PostBooks Changelog

What's new in PostBooks 4.10.1

Apr 19, 2017

Bug Fixes:
Addressed issue #29190 Update key in PostBooks databases
Addressed issue #27709 Altering Customer Number in ERP when account is created by xTupleCommerce
Fixed issue #23812 Customer P/Ns copying incorrectly from Adv Item Search to Order/Quote
Fixed issue #27450 'Select Number' dialog is displayed in Vendor WorkBench screen irrelevantly
Fixed issue #27705 Possible confusion over where characteristics can be used
Fixed issue #27812 Qt5 Lin/Win client windows open with banner off screen
Fixed issue #28597 Error AP Credit Memo application
Fixed issue #28627 “Ship Via” field on vendors isn't a dropdown
Fixed issue #28653 Validation of BOM screen occurring during ""Cancel""
Fixed issue #28746 Cannot issue material batch to WO
Fixed issue #28800 Lot Serial Characteristics Issue
Fixed issue #28839 Sub. type code displaying incorrect value on COA
Fixed issue #28868 Cash receipt in differing currency does not work correctly
Fixed issue #28896 Unable to release a work order in distribution empty database.
Fixed issue #28899 Able to select Standard cost although turned off in Inventory Setup
Fixed issue #28903 Workflow activities not displayed in 'Workflow Activities' screen for purchase order when it is released at time of creation
Fixed issue #28905 'Cannot save work order' dialog is displayed while trying to open any work order which has priority set to other than '1'.
Fixed issue #28906 ‘One or more items cant be issued due to insufficient inventory’ dialog is displayed on issuing materials with enough QoH
Fixed issue #28907 Able to issue materials even though QOH of the regular type item is zero.
Fixed issue #28908 No warning message is displayed when issuing average costing item having qoh as zero.
Fixed issue #29058 Checks not printing after 4.10 upgrade
Fixed issue #29076 Item characteristics duplicated when quote converted
Fixed issue #29133 Db log error is displayed on releasing purchase order in distribution empty database
Fixed issue #29137 Reports defs' grade > 0 for core report def aftern migration and in ref DB
Fixed issue #29173 GL Transactions report
Fixed issue #29226 Mistake on postcashreceipt function
Fixed issue #29238 DB log error is displayed on editing a line item in 'Purchase Order' screen.
Fixed issue #29251 Credit Card Receipt error - decimal precision
Fixed issue #29330 Ledger Control Values Incorrect
Fixed issue #29358 pg_restore reports errors when refreshing xtdash materialized views
Fixed issue #29361 Error Voiding an Invoice
Fixed issue #29408 itemsite_value is not updated if standard cost is deleted.
Fixed issue #29444 Web-enabled Extensions cannot install the ""foundation-database/manifest.js""
Fixed issue #29497 XT.Data.fetch default ORDER BY gets base table primary key column, not ORM view primary key column
Fixed issue #29532 AR Memo Base Equ does not change
Fixed issue #29550 Financial Report error
Fixed issue #29619 xtdash Materialized Views dropped when updating database to 4.11.0Beta
Fixed issue #29633 New MasterCard BIN

New in PostBooks 4.9.1 (Jan 15, 2016)

New in PostBooks 4.9.0 (Jan 15, 2016)

Fixed issue #13368 *Inconsistent behavior is observed for RA with disposition set to 'Service'
Fixed issue #15457 *Special characters import-export
No Change Required issue #17568 *xTuple Installer: It is not possible to re-install PostgreSQL component using xTuple installer
Implemented issue #17857 Installer version of issue 17842 - force country/state agreement
No Change Required issue #19124 *Observation: Selecting to uninstall the xTuple components using xTuple uninstaller doesn't uninstall the PostgreSQL
Fixed issue #24727 audit sources for blind inserts
Fixed issue #24866 Lot/Serial Document Links not visible on linked Document
Fixed issue #25825 Distribution:It is not possible to delete a recurring enabled TO-DO
Fixed issue #25889 *Insufficient Privileges dialog is displayed on selecting to click on 'Wo Schedule By Class Code'
Fixed issue #25903 Focus on Misc. Distribution screen changes, not ideal for multiple order entries
Fixed issue #25905 Clicking on the history tab and item availability tab in the Item Workbench queries all history, all items
Duplicate issue #25926 *Sales History costs off by a factor of unit convesrsion
Fixed issue #25933 NEW.cohead_shiptoname Is set to default ship to when using Free Form
Fixed issue #25944 AR out of balance when the exchange rate is changed and then the CD is applied
Fixed issue #25952 *Sales Order Item Focus in 4.9.0RC
Implemented issue #25954 4.9.0 install: Installing PLv8 returns ./install_plv8.sh: line 37: PGVER: command not found
Fixed issue #25962 Post Operations not Working for Work Orders in Edit Mode
Fixed issue #25970 PO line item freight miscalculated causing PO Liability to be unbalanced
Fixed issue #26021 *Inserting image in header and saving to database generates an error.
Fixed issue #26028 *DB log error is displayed on selecting to query 'Partially Shipped Orders' screen irrelevantly
Fixed issue #26064 *image upload fails on macs
Fixed issue #26091 Selecting a Reg Mgmt DocType with a Documents Tab Attach crashes the Qt Client
Fixed issue #26132 comment-source associations are broken
Duplicate issue #4121 Post PO
Implemented issue #4126 Purchase Requisition for non-inventory items (and unscheduled inventory items)
Duplicate issue #4127 Purchase Requisition for non-inventory items (and unscheduled inventory items)
Implemented issue #4128 Prior Period Adjustments
No Change Required issue #4131 Reject Codes
Duplicate issue #4133 Copy PO
Implemented issue #4134 Print PO
Implemented issue #4137 Terms Code
Implemented issue #4138 Vendor Search
Implemented issue #4143 Vendor Maintenance
Implemented issue #4144 Report
Implemented issue #4145 Adjustment Types
Implemented issue #4149 Unposted Transactions
Implemented issue #4150 Trial Balance
Implemented issue #4152 Out of Balance Posting
No Change Required issue #4155 Sub-system posting
No Change Required issue #4158 Journal Entries
No Change Required issue #4159 Journal Entries
Implemented issue #4162 RMA Processing
Duplicate issue #4166 Customer Deposit
No Change Required issue #4167 Cash Receipts
Implemented issue #4168 Cash Receipts
Implemented issue #4169 Cash Receipts
Implemented issue #4170 Invoice Entry
Implemented issue #4171 Invoice Creation
Implemented issue #4176 Manual/Miscellaneous Payment Processing
Implemented issue #4178 Payment Processing
Implemented issue #4183 Post Vouchers
Duplicate issue #4195 Edit posted POs
Duplicate issue #4196 Edit posted POs
Implemented issue #4199 Vendor Maintenance
Implemented issue #4201 Vendor Maintenance

New in PostBooks 4.8.0 (Mar 23, 2015)

Desktop Application:
Implemented issue #17145 *Add the ability to post "checks" without printing
Implemented issue #24314 Add "Item Pattern" to parameter widget in Sales History
Implemented issue #24532 *Improve Sales Order Line Item Entry
Implemented issue #24769 Add a generic signal interface for scripting
Implemented issue #25114 Total Amount on Opportunity List View
Fixed issue #17261 Invoice Register preview and print blank
Fixed issue #22081 Open AP voucher which we cannot wipe off by paying check or applying a credit
Fixed issue #23119 Invoice doubling issue
Fixed issue #23510 Problem with miscellaneous vouchers
Fixed issue #23574 *'Add' buttons is active under 'Roles' tab in the 'User Account Information screen' when no role is selected
Fixed issue #23639 Barcode scanning into Post Operation screen
Fixed issue #24191 *Sales Order characteristics not being added to automatically-generated Purchase Orders
Fixed issue #24356 RMA's post unit price to actual cost when RMA is Received
Fixed issue #24381 *Ship-To Address searching takes too long to return a value
Fixed issue #24421 *Sales order number reused after order is deleted
Fixed issue #24469 xt.lock problems persisting
Fixed issue #24482 *UOM Conversion Panel
Fixed issue #24512 _*No warning dialog is displayed on selecting to save 'Billing Approvals' with -ve Total _
Fixed issue #24588 *'Issue Line'/'Issue All' buttons are not working on 'Issue to Shipping' screen
Fixed issue #24627 *next/previous buttons iterate over canceled line items
Fixed issue #24687 *Sale Price disappears from RA
Fixed issue #24694 Unable to issue individual material item to work order from work order screen
Fixed issue #24698 Sales History does not reflect PO cost
Fixed issue #24702 *Copy Item does not maintain Target Item description and item_id properly
Fixed issue #24740 *'A Stored Procedure failed ..' dialog is displayed on Selecting to reserve zero(0.00) quantity from a lot
Fixed issue #24745 *Irrelevant behavior is observed in 'Routing' tab of 'Copy Item' screen
Fixed issue #24746 *Duplication of SalesType is allowed
Fixed issue #24750 *Item Copy not copying all data
Fixed issue #24756 *Insert to api.contact fails to save new address record
Fixed issue #24760 *Actual Cost Issue
Fixed issue #24761 *Item Prices are not updated on 'Copy Item' screen on selecting to uncheck 'Rollup Prices'
Fixed issue #24781 *Pricing Schedule Overlapping in Error
Fixed issue #24791 Cannot view posted misc check details
Fixed issue #24795 AVG costing with zero qtyonhand does not revert to STD costing with xwdspa
Fixed issue #24802 *Blank columns are observed in 'Count Tag Edit List' screen
Fixed issue #24823 *Priority Level
Fixed issue #24831 *Accounts Payable vouchers
Fixed issue #24834 *Permission error when creating new prospect/customer
Fixed issue #24839 *Exchange rate in bank rec don't work right
Fixed issue #24846 *Error with cash base taxation
Fixed issue #24848 Check detail may print unrelated vouchers on check stub
Fixed issue #24850 *Cannot create CRM account without MaintainUsers privilege
Fixed issue #24872 *Error distributing to default location using Issue to Shipping screen
Fixed issue #24878 *Error upon entering line qty for SO line item with Item Availability Workbench open
Fixed issue #24882 *Unapplied A/R Credit Mem - Screen dif from Print
Fixed issue #24885 *AR out of balance
Fixed issue #24887 *Inventory receiving adds to order to Packing List Batch without reserving inventory
Fixed issue #24898 *dup work orders
Fixed issue #24902 *Void invoice using alternate accnt
Fixed issue #24909 void voucher does not work on multi-select
Fixed issue #24914 *470 Issue: Summarized Sales total don't match
Fixed issue #24958 *Sales Order Line Item Edit : Reserve & Save should not be hidden
Fixed issue #24959 *Bypass reserve and save Pop Up Window
Fixed issue #24963 itemsite trigger for reorderlevels
Fixed issue #24964 *Unit cost on converted quote displayed incorrectly
Fixed issue #24996 *Request Profit % on Brief Sales History Report
Fixed issue #25022 *Omnibus: Cursor defaults to 'Transaction Date' irrelevantly
Fixed issue #25026 *Non-Netable' column values are not displayed in print report of 'Quantities on Hand'
Fixed issue #25034 *QOH not Displaying in the Advanced Item Search
Fixed issue #25043 *Available QOH not showing in line tab, quote window
Fixed issue #25046 Wrong values when returning same item on two lines
Fixed issue #25049 Discrepancy in privileges to maintain a customer
Fixed issue #25058 *Totals not displaying for all quotes in the Quotes window
Fixed issue #25077 *Margin and Margin % are displaying incorrectly in the Unposted Invoice and Invoice windows
Fixed issue #25097 SO Print on Save defaults to Cancel, not OK/Print
Fixed issue #25109 *Irrelevant behavior is observed in Customer Workbench screen
Fixed issue #25116 *Characteristic values not displaying in the Open Sales Orders Window
Fixed issue #25118 *Using new Security Roles not Working
Fixed issue #25130 *Selecting to copy the sales order doesn't copy the Sales Order characteristics
Fixed issue #25141 *Postgre 9.1, 9.2 :User is not allowed to create a work order on mfgdemo,mfg empty data bases
Fixed issue #25142 4.7.0 dist and mfg quickstart dbs missing account assigments

New in PostBooks 4.7.0 (Oct 17, 2014)

Web/Mobile Application:
Implemented issue #23549 Use language files
Implemented issue #23852 inventory component of invoice
Implemented issue #24449 Need Cust Type column in Customer list screen
Fixed issue #18683 Login password field needs to support mixed case
Fixed issue #22351 Multiple Item Sites should not be allowed on Postbooks
Fixed issue #23956 *Selecting to delete 'Sales Order Line' doesn't delete the item data
Fixed issue #24106 XV.QuantityWidget does not accept values > 999
Fixed issue #24121 *"Error: column reference "obj_uuid" is ambiguous" error dialog is displayed on selecting to 'Checkout' a sales order
Fixed issue #24190 * Unable to create a planned transfer order
Fixed issue #24344 Cannot add Project Tasks with Any Data in Expenses Budget Field
Fixed issue #24394 *Error dialog is displayed on selecting to save the 'Shift' without entering'Name'
Fixed issue #24398 Site pickers should not include Transit sites unless it's a 'transit' site picker
Fixed issue #24403 * Error dialog is displayed on selecting to create a 'Country' with 'Currency Number' entered greater than 3 characters
Fixed issue #24405 *Error dialog is displayed on selecting to save department without entering 'Name'
Fixed issue #24607 *Error Message when saving an Item Source
Desktop Application:
Implemented issue #14699 *3.7.0RC: Issue: Closed Order check box
Implemented issue #23254 Add the ability to enter an alternate exchange rate on a Cash Receipt
Implemented issue #24298 Item cluster and item alias
Implemented issue #24385 *Issue to Shipping window default field focus should change
Implemented issue #24386 *Ship order screen default focus needs to change
Implemented issue #24387 *New ship to address ship to # default value
Implemented issue #24389 *Remove inactive sales rep's from view
Implemented issue #24665 Move time & attendance into its own package
Fixed issue #15908 *Selecting to Change the Quantity UOM of a sales order item doesn't update the linked Work Order quantity
Fixed issue #23507 Unbalanced item site after thawing non-netable count tag
Fixed issue #23741 *Duplicate check numbers when printing AP checks
Fixed issue #24264 *Observation: It is possible to save a 'Prospect' without entering 'Prospect Name'
Fixed issue #24272 *Omnibus: Irrelevant behavior is observed on selecting to filter 'Projects' screen
Fixed issue #24283 Freight removed when editing while creating invoice
Fixed issue #24287 *Inconsistency in Quantity Returned field of the Credit Memo
Fixed issue #24315 *Error message is confusing when customer "Uses a PO" and when attempting to convert quote to SO with out a PO number
Fixed issue #24332 Add signals and methods to Item window to facilitate scripting
Fixed issue #24343 *AP credit memos - tax detail screen - wording on screen is not correct
Fixed issue #24382 *Preferred Selling Site not defaulting
Fixed issue #24450 CM's on apselect displayed as positive number
Fixed issue #24523 *Manufacturing package features are not observed on 4.7.0Beta manufacturing databases
Fixed issue #9200 Application inserting a prefix to Company ID
Fixed issue #18950 *DB log error is generated on selecting to 'View' Quote
Fixed issue #22361 New user created from CRM accnt - add role does not "stick"
Fixed issue #22465 Regex processing on post invoice seems a little fussy
Fixed issue #23525 *It is possible to issue fractional quantity to sales order created for non-fractional Job costing item
Fixed issue #23754 *Irrelevant behavior is observed in 'Manufacturing' setup screen
Fixed issue #23841 *Purchase Order Ship To Name
Fixed issue #24159 *Billing Approval window does not display the correct amount of $$$ to be billed
Fixed issue #24205 *Can't update sales order item characteristics on configured items after entering a quantity
Fixed issue #24224 *Brief Sales History not displaying cost and profit info
Fixed issue #24237 *DB log error is generated on selecting to create add consecutive line items to a sales order
Fixed issue #24255 A user with MetaSQL Editor privileges can insert privileges WITHOUT MaintainUsers privilege
Fixed issue #24517 Reorder Level cannot be zero for a stocked item
Fixed issue #24528 *Thaw Item Sites by Class Code - no error message displayed if exception occurs
Fixed issue #24544 Bank Rec Report says post date but uses created date
Fixed issue #24554 check in non-base currency displays value as base, not check currency
Fixed issue #24584 *Quote Order Number carries on to Work Order Number instead of Sales Order Number
Fixed issue #24595 *cannot recover from deleted shipto number
Fixed issue #24666 *xTuple crashes on selecting to edit the user account
Fixed issue #24669 *Irrelevant dialog is displayed on selecting to edit sales order which is already edited by another user
Fixed issue #24672 *Unable to migrate a xTuple 4.6.0 mfg pakage to xTuple 4.7.0 Beta2
Fixed issue #24691 *Unable to install xTuple 4.7.0 packages on a postbooks database

New in PostBooks 4.5.0 (Jun 10, 2014)

New in PostBooks 4.4.0 (Apr 5, 2014)

New in PostBooks 3.7.3 (Aug 30, 2011)

New in PostBooks 3.5.0 Beta (Feb 17, 2010)

New in PostBooks 3.2.1 Beta (Feb 3, 2009)

New Features:
[All] Added api.itemcost view
[Accounting] Moved Email Invoice menu item to Accounting module menu
[Accounting] Enhanced Voucher voiding to also undo distributions
[Accounting] Added ability to print Checks alphabetically by Vendor Name
[Accounting] Added ability to Post CMs and Invoices from embedded tab screens in Customer Workbench
[Accounting] Added new CM button to Credits tab on Receivables WB
[Accounting] Added option to post from Invoices tab in Customer WB
[Accounting] Added trigger to close Incident Related to Invoice
[CRM] Added ability to add new Opportunities from Account screen
[Inventory] Prevented Shipping recall if Invoice posted
[Inventory] Added description column on PO and receiving screens
[Inventory] Added help for users with activate/deactive of Items
[Inventory] Allowed selection of a new Location default from the Relocate Inventory screen
[Purchase] Added unique constraint for pohead_number
[Sales] Added "active" column (Y/N) in Customers by... displays
[Sales] Included baseline Sales Order acknowledgment form
[Sales] Added Workbench button to Customer Search screen
[System] Allowed print to PDF from scripts
[System] Created package development mode
[System] Added UPC code cross reference and search to Item cluste
[System] Provided method to open screen builder screens from other screen builder screens
[System] Added more navigation info to Alarms
Bug Fixes:
[All] Fixed compiler warning on xcheckbox.cpp
[All] Required Main Window to remember its size for the next login
[Accounting] Fixed issue with List Unposted Invoices total amount not including tax+freight+other
[Accounting] Fixed issue with the Accounts widget not calling the latest window
[Accounting] Resolved deadlock scenario when two people distributing to/from the same lot/serial/locations
[Accounting] Fixed Refund feature for for Authorize.net CC users
[Accounting] Fixed issue leading to ERROR: null value in column "gltrans_amount" violates not-null constraint
[Accounting] Fixed issue leading to -8 failure when posting Cash Receipt for Credit Card
[Accounting] Fixed issue where amending Profit Center numbers did not apply to all Account Numbers
[Accounting] Updated privileges to allow posting Voucher with only accounting privileges
[Accounting] Made Invoice displays consistent
[Accounting] For Fiscal Years, prevented entry of the end date prior to the start date
[Accounting] Modified Voucher tab sequence to resolve data dependency issues
[Accounting] Prevented creation of duplicate Tax Selections
[Batch Manager] Fixed CANCEL button on Configuration Options screen
[Batch Manager] Fixed SalesHistorybyCustomerGroup report to display data when run through the Batch Manager
[CRM] Prevented creation of duplicate Titles
[CRM] Fixed issue leading to error when selecting to delete an Opportunity related with CRM account
[CRM] Prevented creation of empty records for Tasks
[Inventory] Filtered recv rows selected by recv_trans_usr_name=CURRENT_USER to avoid problems when multiple users simultaneously receiving the same order
[Inventory] Fixed issue leading to errors when posting Lot/Serial Count Tags
[Inventory] Fixed issue leading to error on Query QOH by Location in PostBooks
[Inventory] Fixed issue with Packing List form not being updated correctly if Ship Via changed after Stock issued
[Inventory] Fixed issue with List Site locations printing partial information
[Inventory] Removed obsolete code in postBillingSelection
[Inventory] Added Alias information to key forms (e.g., Ship Confirmation and Packing List)
[Manufacture] Restored Item description information on Inventory availability by Work Order screen
[Manufacture] Fixed issue where Notes and Ref Designators were not copying from one BOM to another
[Manufacture] Fixed issue leading to error when querying Work Order History by Work Order report
[Products] Fixed incorrect or missing UOM data in Where Used screen
[Products] Fixed issue preventing addition of Work Center Labor rates greater than 1,000
[Purchase] Allowed changing of Purchase Order qty. with only "ChangePurchaseOrderQty" privilege
[Purchase] Prevented entry of non-Inventory information on Purchase Order Item screen unless Non-Inventory radio button explicitly selected
[Purchase] Added missing fields to Warehouse info view
[Products] Fixed issue leading to error when selecting to post Actual Costs
[Products] Worked to prevent scenario enabling division by zero error if Breeder BOM incomplete
[Products] Prevented reassignment of blank Product Category patterns
[Products] Prevented reassignment of blank Class Codes
[Products] Fixed inconsistent operation of Mass Replace feature
[Products] BOO can now be edited without saving the item first
[Reports] Added bomitem_id and ecn to Indented BOM function
[Reports] Added atShipping information to data source of Packing List
[Sales] Changed overload functions to call itemCharPrice (rather than itemPrice)
[Sales] Updated triggers so that when child line items of a Kit have their status changed then parent line item is updated as needed
[Sales] Improved performance of S/O Line Item List on large databases
[Sales] Prevented deletion of Sales Orders having linked, in-process Job Item Work Orders
[Sales] Fixed Running Availability to work from Sales Order Backlog screen
[Sales] Fixed issue with Backlog by Product Category report displaying Sales Order Number as Currency
[Sales] Prevented reassignment of blank Customer Type patterns
[Sales] Added "grace days" information to api.customer view
[Sales] Enforced update of Unit price on UOM conversion
[Sales] Prevented editing of Return line items in view mode
[Schedule] Prevented deletion of Item Sites having active Production Plans
[System] Fixed issue leading to error when deleting packages
[System] Fixed issue leading to error when assigning Employees as their own Manager
[System] Enforced rule that decimal precision in Locales should reflect the actual precision
[System] Fixed issue leading to error when making changes to Accounting Configuration
[System] Fixed error encountered when importing data using api.bomitem
[System] Prevented creation of duplicate Shifts
[System] Prevented creation of duplicate Locales with same code and details
[System] Fixed issue leading to error when creating duplicate Employee records

New in PostBooks 3.2 Beta 2 (Dec 28, 2008)

New Features:
[CRM] Added graphical calendar for managing To-Do list to CRM
[Manufacture] Added the ability to process disassembly Work Orders
[Manufacture] Added Work Order line notes
[Products] Added Bill Of Materials line notes
[Reports] Added Description, Notes and Reference Designator columns to all usage variance reports
[Sales] Added size/position memory for dialog screens
[Sales] Enhanced Sales Credit Memo screen
[Sales] Added baseline Sales Order acknowledgment form
[System] Exposed XtreeWidget menu so it can be populated by scripting
Bug Fixes:
[Accounting] Fixed issue where ACH file had blank first line if bank account is set to use default immediate origi
[Accounting] Fixed bytea/int problem in ACH when printing checks
[Accounting] Fixed issue where declined Credit Card amount was being posted to AR Invoice
[Accounting] Fixed client crash when navigating windows
[Accounting] Fixed issue preventing save of vendor record with ACH check printing enabled
[Accounting] Fixed Mac-only field sizing issue in Select Payment screen
[Accounting] Fixed issue in AP Aging where checks distributed in the future were not being handled properly
[Accounting] Fixed printing issue in A/R Aging report
[Accounting] Fixed issue preventing creation of new EDI Profile
[Accounting] Fixed non-functional free-form sub accounts option
[Accounting] Hiding currency columns instead of balance columns in single-currency environments
[Accounting] Fixed issue leading to error when selecting Vendor types in A/P Aging
[Accounting] Fixed issue where PO Items marked "as Paid" cannot have new Voucher Items posted for them
[Accounting] Prevented creation of duplicate Voucher numbers
[Accounting] Prevented duplicates in AP select table
[Accounting] Made Vendor Type drop down list visible on Select Payments screen
[Accounting] Improved performance on Invoice selection reprint screen
[Accounting] Fixed issue where the ship goods function was relieving Shipping Asset using average cost of inventory ATM, not avg. cost of inventory + goods at shipping
[Accounting] Added code to convert Cash Receipt amounts to specified Bank Account's currency
[Accounting] Tightened up handling of accounting period dates
[Accounting] Fix problem where manually supplied Contact number was not being accepted Contact API view
[Accounting] Fixed issue preventing the entering of foreign currency credit limits when setting up foreign Customers
[Batch Manager] Fixed issue where the Batch Manager was showing completed jobs across all databases
[Batch Manager] Changed default of "Reschedule every" option to be OFF when users are rescheduling Batch Manager jobs
[CRM] Fixed issue leading to error when changing a contact which is already in use
[CRM] Fixed issue leading to error when adding a Contact and Address
[CRM] Fixed screen display problems encountered when choosing the "Workbench" option from Customer drop-down button on CRM Account screen
[CRM] Added search on contact cluster to prevent duplicates when searching
[CRM] Fixed Address check boxes so they remember selected preferences
[CRM] Removed duplicate menu icon for CRM Calendar
[CRM] Fixed issue where Contact search was getting confused
[CRM] Fixed broken link between CRM Account and Customer Workbench
[Inventory] Fixed issue where TOs could be closed before they were received in full
[Inventory] Fixes issue where canceled TO items were showing up in Receiving screen
[Inventory] Fixed result inconsistencies depending on where you printed the Packing List from
[Inventory] Fixed issue where transform transaction was creating separate itemloc records for MLC items when there should only be one
[Inventory] Fixed issue with transformed quantity after being displayed incorrectly
[Inventory] Fixed issue with inventory not being thawed completely
[Inventory] Added back in report Time Phased Statistics by Item, which shows data both numerically and graphically
[Inventory] Fixed scheduled date display inconsistency when copying TOs
[Inventory] Allowed deactivation of Item Site having canceled Sales Order items
[Inventory] Fixed issue leading to error when printing the Packing List Batch
[Inventory] Fixed issue leading to error when posting Count Tags
[Manufacture] Fixed issue leading to error when selecting Work Order characteristics
[Manufacture] Fixed standard cost error when creating a PO for an Item with multiple Item Sources for a single Vendor
[Manufacture] Fixed Purge Closed Work Orders utility so it functions properly
[Products] Removed BOO button from Item master for Kit Items
[Products] Fixed issue leading to error when removing/replacing BOM Items
[Products] Fixed issue with auto-generated Lot/Serial registration numbers incrementing incorrectly
[Products] Prevented creation of empty user-defined costing element records
[Products] Fixed issue where Costed Indented BOM was not considering non-fractional quantities
[Products] Fixed issue leading to error when querying Costed Single Level BOM
[Purchase] Fixed issue where PO status was showing as open when more quantity was received than purchased
[Sales] Fixed inconsistent field labeling on Price update utility
[Sales] Fixed issue leading to error when selecting "Use Reservation Netting" option
[Sales] Fixed issue preventing deletion of Pricing Schedule item for a freight class type
[Sales] Fixed issue leading to error when creating Credit Memos
[Sales] Fixed issue where freight tax was not being added to SO total tax
[Sales] Fixed issue preventing deletion of freight lines from Pricing Schedule
[Sales] Fixed issue where editing a Pricing Schedule item for freight reset the price to 0
[Sales] Fixed issue preventing entry of fractional SO item quantity if global UOM was also fractional
[Sales] Fixed handling of Sales Order commissions after SO is edited
[Sales] Fixed missing descriptions in RMA Items list
[Sales] Fixed issue with failed import on API view customertypechar
[Sales] Fixed issue preventing creation of replacement RMA
[Sales] Fixed issue with zero Invoice items linking to incorrect documents on AR History Tab on Customer Information Workbench
[Schedule] Fixed issue with Site Calendar Exceptions not saving
[Schedule] Fixed issue leading to error when creating a new Production Plan
[Schedule] Fixed display problems View W/O screen
[System] Fixed issue preventing custom commands argument setup within custom screen
[System] Removed email option references in PostBooks client
[System] Fixed issue leading to error when unchecking "Reserve by location" option
[System] Fixed issue leading to error when saving Exchange Rate
[System] Fixed crash problem when creating a new Locale
[System] Fixed issue leading to error when using CSVimp on api.itemchar API view
[System] Prevented creation of TO having source and destination as same Site

New in PostBooks 3.1 Beta 2 (Sep 6, 2008)

[A/P] Made AP checks print in alphabetical order
[A/R] Added link to Invoice Detail in A/R Open Items and A/R Open Items
by Customer
[A/R] Changed A/R Workbench menu options to be consistent with A/R Open
Items screen
[Accounting] Cleaned up layout on A/R Open and A/P Open windows
[Accounting] Cleaned up layout on Cash Receipt Window
[Accounting] Cleaned up Credit Memo window
[Accounting] Made Misc. Voucher Window the same as standard Voucher
window
[Accounting] Added ability to void AP Credit Memos; also, prevented
users from using voided Credit Memos
[Accounting] Added regular expression support to Check # field on Check
Register
[Inventory] Cleaned up Transfer Order window
[Inventory] Added Warehouse Code to Order select widget and Enter
Receipts screen
[P/D] Added colors to BOM
[Products] Added "Only show Items where Actual and Standard Costs are
different" to Item Cost by Class Code display
[Sales] Added Customer Name to List Pricing Schedule Assignments
[System] Added the ability to store and run metaSQL queries from the
database
[System] Created Screen Control widget that allows for "codeless"
screens to be created
[All] Fixed issue with screens redrawing too slowly
[All] Fixed search functionality to work in Order cluster
[All] Fixed problems with api.bomitem view
[A/P] Prevented deletion of Expense Categories in use
[A/P] Made formatting functions consistent between database and
application
[A/P] Fixed issue leading to empty Tax Authority drop down list
[A/P] Fixed issue leading to error when selecting Vendor Type in
Aging
[A/P] Improved currency logic to use the selected Bank Account to
determine the open A/P items to be listed and selected on Select Payments
screen
[A/P] Fixed issue preventing correct receiving of inventory Items
[A/P] Fixed issue leading to error when selecting to cancel creation
of Misc Credit/Debit Memos
[A/P] Fixed issue where "error" was displaying as document when
selecting to print an Invoice against which a Cash Deposit was applied
[A/R] Modified A/R Aging printed report comment to read "base amounts
calculated from document date"
[A/R] Changed the araging function so now 1) the aropen_amount is
normalized to base Currency using the aropen_docdate and 2) since
aropen_paid was not being normalized, changed it to use aropen_curr_id
and aropen_docdate
[A/R] Fixed Customer Info Workbench to associate document types
correctly under the A/R History tab
[A/R] Updated Invoice report to show Cash Receipts received as
payments
[G/L] Prevented duplicate Sub Account numbers
[G/L] Prevented duplicate Profit Center Numbers
[G/L] Enabled multi-currency amounts in GL Series Item
[Accounting] Fixed error resulting when selecting to enter an
invalid date in Fiscal Year displays
[Accounting] Prevented users from re-reconciling dates when doing
Bank Reconciliations
[Accounting] Fixed missing Vendor Number validation on Misc. Check
screen
[Accounting] Changed A/R Workbench to 1) convert A/R Open Items to
metaSQL and fix any currency conversion problems and 2) change total
Open Items to display total in base Currency for consistency
[Accounting] Fixed Check Run screen to disable POST CHECK button
after posting a Check
[Accounting] Added checks for duplicates before saving a Company
segment value
[Accounting] Fixed cast type error when reprinting Invoices in
PostBooks
[Accounting] Enforced conversion to base Currency for multi-currency
Debit Memos
[Accounting] Added Currency symbol to A/R Open Item and A/R
Applications screens
[Accounting] Enforced dates to be recognized when re-querying AR
Applications screen
[Accounting] Added check to ensure that at least one period is
selected before generating the Budget table
[Accounting] Fixed issue leading to error when selecting to create
a Standard Journal
[Accounting] Added terms due date checks to Misc AP and AR Credit
Memos
[CRM] Fixed issue preventing the parent window of the CRM Account
screen from closing when CRM Account screen is closed/saved
[CRM] Removed blank column in Incidents by CRM Account screen
[CRM] Fixed tab order in Incident screen
[CRM] Allowed newly-created Customer records to be merged with
existing CRM Accounts; but this is not possible for already-existing
Customer records
[CRM] Prevented improper incrementing of Incident Numbers
[CRM] Fixed issue preventing creation of new Incidents
[CRM] Fixed issue preventing creation of Master Information for
Incidents
[I/M] Disabled Misc. Adjustment for Breeder Items
[I/M] Changed function postTransformTrans to delete empty itemloc
records
[S/R] Added Vendor name to search list at PO Receipt
[Inventory] Allowed shipping an RA order without requiring the
privilege for maintaining RAs
[Inventory] Fixed issue leading to error when searching for and
Order at receiving
[Inventory] Fixed issue preventing users from adding line items
to Transfer Orders when Order number generation is manual
[Inventory] Fixed query that determines if warranty date is
required
[Inventory] Fixed issue leading to error when receiving RAs with
only receiving privileges
[Inventory] Fixed issue leading to error when reassigning
Lot/Serial qty.
[Inventory] Added posted value option to Expired Inventory report
[Inventory] Fixed Packing List Batch to print with data and without
error
[Inventory] Fixed issue where error was received when selecting
Warehouse on Transfer Order screen if number generation method was
configured to be manual
[Inventory] Fixed issue leading to errors when receiving
non-Inventory items against POs
[Inventory] Fixed issue leading to error when printing labels by
Invoice
[Inventory] Fixed issue leading to error when running Summarized
Transaction History
[W/O] Added regular expression support to W/O History by W/O
screen
[W/O] Fixed issue preventing setup time flag from clearing when
posting Operations corrections
[Manufacture] Fixed issue leading to error when printing BOO
[Manufacture] Fixed issue leading to error when printing Labor
Variance by BOO items screen
[Manufacture] Updated Lot/Serial assignment screen to display "N/A"
instead of 01/01/1970 if the Item does not expire or has no waranty
[Products] Fixed issue preventing creation of aliases for
newly-created Items
[Products] Changed the indented, sequenced, single, and summarized
BOM reports to disable Revision widget until a valid Item is entered
[Products] Changed Item look up list to use terms "Make" and "Buy"
[Products] Changed BOO List to work the same as BOM List�namely,
DELETE button is enabled/disabled based on revision control
[Products] Fixed screen sizing problem on Operations By Work
Center screen
[Products] Fixed problem where Kit Item Type not enabled unless
Breeder BOMs enabled
[Products] Fixed BOO so revision date and location are saved
correctly
[Products] Fixed issue leading to error when selecting a UOM on
the Item master
[Products] Fixed issue preventing deletion of BOMS for Outside
Process Items
[Products] Fixed issue leading to error when printing Kit Item
masters
[Products] Fixed issue preventing addition of Tax Types to new
Items
[Products] Renamed screen title to correctly specify Registration
Characteristics
[Products] Disabled Item Lot/Serial information on Registration
screen
[Products] Strengthened links between CRM, SO, and Shipment to
improve validation of information
[Products] Fixed Registration screen to not request re-entry of
already known Lot/Serial number
[P/O] Prevented creation of duplicate Vendor Types
[P/O] Fixed inconsistent exchange rate information displays on
Item Source screen
[Purchase] Tightened relationship between Locales and date
formats in the application
[Purchase] Fixed unnecessary incrementing of P/R# if planned P/O
release is canceled
[Purchase] Fixed issue leading to error when creating a Purchase
Order if the PO number generation method is manual
[Reports] Removed depreciated item_invuom field from reports
[Reports] Changed backlog, bookings, and sales history reports to
normalize prices to base Currency using the Currency Exchange Rate
effective on either the order date (backlog and bookings) or the
invoice date (sales history)
[S/O] Prevented duplicate Customer Form Assignments
[S/O] Removed Item joins in selectUninvoicedShipments
[S/O] Fixed issue leading to conflicts from overlapping SO/Quote
numbers
[S/O] Changed sequence of populate so that Sale Price is populated
before Net Unit Price and Discount % from Sale calculation
[S/O] Made sure Characteristics are reset properly when clearing
for new line items on Sales Order
[Sales] Removed unnecessary request to save Sales Order line items
when no details have been changed
[Sales] Fixed PackingList-Shipment report to work with Kit Items
[Sales] Fixed Item list screen to include Kit Items
[Sales] Fixed wrong usage of function for coitem line numbers in
the PickingListSOLocsNoClosedLines.xml report
[Sales] Added edit to require at least one line item before you can
save an RA
[Sales] Added hard edit to disallow receiving more than RA
authorized
[Sales] Added 2 edits for Credit Memo numbers: 1) cannot be blank
and 2) cannot already be in use
[Sales] Prevented users from overriding prices on Sales Orders if
they don't have the privilege
[Sales] Changed Sales Order and Sales Order Item to disable all
widgets when in View mode to preclude unnecessary "Save" message
[Sales] Fixed issue leading to error when printing Billing Edit
list
[Sales] Allowed assignment to future Pricing Schedule Assignments;
however, expired schedules are not allowed
[Sales] Fixed issue preventing creation of RA
[Sales] Fixed margin calculation on Quote screen to handle multiple
Currencies correctly
[Sales] Fixed issue preventing editing of Sales Order line items
[Sales] Fixed overly detailed price precision on Summarized Backlog
by Warehouse screen
[Sales] Fixed issue leading to error when printing Sales Order form
[Sales] Removed the duplicate unique constraint on the ipsitem table
[Sales] Improved multi-currency support in Sales Analysis reports
[M/S] Prevented duplicate Warehouse Calendar Exceptions
[M/S] Fixed issue leading to error when changing qty. at Firm
Planned Order
[Schedule] Prevented Planned Orders for inactive Items
[System] Required username and password on User Information screen
[System] Fixed problem with tool bar positions not being remembered
properly
[System] Fixed issue leading to error when canceling a Quote if
number-generation method is set to manual
[System] Enforced use of default values for Event fence days

New in PostBooks 2.3.2 (Apr 18, 2008)

[All] Fixed issue where Inventory transactions were not posting to the Trial Balance
[A/P] Fixed issue where Vouchers weren't being properly reopened after voiding Checks
[A/P] Fixed issue where Voucher Item freight was not being processed properly
[A/P] Moved to hide Credit Card options at Cash Receipt if system is not configured to use Credit Cards
[A/P] Fixed Mac-only issue where when printing Checks the first Check printed to the selected printer, but subsequent Checks printed to the default printer
[A/P] Improved performance of Check printing on Mac
[A/R] Fixed issue leading to error message when processing Credit Cards at Sales Order entry
[A/R] Fixed loophole where Deposit Register was capable of showing duplicate entries
[Accounting] Fixed issue where closing the Cash Receipt screen using the "X" option behaved differently than CANCEL, creating orphaned AR records
[Accounting] Fixed error received when splitting Vouchers
[Accounting] Improved performance of AR Aging Report
[Batch Manager] Fixed issue with Addresses printing improperly when sending print jobs through the Batch Manager
[Inventory] Fixed issue where information was not being saved on Item Site tab areas
[Inventory] Fixed error encountered when receiving Transfer Orders
[Inventory] Fixed issue where multiple users were being prevented from shipping simultaneously due to lot/serial locks in the database
[Inventory] Fixed issue preventing receipt of partial Transfer Order quantities
[Inventory] Fixed issue where non-netable quantity was not being calculated properly when Count Tag/Slip created for an individual Location
[Inventory] Fixed several screens where �Automatically Update� option was not working correctly
[Inventory] Fixed issue with Count Tags not freezing properly
[Manufacture] Fixed issue where run was not being marked complete after all Operations quantity had been posted
[Manufacture] Fixed issue where notes added when posting production for serially-tracked Items led to unbalanced QOH
[Products] Fixed issue where the Bill of Materials Item screen was closing when attempting to save a new BOM Item without entering the quantity
[Products] Fixed "Running" tab in Item Availability Workbench to correctly recognize UOM conversions
[Products] Improved performance of cost updates and cost posting
[Purchase] Fixed issue leading to error when correcting receiving
[Reports] Fixed image scaling problems on Mac
[S/O] Ensured that Sales Order notes are transferred to the corresponding Invoice
[S/O] Fixed loophole where Shipping charges were not being updated properly if changed on the original Sales Order
[Sales] fixed issue where Credit Memos were not posting to the cohist table correctly, causing incorrect sales analysis values
[Sales] Fixed printing on Backlog By Customer report
[Sales] Fixed issue where incorrect values displaying on Sales Order Item Pending Availability display when "Show Pending Availability as Indented BOM" option was not checked
[Sales] Fix Summarized Backlog report to work with Customer Types, and faster
[System] Updated application title bar to show "xTuple ERP"