New Features
- Chat Support Integration (Account must be assigned to Modern Menu option to see this feature)
- Added a button "Export to Entice" to export out the target list with only the fields needed by entice marketing
- New Flex Assembly Build Menu
Enhancements
- Entice - Ability to save the Filter when Uploading Contacts
- Added "Build Assembly" tab in Serialize/Lot Numbers Form
- Rename Record to Transactions for Customer Module Modern Menu
- Add Online Training Top Bar Menu for Modern Menu
- Add Preference to Show Credit Limit Warning
- Change the Description of the Menu for Assembly and Flex Assembly
- Add default data in Class Template Rule when creating the new company database
- Additional Properties On Checkout (Ask for Payment Term, Shipping Method and Contact preference)
Fixes
- Downloaded orders from CartRover are not using the billing and shipping address in CartRover Portal
- Cannot convert backorder into a sales invoice
- Wrong Credit Memo is showing in the Appy Credits pop up form
- Credit Memo Memo that belongs to the customer does not show in Apply Credits pop up form
- Entice connector could not upload contact/customer, order, and Invoice date.
- Error adding UOM to items: Object reference not set to an instance of an object
- Deleting an Item will make all other items disabled when opening the Item form
- Recent Transactions tab showing transactions for newly created Item
- Product image not showing in 'Added to Cart' popup
- Remove Save and Post Menu is showing in the Supplier PO Requisition
- Remove Save and Post button in Shipment form
- Unable to create new Inventory Items (NULL Value in "InventoryGLClassTemplateDetail")
- Entice User Role Error
- Sales Order/Invoice Form is still showing after you select "No" when over credit limit pop up
- Error when Export Excel some PNL and BS reports
- Creating a shipment from an invoice throws an error: String was not recognized as a valid Boolean
- Wrong Quantity shows in the Item Ledger Transaction Details
- Customer Credit Memo (return of item) says "the quantity entered is greater than the units of stock available"
- Customer RMA report does not show the state in the bill-to and ship-to address
- AverageCostRate is not getting populated when adding a new item using the CB client
Version CB22 SP1 (22.31.7921)
Release Date: 09/08/2021
Enhancements
- Add message before deleting CartRover account
- DBMC Auto Update Server Mode Flag
Fixes
- Improved! Fixed: Upgrading the CB19.2 database to CB22 shows a blank Sales Order/Invoice
- Improved! Fixed: Searching store doesn't stop loading
- Improved! Fixed: CBE/Shopping cart fix Store Address Format
- Improved! Fixed: Location and GL Account not showing in the Invoice Line item
- Improved! Fixed: DBMC Force Sign Out Not Working
- Improved! Fixed: Error in creating new non-stock, service, matrix Item... after upgrade to version 22
- Improved! Fixed: Custom View issue in Data dictionary after upgrade to version 22
- Improved! Fixed: Voiding a Supplier Bill that is tied to multiple GRN's, it's only opening the first GRN.
- Improved! Fixed: Could not print any custom report after upgrade to version 22
- Improved! Fixed: Error "Version string portion was too short or too long" when selecting databases in DBMC
- Improved! Fixed: Save and Post Menu is showing in the Supplier form
- Improved! Fixed: An issue in sorting of Matrix Attribute buttons on the Product page
- Improved! Fixed: Web side filters are not sorted properly
- Improved! Fixed: Maximum users reach will display licensing Manager form instead of the maximum users reach message
- Improved! Fixed: Creating a succeeding credit memo will not allow entering a quantity
- Improved! Fixed: The WebOption Description Tab 2,3,4,5 is not displaying in the DataDictionary Form
- Improved! Fixed: Quotes not printing when changing terms
- Improved! Fixed: Recurring Bills does not work
CB Version 22.24.7884
Release Date: 08/02/2021
New Features and Key Benefits
General
New! Auto update Updater Tool
New! Add a flag in DBMC to control the automatic update of the client
New! Calculate Total Purchase Requisition/Quote Per Item
New! Ability to create Batch Expense Bill
New! Ability to import Expense in Bill
New! Ability to create journal detail templates and import bulk journal entries
New! Ability to enter Lot Numbers when building assembly
New! Creating New Company database changes (only showing in the CB server folder)
New! Allow Decimal values in Quantity Needed for Assembly Components
New! Add a flag if the item can be shown in the sales quote, order, Invoice, RMA, and Credit Memo Search Grid.
New! Add 100 as a new option for Download Order Limit in CartRover Configuration
New! CartRover - Added a new configuration "Tax Source" if the tax will be coming from the System, CartRover, TaxJar, or None.
New! Allow modifying Quantity Needed for each component when building an assembly
eCommerce
New! New design XML package "entity.parts.row.xml.config" for category parts
New! Create Category as Bundle Xml Package "product.bundle.row.xml.config"
New! CBE Product Reviews Improvement
New! CBE Allow Gift Cards to Work While Not Logged in
New! WebManager Add Category Designer Options
Supplier
New! Purchase Order Batch Due Date Change
New! Notification to Complete the purchase order
Entice
New! Upload the ContactType and Contact Default Pricing
New! Job Item and Job Criteria to Update Contact Last Order, Last Invoice, and Last Invoice Tracking
New! Upload current orders to Entice
New! Upload current invoices with tracking numbers to Entice
New! Upload customers to Entice
New! Upload customers to Entice
New! Upload customers to Entice
What's Improved
General
Improved! Fixed. Running the auto update or installing a new patch version will reset the database connection or the configuration.
Improved! Fixed. Error when updating or extracting the server patch because of the email and job services running
Improved! Fixed. Error downloading cartrover orders when CB shipping assign does is not included in the group
Improved! Fixed. The Customer and Shipto addresses generated in CB combine the addresses in one line instead of putting them in a separate line
Improved! Fixed. Adding Items in SO switches to Items and should stay in Home
Improved! Fixed. Error when updating or extracting the server patch because of the email and job services running
Improved! Fixed. Adding of the line item is too slow using the web service connection
Improved! Fixed. Clicking on the Buttons for Docs, Videos, Forum, Training and Blog now open using the user's default browser.
Improved! Fixed. CB Indexing Issue
Improved! Fixed. Adding New Custom Search Results to Removing the Default System Search
Improved! Fixed. CartRover - New configuration if the tax will be coming from the System, CartRover, TaxJar, or None.
Improved! Fixed. CartRover Connector could not download Shopify Orders
Improved! Fixed. CartRover - CB Order Total not the same with CartRover order total
Improved! Fixed. CartRover - CB generated or created shipto is not pulling up the CartRover Shipping Info.
Improved! Fixed. CartRover - Unable to read data when searching for shipping method in Cartrover configuration
Improved! Fixed. Creating or saving and closed a new user account will minimize CB Apps
Improved! Fixed. Error in workboard Menu in the modern web menu
Improved! Fixed. Changing the cache DB connection will not update the data in configuration.
Improved! Fixed. Transactions are not showing on TaxJar website
Improved! Fixed. Black corner on BI screen
Improved! Fixed. Can't Hide some menus under System
Improved! Fixed. Import Manager, Customer Opening Balance, creates bad opening balance rows
Improved! Fixed. Error in downloading CartRover orders for UK currency/clients
Improved! Fixed. Can't log in after entering the password in the second attempt
Improved! Fixed. Updated UPS Carrier Server URLs
Improved! Fixed. Menu Clean Up
Improved! Fixed. GDPR Preferences Form Not Loading
Improved! Fixed. Add Visual C++ Redistributable 2015/2017 Prerequisite in the Installation
Improved! Fixed. Form Switching or minimizes after clicking on the notification
Improved! Fixed. Black screen in the corner of Restrospective Analysis Form
Improved! Fixed. Could not save newly user account created teams when connecting thru web services
Improved! Fixed. Unable to download orders from Cart Rover
Improved! Fixed. Importing customers will not show under Find Customer and NO shipto records created
Improved! Fixed. CB generated or created shipto is not pulling up the CartRover Shipping Info.
Improved! Fixed. CartRover - Add 100 as a new option for Download Order Limit in Configuration
Improved! Fixed. Changing cache DB connection will not update or the correct value in the configuration.
Improved! Fixed. Batch Invoice and Credit Total did not update when you add the first the GL Accounts Net Total
Improved! Fixed. Error deleting Item from existing SO
Improved! Fixed. Form Switching or minimizes after clicking on the notification
Improved! Fixed. Recent Transactions tab showing transactions for newly created Item
Improved! Fixed. Error " There is no row at position 0" when creating order or Invoice
Improved! Fixed. Importing customers will not show under Find Customer and NO shipto records created
Improved! Fixed. Adding of the line item is too slow using the web service connection
Improved! Fixed. Tax Rate Percentage has the wrong value or decimal point.
Improved! Fixed. Remove the Bill Date and Default Total in the Header of Batch Expense Bill
Improved! Fixed. Assigned Sales Tax Type removed when running taxjar job plan
Improved! Fixed. Erroneous password entry
Improved! Fixed. Set modern menu as the default for Admin user
Improved! Fixed. Removed Promotion Coupon Type.
Improved! Fixed. Error in Gift card Item and caching issue
Improved! Fixed. DEMO Error when creating New Customer if Address Verification is enabled
Improved! Fixed. Shipping - Increase Height of Multi Package Form
Improved! Fixed. New Ship-To Tax will not show the tax code specifically in that country
Improved! Fixed. Switching Payment Type in payment form not updating the deposit/undeposited flag
Improved! Fixed. Import Tool does not require DefaultSelling value and will create an issue after import
Improved! Fixed. Add "In Requisition" Fixer in DBMC Data Verifier
Improved! Fixed. Assign Default Account Code for Undeposited Receipt is Wrong in Demo Company
eCommerce
Improved! Fixed. The display Column field will not reflect correctly on the website.
Improved! Fixed. Site map not showing products
Improved! Fixed. Gift card removed in the Cart after Checkout
Improved! Fixed. Password Template - Not Setup
Improved! Fixed. Inventory/eCommerce – Web Option Description From First Item Shows Up on Succeeding Items
Improved! Fixed. Sales Order is created instead of posted Invoice when shopping cart order is fully paid by gift card
Improved! Fixed. Error in adding Items to cart and register the user for the first time
Improved! Fixed. Adding Product Ratings will go to the very bottom of the page
Improved! Fixed. Web Store Error After Upgrade
Improved! Fixed. Enter gift code Save and Cancel buttons are not working
Improved! Fixed. When saving notes on the eCommerce site for an order, it saves to the Customer table and should be in the contact table
Improved! Fixed. New Store User Account Email Link Has Double Slashes, Causing A 404
Improved! Fixed. Could not upload images for gift cards/certificates via Web Admin dashboard
Improved! Fixed. Adding new customer contact through the main customer form, the contact's website code isn't being filled into the CRMContact record
Improved! Fixed. Wrong text in website Order Notification
Improved! Fixed. Web side filters are not sorted properly
Improved! Fixed. CBE Set AppConfig Search_ShowAttributesInResults default value to false
Improved! Fixed. Web shopping cart page is very slow when product bundle with matrix item is added to cart
Improved! Fixed. Web category with bundle item error
Improved! Fixed. Skin Manager Remove Live Preview Button
Improved! Fixed. Adding Product Ratings will go to the very bottom of the page
Improved! Fixed. Error in removing and adding Item mapping in Category
Customer
Improved! Fixed. Customer Analysis Monthly Trading data caching issue
Improved! Fixed. Could not open more than one shipping address
Improved! Fixed. Completed Sales Order still showing in performing the Drop Ship
Improved! Fixed. Customer Form Analysis Tab Error
Improved! Fixed. Caching issue in creating credit card payment
Improved! Fixed. Bug in contact form caching/validation
Improved! Fixed. Duplicate Record Error when creating Credit Card payment
Improved! Fixed. Duplicating Quote causes Application to Hang without any error message.
Improved! Fixed. Saved Credit Card is not showing when creating a payment in Invoice form
Improved! Fixed. Customer – Unable to Cast Object Error Opening Customer Form
Improved! Fixed. Wrong Customer Contact shows in the Sales Order form
Improved! Fixed. Customer – Contact from Previously Processed SO Shows Up in Other Customer New SO
Improved! Fixed. Customer Statement Run Email Filter issue
Improved! Fixed. Sales Order Reserved value not working
Improved! Fixed. Credit Info of Previously Opened Receipt Shows Up to Next Receipts
Improved! Fixed. Sales Order Reserved value not working
Improved! Fixed. Contact tab shows from previously open customer
Improved! Fixed. Creating a new order with euro currency will also use the euro currency symbol in succeeding orders
Improved! Fixed. An issue with running customer statements.
Improved! Fixed. Error when adding matrix items from Matrix Group entry form in SO and Invoice
Improved! Fixed. Error " There is no row at position 0" when creating order or Invoice
Improved! Fixed. Creating new sales orders/invoices always showing the current date as the due date and not based on the payment term.
Improved! Fixed. General Freight charge did not calculate in Sales Order
CRM
Improved! Fixed. Customer Statement Run Email Filter issue
Improved! Fixed. Error in opening Activity and could not save changes
Supplier
Improved! Fixed. Running the Auto PO Generate Utility and create PO's, the line numbers start at 0 and not 1
Improved! Fixed. Quick Payment Run does not show Supplier Name
Improved! Fixed. An issue with Drop Ship Purchase Orders.
Improved! Fixed. Auto Generate Stored Procedure was pulling the description from the same location, just in a different view
Improved! Fixed. Importing Open Supplier Bills is not filling in the Tax, TaxRate, Freight, FreightRate, MiscExpense, or MiscExpenseRate fields
Improved! Fixed. Item Descriptions are not populating within the Auto PO Wizard
Improved! Fixed. Changes in view "SupplierOutstandingPIWaitingforPIReportView" to show POSTED GRN's only
Improved! Fixed. Completed Sales Order still showing in performing the Drop Ship
Improved! Fixed. Supplier form|items tab|part codes section, not working properly
Improved! Fixed. Purchase Order Reservation Bug
Inventory
Improved! Fixed. Saving a Build Assembly says "Record Already Exists"
Improved! Fixed. Set the build item assembly description to 1000.
Improved! Fixed. Updating or changing the value for "Show On Search" for Matrix Group does not update the Matrix items
Improved! Fixed. Recent Transactions tab showing transactions for newly created Item
Improved! Fixed. Inventory, Assembly When you adjust the qty needed on the build form, it is not multiplying the entered number
Improved! Fixed. Updating or changing the value for "Show On Search" for Matrix Group does not update the Matrix items
Improved! Fixed. Incorrect Date posted in the Journal when creating new stock take
Banking
Improved! Fixed. Journal entry is incorrect for multi-currency bank transfer
Accounting
Improved! Fixed. Reverse Journal Entry is disabled when Journal Entry is posted.
Connected Sale (POS)
Improved! Fixed. Error "The report server returned an error" when adding items in POS
The New Installer can be downloaded in the support portal downloads section or you may click on the link and login into your account to continue to download the installer.
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