Release Notes for version 8.4.4.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 |
|---|---|---|
| All | UI Refactor |
The UI of DockMaster and TPOS has been refactored to allow customers to display both programs on higher resolution monitors, allowing them to use tablets like the Microsoft Surface Pro. This requires ALL customers to update all workstations to Microsoft .NET 4.7.1 |
| TPOS | Hotfix Capability | The code for Point of Sale is now patchable, allowing DockMaster to release more timely fixes to any client side programming as needed due to issue criticality. |
| Preferred Payments | Converge System Upgrade | To allow for the future use of Bluetooth devices and to address some supportability issues for certain Ingenico devices, the Converge application for customers using Preferred Payments must be upgraded to the new version. Email [email protected] for the latest version. |
| Inventory Maintenance | New Departments Grid | We've added a grid to allow any item's departments to be maintained for each location defined in DockMaster, eliminating the need to add it to each part for each location manually. |
| TPOS | Emailing Receipt Format | The emailed receipt format has been corrected when sending directly from point of sale, to mirror the format that is sent from other areas of the DockMaster program. Custom Layouts will need to be adjusted by the DockMaster support team. |
Accounts Payable
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4862 | Vendor invoice file API attribute 25 has decimal | Removed an unnecessary decimal display in the AP vendor invoice file. |
| Bug | 3914/34501 | Maintain Invoices: Transaction inquiry not working | For invoices paid in full, users will be able to open transaction inquiry properly. |
| Bug | 4032/32264 | Transaction Inquiry: Description field always shows as empty | When inquiring an AP transaction, the description field will now populate. |
| Bug | 4058/30891 | Unposted Invoice Edit List has wrong page number and missing word | The Edit List in AP will now correctly display the Grand Total and page numbers. Note: if selecting the option to Include Summary Distribution, two reports will print. |
| Bug | 4796 | Check Reprinting: Posted check number is able to be reassigned check number | If the JT associated with a check has been posted, the check number cannot be used again. |
Accounts Receivable
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4836 | Ledger Card: Don’t allow printing for ALL customers. | Ledger cards can no longer be printed for all customers in the system, in order to prevent possible performance issues and workstation locking that can occur when printing a large set of information. Going forward, a list must be specified for printing large batches of customer ledger cards. |
| Bug | 4624 | Cash Receipts: Authorization code is blank when using Worldpay debit card | Corrected an issue with Worldpay where an authorization code was not displaying when reversing a cash receipt through a debit card. The system will now display the values as provided by Worldpay. |
| Bug | 4659 | Cash Receipt issues when transferring a storage proposal to invoice | Corrected some display issues when applying a cash receipt to a storage proposal.The system was not providing correct wording on the invoice creation message, nor was it correctly displaying the document number after it had been created. |
| Bug | 5037 | Cash Receipts: Missing discount GL account on CR | Cash Receipt GL Accounts will no longer have a blank value for the discount account if pulling up an existing, unposted cash receipt and saving again. |
| Bug | 5006 | Print AR Statement: printing prior months statements includes future invoices | When printing statements for all customers, the system will only print invoices within the specified date range.Previously, the system would be including future invoices as well. |
| Bug | 4877 | Print AR Statement: Email PDF not calling Outlook when clerk is set up to use Outlook | PDFs sent in batch mode will continue to use the DockMaster internal email form, however when emailing an individual statement, if the clerk is set to use Outlook, the system will open MS Outlook for sending the PDF. |
| Bug | 4889 | Print AR Statement: When Print Extended Detail is checked, AR statement does not show payment | Corrected an issue with printing AR Statements with extended detail where the last payment and balance were not correctly displayed. |
| Bug | 4914 | Cash Receipts: Select all does not work when applying AP invoices | Corrected an issue that occurred when selecting all AP transactions in Accounts Receivable Cash Receipts, where not all invoices were being correctly pulled into the grid. |
| Bug | 4805 | Cash Receipts: Cash receipt cannot be posted when the customer is 99999 | Corrected an issue that prevented a cash receipt being processed against customer 99999. The system will require that a cash receipt code be provided. |
| Bug | 4951 | Print AR Statement: Printing for all customer shows closed statements when "print Extended detail" is checked | Addressed an issue when print extended detail was checked, all invoices were printed, including those that had been previously paid in full. |
| Bug | 4965 | Applying Credit Memos: User stuck in the form if applying a future credit memo | Corrected an issue where an error message would prevent a customer from exiting miscellaneous charges in accounts receivable.If a future dated credit memo was changed to have an effective date of today, the form was not correctly allowing the user to clear out of the form after displaying an error message.Going forward, users will not be stuck with the error message on the screen, and will be able to proceed with next steps. |
| Bug | 4917 | DM.AR.PAST.DUE report shows future installment as past due | Created a new dictionary item to address an issue with the DM.AR.PAST.DUE report that was incorrectly showing a future installment as being past due. |
File Maintenance
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4618 | Customers, POS/Order Entry: Alternate address requires Company Name, but doesn't notify user when adding | When saving an alternate address in POS/Order Entry tab of Customer Maintenance, the company name is required. The system will not allow an address to be entered without a company name present. |
| Bug | 4629 | Customers: Part description is empty in parts sold history | When viewing the parts sold history for a customer, the descriptions for non-inventory parts, cost codes, bill codes and fuel parts will now display. |
| Bug | 3818/36009 | Customer Boats: Work order inquiry, storage proposal, and serialized inquiry links are active before a boat is saved | Boat maintenance forms will now only show the links at the bottom of the form after the record has been saved. |
| Bug | 3819/36010 | Customer Boats: Message "Slip ID 'xxx' is defined for location - 2" displays when clicking the storage proposal link | Corrected an issue when viewing a storage proposal where an error regarding location might display based on slip assignment. The boat location will now be set upon current slip assignment to prevent this error. |
| Bug | 3920/34304 | Customers, Payment Options: Terminal still waiting on card swipe after clicking cancel button on the slide card message | When storing a card using FreedomPay, if a user clicks Cancel to stop the transaction, it will now be correctly aborted. |
| Bug | 3970/33287 | Customers: The system prompts to save the customer record when nothing has been changed | Removed an invalid prompt to save changes to a customer record when no actual changes had been made. |
| Bug | 4780 | Customers: Storing ACH charges the customer for $1 | When storing check information for ACH with Worldpay, the system will no longer charge $1 for the authorization.The First Mile gateway will handle the charge and void of the $1 transaction. |
General Ledger
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4838 | Duplicate Chart of Accounts: Using F6 in Existing Cost Center doesn't work consistently | Corrected an issue when duplicating a Chart of Accounts where the F6 list was not displaying anything when the Existing and New Company fields were filled in |
| Bug | 4566 | GL Inquiry: System crash when GLA is missing | When there is corruption in the GLA detail, the system will now display a friendlier message to contact DM support for help rather than causing a system crash. |
| Bug | 4072/24196 | GL Inquiry: Account Detail grid, when spanning years, the display order is off | In GL Inquiry, the account detail grid is now set to default sort in ascending order. |
| Bug | 5049 | General Ledger: Prevent modification of periods if transactions are posted for that year | Users will no longer be able to change the dates for a period if there have been any GL transactions posted for the year that those periods fall in.This has been intentionally blocked to minimize data corruption.If there is a need to modify these dates, please contact DockMaster support for assistance. |
| Bug | 5008 | Year End Close and Post Journal Transactions run at the same time corrupt GLS | To correct an out of balance accounting issue, users are now locked from posting transactions when end of year closing is running. Also updated routines to wait when encountering a lock rather than to skip and move to the next in an effort to avoid a missed transaction being correctly logged. |
| Bug | 4884 | Bank Reconciliation: Statement List Grid has D3 date | Corrected the F7 list format in Bank Reconciliation to display the date correctly. |
Inventory Management
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Task | 4950 | Inventory Maintenance: Departments Grid | Added a departments grid to allow users to maintain the department assignments for each location.When saving the part, if any location has a blank department, the user will be warned, but allowed to continue. |
| Bug | 4846 | Inquiries, Part history: YTD sold, On Hand, and On Order numbers in location 2 not match the ones in location 1 | The system will correctly set the location when in inquiry mode to display location specific numbers for part history, YTD sold, on hand and on order. |
| Bug | 4861 | Inventory Receiving: Type in vendor part without using \ leaves vendor part in part # field. | In Inventory Receiving, users will again have the ability to search for a part in the grid without using a backslash character.In the current DockMaster version, the system was assuming that the entry was an actual part number, bypassing a search for the part. |
| Bug | 4874 | Physical Inventory, Move Physical to on hand: The current location text is cut off on the top right | Corrected a display issue when moving physical to on hand inventory.The location dropdown in the upper right corner will now correctly display. |
| Bug | 4535 | Inventory Parts: Quantity on hand shows -0 after 1.5 quantity on hand are sold | Quantity on Hand will no longer report a 0 as a -0. |
| Bug | 4582 | Order Entry: Adding a new part doesn't add tax schema and department | If a part is added to DockMaster when entering a new order in order entry, the department and tax schema will now be correctly pulled into the order. |
| Bug | 4583 | Order Entry: Order level department displays unknown department after order is saved | The Order-level Department box in Order Entry will no longer display the text "unknown" when a department is not selected. |
| Bug | 4584 | Order Entry: No warning when discounting retail price below cost | Order Entry will now warn users when the retail price falls below cost due to a discount.This already happens with Point of Sale and Service. |
| Bug | 4610 | Inventory Receiving: When changing quantity on receivers, cost isn't always updated | Corrected an invalid calculation when a user would over-receive an item, but when warned about the over receiving, would revert back to original quantity. The cost was not recalculating to use the correct quantity for the extension. |
| Bug | 4620 | Vendor Load Code Maintenance, Part Information tab: Part information grid not saved properly | Fixed issues with the part information grid not being correctly saved in vendor load code maintenance. |
| Bug | 4653 | PO Entry: Order Qty shows wrong number when pull back order and special order in | Order quantity will be calculated leveraging buy ratios correctly now for both Special Orders and Back Orders.Previously, only Special Orders were taking into account buy ratios, when buy ratios were greater than 1 |
| Bug | 4654 | PO Entry: Parts in PO entry are case sensitive | PO Entry will no longer be case sensitive for part numbers, and will always be upper case. |
| Bug | 4687 | Printing Barcode Labels: Zero QOH part labels can be printed by quantity on hand | When the quantity on hand is 0, the system will no longer print barcode labels when printing by quantity on hand. |
| Bug | 3806/36083 | Inventory Receiving: "None" PO can be force closed | The system will no longer allow a force close of a "NONE" PO in Inventory Receiving. |
| Bug | 3820/36012 | Inventory Receiving: Pressing Tab loops the focus in the line item | When navigating through the grid during receiving, if an item has a 0 quantity, the system will allow keyboard navigation to continue through the fields to create a new line item. |
| Bug | 3860/35364 | Inventory Receiving: Confirmation message does not display when receiving a PO that contains items on Special Orders | When in Inventory Receiving for a PO with a special order, if a new receiver number is entered after processing the first, users will be correctly prompted with a confirmation message that special order parts have been received. |
| Bug | 3910/34733 | PO Entry: User is able to press "F6 add part" on an existing part in the grid | Corrected an issue with the F6 option appearing when right clicking on a part that had already been added to a purchase order.Going forward, the F6 lookup will only be available on a blank line.Current lines will have the ability to delete, assign to a work order, view history and access inventory maintenance as permitted. |
| Bug | 3916/34522 | Inventory Receiving: Quantity control error message pops up when the sum of multiple inventory receiving quantity < PO Qty | When processing multiple receivers against a single purchase order, the system will correctly validate the quantities being entered for each part on the receiver. |
| Bug | 3929/34037 | Inventory Parts, Miscellaneous Information: Image URL field is not working | As Designed. The parts Image URL is intended to be listed as a normalized file path, pointing to a specific file on a local workstation or networked server location. |
| Bug | 3944/33999 | Order Entry: Taking a cash receipt payment, the amount field cannot be changed to a value less than the invoice amount | When taking a cash receipt payment, if the amount at some point was changed to 0 and then to a number equal to or less than the invoice amount, the system was incorrectly displaying an error. This will no longer happen. |
| Bug | 3954/33934 | Maintenance Options, Initial Quantity Load: The F6 on Part List showing individual part numbers | In the Initial Quantity Load, after selecting Part List (F7), all F6 list options will display the parts list, not a single part. |
| Bug | 3969/33471 | Inventory Transfers: Clicking save button again reactivates the transfer, which can be received again | Corrected an issue that would cause invalid receiving when transferring parts between locations.If the user had receiving and transfers opened, there were cases where re-saving the transfer after it had been received would cause the receiving quantity to be incorrect. |
| Bug | 3978/33231 | Recommended Purchases Report: Redundant record displayed in the report | Parts without vendors will no longer appear in the recommended purchases report process. |
| Bug | 3994/32910 | PO Entry: The system allows a user to incorrectly save when switching to other forms | Removed an unnecessary prompt that would ask the user to save a PO when switching between multiple forms. |
| Bug | 4024/32420 | Order Entry: Alt address button not active when recalling the order | Corrected an issue where a user was not able to select an alternate address in order entry when recalling an order. |
| Bug | 5026 | Vendor Load Code Maintenance, Part Information: Cost break quantity, amount, percent, and shipping height not saved | Corrected an issue where the cost break quantity, amount, percent and shipping height could not be saved for a part. |
| Bug | 4991 | Inventory Receiving: Creating duplicate OE items with incorrect IDs | Corrected an issue where inventory records were incorrectly pointing to old SOR ID's, which should no longer be available in an 8.x data account, resulting in duplicate items with invalid IDs. |
| Bug | 4995 | Part Number ID fields allow spaces to be entered | Spaces will no longer be allowed in part ids. |
| Bug | 4998 | Order Entry: Part cost is not using WAV cost when cost + pricing set to vendor cost in Inventory Parameters | When using Cost+Pricing in the Inventory parameter settings, the system was incorrectly using the vendor cost in Order Entry.Going forward, the system will only use WAV cost. |
| Bug | 4926 | Inventory Receiving: Receiver cost can be negative | When receiving parts, costs can no longer be negative amounts. |
| Bug | 4939 | Inventory report with Units/Cost field is actually Bug Ratio | Corrected the labeling of the buy ratio dictionary item for the Inventory Master report, to correctly display.It was previously listing as Units/Cost. |
| Bug | 4783 | POS Ticket Inquiry: Open POS ticket complete date shows "12-31-1967" | When recalling a suspended ticket, DockMaster will no longer attempt to fill in the Ticket Complete date.This was resulting in a date of 12/31/1967 being erroneously included. |
| Bug | 4784 | POS Ticket Inquiry: Generating PDF email uses "ship to" customer's email address | When generating a PDF email from POS Ticket Inquiry, the system will use the bill to email address by default, like POS does. |
| Bug | 4786 | PO Entry: Part cost not changed to superseded part after part is replaced by superseded part | The cost of a part will now be correctly maintained when a part on a purchase order is subsequently superseded with a part that has a different cost than the original. |
| Bug | 4793 | Inventory Transfers: Part can be transferred and returned at same time when both Inventory transfer and receive inventory transfer forms are open | Corrected a situation where a user could delete a part transfer after the part is received by the receiving location. |
| Bug | 4955 | Fuel Parts: The quantity sold in Fuel part history shows 1/1000 of the sold amount | Corrected an issue with the display of quantity sold in fuel part history. |
| Bug | 5065 | Vendor Information: Break cost is not changed to 0.00 after vendor cost is changed to 0.00 | The Quantity/Cost break will now correctly be updated when a vendor's cost is changed to zero after a PO is created. |
| Bug | 3971/33288 | Reports: DM.OE.LOST.SALES report not working | Corrected the DM.OE.LOST.SALES report to leverage the correct files. |
Marina Management
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4831 | Storage Invoice Maintenance: Date auto-fix is not displaying the correct date | In Storage Invoice Maintenance, the date will be auto-formatted correctly when entered as a string of numbers. |
| Bug | 4833 | Wait List Maintenance: Boat created from wait list shows wrong billing codes | Corrected a problem where bill codes were being displayed twice incorrectly in the Wait List. |
| Bug | 4834 | Wait List Maintenance: Bill code is customer's category code by default | The wait list will now display the correct description of the bill codes from storage and billing parameters. |
| Bug | 4835 | Wait List Maintenance: Invalid entry numbers can be entered then the entry number field is disabled | Corrected an issue whereby an invalid entry number could be entered into the wait list. |
| Bug | 4842 | Storage Invoice Maintenance: User cannot close a deferred schedule which is in a closed accounting period | When a storage invoice has already been posted, the system will no longer validate the accounting period date, allowing users to close a deferred schedule correctly. |
| Bug | 4844 | Reservation Entry: A reservation cannot be maintained or viewed if arrival was in a now closed period | Corrected an issue with maintaining reservations.Users were getting an error message indicating that the arrival date is within a closed accounting period, preventing users from maintaining the form.This issue has been addressed by no longer validating the arrival date if the reservation is checked in already. |
| Bug | 4530 | Print Storage Proposals: PDF Layouts with questions fail to print. | Modified forms to better handle PDF layouts that contain questions. |
| Bug | 4617 | Storage Invoice Maintenance: Attribute 24 (department) not written when creating a storage invoice | Corrected an issue where the department was not correctly logged in the database when creating a storage invoice that included a bill code with a department associated with it. |
| Bug | 4646 | Storage Invoice Maintenance: "Billing Date is in a closed Accounting period" message shows when close schedule month which is in a closed account period | In storage invoice maintenance, if an invoice is already posted, the system will no longer verify the billing date when modifying schedules. |
| Bug | 4699 | Billing Functions, Reservation Charges and Storage Proposals: All locations involved when clerk set to no override | Correctly disabled the ability to change location when processing storage bills for a clerk that does not have override capabilities. |
| Bug | 4741 | Boat Placement/VisualMarina: Boat weight is not compared with slip weight limit when boat is longer than slip | The system will now prompt for all issues identified to fit a boat into a slip when using boat placement or VisualMarina.Previously, it would only warn of the first issue and then skip additional problems (weight/length, etc.) |
| Bug | 3824/35828 | Reservation Entry: Customer credit limit is 0 when created from reservations by check-in | Corrected an issue that was setting a customer credit limit to $0 when the customer record was added through Reservations.The system will now leverage the credit limit defined in Parameters for customers created through this method. |
| Bug | 3848/35574 | Storage Proposal Maintenance: Billing code rate not using the override rate | Storage Proposals will now correctly use the override rate on a boat when provided. |
| Bug | 4030/32402 | Launch Calendar: Appointment does not show in the cells which are not current months | When booking a launch in a future month through the Launch Calendar, the system will correctly associate it with the date selected on the calendar. |
| Bug | 4069/26829 | Visual Marina: Right Click should bring up reservation, not a blank form. | When right clicking on a slip in VisualMarina, the system will open a reservation list for that slip to allow users to access a specific reservation.If a reservation is not selected, the grid will open a blank reservation form. |
| Bug | 4933 | Security Deposit Maintenance: New security deposit cannot be saved | Resolved an issue whereby security deposits could not be saved. |
| Bug | 4947 | Security Deposit Maintenance: JT not created when multiple deposits are forfeited | Corrected an issue where journal transactions were not correctly logged when multiple deposits for a customer were forfeited. |
| Bug | 4791 | Reservation Entry: Cannot change label for address line 2/3 in Reservation Entry From | Address 2 and Address 3 can now be relabeled in the Reservation Entry screen using the Ctrl +F10 option. |
| Bug | 4957 | Launch Calendar, Daily Detail: Cannot sort by time | The daily detail of the launch calendar can now be sorted by time. |
Non-Specific
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Task | 4968 | Preferred Payments: Update DockMaster to work with new Converge release | For customers using Preferred Payments, there is a required upgrade to the Converge system tray application that must be loaded. To gete the latest Converge version, please email [email protected] |
| Task | 5011 | Monitor Forms: Default search criteria to open when form initially launches | When accessing a monitor form, the Selection Criteria page will now default to being shown initially, rather than requiring that the user click the dropdown arrow to start the search. |
| Task | 5012 | Monitor Forms: Adjust the grid to anchor to corners of the form | Monitor forms will now anchor the returned grid, so that when the DockMaster window is maximized, the grid will resize along with the application. |
| Task | 5013 | Monitor Forms: Add find panel to search results | Prospect Monitor and Serialized Inventory Query forms will now have a Find filter to allow users to narrow down with returned search results |
| Task | 5018 | Change from TeamViewer to GoToAssist | The Remote Support link in DockMaster will now correctly direct users to the DockMaster website for support.Going forward, DockMaster will transition away from TeamViewer as a means of remote technical support assistance. |
| Task | 4200 | User Interface: Redesign DockMaster Application and Point of Sale to run on high resolution screens | The DockMaster and Point of Sale interfaces will now scale to different screen resolutions and Windows display settings.This also allows for users to install DockMaster or POS on other Windows Tablets such as the Surface Pro. |
| Bug | 4843 | Payware configuration information not saved for new user | When adding a new computer or fresh install of DockMaster to an existing computer that will leverage PAYware for credit card processing, the PAYware configuration information will once again be correctly saved. |
| Bug | 4845 | Windows Orientation defaulting to landscape. | Corrected an issue where the default printer orientation was set to landscape when it should be in portrait mode. |
| Bug | 4866 | Disconnection from Secure Login references MyTaskit Servers | Internal: When disconnected from Secure Login, the system was referencing MyTaskit. This has been corrected. |
| Bug | 4881 | Email: Generic single target email form have no from field or notification check boxes | The From and BCC address fields are available once again when emailing using DockMaster email forms. |
| Bug | 4738 | Preferred payments: AVS failing for stored cards | Added method for transmitting AVS data and for updating already existing stored tokens when address information was not stored alongside the token when using Preferred Payments credit card processing solutions. |
| Bug | 3846/35562 | DockMaster login screen not always appearing on top | The DockMaster login screen will be forced to appear above other applications opened on the workstation. |
| Bug | 3862/35430 | Trap for release IN.BP INV.REVENUE.RPT | Internal |
| Bug | 3908/34640 | Worldpay display issue: Stored Visa card shows "Other" for credit card type | Stored Visa credit cards for Worldpay customers will no longer display the card type as "other" but will accurately note them as Visa. |
| Bug | 3930/34082 | Opening a module with a double click causes system hang | Corrected an issue that occurred if a user was double clicking while a form opened; if the mouse cursor was hovering over the edge of the window that opened, the system would appear to hang. |
| Bug | 4085/19325 | Message Center: Newly Created Clerks do not have Access to Messages | When a clerk's user group is changed, the message records will now be correctly adjusted. |
| Bug | 4948 | Email Generator, CC recipient does not receive email | Resolved an issue where a carbon copy recipient was not receiving emails. |
| Bug | 4789 | Validating Lists in system takes a long time for large lists | Modified the logic within the system for parsing through a large list when leveraging lists within DockMaster. |
| Bug | 4803 | Report: SP(SubletPO) file's title is LocationCodes | The Sublet PO File title in reports will no longer be mislabeled as LocationCodes, but will be changed to Sublet Purchase Orders. |
| Bug | 4804 | Report: Duplicated file names in F6 listing | Duplicated fields are now filtered out when using an F6 list while managing report selection criteria. |
| Bug | 4952 | BR LIST*FORMAT issue | Corrected the Bank Reconciliation list format |
Point of Sale
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Task | 4776 | Point of Sale: Hotfix Capability | Point of Sale can now be patched with hotfixes to allow for correction of critical issues without necessitating a full release. |
| Bug | 4573 | Reservation and boat sales deposit created with no port number when POS is not installed | Corrected an issue where reservation and boat sales deposits were created without a register number causing an issue with batching out. Regardless of having POS installed, DockMaster will now assign the first available port when the clerk logs in to prevent this from happening. |
| Bug | 4621 | Register number cannot be changed | POS Register numbers can now be changed. |
| Bug | 4748 | Stored ACH not working on location 2 when location 1 has an incorrect merchant setup (Worldpay) | Corrected some location specific configuration items with the Worldpay utility. |
| Bug | 3227/15541 | Email Receipt: The email PDF receipt is not formatted correctly |
Corrected all standard layouts and print library to address a formatting issue with print layouts when emailing a receipt from POS. NOTE: custom layouts will need to be individually fixed. |
| Bug | 3600 | Batch inquiry summary shows wrong numbers when there are multiples of the same paytype | Corrected the batch summary totals displayed when there is more than one instance of the same paytype in the summary. |
| Bug | 3813/36053 | Special orders cannot be delivered when the location code is letters | Corrected an issue where an alpha location code was preventing the delivery of a special order. |
| Bug | 3834/35825 | Purchase order number lost after refund | Purchase Order numbers on a POS ticket will now persist after the ticket has been refunded. |
| Bug | 3845/35669 | Special Order deposit unable to be refunded after delivery | Modified the special order delivery process to validate if the SO has been closed by delivering or force close, full remaining deposits will be applied when checking out. Any deposit greater than the amount due will be returned as change. |
| Bug | 3865/35321 | Ticket tax schema not saved after clicking the save button | Corrected an issue when changing the ticket tax schema; the system was validating prior to save, causing the tax schema to not update correctly.The system will now only validate when saving the change. |
| Bug | 3974/33396 | Release focus from the Yes/No field on the open cash drawer confirmation box | After clicking on the Open Cash Drawer box, the system will now shift away focus from the button so that the space bar does not force the drawer to open again. |
| Bug | 4027/32328 | Void button is not grayed out when there is no item on the ticket | The void button in point of sale will now be deactivated when there are no items on the ticket. |
| Bug | 5027 | Special order deposit amount calculated wrong when delete an item from the SO | The system will now recalculate a special order deposit when one of the items is deleted from the order |
| Bug | 4985 | Different clerks can open the same ticket when one clerk is viewing the paytype selection screen | POS tickets will now be locked upon creation, to prevent a clerk from opening a ticket if it is opened by another clerk in the Paytype selection screen. |
| Bug | 4918 | Future installments are recognized as past due, blocking clerks from proceeding with customer transactions | Removed future installment payments from the current balance due to resolve an issue with incorrect messaging while trying to process a sale for the customer, potentially preventing the clerk from proceeding. |
| Bug | 4924 | Tax amount is not included in the ticket total when delivering a special order with 2 or more parts | When delivering a special order with more than two parts, point of sale will now correctly apply the tax schema to the order and calculate taxes appropriately for the prices as listed on the order. |
| Bug | 4925 | Supersede part list not popping up when entering part number while creating a special order | When creating a special order in POS, the system will now correctly provide the superseded part list to allow the user to choose the correct part. |
| Bug | 4929 | Paid invoices listed when list open invoices | Closed invoices that have been paid in full will not appear when applying an ROA through POS. |
| Bug | 4930 | Adjusting a part's extension to apply a discount results in an incorrect discount calculation | Fixed an issue with calculating the discount percentage when the changing of the part's extension price resulted in discounting the price. |
| Bug | 4949 | Preferred Payments integration prompting for digital signature for all refunds | Corrected an issue for Preferred Payments users where a non-signature credit card device was prompting on the screen for a signature.The system will no longer prompt when a signature cannot be digitally captured. |
| Bug | 4781 | Debit customer receipt shows ROA in the title | Corrected wording on a Debit Customer Receipt to remove references to ROA, also updated the wording to change "returned" to be "refunded" for consistency. |
| Bug | 4795 | ROA: A contract paid by house charge not listed in the ROA invoice listing when the customer has no other open invoices | Corrected an issue where closing contracts with the House Charge pay type was not updating the invoice cross reference with a proper contract close date.This caused the house charge invoice not to be listed in the ROA listing through POS. |
| Bug | 4821 | ROA: ticket cannot be finalized when "create ROA CR memos" is unchecked in parameters | ROA tickets can now be finalized appropriately, without requiring the Create ROA CR Memos parameter to be checked. |
| Bug | 4962 | Wrong tax schema displayed in ticket info after refund | Corrected an issue where the original tax schema was not being saved and pulled into a refund ticket during refund. |
Sales Management
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4871 | Prospect: Clicking on "create quote" link in prospect opens contract maintenance | When clicking on the Create Quote link on a prospect, the quote maintenance form will now open again, rather than the contract maintenance form. |
| Bug | 4876 | Contract Maintenance: Attached motor/trailer is not added to contract when a boat serial number is manually keyed | Corrected an issue with contracts where a packaged motor or trailer was not being correctly added to the contract with the packaged boat, when the user manually entered the serial number of the boat. |
| Bug | 4612 | Prospects: Customer boat shows wrong Mfg Id (99999) instead of correct vendor number | Addressed an issue that occurred when assigning a boat to a prospect under the current boat tab if the model number of the boat being assigned contained a space.The system was incorrectly looking up the model, and would assign a manufacturer ID of 99999 on the record, instead of the actual manufacturer ID.Going forward, the system will do a cross reference search in the event a "direct hit" search does not produce the expected boat.This will ensure that the boat is correctly associated with the prospect. |
| Bug | 4648 | Prospects: Prospect list cannot be saved if (price > 10,000) | Fixed an issue where a prospect list could not be saved if the price was greater than 10,000 |
| Bug | 4672 | Inventory Inquiry: Double clicking does not open inventory maintenance when a clerk has sales overrides | When a clerk has location override, is working a location other than their default location and through Inventory Inquiry double clicks a boat, the boat will now open in inventory maintenance instead of Inquiry mode. |
| Bug | 4717 | Contract Maintenance: Changing options to standard also changes the cost to zero | Standard pricing on options included on a model will no longer be able to be adjusted from the contract, it must be configured in Inventory Maintenance. If the price is marked as STD, the cost will also be STD. For options to be provided, but not billed to the customer, an option price can still be set to 0. |
| Bug | 3812/36052 | Contract Maintenance: Wrong tax schema filled in when creating a new contract | When creating a new contract, if the user changed the location dropdown in the upper right corner of the form, the system was not adjusting the tax schema to match the new location.Going forward, the form will be reloaded and parameters correctly reset if changing the location code while maintaining a contract. |
| Bug | 3815/36082 | Maintenance, Inventory: Rigging work orders created from a unit or contract have the template's start date | When creating a rigging work order from a unit or a contract using a template, the system will now use the current date for the work order and any detail added from the template, rather than using the template date. |
| Bug | 3899/34739 | Contract Maintenance: Open contact address is not updating from customer address changes | When a customer address is changed and that customer is also a prospect on a contract, the updates to that address will update the contract, provided that the contract is open. |
| Bug | 3906/34629 | Working.Cost Dictionary item is not including negative amounts in calculations | The Working.Cost Dictionary item for the Boat Inventory report calls a program, UNIT.WORKING.COST, but that program did not take into account negative numbers when providing the calculation for the report. This has been resolved, and the dictionary program calculation will now match the calculation from client code. |
| Bug | 3928/34031 | Prospects: Action description in the follow up information grid shows *** UNKOWN *** | Corrected an issue in prospects where if the next action step started with a space, the system was showing the description as unknown. |
| Bug | 3950/33792 | Contract Maintenance: Grid is removed when typing in an invalid model number | Corrected an erroneous grid validation when adding an invalid boat model number to a contract whereby the grid was completely removed after clearing the error, rather than the invalid model number being removed. |
| Bug | 3977/33139 | Maintenance, Inventory: Boat vendor name not saved on a trailer | Addressed an issue with the boat vendor name not being saved correctly for trailer items. |
| Bug | 3986/32939 | Prospects: Comments tab, Comment can't be fully deleted | When deleting comments on a prospect, the system will no longer list the clerk id and time. |
| Bug | 3992/32885 | Maintenance, Models: There is no F6 function to select work order templates | Added the F6 list option when maintaining models and looking up motors. |
| Bug | 4001/32793 | Prospects, Prospect Info Tab: Phone numbers can be same type | Users will not be able to select the same type of phone for different entries on the prospect form. |
| Bug | 4011/32506 | Prospects: Primary email not pulled for report | Corrected an issue where the primary email address from a prospect was not correctly copied and flagged into the customer file. |
| Bug | 4037/32059 | Maintenance , Floor Planning: System no longer allowing duplicate GL Account entries | Floor Planning will again allow duplicate GL Account entries, however when entering a duplicate the user will be warned of the duplication. |
| Bug | 4080/22428 | Contract Maintenance: Deletion of Packaged Motor from Contract Results in Incorrect Inventory | Corrected an issue where if a part of a package was deleted from a contract, the other items in the package were not being deleted as well.Going forward, if a part of the package is deleted, all packaged items are also deleted. |
| Bug | 4185/34738 | Sales Functions: Prospect zip code change updates closed contract's zip code | DockMaster will now store the country with a contract to prevent changes to a customer record from altering the zip code on a prospect or customer record from impacting a closed contract. |
| Bug | 5034 | Models: Invalid Draft value generates an error about incorrect length | Corrected the wording when the system was warning of an invalid draft value. The error will reference draft rather than length being incorrect. |
| Bug | 4992 | Contract Maintenance: Allow creation of Boat Record before contract is closed. | Added a parameter to allow a boat record to be created from a contract prior to the contract close, once all units on the contract have been assigned serial or stock numbers.This will allow customers to create the boat to perform service prior to the contract closing, without the need to duplicate the boat. |
| Bug | 4916 | Contract Maintenance: Total charges in F6 listing not formatted with coma and decimal | When using an F6 or F7 lookup in Contract Maintenance, the total charges column will now be correctly formatted. |
| Bug | 4931 | Disconnected BM and CM records from Contract Closings. | Addressed a boat sales contract closing issue, where the boat and customer records were not being correctly tied together.The situation came about when two contracts were opened referencing the same serialized item (one for a trade in and one for selling the trade in). If the contract selling the trade in was closed before the contract containing the unit as a trade in, the system would record the purchase either without a customer tied to the traded in and sold boat, or the boat tied to the customer. |
| Bug | 4941 | Profit margin in BSC shows blank in the Sales Profit report | The BMT.SALES.PROFIT report will now correctly display the profit margin.In the event there is no result in the record, the system was inserting a contract ID as well.This has also been corrected. |
| Bug | 4794 | Contract Maintenance: Customer name does not display when entering a customer with no prospect | The system will now display the customer name in both Prospect Name and Customer Name when creating a prospect from an existing customer on a contract. |
| Bug | 3825/35829 | Report, Engine hours not displaying numbers after decimal | Corrected an issue whereby engine hours were not being displayed correctly on reports in Sales Management.If engine hours have a value following the decimal, the full hours will now display. |
Service Management
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Task | 5010 | Service Monitor: Work Order Status Default | The Service Monitor selection criteria window will default the work order status to open. |
| Bug | 4830 | Service Printing: Allow Printing of all OPEN work orders | Added an option to allow users to print all open work orders and to print by invoice number when working in Service Printing. |
| Bug | 4837 | Work Orders: Service printing uses the wrong default layout when clicking the print button | When printing a work order, the layout used will be the layout defined in service parameters |
| Bug | 4839 | Work Orders: Duplicated special order number displayed in the special order update message if there are more than 1 special order updated | When adding parts to an opcode that will ultimately generate a special order, the message box that displays to confirm the special order creation will no longer repeat the special order number multiple times. |
| Bug | 4934 | Service Printing: User is able to print all Work Orders | To prevent a user from accidentally printing all work orders, if a work order number or list has been specified and then removed, the system will not allow the user to print. |
| Bug | 4847 | Maintain Detail Charges: Do not allow if work order is open in maintenance | Corrected an issue that would happen when one user had a work order opened in Work Order Maintenance while another user had the same work order opened via Maintain Detail Charges.The system was allowing the first user to re-save the work order, effectively reversing changes made by the second user, such as maintaining parts and labor changes. |
| Bug | 4848 | Work Order Maintenance Functions: Unapplied deposit number not changing after unchecking the opcode being billed | When auto apply is enabled for deposits on work orders, the available deposit numbers will be correctly recalculated as different opcodes are checked or unchecked to be billed. |
| Bug | 4864 | Service Monitor: It takes long too show F6 listing | Modified the way that DockMaster returns a customer list when searching in Service Monitor.Results should display much faster going forward |
| Bug | 4865 | Work Orders: Some parts are missing after saving a work order when the parts have same department in the part kit | Corrected an issue where a work order could lose parts if the parts are part of a kit, and have alternating department assignments. |
| Bug | 4872 | Service Printing: User cannot enter email address on the fly if the WO customer not have email address | When using MS Outlook for emails, if selecting the option for emailing a PDF from service printing, the customer is no longer required to have an email address on file. A New Message window will open without an address so that the user can add one. |
| Bug | 4567 | Reports, Deposit Reconciliation: As of date is using the current date | Updated the Deposit Reconciliation report to leverage the deposit date for the AS.OF.DATE dictionary item. |
| Bug | 4568 | Work Orders: A part's extension is 0.00 after transferring the part from a flat rate opcode to a retail opcode | When recalculate prices are set in service parameters, non-inventory and cost code items will have their extensions recalculated when moving from a flat rate to a non-flat rate opcode. |
| Bug | 4569 | Work Orders, Sublets: User cannot modify the closed accounting period sublet's cost | Validation of closed accounting period has been removed from the sublet tab of the work order, which will prevent users from receiving errors regarding closed accounting periods when maintaining sublets. |
| Bug | 4639 | Work Orders: Part on work order is not replaced by superseded part | Corrected an issue where 2 parts with a zero quantity were added to a work order, created a special order and later superseded.The work order and special order will now correctly reflect the superseded part. |
| Bug | 4647 | Work Orders: Opcode cannot be closed if the technician has open time card | Corrected an issue where a technician logging time against two operations on a single work order, clocking out of one while leaving the other open was preventing the billing of the closed operation. |
| Bug | 4658 | Work Order Inquiry: Incorrectly validating data | When in inquiry mode, DockMaster will no longer attempt to validate the sublet PO accounting date.This was causing an error to display if the date fell into a closed period. |
| Bug | 4690 | Service Printing: Work Order is printing in landscape | Corrected an issue where printing PDF in service was using the same orientation of a previously printed report, resulting in a portrait format printing in landscape. |
| Bug | 4691 | Work Order: Special order is not cleared after special order is delivered | Resolved an issue when delivering a special order to a work order where a manual delivery of the order was not effectively clearing out the work order header to identify the order as delivered.Manual delivery will now act similarly to auto delivery, clearing the OrderedParts attribute correctly in the Work Order Header. |
| Bug | 4697 | Work Order Inquiry: Work Order type can be changed and engines can be deleted | In Work Order Inquiry, the work order type can no longer be changed, and engines cannot be deleted while in this mode. |
| Bug | 4711 | Time Card Review Inquiries: Clicking on comment icon is not showing comment | Corrected the work order inquiry mode to display comments when clicking on the comment icon. |
| Bug | 4723 | Historical Work Orders: Tax in charges summary shows 0.00 when there is tax on the Work Order | When inquiring historical work orders, sales tax detail will now be visible. |
| Bug | 4728 | Work Orders: Entering a number+% in discounts under billing does not work | Users can now indicate a percentage discount during work order billing by entering a number and the percent sign (i.e., 10%). |
| Bug | 637/2014 | Work Order Charges: Columns sorting left to right | Updated the columns in the Charges section to allow sorting to work properly. |
| Bug | 3639 | Work Order Templates: Message pops up when click on closed account period part | Corrected an issue in Work Order Templates and Estimates where the system was erroneously checking the status of an accounting period when the pulled date of a part was falling in a closed accounting period.Going forward, estimates and templates will not validate the state of the accounting period, however Work Orders will continue to do so. |
| Bug | 3808/36102 | Work Orders: Special order price not using parameter's price level when "override customer price column" is checked | When Override Customer Price Column was enabled in service parameters, the system was not applying the work order price level correctly to special orders.This has been corrected and the override will push through to the special order. |
| Bug | 3826/35831 | Reports, Parts Usage: Parts Date should be defaulted in Sort/Totals | In the Parts Usage report, the parts date will be defaulted in the sort/totals, in order to filter out unnecessary data. |
| Bug | 3842/35662 | Work Orders: Billing a warranty opcode does not generate warranty claim when the warranty customer is the same as the bill to customer | When using the bill as of date, the amount to bill vendor column of the billing grid will now be properly updated. |
| Bug | 3905/34596 | Work Orders: The A/R account button is not active when creating a new work order | The A/R Button in the Work Order screen will now be active when appropriate. |
| Bug | 4016/32429 | Work Orders: Prevent customer boat information from being edited after any billing | Removed the ability to change a boat length or the length overall on a work order after billing has occurred. |
| Bug | 4091/19316 | Work Orders: Specifically Selected Zero Warranty Tax Amounts are not Printing on Work Orders | Corrected an issue when printing a warranty work order where tax for an unbilled retail operation would not print. |
| Bug | 4983 | Work Orders: Customer invoice not printing when using bill as of date | When a Work Order is billed as of date, and the line item charges are not in chronological date order, invoice entries were not showing on customer statements correctly. |
| Bug | 4990 | Work Orders: Environment/other charges calculated by total WO bill amount but not the opcode amount on/before bill as of date | When an operation is NOT flat rated and the Bill As Of Date is used for billing, environmental and other charges will now be calculated based on the As of Date totals, instead of the total billable amount of the work order. |
| Bug | 4994 | Work Orders: Don’t allow work order updates to overwrite billed data. | Prevented an issue where a billed work order was overwritten due to another user having it opened during billing and saving after billing.The system will now check and notify the user that they cannot save the changes due to the work order being billed. |
| Bug | 4928 | Work Orders: Message pops up when empty WO maintenance and transfer charges forms are both open | Removed an incorrect error message that would appear when opening a Work Order and the Transfer Charges screen at the same time. |
| Bug | 4782 | Work Orders: Wrong unapplied deposits amount shows when there is an unbilled opcode | When using auto-apply deposits for work orders, the system has a new option to display the current amount of deposits being applied during work order billing. |
| Bug | 4954 | Work Order Billing: Work order close date not accepting a date entry of xx/xx/xx or xx.xx.xx | Corrected the length of the date close field.Due to shortness of characters, users were unable to type in a full date. |
| Bug | 4771 | Work Order Transfers: Transfer Detail From Work order should allow the To Work order to be typed in if its the same. | Corrected an issue that was preventing transfers between different opcodes on the same work order from happening.Now the system will allow the from and to work order to be the same when performing a transfer. |
System Administration
| Type | ID | Issue | Correction/Change |
|---|---|---|---|
| Bug | 4575 | WOH ESTIMATE.ID Dictionary Item points to wrong attribute | Corrected |
| Bug | 4701 | Work Order Purges: Message shows "'SP.LISTMOD$1' sublet purchase order recorded deleted" | When purging and archiving work orders, the system will now correctly display the number of sublet purchase order records deleted. |
| Bug | 4708 | Estimate Purges: Wrong message shows when purge estimate | When purging and archiving work order estimates, the system will now correctly display the number of records deleted. |
| Bug | 3877/35238 | UserGroup Maintenance, Processes Tab: Name "Edit/Reopen Contracts" is not accurate | Updated the UserGroup Maintenance description for "Edit/Reopen Contracts" to be more descriptive. |
| Bug | 3894/34827 | Utilities, Custom Prompts: Saved prompts not showing in the grid until user clicks on the grid | When configuring custom prompts in System Administration, the form text and format type will now display without requiring the user to left-click in the grid. |
| Bug | 3917/34242 | Utilities, Forms Printing: File name not changing after layout changed | When configuring forms printing, the system will ask the user if they want to clear the items grid when changing the layout to a different file. |
| Bug | 3918/34248 | Utilities, Forms Printing: Pressing F6 not showing prospect list when the layout is for prospect | When selecting a prospect PDF or LOF layout in forms printing, the prospect list will open when the user presses F6. |
| Bug | 4049/31890 | Reports, Specific Values Tab: when Field is selected in Sub-Title the text is not blanked out | When a field is selected, the text should now blank out, and allow the user to enter new text to reset the field. |
| Bug | 5053 | Importing Files: Don’t ask for a parameter if none exist | The system will no longer require a "dummy" parameter to be added when uploading files |
| Bug | 4820 | Location Maintenance: Location number does not increment by 1 when creating new location code | When creating a new location the location number will now increase correctly. |
| Bug | 4963 | Utilities, Custom Prompts: Pressing TAB clears text in grid cells | Corrected an issue when navigating through the custom prompts grid where the TAB and ENTER key were not working the same way. |
| Bug | 4993 | Location Code Maintenance: Location code is case sensitive | Location codes will now all be upper case for alpha values. |