Release Notes: August 14, 2017

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing

New Features

  • Added a Purchase Order by Order by COGS report found at Reports > Production.  This report is an export style report with vendor Purchase Order detail.

Changes & Updates

  1. All reports have been updated to the latest UI interface.  Included with this is an overall bump in the performance of reports.
  2. Updated Part Bulk Update Grid to automatically strip $ character if entered for cost or retail values.

Additional Resolutions

  • Fixed an issue related to Income account assignments and the Is Vended checkbox during Order Edit.
  • Corrected an issue where in some circumstances orders were not closing properly when paid in full through the customer portal.
  • Various UI updates related to Free-Form address entry and required fields.
  • Corrected an issue with the Carrier filter in the Shipping Destinations queue.
  • Corrected a date formatting issue that inhibited the creation of CRM Events.
  • Fixed an issue with the Customer Payments report where an incorrect date range would display in the header when using a Free Range date range.
  • Corrected an issue with the Due Date filter in the Production WIP Queue.
  • Fixed an issue where the wrong invoice prefix was being applied on multi-location systems in specific circumstances.
  • Corrected some UI issues related to metric conversion under Machine Layout Manager.
  • Fixed an issue with the Employee Time Clock Detail report where certain notes were not displaying.
  • Corrected a UI issue with currency settings related to double-sided parts.
  • Fixed a issue related to merging customers and accessing the customer portal from a customer page.
  • Corrected an issue with product status overrides for customers who are past due.
  • Fixed an issue with creating a new customer from the create new order/estimate screen.
  • Fixed an issue related to deleting contacts from merged customers.
  • Fixed an issue with Timeclock Management that caused an infinite load with certain settings enabled.
  • Several E-Commerce updates and fixes.
  • Various report updates and minor fixes.
  • Various UI updates and fixes.