CPO description.
- Orders that were selected for batch printing in View All Orders screen have complete information.
- Advanced UOMs are now being shown on VPO regular print.
- Descending & Ascending sort on Sales Report (By Customer) is now working as Intended.
- Qty. Picked, Qty. Packed and to Ship column headers are now displayed on Regular Print. Additionally, UOM weight is calculated correctly.
- All print issues on the Sales Representative Report have been resolved.
- Templates that were created or designed using a different software can now be used and printed in AdvancePro after it has been configured correctly.
- Logo set to a custom size no longer overlaps company name and address on the new payment form customer receipt.
- Clicking the print button on the Receive Payment window will now print a receipt.
Products, Item Kits, Service Items, Inventory
- Processing a CPO for a UOM product with 2 or more ‘BUY in’ UOMs will now generate a VPO when the product has 0 stock.
- Units are now displayed in Manage Inventory when the Combine Variants setting is enabled.
- UOM breakdown are now correctly shown on Warehouse – Pick, Pack, and Ship stages.
- Users are now restricted from editing the Transaction History: Ref Column.
- Creating a Customer Order will no longer create duplicate Vendor Orders for an Item Kit Component that already has an existing Vendor Order.
- Users will now be able to receive service items partially.
- Customer Orders that contain service items can now be sent back to Open orders.
- Orders that have been sent back to open status that contain service items will no longer increase the service item’s stocks.
- Height, width, length and dimensions are now displayed correctly for UOM items on CPO.
- Changing the Product SKU will now update the UOM SKU.
- CPO and Invoice printout will now show the correct product CLU quantity and Price.
QuickBooks (Desktop and Online)
- Exporting applied payments to QuickBooks will no longer result in an error.
- Payment details are now shown on QB Export Preview and QB Export Report.
- Invoices on QuickBooks are now getting paid upon exporting an applied payment against the outstanding invoice on AdvancePro.
- QB Export Report for applied and received payments will now show the customer for which the payment was received for, and the type of payment made.
- QB Export Report will no longer show: “The Edit Sequence field has an invalid value REMAP” for Received Payments.
- Tracking number parameter has been set to 31 characters. Users are now able to export invoice specific tracking numbers without getting split.
- Irrelevant pop-ups when disconnecting AdvancePro from QuickBooks have been removed.
- Credit memos are now properly exporting to QuickBooks.
- AdvancePro can now connect properly to QuickBooks Online. Microsoft Edge Canary has been made a requirement.
- When payments are viewed from QB Items to Export, the correct Invoice and PO# references are now shown.
- Exporting an applied credit to to QuickBooks will no longer result in an error.
- Payments will no longer disappear from QB Export Preview after they are allocated to an Invoice.
- Exporting a partially paid invoice to QuickBooks will no longer cause an error.
- Allocated in QB option now works for credit memos in payment allocation.
Reporting
- Changing the Managed Cost of a Product will no longer change the records in the Sales Rep Alternative Report.
- Results are now generated when a category that contains a service item is set on an Inventory Report.
- Now able to generate a vendor order report with 5 or more VPOs selected without getting an error.
UPS
- Phone numbers in the shipping address are now being imported to UPS.
Vendor Orders, Bills
- Units are no longer getting replaced when having both of BUY as & SELL as UOMs. The correct unit is also now added in the drop-shipment order.
- A new column “VPO Equivalent Qty” has been added in Products on Vendor Order.
- Freight bills are now being created when processing Landed costs for multiple Vendor Bills (batch processing).
- Order details are no longer editable on the ‘Products on Vendor Order’ window.
- Users are now able to search on the phone number search bar found on Customer, Vendor and Sales Reps lists without needing to input special characters.
- Advanced UOM product information is now shown on the Vendor Purchase Order regular print.
- Paper trail now shows partially cancelled VPO transactions.
- Paper trail now shows the correct action for cancelled VPO transactions.
- Partially received VPO will be closed after the bill was created and outstanding items were cancelled.
Warehouse Transfers
- The UOM suffix is now shown when viewing the View All Transfer screen.
- Global Adjustments no longer disappear from View All Adjustment after upgrading.
Warehouse, Picking Locations
- Units are now shown in the Warehouse.
- Now able to assign a Picking Location to a UOM without getting an error.
- Now able to receive batches on Picking Locations other than the default Picking Location.
- Picking location quantities are now correctly assigned when sorting and clicking on the FULL button in the warehouse – pick stage.
- Only the picked items are shown in the Warehouse – pack stage.
- Consolidated PPS is now being sorted correctly when Sort by Location sequence is enabled.
- Users will now be restricted from creating Serial Numbers for Picking Locations with 0 or less than required inventory stocks.
Batch Numbers
- Batch Information can now be updated.
