Release Notes for version 8.4.12.x

Important Updates: This section of items is intended to feature some of the key updates to the DockMaster Application

For information regarding hotfix patch releases, click here.

Module	Issue/Addition	Correction/Change
Service Management	Service Scheduler	Release 8.4.12 reveals a brand new service scheduler. A link to the Service Schedule has been added to the top of the work order header.
File Maintenance	Need option to select custom AP check layouts	In Financial Institutions Maintenance, pressing F6 in the A/P Check Format field will now display standard and custom check layouts.
Service Management	Add 2 new WIP reports to Service module	Added new WIP reports to Service Management: DM.WIP.JT.PARTS and DM.WIP.JT.LABOR. These can be found in the Reports/Listings -> Reports menu item.

Accounts Payable

Type	ID	Issue	Correction/Change
Task	4853	PRINT 1099 FORMS, Adjust form and underlying processes to fit 50 character vendor name	The vendor name will now print up to 50 characters onto the printed 1099 then wrapping, when necessary, to the next line. The wrap will occur at the end of the last completely printed word, never in the middle of a word.
Task	4854	PRINT 1099 FORM, 1099 type "ALL" need to be removed	The option "All" for the type of 1099 to print has been removed from the pull-down selection. At this time, the only type of 1099 available to print is type "M".
Task	4987	PRINT 1099 FORMS, Add State and State ID to the form for printing	The A/P 1099 Form has been updated to allow for data entry in the State and State No. for 2 different states. This is box 17 on the 1099.
Task	5031	PRINT 1099 FORMS, Add the ability for users to print the 1099 with Payment information	A checkbox "Use Payment Name and Address for 1099" has been added to the billing tab of the vendor file. If this is checked and there is a valid address in the Payment section of the Vendor Address tab, the system will use the Payment Name and Address info for 1099.
Bug	5819	If sublet attached to an invoice, unsaved data on invoice form may be deleted	Corrected focus issue which was causing an AP Invoice that had a sublet attached to clear when the user clicked onto another tab before hitting save.
Bug	5831	Auto-post function allows a posted invoice to post again	Corrected the issue where a previously posted AP invoice was able to be posted again. The POST icon will not be active if the AP invoice has a posted date.
Bug	5916	City, State, Zip not printing after updating Vendor payment address	Corrected an accounts payable check printing issue where the city, state, zip would not print on the check after an address change was made to the vendor file.
Bug	5972	API freight and finance charge being stored with a decimal	The freight and finance charge data, in the Accounts Payable table (API), were erroneously being stored in TCL with decimals, when there should have been no decimal. This has been corrected.

Accounts Receivable

Type	ID	Issue	Correction/Change
Bug	5688	Adjustment journal transaction not writing the JT ID to A018	The journal transaction ID for A/R adjustments is now writing to A18 of the AD file.
Bug	5793	Able to delete stored credit card on Cust Inquiry	It is now impossible to delete a customer's stored credit card when in the Accounts Receivable -> Inquiries -> Customer Inquiry mode.
Bug	5872	Cash Receipts - Error report when using Elavon CC processing	Fixed system crash when authorizing a credit card payment using Elavon as the merchant processor.
Bug	5923	Aging TOTAL report does not display Collection amount in column	The Report Totals in the Collections field on the AR Aging report have now been corrected to print the dollar amount on the aging report.
Bug	5948	Misc Charges - Tax Schema Invalid message when "X" out	Removed a "Tax Schema Invalid" error message from the A/R Misc Charges form that would occur if a user X'd out of the form.
Bug	5955	Cash basis accounting ignored penny on "Apply credit memo"	Cash basis accounting sometimes ignores penny on "Apply credit memo". Corrected in the db.bp creditmemos program.

API

Type	ID	Issue	Correction/Change
Task	5959	Addition to API for Boat (BM) file - Bill Code(s)	Added the BillCode to all boat retrieve endpoints. If present on the boat record in DockMaster, the billcode data will be returned.
Task	5973	Update FuelCloud with new API	Updated DockMaster to utilize FuelCloud's API v.2 changes for the integration.
Task	6001	FuelCloud field name was changed	To comply with FuelCloud v2 API, we have changed the name of the field from FuelCloud Location ID to FuelCloud Site ID.
Bug	6090	Inventory/Retrieve throws error when data in the Alternative Part # attrib	Fixed an issue that would throw an error on the Inventory/Retrieve endpoint regarding the Alternative Part # attribute.
Bug	6091	Inventory/Retrieve - AltPartNumber not in json return data	Added AltPartNumber data to the JSON data being returned by the Inventory/Retrieve endpoint.
Bug	6092	Inventory/Retrieve - Barcode Part # not in json return data	The JSON data being returned by the Inventory/Retrieve endpoint will now include the Barcode Part #.

File Maintenance

Type	ID	Issue	Correction/Change
Bug	5768	Boat search from Customer File brings back corrupt data	Corrected the issue where the boat name data being returned on the Boat Maintenance form looked corrupt. This would occur when a user would change the data in a custom prompt in the Misc Info box, then clear the form and then, finally, do another search using the backslash.
Bug	5845	Need option to select custom AP check layouts	In Financial Institutions Maintenance, pressing F6 in the A/P Check Format field will now display standard and custom check layouts.
Task	5859	Fix for MyTaskit Email address issue	Created fix for phony MyTaskit email addresses that were in EMail attribute 93.
Bug	5869	Allows Bill to Customer to be deleted.	A user will no longer be able to delete a customer from Customer Maintenance, if the customer is the Bill To customer on a work order or opcode.
Bug	5871	Vendor email not flowing to other locations	The sync program for vendors has been updated so that the email address will be copied to another data account with the same vendor. The field UsePaymentInfoFor1099 has been added to the sync program, as well.
Bug	5949	Tax Code Maintenance Supplemental Table does not clear on F7	Data from attributes 19, 20 and 21 is being removed properly from TXC table when data from the Supplemental Table is deleted.
Bug	6024	Original email is deleted when adding another and making primary	The issue of an email being deleted from the customer file when another email is added and then made primary has been rectified.
Bug	6078	Vendor file - Dictionary Item - CI.ST.ZIP	Corrected the dictionary item CITY, STATE, ZIP in the Vendor master file so that it prints on one line in the proper format.

General Ledger

Type	ID	Issue	Correction/Change
Task	5644	Bank Recon - No way for a custom layout to be default	Support can now set up a custom bank reconciliation layout to load into the form each time, instead of the default layout.
Bug	5910	Able to post JT with an inactive account	Attempting to key in a journal transaction using an inactive GL account results in a message stating that the account is inactive and will not allow the user to continue until the account number is changed.
Bug	6079	Export process drops the 10th position of the check id	If the Financial Institution is more than 1 char, the 10th digit of the check number would be truncated when exporting the data. Now, the expanded column width on the check id prevents any truncation when doing a GL inquiry export.

Inventory Management

Type	ID	Issue	Correction/Change
Bug	5203	Delete a SO part off a PO, then pull into a new PO, when received, it doesn't deliver to the WO	Corrected the issue where, if the special order part was deleted off of the purchase order and put onto a new purchase order, the special order part would not deliver to the work order. The status of the special order part will now be properly updated to 'unbilled'.
Bug	5786	Delivery Date on PO not consistent	When a user keys in a purchase order default delivery date in the purchase order header, the part numbers in the grid below will auto-update with that date - without adding in Lead Time days.
Bug	5844	Rounding up on Purchase Order, but down on Inventory Receiver	Corrected an issue where the extended cost on a purchase order did not match the extended cost on the inventory receiver.
Task	5846	Fuel Cloud - Create Dictionary items for reporting in DockMaster	Created dictionary items for FCT (Fuel Cloud Transactions) for reporting.
Bug	5862	PO Entry - Error Report - System.ArgumentOutOfRangeException	Fixed - Issue where the system would close if the phone or fax number was blank on a purchase order.
Bug	5936	Purchase Order - Copied opcodes with a space at the end do not put part on WO	Corrected an issue on the purchase order where the special order part was not being delivered to the work order. This was only occurring when a user would copy and paste an opcode that included a blank space at the end.

Marina Management

Type	ID	Issue	Correction/Change
Bug	5600	Cannot create custom report for HLS or HLC files	The HLS (launch schedule) file is now available in Report Generator for custom reporting.
Bug	5858	Remove Deferred Schedule link from Storage Invoice form	Removed the Deferred Schedule link on the Storage Invoice Maintenance form, as well as the ability to change the account number on the Deferred Schedule grid.
Bug	5963	Storage Proposal Cross Reference Not Building	Fixed an issue where a lookup of Storage proposals was not returning any newly entered data.

Non-Specific

Type	ID	Issue	Correction/Change
Bug	5658	Binocular or Ctrl-F Search not retrieving data	Binocular (Ctrl-F Search) function is finally back and is performing as expected.
Bug	5857	Date format in reports does not allow for UK format	Corrected cultural date format on the Report Generator to retain the System Date formatting.
Bug	5886	Phone numbers with invalid format cause crash	An error is now issued, instead of the system crashing, if the phone number is not a valid phone number format.
Bug	5907	User locks not releasing on restricted users	User locks on restricted users were not releasing/clearing so that when an authorized user tried to enter the form, the form was still locked. This has been corrected in 5 areas - GL Journal Transactions, GL Post to GL, GL Post Cash to GL, GL Year End Close and AP Post.
Bug	5912	System Email Client - Sending with invalid email address format causes error report	Instead of closing the program, the system will now issue a message if an email is being sent without a valid email address format.
Task	5962	Increase dictionaries from 700 to 999	Expanded data dictionaries from 700 to 999.
Task	5997	Need to send the ZIP with the Card On File charges to WorldPay and Freedompay	Made a change to the WorldPay and FreedomPay integration to send the zip code with the card on file charges.
Bug	6080	When updating an email address on CM when the MTI icon exists, the system hangs	Removed the MyTaskit icon from the customer maintenance form.

Point of Sale

Type	ID	Issue	Correction/Change
Task	5605	Use The Use Billing Address in CM to print billing address on tickets	When printing invoices from Point of Sale, if a customer's record has the option Use Billing Address enabled in the Customer file, the system will use that billing address for printing on the invoice. A city in the billing address info is required.
Bug	5712	Rounding Issue on ticket discount	Point of Sale tickets with discounts would sometimes be out of balance by .01 causing the GL posting to terminate. With this release, the ticket discount distribution has been fixed.
Bug	5735	REMOVE PAY TYPE button on a CC refund results in duplicate refund (Freedom Pay)	Removed this bug because the problem was in the way the report view was set up.
Bug	5808	Error msg on 'Ticket Info' click when GL module not used	If a DockMaster customer who does not use the General Ledger module clicks on the 'Ticket Info' button in POS, an error message would display stating "xx/xx/xxxx is in a closed accounting period". Hitting SAVE or CLOSE would display that same error. Now, the software will not validate the accounting date if GL is not installed, so the error message no longer displays.
Bug	5880	Cannot use Ingenico machine with WorldPay and DockMaster	Fixed issue where, if DM and TPOS are both open, system would lock the Ingenico credit card reader so TPOS could not access it.
Bug	5893	Name on left side of POS receipt not correct if no Bill-To name	The POS receipt will only print the 'Bill To' data if the 'Bill To' city IS NOT BLANK and the "Use Billing Address" flag is checked.
Bug	5918	Multiple paytypes leaving Unapplied $ does not create credit memo	Corrected an accounting issue that occurred when a customer would pay more than the balance of an invoice(s) using multiple pay types. In this scenario. the system now creates a credit memo on the customer's account.
Bug	5919	DM.POS.TICKET.LIST does not list Change given, only Amount Tendered	We made a change (pun intended, you will see why if you keep reading) to the DM.POS.TICKET.LIST report so that the amount that prints in the "Amount Tendered" column is now the ACTUAL amount that is paid. In previous releases, the report would print the amount of cash received, as well as the change due back to the customer. Prior to this fix, the report would print the total amount of cash received, not taking into consideration the change given back to the customer.
Bug	5922	Discounted FuelCloud trans on POS displaying wrong SubTotal	In point of sale, corrected the extended subtotal of FuelCloud transactions which was displaying wrong when a discount was applied.
Task	5931	Associate FC Fuel Part with DM Fuel Item	Added a new field in the Fuel Inventory File called Integration ID. This field is for the product ID in FuelCloud that corresponds to the DockMaster fuel part.
Bug	5942	Cannot recall an open refund ticket if point of sale aborts	Previously, if Point of Sale was inadvertently closed when an item refund was in process, the ticket would not be available for recall for the user to complete when POS was re-opened. Now, refund tickets are available for recall.
Bug	6074	The Price from FCT is not being pulled into POS (FuelCloud)	The sales price of fuel on a FuelCloud transaction had ceased to appear in Point of Sale, and decidedly, the developers fixed this straight away.

Sales Management

Type	ID	Issue	Correction/Change
Bug	5853	Boat Purchase Order - Cost of Options are also added to the unit cost of boat	Corrected issue where the cost of options were being added to the unit cost of the boat, thereby doubling the options cost.
Bug	5870	Boat PO not creating correct qty of MSI records	Corrected Unit Sales purchase orders so that the correct number of serialized motors being created in the MSI matches the purchase order.
Task	6011	Rename Sales Management menu item from Quick Quote to Quick Finance Quote	Renamed the menu item Quick Quote, on the Sales Management module, to Quick Finance Quote.

Service Management

Type	ID	Issue	Correction/Change
Task	4956	Add 2 new WIP reports to Service module	Added new WIP reports to Service Management: DM.WIP.JT.PARTS and DM.WIP.JT.LABOR. These can be found in the Reports/Listings -> Reports menu item.
Bug	4988	Time cards not updating properly when labor lines deleted from work orders	Corrected an issue with time cards not updating properly when labor entries were deleted from work orders.
Bug	5593	When WO changed from rigging to retail, rigging opcode stays as rigging	When a work order type is changed FROM Rigging or Prep TO another type, all opcodes on that work order should also be changed. Any Rigging or Prep operations will be changed to the new work order type and the operations will be recalculated.
Bug	5598	Refunding deposit is not aborted if work order journal transaction is out of balance	With this bug fix, the system will not allow a user to process a refund of a deposit on a work order deposit if the work order journal transaction is out of balance.
Bug	5760	'Cannot distribute total labor discount' msg	When applying a labor discount on the Billing tab of a work order results in a rounding difference, an error message would display leading the user to think that the discount was not applied. We changed the wording on this message to "Total Labor discount will be adjusted for rounding" if the full discount needs to be adjusted by pennies.
Bug	5777	Service Printing - Status Criteria not filtering	The Service printing Status filter of Open, Closed and All will now be applied if you enter a list of work orders into the grid or you enter a Work order list. Previously, the program print whatever was typed into the grid. Note that this filter applies only to work orders. To print only closed or open opcodes, you must click on the Operations tab and use the checkboxes for your selection. In a future release, we plan on adding the functionality in Service printing to choose to use the Status filter on operations or work orders.
Bug	5826	Sales Tax distribution issue on internal WO with non-taxable and taxable items	Sales tax expense on internal work orders will now only be expensed to taxable internal opcodes, not the non-taxable opcodes.
Bug	5852	Time Card entries creating negative labor hour entries on work orders if date is not today	Negative labor hour entries will no longer be created on a time card if the start date is blank.
Bug	5917	Special Order Status wrong when using Move Detail	When clicking on the Move Detail link in a work order and if a special order part has been delivered to the work order, the status of that part would not be updated on the work order transfers grid. With this release, the status of special orders will now be correct on the transfers grid.
Bug	5920	Deleting a time entry through Time Card Review when a different tech is clocked in creates 0 hr time entry	Fixed the problem that caused a zero time entry when a technician is clocked into a work order & opcode and someone deletes a time entry for a technician on the same opcode through Time Card Review.
Bug	5921	Slip price calculating incorrectly on work orders when min $ exists on slip	Bill codes on work orders for slips that were designated with a minimum price were not calculating correctly. In 8.4.12, the Extension price field on the opcode for slips with a minimum price is now accurate.
Task	5938	Service Scheduler - Create new views	A link to the Service Schedule has been added to the top of the work order header. The link to the Service Schedule from the opcode on a work order has been removed.
Bug	5939	Attachments on closed work orders are not accessible	While the new functionality in 8.4.10 of attaching documents to work orders was good, it did not allow a user to access the attachments in inquiry mode or if the work order was closed. In this release, we have corrected that deficiency and attachments can be viewed from inquiry mode.
Bug	5996	Scheduler Drag and Drop leaves reference to the item on original day	In the Service Scheduler, when dragging and dropping an opcode appointment to a new day, the information in the WST table was not being properly cleared to reflect the change. In 8.4.12, the data in the WST table no longer retains any information from the opcode that was moved.
Bug	6029	Scheduler - Unable to blank out a previously assigned label on scheduler	Labels on the Tech assignment within the Service Schedule, once populated with a color, can now be set to blank.
Bug	6030	Scheduler - Unable to quickly assign same tech to two diff opcodes in same screen	You are now able to quickly assign the same tech to two different opcodes on the work order screen.
Task	6031	Scheduler - add a "Today" button (or right-click) for quick navigation to the current date	When performing a right-click within the Service Schedule, the DockMaster user will now have an option to bounce back (or to) the current day from wherever the user is within the Schedule. This saves time whether in the Day, Week or Timeline view.
Bug	6032	Scheduler - Improve the navigation arrow on the Timeline view	The advance/reverse arrow in the Timeline view is now based on the zoom level chosen, whether 1/4-hour increments or full day.
Task	6033	Scheduler - Default view when landing on Timeline should be Day, not 1/4 hrs	When moving to the Timeline view in the Service Schedule, the view will no longer default to 1/4-hour increments, but to the full Day. To view the 1/4-hour increments, simply right-click and choose Zoom In. Likewise, to move from the incremental time to a full day, right-click and choose Zoom Out.
Bug	6035	Scheduler - Scroll bar does not work on the week view with the mouse wheel	The mouse scroll bar now functions properly on the Service Schedule in the Week view.
Task	6036	Scheduler - Add more info to the fly-out on all views	When hovering over an appointment in the Service Schedule, the following data is now available: Customer number and name Boat number and name Work order and opcode number Opcode description Technician number and name Hours Start date and time End date and time
Task	6037	Scheduler - On Timeline view, grey out the Zoom feature when maxed out	The Zoom In and Zoom out will be enabled or disabled based on current visible time scale in timeline view. In other words, if you are zoomed in all the way, the Zoom In option will be greyed out, thereby saving the user one more click.
Bug	6040	Security with F9 on OpCode Overrides raises message even on clicking into the opcode	When the Dept field in an opcode is protected, the security message was being raised prematurely, at the time when the clerk clicked on the opcode from the work order. Now, the security message does not appear unless the user clicks within the Departments grid in the opcode.
Bug	6076	Service Printing - WOD attributes 101 - 104 are not available for printing	WOD (Work Order Detail) attributes 101 - 104 are now available for printing.

System Administration

Type	ID	Issue	Correction/Change
Bug	2624	Utilities - D3 Commands - Attr - When printing or previewing or exporting the output listing the format is hard to read	The output listing format has been improved by the following: * Dictionary Item Name length has been increased to display the entire available length without wrapping. * Substitute Heading column has been removed and the Screen Tag added in its place. * Attribute Correlative column has been removed. * Attribute length and Dictionary length as been added.