Control Release Notes - Next Version

Please note: these are issues that Dev has worked on but are not yet released. Please check the official release notes pages to see if the issue you are looking for has been released.

The OrderStatusMaster report correctly sorts by Order Station Name and Line Item Station Name. (164534.002)
The Deposit Listing report has a Show Details options that shows each payment included. (184501.001)
Open Deposit on Order report shows a flag for orders that are set to Use Progress Billing. (187662.002)
A/R reports are now totalling correctly. (184895.002)
The Customer Credit Balance report now displays customers with a $0 credit balance. (166381.002)
The EDA report no longer contains individually voided paychecks. (189450.001)
The Quarterly Tax reports use the specified end date for YTD calculations instead of the printed date. (189384.001)
Invoices using progress billing now appear on the Customer Statement report. (154464.002)

Fixed an issue where shipping info would display as N/A in the shipment. (183071.001)
Fixed an issue where the selected value in the Service field on the Shipping Tab was changing when the order is saved. (183421.002)
Fixed an issue where references to the Ship To company are not being removed when deleting a shipment from a company. (187204.003)

Fixed an issue where message prompts received when backdating a bill when using GL Locks were causing some confusion. (183546.001)
You're no longer able to backdate bill payments to before the GL Lock time. (183546.002)
Editing bills closed before locked period will no longer post entries before the lock date. (187744.001)
The post date and GL date for part usage cards are now the same date. (187729.002)
Fixed an issue where when reconciling a bank account, Save as Postponed would not always save multiple bill payments that had been checked. (187192.001, 183688.001)
Fixed an issue with the Payroll processing not bringing part usage cards time into the payroll screen. (189130.001)
No longer get the error message “Ancestor for 'rgAccountType' not found” when selecting an Account Group. (188983.001)
Corrected instance where post date of part usage card and posting date of general ledgers were not the same date when the user back dated or future dated the usage card. (187729.001)
Inactive GL accounts can no longer be selected while entering new journal entries. (189383.001)

Inclusion Formulas for parts attached to modifiers are now being properly evaluated. (180218.001)
Cloning an order with inactive products no longer causes the line item to disappear. (184969.001)
Fixed an issue where if you convert an Estimate to an Order and don't lock the pricing, the subtotal would recalculate. (187693.001)
The Estimated Usage of a part linked to a modifier will no longer be 0 when the line item's price is locked. (186914.001)
Fixed an issue with second dependent lists on Products not showing list items. (187462.001)
Product images no longer being blanked in certain circumstances. (188030.001)

Corrected a typo on the Backup Options setup screen. (114377.001)
The arrows that allow you to cycle through line items are now functional in Edit mode. (179782.006)
Fixed an issue where a macro was not emailing because the SSLIP was looking for the report in the wrong location. (175975.001)
Fixed a refresh issue that caused stations to not update on users dashboards. (182927.001)
Editing the activity on a previously processed credit card refund no longer intiates the processing of another refund in error. (183242.001)
Updating UDF's on save of a service ticket now update immediately. (186762.001)
Fixed an issue with the option Make Sub-Explorer of in the Company Explorer instrument. (125555.001)
Fixed an issue where resizing the Company Explorer Instrument smaller would display double-scroll bars. (188144.003)
Fixed an issue where deleting a Company and reassigning any open Orders would bring the totals to zero. (186877.001)
UDF Designer Forms now support multi-select. (180945.001)
Fixed an issue where editing a PO to add line items would close it. (140640.001)
Fixed an issue where Production Terminal showed the Ship To Company as the Company it displays for Line Items on an Order. (187204.002)

Added the ability to see a Line Item's Proof Approval date on the Line Item Explorer. (179782.016)
Added the ability in Advanced Explorer to filter on a Purchase Order's pre-tax price, tax price, and grand total. (179782.019)
Reworked the posting of part usage cards to minimize the amount of GL recalculation. (186999.001)
Added option to remove items with zero inventory from the Inventory Listing report. (189234.001)
Checked Columns in Column Chooser automatically move to the top between successive opens. (188144.010)
Added ability to wrap column headers in Line Item Explorer. (188144.008)
Changed the default focus on the Line Item Advanced Tab from the Sale Account field to the Current Station field. (188144.007)
Removed unused area at the top of the UDF Layout instrument. (188144.006)
Increased the size of the “Make Subexplorer Of” drop-down in Explorer Instruments. (188144.013)
Added the ability to use the Priority variable on Order and Estimate Line Items. (187660.001)
Added the ability to search for prices in Receiving Document advanced explorer. (179782.025)
Added the ability to rename all dashboard instruments. (188144.005)
The View Financial security right was split into separate Company and Contact rights. (177640.001)

UDF Enhancements (177996)

Read more about the transaction UDF enhancements how_to_set_up_and_use_udfs. Scroll down to New in Control 4.7 to see what's been changed.

These changes are backwards compatible with the previous version of Control.

Fixed an issue where modifier inclusion formulas for parts were not evaluated properly causing extra parts to append to orders. (180218.001)
Fixed an issue with the balance due changing to $0.00 if you deleted and reassigned one company to another company. (186877.001)
Fixed an issue where the sales station was not updating when the sales station was updated on another computer. This issue was related to the SSLIP not properly sending messages in the background. (175836.001)

Fixed an issue where Direct Costs from Bills was duplicating when the status of the order was marked Sale. This was due to a linking problem between the part on the bill and associated order. (192342.001)

Added security rights for Edit Order Marked Built and Edit Order Marked Sale. (183305.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where when reconciling a bank account, Save as Postponed would not always save multiple bill payments that had been checked. (187192.001, 183688.001)

These changes are backwards compatible with the previous version of Control.

Sprint 6 and Sprint 7 items included in this release

GL Period Lock (180738)

Cyrious has added the ability to lock closeout periods in Control. Read more about this feature gl_period_locking.

Added security rights to allow users to open a PO line item from the PO Item Explorer. (181320.001)
The security rights to change Status to Built and to edit an Order are no longer linked. (181196.001)
Added a security right to allow the ability to change multiple stations at once. (179782.010)
Added security rights that prevent people from changing (adding/editing activities) someone else's calendar. The new security rights are named “Create Others Activities” and “Edit Others Activities”. (181205.001) Note: “Delete Others Activities” is still a valid security right, so something to keep in mind is if you don't want someone to edit or create activities for others, then you probably don't want them to be able to delete activities for others either.

Fixed an issue with variables losing their value after converting an Estimate to an Order. (182684.001)
Fixed an issue where UDF's were not resetting their value when cloning Estimates or Orders. (182341.001)
When cloning an order with shipments, the shipments now ship to the new company. (180829.001)
Voiding an Estimate no longer causes a price recalculation. (178443.001)
Orders no longer save with incorrect values if the product is edited while editing the order. (182684.002)

Fixed an issue where when the user saves a report they get the error: “A statement is expected here.” (180879.001)
Fixed an issue with the Divisions filter on the A/R Summary report. (180123.003)
Modified the Commission report to fix an issue where Order costs were not included in the report if the costs were posted in a period outside the specified time period for the report. (137325.002)
Fixed an issue where users would get an error when printing reports without previewing them. (184704.001)
Invoice and Work order reports now correctly display one-time use company and contact shipping information. (184941.001)
Fixed an issue with the Trial Balance report where income amounts were reversed. (185884.001)

Journal and GL Entries are now posted to an Order if a Bill is linked to an Order and the Default for Order is different than what is on the Line Item. (182676.001)
Fixed an issue with extra GL entries being created when converting a PO to a bill. (180503.002)
On Purchase Orders, the Expected Date now defaults to None instead of the current date. (179782.009)

Fixed an issue with using Auto Import to import large files. (182338.001)
Fixed an issue with Control locking up when posting a payment. (180821.001)
Fixed an issue where pasting unicode and/or other special characters into the pricing form would give an error stating that an invalid character was found. (179819.001)
Users should no longer get an error when changing the Days in Payable option in the A/P Explorer instrument. (179782.013)
Fixed an issue where the A/P Vendor Summary dashboard instrument would show Bills that are due today in both the Current and 0-30 columns. (179782.014)
When backdating, in the case of selecting a date that is before the earliest allowed date, a message will be shown stating the earliest allowed date and that date will be prefilled on the Backdate popup. (179782.024)
Resolved an issue when updaing multiple UDFs via CFL that only the first was updated. (182521.001)
Fixed an issue with a macro that creates labor usage cards that was not running properly. (179782.012)
Child products with code in the Advanced tab on Pricing now work correctly. (137718.001)
Multiple company edits now saves the journal information for the last company edit. (183657.001)
Fixed an issue where users were unable to edit Orders and Service Tickets in a Sale status. (184857.001)
The address field query now works correctly on the Company explorer. (185434.001)
When making a Company a subsidiary, it now picks up the parent's billing info and keeps the original shipping address. (185710.001)

Added the ability to put images on UDF Custom Layout forms and templates. (181087.001)
Added an informational message to the Set Next Order screen in System Setup. (180673.001)
The “Production - Batch” dashboard has been renamed to “Post Part Usage Cards”. (180237.007)
Selection list items can now be up to 255 characters long. (182666.001)
Added a Company parameter to the Commission report. (182144.001)

These changes are backwards compatible with the previous version of Control.

Can now select all stations using the station tree popup. (150611.006)
One time use customers shipping info is now being pulled into UPS Worldship. (170851.001)
The Insured Value now pulls in the Declared Value field in UPS Worldship. (170815.003)
In reports, the default email text is no longer adding extra blank lines. (176615.001)
Fixed a problem in the Closeout Listing Detail report that occurred if you closed the day at the exact moment a payment was made. (178391.001)
Reports that show values in display units are no longer displaying '0.00'. (178928.001)
No longer allowing the Shared User employee to be selected when posting part usage cards. (179668.001)
In Purchase Orders, catalog items can now be selected when using warehouse specific parts. (179782.003)
Control is now preventing new orders from being created if the order would put the customer over their credit limit; this was occurring if the first order for a new customer would put them over the credit limit set for them. (179782.005)
No longer receive an error in Production Terminal when a selected line item is removed on refresh. (179782.008)
The Auto Import feature no longer causes the SSLIP to crash. (180225.001)
Payments are now bundled in the Order transaction so that if there is a failure in the payment or order the other isn't saved. (180312.001)
Importing addresses for 100+ shipments no longer causes Control to crash. (180676.001)
A GL Department can now be selected on a Part Category. (179782.002)
In Production Terminal, the Layout Detail info is no longer bleeding over the panel's area. (179782.022)
Line Item Notes in Production Terminal are no longer showing line break code. (179782.007)
Fixed an issue where custom Dashboards would not display information when set to float. (180592.001)
When using the import company feature, looking up records by company name will correctly update the existing records. (180645.001)
The A/P Aging Detail report now correctly filters by division. (180794.001)
Control now saves variable property bags so they can be referenced. (180491.001)
Inventory adjustments for replenished parts are now posting correctly. (180896.004)
GL entries are now correctly created on replenished parts. (180896.005)
Small fonts are no longer appearing in Control for product layout information after upgrading to IE9. On existing orders and estimates, performing an edit and save will display a larger font, and on all newly created items the larger font should be displayed. (166453.001)

Added some filters to the Pending Shipment report. You can now filter by Company, Salesperson, and Entered By. (170668.001)
Part usage for replenished parts can no longer be posted in Production Terminal. (180896.003)
When marked Sale, replenished parts are locked, and no inventory adjustments are allowed after that point. (180896.002)
The GL Adjustment account has been removed from the Replenished Part. (180896.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where some users experienced a 1-2 second delay after receiving an error message. (148544.001)
The AP Historical Aging Report has been corrected to reflect “closed bills”. (176499.001)
Users are no longer allowed to delete a GL account without reassigning it to any other account if the account has only been associated with manual journal entries. (177845.001)
Fixed some minor typos in a few screens. (178956.001)
Fixed an issue with the Open PO Detail report where the Created Date column was mislabeled, and added a Line Item Received Date. (179670.001)
Fixed an issue in the A/R Report (Detail and Summary) where the Current and 0-30 columns did not always display the correct information. (178235.002)
Fixed an issue where WIP/Built amounts were showing on the A/R report when not selected. (178235.004)
Converting an Estimate that contains Shipping Info to an Order is no longer dropping the address and insured value. (178595.002)
Fixed an issue where posting Part Usage in Production Terminal did not update the usage immediately. (179749.001)
Removed potentially sensitive employee information from the XML export in Orders and Estimates. (178718.001)
Reworked the Ship From section on the Shipping Tab for clarity, and to add the ability to select a different division when shipping from the Store. (178351.001)
Fixed an issue with the ability to select a GL Expense Department on a Part that uses Category Defaults. If a part uses Category Defaults, the GL Expense Department is included in that and you must uncheck Use Category Defaults to select a different department. (179782.001)
Fixed an issue where the SSLIP would not start automatically when User Account Controls were enabled. (176837.001)

Added Order Status filters to the Shipment Explorer. (174638.001)
Added Service Tickets to the Transaction Types in the Shipment Explorer. (174638.002)
Made a change to the Inventory report to filter out parts where all quantities are zero. (179678.001)
Changed the Application Name of the Crystal Reports SQL Process to include the report name. (179884.001)
Added the ability to export the SQL Processes for Troubleshooting (Ctrl-Shift-Q). This utility can be found under the Tools > Utilities menu. (179884.002)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where a SQL macro was not updating every order selected. (138895.001)
Added a field on Purchase Order and Bill Macro setup for “Status changed to/from”. (139453.001)
Journal.JournalActivityType is now being saved when you send an email from a macro. (148451.001)
Email macros are no longer automatically attaching the order's description to the email. (170680.002)
Standard invoice now shows the correct address when a one time use address is used for Shipping. (170851.002)
Voiding an Order in Built status that has had payments applied no longer posts amounts to A/R's. (174435.002)
Using a merge field in a shipment's packing slip no longer causes Control to crash. (175747.001)
Fixed an issue with Part descriptions on Part to Product links to no longer append multiple (1)'s behind the description. (176179.001)
Fixed an issue where if Divisions/Warehouses are not being used, the Adjust Part Inventory and Cost screen would not show Parts. (176299.002)
Fixed an issue in UDF Setup where selecting a category would not always show the correct UDF's. (176571.001)
Fixed an issue in UDF Setup with moving UDF's; sometimes after clicking Move Up/Move Down, the list would blank out. (176571.002)
Costs are now saving in the TransDetail table. (176682.001)
Fixed an issue where Voiding a Payroll gave an access violation and caused Control to lock up. (176768.002)
Users can now filter by the Salesperson1 field in A/R Explorer. (175936.002)
Control is no longer dropping items in a selection list. (175372.001)
The option on the Account Register report to Show Off Balance Sheet Entries is now working correctly. (176264.001)
When clicking the Cancel button on a line item after selecting a Material Type, the Material Type selection list option is no longer blank. (176390.001)
Fixed an issue where clicking to expand a Line Item caused the Lock menu to display instead. (176710.001)
The field for UDF Category names was lengthened to 1024 characters from 40. (176852.001)
The On Order Edit trigger on Macros is no longer fired when posting usage to an Order. (176858.001)
Fixed an issue where posting payments using the payments tab while editing an order could cause the payment to not be shown onscreen. If another payment was posted before the order was closed and reopened, it could result in a doubling of the payment. (178268.001)
Corrected the filter descriptions on the Bill Explorer to say Current Bills and Historical Bills. (153003.001)
Fixed an issue where multiple Master Time Cards for an employee could be entered for overlapping times and different stations. (156596.001)
Made some changes to allow taxes to be calculated on the Order's Tax Class setting if different from the Company's Tax Class. (177725.002)
Fixed an issue where Modifiers were causing GL out of balance errors. (178232.001)
Manual updates to Inventory will now show correctly on the Inventory History report. (178568.001)
Monthly recurring activities are now saving options when edited. (154554.002)

When renaming a Part name, an activity is now saved. (175394.001)
An Order's Part description is now pulled over from the PO line item's descriptinon when the PO line item is linked to an Order's Part. (176231.001)
The Recurrence Type field on a Macro can now be edited. (176801.001)

These changes are backwards compatible with the previous version of Control.

The FedEx Shipment Manager integration with Control was reworked to link the correct fields in Control to FedEx Shipment Manager. (170150.001)
After entering a one-time use company, contact, and address and saving the order, you can now go back and edit that information. (172569.001)
Added a column to the Account Register to indicate which activities were off balance sheet. (174259.001)
Part name is now being displayed in GL entries for a Bill. (174491.001)
One time Use Address is now saving in the PO Shipping Address Field. (175422.001)
No longer receive an error when selecting a different report to preview while in the print dialog box. (175651.002)
Inactive bank accounts are no longer appearing in the Bank Account drop down in the Print Checks screen. (175668.001)
GL Departments on Parts now auto fill on Purchase Orders. (175690.001)
Fixed an issue where the Rounding/Adj. on the line item would show a price change message, even though the price was not changing. (175853.001)
Additional activity reminder window is no longer displayed. (175909.001)
Removed Salesperson filters in the A/R Explorer instrument. (175936.001)
Fixed an issue where excluded line items cost was showing up on the Closed by Margin Commissions report. (176027.001)
Accessing Company Explorer through the lookup instrument is using the saved settings. (176372.001)
Full Contact Addresses can now be used as a ship to address on a shipment. (176507.001)

Added the ability to allow batch import of multiple shipments via the order number in FedEx Shipment Manager. (170482.001)

These changes are backwards compatible with the previous version of Control.

Credit Memos that have been backdated are now showing in Avalara as the backdated date instead of the original date. (174277.001)
Fixed an issue where payments were not being saved on Quick Bills. (174516.001)
Fixed an issue where Advance Repayments were not working correctly when processing Payroll. (175461.001)
Fixed an issue where an inactive bank account was displaying in the Print Checks screen. (175668.001)
When cloning a journal entry, any GL departments that were entered will now be brought over. (175636.001)
Credit memos are now debiting the correct division instead of the default division. (174278.001)

The New Address popup is now working correctly when adding a new Billing Address. (173673.001)
Fixed an issue where after converting an Estimate that contains shipments to an Order, the Shipment grid would not display the correct information. (173798.001)

Control is no longer setting the tax to $0.00 when a negative finance charge is posted when using Avalara and the order is changed to a status of Sale. (172640.001)
The overridden Unit subtotal is now prompting to keep the Unit price when the Qty changes. (172708.002)
If the options to exclude Saturday and Sunday from scheduled dates are checked, and the user tries to schedule an activity that would fall on those days, a message appears to explain that the option is turned on, and no activity will be scheduled on those days. (173585.002)
“Require Station at Sale” option no longer prevents you from saving a Service Ticket. (174330.001)
Added a CFL Function called SonsVariableTotal that adds up only the variable on the Child Line Items of a Line Item. (170734.002)
WebView now works with secure email accounts. (171872.001)
WebView now brings in the tracking number from the Shipping Tab. (171872.002)
Fixed a formatting issue in reports; HTMLreturn is now displaying properly. (175347.001)
The Document Date in Avalara is now pulling the correct date on backdated transactions. (168413.014)
Macros are now setting the correct information in UDF's. (174493.001)
Fixed an issue where an email macro was not pulling in a UDF value. (172659.002)

Part Stations are no longer being reset to None on the Part tab in Orders. (174332.001)
The Part Description can now be edited on the Parts grid. (172569.002)
Fixed an issue where users without proper security rights to add parts were able to do so in a new Purchase Order. (175739.001)

Changed the way Purchase Orders work for users who do not have the full Accounting Module. When closing a PO, a part usage card will be created transferring the Qty Received over to Qty Billed for any parts on that PO. (175523.001)
Added a message to the Part's Units tab letting users know they should change part information on the Adjust Part Info screen. (174346.001)
On Purchase Orders, the Default for Order field will no longer be filled in automatically. This was causing some confusion for people who were also ordering items for general use. (172569.003)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where choosing a different Contact in an Email Activity would not update the email address. (114953.3)
When emailing from Control to Outlook, text should no longer be double spacing/ (119891.2)
Fixed some spacing and formatting issues that were occurring when sending emails out of Control. (137111.2)
Fixed an issue where when emailing out of Control, the email signature would duplicate. (159080.1)
Deleting a link in the generic importer no longer causes Control to crash. (170463.1)
Purchase Order line items can no longer be edited once they've been converted to Bills/Receiving Documents. (170524.1)
Finance Charges accounts are correctly applying to the order's division that an order was created for. (170864.1)
Users can now select a different credit card billing address. (171894.1)
Zoom in/out on the Report instrument is now working. (172279.3)
The unit fields in the Display Units section are now holding the correct values. (172756.1)
Fixed an issue where converting a Purchase Order then accidentally saving it as a Purchase Order reused the same PO number. Now you will not have the option to save as the same type you are converting from. This also occurred with Bills and Receiving Documents, and has been addressed for those as well. (172770.3)
Fixed an issue where the tax was not being calculated when a shipment was created; the taxability of the line item was changing from taxable to non-taxable. (173607.1)
Inventory History report no longer shows entries for summary cost adjustments from purchase orders. (173638.1)
The Internal Work Order report now prints the correct shipping contact instead of the order contact. (173705.1)
Voided payroll checks are no longer showing in the Account Reconciliation screen. (145955.2)
Fixed an issue where when using the Shared User login, the first transaction saved was set to Shared User instead of the selected user, and subsequent saves would generate an error saying “Cannot focus a disabled or invisible window”. (164595.1)
The consumption of a part is no longer being calculated differently upon editing an Order. (165337.2)

Added security rights to allow users to Assign multiple items while in Group Mode in Line Item Explorer. (153538.1)
A Division filter has been added to the Shipment Explorer. (173710.1)

Added Price Lock feature. This feature will allow users to lock an order from price changes associated with calculated changes in the base price. Read more about this featurepricing_locks. (141505.1)

These changes are backwards compatible with the previous version of Control.

When choosing a part in the Create Part Usage Cards instrument in the Production - Batch dashboard, the part lookup no longer uses the description instead of the part name. (168413.012)
Fixed an issue where typing a part name in the Inventory Transfer screen would select the first part with that letter. (168592.002)
Vendors on a Part's Vendor tab are now keeping the priority order they are set to. (170827.001)
Fixed an issue where Parts added to an Order from a PO had an Estimated Usage of 0. (170834.001)
Fixed an issue where Parts added to an Order through a PO were not reserving inventory correctly, resulting in a negative inventory. (170834.002)
Fixed an issue where a Part's default consumption unit would disappear from a Purchase Order. (170794.001)
Flags that are set on a Part's Vendor tab are now showing when selecting a Product that uses that Part. (170823.001)
Overriding a Part's Estimated Usage on an Order no longer reverts to 0 when leaving the cell. (170522.001)
Fixed an issue where the usage on the Parts tab would not display correctly when using Display Units on a Part. (170223.001)
Fixed an issue where the drop down in the P.O. grid to select the Order's part was not able to differentiate between multiple Order parts that are using the same part. (168413.011)

The Account Register report is now matching the Current Balance for selected GL Accounts. (168592.006)
The A/R Report is now displaying correct totals when selecting by Division. (168592.007)
The A/P balance is now matching on the A/P Aging, Balance Sheet, and Financial Summary. (168592.008)
“Copy to sender” in E-mail options no longer overrides anything in BCC that has been saved as a default on a report. (165334.002)
Labor time on Service Tickets is now being included on the Labor By Order report. (169982.001)

Fixed an issue in Production Terminal where users were not being clocked out. (168915.001)
Fixed an issue where Production Terminal was not showing Orders. (170774.001)

Billing Contact's billing address no longer has to match the Company billing address when making a credit card payment. (170183.002)
Added security rights for the action Run Status Change Macro. (168592.001)
Division Addresses are now working correctly on Purchase Orders, Bills, and Receiving Documents. (168592.004)
Activities displayed on an Order are now being filtered by the LinkClassTypeID correctly. (168592.005)
Products are now reverting back to their default station when you pull the line items in using the 'Copy All/New Line Items' button. (168413.002)
The zip code is now being included in the Import Address feature in the Shipping Tab. (168413.013)
Converting an Estimate with custom notes is now bringing those into the Order. (166678.001)
The Show Due Date options for Orders in System Setup are working correctly. (166362.001)
Users can now drag items in the To-Do area on Activity Manager into a date/time to be scheduled. (164130.002)
Fixed an issue where converting a Receiving Document to a Bill would sometimes give a floating point error. (170611.003)
Fixed an issue where an invalid floating point error was displayed when a line item had a quantity of zero and was included on a shipment. (170215.002)
Voided WIP orders no longer make GL entries (inventory and expense) for materials not consumed. (170909.001)
Auto-search option for Copy New Line Item function now works correctly. (164941.001)
Fixed an issue where leaving the Credit Account Open option on a Company unchecked was not allowing new Orders to be created. (168413.004)
Fixed an issue where there was an extreme delay when deleting a Company. (170258.001)
Removed the Expected Time field from Purchase Orders. (170826.001)
Fixed an issue where accessing the outstanding orders from the Company Financial tab and right clicking to Edit Order Notes would not save the notes. (150754.002)
When paying Bills, checks will now print with the Payment Date that was entered instead of always using the current date. (153512.002)
Bills are now checked during the deletion of GL expense accounts. (170321.001)
No longer get an access violation when opening a Product that contains a variation grid in an Order. (170734.001)
Fixed an issue where cloning an Order or converting an Estimate to an Order would not record the correct Order it was cloned from or Estimate it was converted from. (172022.001)
Fixed an issue where if a company is tax exempt in one state and has an Order being shipped to multiple states, it made the entire Order tax exempt, instead of just the shipment going to the tax exempt state. (172090.002)

Added the ability to sort by the SKU column in the Parts grid on Orders. (170148.001)
Added a designated Billing address to each contact. (168413.008)
Added filters for multiple salespeople in the Order and Company Explorers. (158079.002)
Added an option in System Setup>Orders, Estimates, Service Tickets>Line Item Options to revert a Line Item Station to the default station when cloning. (168413.015)
Added the ability to filter out any checks/deposits after a specified date. (168592.009)
The Margin % is now calculated on each Variation in an Estimate, not just the Active Variation. (170306.001)
Users can now use the mouse wheel to scroll in the Shipments section. (170773.001)

Added a Shipment Explorer and Shipment Explorer Instrument. (171795)
Warehouse Specific Parts - when this feature is implemented, users will be able to define warehouses for parts. (170375) Read more about this feature inventory_overview.

These changes are backwards compatible with the previous version of Control.

One Time Use for Company and Contact (164770)

When shipping items using the Shipping tab, there is the option to use an Address only for that shipment. This concept was expanded on and now you can use a Company and Contact the same way without having to create a new company record.

Fixed an issue where some Orders would not display their Line Items when searched for in Production Terminal. (168020.007)
Added a scroll bar to the Order notes popup box in Production Terminal. (165337.006)
Fixed an issue where not all Filters in Production Terminal were being auto-saved. (164852.002)
Fixed an issue in Production Terminal where SSLIP error messages were not displaying. (166432.001)
Fixed an issue in Production Terminal where making a change to a Line Item that's not on the first page of results would send the user back to the first page after making the changes. (168413.006)
Adding part usage in Production Terminal is now working correctly. (168913.001)

Estimates with Shipments are no longer posting those amounts as Taxable Sales to Avalara. (168668.001)
Fixed an issue where converting an Estimate to an Order and entering Shipment information before saving caused the shipped amount to post to Avalara, and also did not store the Order number. (168668.002)
Sales & Taxes are no longer posting to Avalara when the shipped date is filled in on Orders in WIP & Built. (168668.003)
Fixed an issue where an error was received when changing the tax class on an Order. (168726.002)

Part UDFs are now being loaded prior to the Pricing Form opening so the default price is calculated correctly. (165337.009)
Users will now receive an error message when attempting to save a cloned part with an identical name to another part. (168545.002)
Part UDFs are now being loaded prior to the pricing form opening so the default price is now being calculated correctly. (165337.009)
Parts list information on the Parts tab of an Order no longer blanks out if you scroll to the bottom of the list and then click Edit. (165337.010)
Fixed an issue with the unit labels on the unit conversion popup in the Units tab on a Part; they appeared to be reversed. (168413.010)

Line Items linked to Shipments with un-overridden due dates are no longer losing their due date. (168169.004)
Fixed an issue where using the Hot Folder Import caused the SSLIP to crash upon completion. (168639.001)
The New Address function, both One Time Use and when adding an address to a company record, is now working correctly in PO's, RD's, and Bills. (168413.002)
Attempting to post usage on an Order that is in Edit mode will now display a message to the user letting them know the Order is being edited. (168767.002)
Viewing the Account Register with an account that has many entries and scrolling to the bottom will no longer give Access Violations. (154694.002)
Added security rights for the Run Status Change Macro action. (168592.001)
When using Journals for multidivisional entries, Control no longer allows you to save the journal if the different divions don't balance out on the record. (168731.001)
Manually added parts are now carried over when you switch the line item from one product to a different similar product. (169101.001)
Users can now use the “Customer is Tax Exempt” criteria in Company Advanced Explorer. (169801.001)
Tabs on pricing forms are now appearing correctly without having to go into Edit mode. (169868.001)
Cloning an Order that did not use online tax lookup is no longer causing the Order to zero out prices. (169994.001)
When modifying the order due date from the order explorer via the right-click menu, any un-overridden line item due dates are now automatically recalculated based on the newly set order due date. (168340.002, 168413.001)
Shipping Tab now correctly treats Estimates using Variations. (169949.001)
Selecting a Part to post usage for in the Production-Batch dashboard is now pulling the correct Part. (168413.012)

Added a user option to disable the ability to change the Division on Orders after the Order is created or when cloning Orders. This option can be found on the System Setup screen under Orders, Estimates, and Service Tickets. (167163.001)
Added the ability to have the Division name on the transheader accessible through CFL. (168169.003)
On the Shipping tab, moved the row of buttons for shipment actions to be in line with the Shipment header, and made the Ship From section collapsible to free up more room for the Ship To section. (168413.007)
Added a More button next to the Shipping Notes field on the Shipping tab. (168413.008)
Added Line Item Due Date search criteria to the Line Item Advanced Explorer within Control. (168814.001)
If the Line Item Due Date is manually overridden to be after the Order Due Date or the Shipped Due Date, the user receives a warning before the Order is saved. (166607.001)
Under the Help menu, Cyrious has added a button to automatically open the help.cyrious.com page; this can be found under Help>Contact Tech Support. (167129.001)

These changes are backwards compatible with the previous version of Control.

Orders for non-default Divisions are now reserving and consuming parts from the correct division instead of the default division. (165452.002)
When Orders are marked Built, the Reserved quantity is now updating correctly. (165452.003)
The InventoryLog and Inventory entries are now using the correct Division and Warehouse for Purchase Orders and Receiving Documents when a Warehouse other than the default is used. (165065.001)
The InventoryLog entries for the following fields are no longer NULL when the transheader is set to a specific Division or Warehouse: ToDivisionID, ToWarehouseID, FromDivisionID, FromeWarehouseID. (165065.003)
Removed restriction in Control that prevents online taxes from being calculated for addresses outside the US and Canada. (165284.002)
When you have a taxability code with a formula and you change the status of the Order from the Explorer screen, the tax calculation now returns the proper tax calculation instead of $0.00. (165337.001)
The pricing is now re-evaluating when overriding the estimated usage and actual price columns. (165337.005)
Control is no longer preventing you from manually adding one part to an Order more than twice. (165388.001)
Control now handles creating shipment numbers correctly when there are more than 26 shipments. (166138.001)
Fixed an issue where Line Items with a quantity of 0 would sometimes give a division by zero error. (166713.002)
In Production Terminal, users with a Standard security template no longer receive an error when changing stations. (167174.001)
No longer generating “Could not load record” errors when using the Shipping tab. (167173.002)
Cloning a Bill no longer posts reversing entries to the original Bill. (167073.001)
When entering Additional Units for Parts, users can now enter values higher than 100. (166451.001)
On Orders with multiple taxes in the same jurisdiction, Control is now pulling all tax amounts into the Order from Avalara. (164962.002)
Taxes on child items are being rolled up into the parent when saving an Order if using Avalara, and also when shipping the Line Item. (165247.003, 168169.001)
Taxes are now calculated correctly based on the address tax class when not using Avalara. (166456.001)
Fixed an issue where the % complete dis not post to Avalara until the Order was marked Sale. (167012.001)
Control is now forcing a re-calculation of Avalara taxes during Order edits where a Modifier is added to an Order which increases or decreases the price of the Line Item. (167131.001)
Avalara is now posting Finance Charges consistently. (167137.001)
Running the Sales Report for a 1-2 minute time period no longer causes Control to hang up. (167184.002)

Added an option on the Commission report to have a page break for each salesperson. (166200.001)
Changed the Due Date range filter in Production Terminal to pull from the Line Item Due Dates instead of the Order Due Dates. (166163.008)
Added a Shipped Due Date parameter to the Pending Shipments report. This report also displays the Carrier name when it is not grouped by Carrier. (167979.001)

These changes are backwards compatible with the previous version of Control.

Added Line Item Due Date (166163)

Due Dates can now be set on the Line Item level instead of just on the Order level. Learn more about this feature how-to_use_the_line_item_due_date_feature.

Fixed a pricing change issue that was occurring on some custom dashboards. (164927.001)
The A/P reports are now filtering properly on the Date field. (164993.001)
The A/P report's Use Historical Query option is now working correctly. (164993.002)
Selecting Local Pick-Up as the Ship To address on a shipment will now show the correct address. (165084.001)
When voiding an order with payments and not voiding the payments, the GL entries will now use the order number instead of the transfer account; this will allow for better tracking. (165149.001)
Fixed an issue where taxes were not being calculated for Installation in an instance where Installation is taxable. (165247.001)
Production Terminal no longer makes excessive requests to the SSLIP for the connection string. This was causing slow-downs and hang-ups for some users. (165284.001)
The consumption of a part is no longer being calculated differently upon editing an order. (165337.002)

These changes are backwards compatible with the previous version of Control.

Set Default Display Unit for Parts (164661)

This feature allows users to Set a Default Display Unit for a Part. Currently, Parts display the units which they are purchased and stocked in, also called Inventory units, but users may not use these Inventory units when talking about how much of a part is needed. Going forward, users will be able to display Parts in units that are more commonly used rather than the Inventory unit.

Voided part usage cards are no longer showing in the Actual Cost and Qty columns on the Cost Analysis by Order report. (165119.001)
Labor and Equipment part usages are showing the correct usage quantity on the Cost Analysis by Order report(165119.002)
The selected Shipping Method on a PO is now printing. (164678.001)
Line Item Station Change To/From macro triggers are now working correctly. (164859.001)
The shared user feature to “remember me” for the next x minutes is now retaining who you are for future transactions. (164595.003)
The GL entries for payroll now include the bonus amount. (164377.001)
Credit Limits that are set for customers now include all amounts, not just Orders in Sale. (161295.001)
The Control installation now includes dll files necessary for Gmail accounts. (160854.002)
Modifier parts are now correctly included with default values entered in for modifiers. (160446.002)
Control no longer allows you to post payments for bills when the total vendor credit used on those payments is more than you have. (125746.001)

These changes are backwards compatible with the previous version of Control.

For non-Avalara customers, the total taxes for a line item are no longer showing on each shipment. (164788.001)
Users can now add new line items to shipments that have already been created. (164788.002)
Shipments are no longer changing when new line items are added(Ex: SAA is now SAC). (164788.003)
The Ship To information on the Company tab has been removed; all shipping information will be located on the Shipping Tab. Shipment SAA now defaults to the Order's Ship To address. (164788.004)
Taxes are now being calculated correctly on line items that aren't linked to a shipment (for non-Avalara customers). (164788.005)
Tax prompt no longer pops up intermittently saying taxes have changed. (164788.006)
The invoice now correctly reflects tax information that is entered on the shipping tab. (164599.001)
Shipments now correctly calculate taxes for tax exempt customers and products. (164599.002)
Shipments now correctly calculate taxes for taxable and non-taxable customers (various scenarios when shipping to non-taxable location but ordered by taxable customer, split shipments going to taxable and non-taxable locations, etc.). (164599.003)
Child prices are now being included in Price of Shipped Items for shipments. (164402.001)

These changes are backwards compatible with the previous version of Control.

Rearranged Add Payment and Delete buttons on Payments screen for better viewing. (117884.001)
Added the Invoice No. lookup field to the Payments (Receipts) screen. (158043.001)
In the Payments tab on Orders, added a Payments Method column and removed the Type column; the Type column actually refers to the Activity type. (162829.002)

Opening the Vendor Explorer no longer has the Prospects option checked. Note: if you have saved filters in the past, you will need to click Reset in the Explorer window for this to take effect. (79745.001)
Cloning an Order or Estimate will now set the station back to the default station. (159044.001)
A Line Item status change when the Purchase Order is in Edit mode is now saved as an activity when the option to do so is turned on. This option can be found in Setup>System Setup>Purchase Orders, Bills, Receiving Documents>Purchase Orders, and is called “Track changes to line item status as activities.” (161171.001)
Fixed an issue where converting Purchase Orders to Bills would sometimes leave the Purchase Order in a Requested status. (163106.002)

In Production Terminal, fixed an issue where was being inserted between line item notes. (162649.001)
In Production Terminal, fixed an issue where the incorrect user name was displayed on the Clock Out popup. (158541.002)
In Production Terminal, no longer need to put * in the Company search field to get results; a partial Company name works. (160935.001)
Users can now update Line Item notes and change Stations in Production Terminal with no errors. (162725.001)
Fixed an issue with the Assigned To filter in Production Terminal to show the correct employees. (164470.001)

Previewing Quick Reports as a group no longer causes Control to hang indefinitely. (162666.002)
Address field on Purchase Order now expands to better handle longer addresses. (160461.002)
Creating a new time card for another user no longer assigns it to the current user. (164177.001)
Fixed an issue where while in a Vendor record, choosing Create>Create Bill on the Action toolbar opened a Purchase Order instead. (125667.001)
Removed “Consolidate With” and “Exclude From” checkboxes from the GL Account Groups setup; these options are irrelevant to GL Account Groups since they can't have GL entries. (116300.001)
Added security rights to allow users to delete work assignments. (163080.002)
Fixed an issue where when dragging an activity in the Activity Manager instrument to move it to another date, the activity would “stick” to the cursor. (160683.001)
“Answer Required” on Modifiers now works as intended. (144532.001)
Added the auto-refresh option to the Marketing Search Results instrument. (160924.001)
Warehouse and Division filters on the Adjust Part Inventory and Cost screen are now working correctly. (163325.001)
Fixed an issue with the Edit button in Composition products giving an error. (163068.003)
Fixed an issue where the option “File is ready for archiving” was not being set correctly and therefore, those files were not being backed up. (160942.002)
Fixed an issue with mail merge fields causing email macros to fail without reporting an error. (162664.002)
Partial Users are no longer able to edit their time cards. (162972.002)
Fixed an issue where editing parts in the Adjust Part Inventory and Cost screen would not keep the changes. (164485.002)

Added the ability to use Estimates and Service Tickets in the Job Monitor screen in Production Terminal. Estimates have a prefix of Est. to distinguish them from Orders. (160357.003)
On the Shipping Tab, when the Order is in Edit mode, the Print button for the Packing Slip is not active. (164381.001)
Added the ability to clone certain instruments. Also, a drop down was implemented on the instruments to include Edit, Clone (where applicable), Close, Restore, and Minimize. (162775.001)

These changes are backwards compatible with the previous version of Control.

If you use the timeclock function, do not update to this release; a defect was found that will prevent you from editing any timecards. This defect is fixed in the next release. We apologize for any inconvenience this may cause you.

1. Shipping Tab

Control now has a Shipping Tab for Orders, Estimates, and Service Tickets. This tab was added as a place to store all the shipping information for Orders, and also offers a way to split Orders into multiple shipments. Read more about how to use this new feature in the following How-To articles:

2. Shared User Account

Cyrious has added a Shared User Account login to Control. This was added for companies who utilize a shared terminal for employees; now there is a way to track activities performed by each user without having to log one user out so another user can login. Learn more about this feature shared_user_account_feature.

Cloning a Line Item using laminates, all estimated usage is no longer reset to zero . (160254.002)
Reworked the date range used for parts that are scheduled to reduce long wait times for the Schedule tab to load. (161383.001)

These changes are not backwards compatible with the previous version of Control due to changes made for the Shipping Tab Feature. Shipping Methods are now stored in another table. If you update to this version and for some reason revert back to a previous version, any changes made to the Shipping Methods would be lost, and all links to the Shipping Methods will become invalid. Vendors and P.O.s will lose their shipping methods.

Fixed an issue with Family Pricing that was causing delays when editing Orders and Estimates that used Family Pricing. (160938.002)
Fixed an issue with MeAndSonsSubtotalPrice not holding the correct value of parent and child items. (160908.001)
Fixed an issue where converting an Estimate to an Order would recalculate the tax amount. (160866.001)
Fixed an issue where, in certain circumstances, paying a Bill caused large, incorrect GL entries to be made. (160502.002)
Fixed an issue so that changing the Assigned To on line items no longer deletes certain modifiers. (154463.004)
Standard Estimate no longer hides its discount if a parent item has no discounts but has children with discounts, and the option to not show child items is checked. (161203.001)
Purchase Order report no longer hides the entire description line if no item name is entered. (161177.002)
Fixed an issue where customer credits were being applied erroneously. (159321.002)

Changed the wording of the 'refund requires pnref' error messsage given by Merchant Warehouse for clarity. (160980.001)
Added a new standard report called Sales By Product (Simple), which sorts by highest sales added to the system. (160271.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where converting an Estimate to an Order did not set the default Order station correctly. (150611.003)
Fixed an issue with Inventory numbers not being updated correctly when changing Purchase Order status. (154794.002, 159181.001, 159181.002)
Removed the time that was appearing after the date in Advanced Explorer queries. (156981.001)
Formatting text in an email signature is no longer causing it to double in emails. (158323.001)
Fixed a security right issue with users that could Make Deposits but not View Payments. (158600.002)
Fixed an issue with rounding unit costs. (158753.002)
Fixed an issue where cloning an Order or Estimate set the station to (none) instead of the default station. (158044.001)
Fixed an issue with linking Parts to new Warehouses. (159238.001)
Records no longer disappear from Dashboard Instruments when sorted by a field in which the record has a NULL value. (159342.001)
Fixed an issue with On Order Inventory amount when non-accounting customers receive partial shipments. (160242.001)

Added options to create activities when emailing Bills, Purchase Orders, and Receiving Documents; this new option is located under System Setup>General>Report Options. (158753.003)
Added several columns to the Activity Reminder popup window column chooser, such as Company and State. (159191.001)
Added the following options to the Standard Invoice: Show Discounts, Show Unit Price, and Show Line Item Totals. (160560.001)

These changes are backwards compatible with the previous version of Control.

Added a Quick Add Address option to Contacts on Orders and Estimates. Read up on this handy new feature how-to_use_the_quick_add_address_feature. (158874.001R)

Columns on Adjust Part Inventory and Cost screen will now keep their size when cycling through Parts. (146581.005)
Made some changes to the Part Setup Vendors tab (158109.002)
- Removed the Package Size since it is not used
- Changed Unit Cost to Stocking Unit Cost and added the unit name after the cost
Added “Line Item” to the Marketing Search Results instrument options. (158485.001)
Fixed an issue where the Quarterly Federal Income Tax Report was doubling some values. (158532.002)
Fixed an issue where cloning a Bill was not clearing out the Qty Billed amount. (158812.001)
Fixed an issue that caused the Service Ticket Explorer to load at an increasingly slow pace. (158761.003)

Added the Run Macro action to the Action Toolbar on Orders and Estimates. (135569.002)
Added the ability to group by parent company on A/R reports, Sales reports, and the All Account Statement report. (147275.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue with the naming scheme for WebView that was not allowing images to appear. (113117.001)
Added a filter option for Division to Production Terminal. (113150.001)
Production Terminal no longer allows users to clock on without a part if payroll is disabled. If payroll is enabled, it will be optional. (127152.010)
Fixed an issue where posting usage on equipment parts was not converting to the correct units. (127349.002)
Production Terminal no longer writing NULL to Line Item fields, which caused issues with the Packing Slip report. (144454.002.)
Fixed an issue where creating a Bill with negative costs did not remove those costs from an assigned Line Item. (156238.002)
Fixed an issue where using the Payments (Receipts) screen to swipe a card for a customer who had payment information saved caused the payment to be processed on a previous customers card. (158362.001)
Fixed an issue where Parts were sometimes being dropped when cloning, converting, or editing an Order or Estimate. (158501.002)
Fixed an issue where Email Macros were sometimes mailing multiple times. (135569.001)
In Production Terminal, reworked the Line Item Clock On button to default to the logged in employee. (140631.002)
Fixed an issue with the Packing Slip report printing an extra page that only contained the header and footer. (152436.001)
Fixed an issue with the Sales Report option to not show zero balance entries. (153267.002)
Fixed an issue where when editing the assigned Order number for Line Items on a Bill, the costs are posted to the new Orders however those costs are not removed from the previous Order. (156236.002)
Fixed an issue with focus jumping to the top when selecting an item lower in the Explorer screen. (156345.001)
Fixed an issue where when the option to automatically Close Orders when Fully Paid was enabled for WIP and Built, the AR balance was left on the Order if the Order was paid in full when in WIP or Built. (156377.001)
The Scheduled tab is now pulling activities correctly. (156845.002)
Corrected a typo on the Part Setup; in the Inventory Tab, changed Collaspe to Collapse. (158108.001)
Fixed an issue where removing a catalog item link in a Bill and applying a discount caused Bills to be locked from editing. (156389.002)
Applied the Sorting solution to all columns in Production Terminal. (158039.001)
Fixed an issue with the Balance Sheet incorrectly including Retained Earnings in YTD Income. (158651.002)

Added Employee Label and Station Label reports to Control for use with bar code scanning in the Job Monitor feature. (156284.001N)
Added the version number to WebView's login page. (113117.002)
Removed the Retained Earnings GL account from the master dataset and renamed the account to “Equity Adjustments”. (158022.001)
Monthly recurring macros correctly hold their day of the month field value instead of reverting to the first of the month. (158314.001)
Made some changes to the Details Filters in Production Terminal: (140631.003)

Alphabetized the list
Changed “Order Information” to “Production Notes”
Changed “Product Summary” to “Layout Summary” and “Product Layout” to “Layout Detail”

These changes is/is not backwards compatible with the previous version of Control.

Job Monitor Feature in Production Terminal (156284)

This feature allows users to view all jobs assigned to them, and to change the Station and Assigned To on multiple jobs in one step. Read more about this feature job_monitoring and bar_code_scanning.

Added a prompt to void any associated usage cards when voiding an Order. (102750.001)
The Invoice Number now shows on the Payments screen as well as on the Deposits/Payments screen accessed from an Order's Payments tab. (133069.001)
Fixed an issue with most columns in Production Terminal that now allows sorting over multiple pages. (140631.001, 145984.001)
The Marketing Search Results instrument now works with advanced Line Item queries. (140640.002)
Fixed an issue where if a product was setup to use (none) for the Product layout used for Invoice/Estimate, it caused long save times when used in an order. (154752.001)
Added Security Rights to prevent users from editing Purchase Orders (154867.001)
Fixed an issue where email signatures were not being inserted when emailing Orders and Estimates. (155384.002)
Exporting Currency fields and Date fields now brings the correct data type into Excel. (156211.001)
Added scroll bars to the Notes popup in Production Terminal. (156211.003)
Fixed an issue with the option to have Activity Manager display in 15 minute increments; it now displays correctly. (156580.001)
Fixed an issue where the Employee name on Station activities was being overwritten when the Station was changed within Production Terminal. (156708.001)
Fixed an issue with Recurring Activities firing off Macros even when the Macros were disabled. (156843.002)
Clicking on the Pricing Form/Layout tab on product setup no longer takes a few seconds to load. (157050.001)
The Shipping Method now displays in the Standard Bill report. (157157.001)

Added Contact Type and the 3rd Phone Number to the Order's Company tab. (71097.001)
Added an indicator to System Variables to show which Products have overridden Variables. (97180.001)
Reworked the way the Adjust Part Inventory and Cost screen loads to improve the speed of load time. (140673.008)
Changed the wording on the New Part popup that was added for Fulfillment for clarity. Instead of “What is the pre-order inventory level?” it now reads “Enter the quantity of this part that existed in inventory before this order.” (156464.001)
Added a field for the Part price on the New Part popup that was added for Fulfillment to eliminate the need to go to the full Part setup. (156464.002)

These changes are backwards compatible with the previous version of Control.

Expanded the Outstanding Orders section on the Company Financial tab. (129807.001)
Reworked the way the Warehouse Inventory screens load to improve the speed of the load time. (140673.007)
Added the ability to set default Estimate and Order notes. This can be found in System Setup under Orders, Estimate, and Service Tickets. (154718.001)
Added a SQL query to Control that merges any duplicate inventory items. (154879.001)
Changed the wording that shows when installing or updating to reflect the type of dataset being installed. (156172.001)

Fixed an issue where On Save formulas for products were causing large amounts of recalculations. (155216.001)
Fixed an issue where converting a Receiving Document with multiple line items to a Bill caused the quantities to flip. (155401.002)
Fixed an issue with family pricing causing recalculations for variations. (156114.002)
Added the ability to backdate write-offs. (156211.002)
Added a category to the Macro Setup for Line Item Macros. (156211.004)
Fixed an issue where Parts linked to Modifiers were not consuming correctly. (156525.002)

These changes are backwards compatible with the previous version of Control.

Reworked the data loaded by the Schedule Tab on Orders to increase speed. (141299.002, 151154.002)
Fixed an issue where creating an Order using a Company with many Contacts and a Product with an XSL Product Layout caused delays when adding Line Items. (155035.002)
Reworked the OnSave formula calculations to reduce delays when saving Orders. (155216.001)

These changes are backwards compatible with the previous version of Control.

Fulfillment Feature - This will allow users to print or create large numbers of a product (such as a business card shell) at one time and store until needed. Each “shell” will be it's own part. Users will be able to add these “shell” parts on the fly once this feature is implemented. More information about this feature can be found fulfillment_overview. (154645)

Fixed an issue with the update files on the customer website where running the SSLIP while trying to update caused the update to not continue after shutting down the SSLIP. (154646.001)
Rearranged the fields on the Line Items in Production Terminal so the Warehouse field can display it's contents. (140361.005)
Fixed an issue where changing the Order Station in Production Terminal caused Work Assignments attached to that Order to not appear on the calendar. (148129.002)
Added Purchase Order merge fields everywhere in the program. (152439.001)
Fixed an issue with the Check Reserved Quantity utility; it was not computing Reserved Quantities correctly. (153617.003)

Updated the version of SQL that is installed to SQL 2008R2. (154646.002)
Made the following changes to the Notes tab in Estimates and Orders: (154629.001)

When inserting a Speed Note, the cursor will be visible.
The cursor will appear at the end of a Speed Note after insertion.
A blank line will be added between Speed Notes.
Text will be wrapped in the Notes box.

These changes are backwards compatible with the previous version of Control.

Made some changes to the Line Item and Service Ticket instruments to allow users to change the Station and the Assign To in one step. This action was also added to the Service Ticket and Line Item Explorers for use in Group mode. More about this addition can be found how_to_change_station_and_assign_to_in_one_step. (153425.001)

Made some changes to the way the Filters in Production Terminal work. (137766.002)

Inventory usage is now posting correctly. (153479.001)
Fixed an issue where a customer received Access Violation error messages whenever changing statuses/stations of Orders. (153426.001)
Fixed an issue where the calculation of the default values for modifiers was occurring at the wrong time, causing line item prices to be set to $0.00. (154288.002)
Fixed an issue where the default printer changed after the initial preview. (153591.001)
No longer receive an error when converting a Bill that has a line item with a Quantity of 0 to a Receiving Document. (153483.002)
The VariableTotal() function is now updating the pricing form. (153433.001)
In Production Terminal, the Enable Automatic Screen Refresh option now works without needing a restart of the SSLIP. (153270.001)
Added an option for which variable the Line Item Notes in Production Terminal should link to. (152389.001)
When changing the Station in Production Terminal, the activity in Control will now display the Entered By information. (151513.002)
Production Terminal now obeys password requirement options in Control for clocking on/off. (127152.007)
Fixed an issue where Assembly items were not showing in the Tree when the assembly link was removed from the Product. (154463.001)
The Assembly tree no longer allows child items to be deleted while the order is NOT in edit mode. (154463.003)
In Production Terminal, the Company Information detail panel now displays the correct information. (131287.005)
Fixed an issue where TInventoryWarehouseSummary_Entity objects were not being freed after closing Control. (154463.005)
Fixed an issue where the default printer changed after initial preview. (153591.001)
The ability to backdate part usage cards is now working correctly. (154603.001)
For customers who do not have the Parts module, adding a Product that uses Modifiers no longer gives Access Violation errors. (152414.002)

These changes are backwards compatible with the previous version of Control.

False price change notifications no longer showing when using Family Pricing variables. (153196.002)

These changes are backwards compatible with the previous version of Control.

NOTE: the C3S update is required when updating to this version

Voiding Bill payments no longer doubles the Ledger amounts. (150784.002)
Fixed an issue where Control was not ignoring manual journal entries made against Orders, so the next time the Order was edited or paid on, the system was making the adjusting entries in an attempt to correct the accounting of the order. (151373.002)
Vendor Credit Memos can no longer be created without choosing an Expense Account. (151387.001)
Control is no longer posting to the expense accounts immediately when creating a Bill that has a cost different than the actual cost on the part. (152226.002)

Part to Vendor link notes are now updating correctly. When updating Flags, Billing Notes, and Production Notes on a Part's Vendor tab, these will appear on the Vendor record. These fields are display only on the Vendor record. (98854.001)
Fixed an issue on the Adjust Part Info screen where highlighting a number field then clicking Edit would fill with the value to the right, and if a checkbox was highlighted, the field to the right would be checked. (121945.002)
Fixed an issue where the Pricing Formula on Pricing tab was not updating to the correct pricing plan if using multiple plans. (123477.001)
Fixed an issue with certain pricing form fields not accepting edits when numbers have a comma (i.e., 2,000 could not be changed to 2,225 by only highlighting the 000 and typing in 225). (125682.002)
The correct part description is now displaying in the Parts grid when the same Part is used twice on the same selection list. (127747.001)
In the Adjust Part Info screen, when in View Parts by Product, Product templates are now displayed alphabetically. (131432.002)
Fixed an issue where a Part would have multiple inventory records when Warehouses were not being used. (141087.001)
When using a dynamic list, if the Part Description field has been manually overriden from the auto entry of the Part Name(a Materials Part), the part will now be brought into the Order using a consumption(fx) of 1 and the unit each. (150967.001)
Pricing is no longer changing on the Vehicle Graphics product immediately upon edit after initial saving of estimate. (151544.001)
Voiding usage cards now updates the Actual Usage column in the Parts tab. (152234.001)
On the Adjust Inventory and Cost screen, adjusted the part name field to display longer part names without overlapping the Units field. (152234.003)

Fixed an issue in the WIP by Order Station report where the second to last row was not matching the data. (126333.003)
To: field no longer ignores any defaults that are set on the Report Setup screens. (127926.001)
Reviewed System Reports and removed Height and Width hardcoded columns. (131276.002)
GL Detail for Payroll report is no longer pulling information from WIP. (150322.002)
The LogOffCrystalReports option is turned off when the Themes service is running. (151304.003)
Fixed a rounding issue with the Peachtree export. (151356.002)
Users should no longer receive the Logon failed error message when printing Quick Reports. (152648.001)

Added a security right to allow users to refund Customer Credit. (125753.002)
Added a security right to allow a New Bill to be saved as a Purchase Order. (128223.001)
Price and Cost no longer appear in Production Terminal for users with those rights denied in Control. (152222.002)
Added security rights to allow users to schedule Macros. (152646.001)

Email signature section is no longer double spacing lines by default; lines are now single spaced. (62708.001)
Line Items created through the Transaction importer now have line item numbers associated with them. (120542.001)
Checking the option “First Try Lookup by Postal Code” no longer causes Control to get stuck in a loop if the Postal Code doesn't exist in the table. (125537.001)
Fixed an issue where the entire Product list was not exporting. (140647.001)
Fixed the improper handling of changes to items in Production Terminal dealing with records in edit mode within Control. (142650.001)
Fixed an issue with deleting Companies that have Orders with payments. If a Company has open orders with Payments, you will received a message stating that this Company cannot be deleted because it has open Orders with Payments. (144384.001)
Transpart.Description is now displaying a Selection List's description when one is entered. (146206.001)
Users on the Windows 7 operating system can now update values in the Update Order Progress instrument. (148677.002)
Sales amounts for out-of-state orders no longer show as taxable in Control. (150215.002)
Inactive Stations are no longer showing in right click and Action Toolbar menus. (150611.001)
Phone numbers will now format correctly when entered into company records. (151187.001)
The Default for Order field on Purchase Orders is now keeping the value entered. (151412.001)
Fixed an issue with voiding Overpayments to Orders and Customer Credit not adjusting accordingly. (151507.002)
When you change which Order Line Item a PO Line Item links to, the link is now removed. (152247.001)
Users should no longer receive a “No value assigned to Local Variable” error when a variable is overridden. (152748.001)

Added a button next to the Station dropdown in the Order screen which displays the Station tree. (150611.002)
Added options to set the Default Order Station, Default Station on Sale, and Default Estimate Station. (150611.003)
On the Part Usage Card instrument, when adding a new Part, the Part tree will open instead of selecting from an alphabetical list of Parts in the dropdown. (151067.001)
The option to require a Due Date has been added to Estimates and Service Tickets. (152222.001)
In Production Terminal, the Item column was removed in the Part popup to make the Part name column wider. (152234.002)
Increased the number of fields that the database allows for Transpart.PartCode to 50 characters. (152659.001)

These changes are backwards compatible with the previous version of Control.

The Sales - Order Discount report is now showing the correct price, discount, and subtotal. (97204.001 )
The Estimated vs. Actual report is now displaying usage for all parts. (120486.001)
Cost Analysis by Order report options to include WIP and Built are now working. (148130.001)
Placed by Primary Salesperson report is no longer pulling all Orders regardless of the Date entry values. (148221.002)
WIP by Primary Salesperson report is no longer disregarding the Date entry values and is now pulling the correct Orders. (148221.003)
Vendor Payments report now shows items paid with all Bill payment Bank Accounts used to pay them. (150746.002)
Crystal reports no longer keep a connection to SQL server after being closed. (151304.002)
The Balance Sheet is now matching the Income Statement in the YTD Earnings total. (150596.002)
The Browse button on Reports is now working. (150909.003)
Added the merge field . (123512.005)

You can now copy Line Items into new Orders from Recurring Order Explorer. (116276.001)
The Reorder Quantity that's pulled into PO's is now taking the alternate consumption unit conversion into account. (123512.003)
Inventory is now being updated correctly when using negative numbers. (143125.003)
Fixed an issue with inactive and deleted divisions showing in the Inventory tab in Parts. (143125.005)
Right-clicking on a Purchase Order line item is now updating Inventory correctly. (148296.001)
Part Costs now update correctly when changing them from the Parts tab of the pricing form. (150253.001)
Part Category filtering is enabled in the Adjust Part Information screen. (150925.001)
Clicking on a control in the Pricing Form editor no longer causes the control to move. (150995.001)
Company flags now display in a larger, resizeable popup window. (146581.002)
On the Product Setup screen, the Is Scheduled checkbox is now unlinked from the Alt Percent Complete formula to allow partial shipments on orders. (151143.001)
Modifiers will now add parts correctly. (151086.002)
Part cost is now properly calculating the average cost when Bills are created. (151385.001)
Line Items created through the Transaction Importer now have line item numbers associated with them. (120542.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue with Security Rights that will now allow users to create parts if they have a part category selected. (115435.001)
Pricing Families export and import correctly. (140647.002)
Security Right to view payments is now available. (148765.002)
Payments tab in order entry is more clear to the users that do not have the rights to view payments. (148765.003)
Added SKU field to the Adjust Part Information screen; this field is hidden by default. (148854.002)
Production Terminal no longer locking up after changing a line item's station with part usage cards attached to it. (149310.002)
Users can now email Invoices to other Billing Contacts. (150253.002)
Line Item Station is no longer defaulting back to the starting station when an order is marked Built, Sale, or Closed. (150284.001)
Deposit Listing Report now groups correctly. (150326.001)
When a bill adjusts the part's cost, the GL Entries are now correctly posted for the new cost of the part. (150393.004)

These changes is/is not backwards compatible with the previous version of Control.

Fixed an issue where deleting the Vendor name in a Purchase Order gave an “Attempting to load NoID for TCustomer_BR” error (146692.002)
Fixed an issue with Orders getting an out of balance error. (149012.001)
Dynamic selection lists no longer truncate part names. (147060.001)
Control no longer freezes when viewing the Parts tab after adding the Screen Print or Dye Cut products to new Estimates. (150214.002)
Added a check in Control for checking the SystemData version, and if it's not updated, the user receives a message and Control terminates. (149026.002)
Schedule payments now properly applying payments towards any delinquent scheduled payments. (148743.002)
Parts are no longer missing from the Parts tab of an Order and Ledger although Part Usage Cards have been entered on that Order. (149220.001)

These changes are backwards compatible with the previous version of Control.

Fixed the line item Packing Slip report so that a blank record does not show on the top of the report. (139233.003)
Line Item Shipping Address not being properly set in the database which results in the incorrect address appearing on the work order. (148103.002)
Parts linked to modifiers are now showing on the Parts tab of an order. (148353.002)
Orders for subsidiaries are now defaulting to the correct Shipping Address. (148765.001)
Users should no longer receive Access Violations while editing orders when Parts module is not authorized; a message stating that the Parts Module is not authorized will display instead. (148841.001)
No longer receive an Index Out of Bounds error when voiding a bill payment. (148941.001)
All Parts Listing report now properly showing orders in WIP. (149003.001)
Fixed an issue where Workers Comp Hours worked were doubling the Over Time hours. (149010.001)
Fixed an issue with taxability codes not basing taxes off of a formula if one was entered. (148929.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where the Deposit Listing showed duplicate deposits. (147314.003)
When using Progress Billing, the AR Summary report was not showing Orders using Progress Billing when Show WIP/Built was checked, and was doubling the WIP/Built total. (148370.003)

These changes are backwards compatible with the previous version of Control.

No longer receive an error when opening Composition and Shipping Pricing Froms in OOB. (148461.001)
Fixed an issue where users were getting fractional out of balances in some sale accounts. (147314.002)
Fixed an issue where a certain sequence of events caused an Order's costs to go to zero. (148445.001)
The Financial Throughput Summary instrument is now calculating correctly. (147364.002)

These changes are backwards compatible with the previous version of Control.

For customers using inventory, they will now see a popup when saving an order that uses parts with a low inventory (red or yellow notification point). (120365.001)
“Lost” SQL connections are now restored/recaptured in Control 4.5. (138764.001)
On the Parts tab of an Order, expanded the size of the Cost fields to accomodate amounts over $1,000,000. (140640.009)
Added the ability to have a memo text box UDF. (146665.001)
Changed the wording on the Part Setup Accounting Tab to help clarify the setup options. (146775.001)
Added Order Margin information and Line Item Margin information on the Parts tab. (147273.001)

Fixed an issue where converting an estimate to an order was not saving the starting station. (140781.001)
No longer receive an error on the Adjust Product Information screen when changing the order of Quick Products. (144847.001)
No longer receive Circular Loop Variable errors when using family pricing. (146553.001)
Explorer is now showing all Orders properly from the Financial Throughput Summary Dashboard Instrument. (146605.002)
The All Parts Listing report is now displaying the selected division instead of all divisions. (146739.002)
Estimated Vs Actual Summary is now matching up with Estimate Vs Actual by Product and Sales with the Sales By Product report. Also added a note to the page footer stating the income and costs are current values, not values from the time period. (147015.002)
Fixed an issue where ROW_NUMBER is not a recognized function in SQL 2000, which caused Table Updates to the InventoryLog to fail when upgrading to Control 4.5. (147337.002)
Fixed an issue with the Peachtree export file where all the values had decimals, which was crashing the import. (111361.001)

These changes are backwards compatible with the previous version of Control.

Financial Summary is now handling divisions correctly; also fixed an issue with payments in this report. (133024.001)
Financial Summary is now accounting for GL entries with a date but no time, which caused it to display incorrect totals. The Income Statement is showing these entries. - (141327.002)
Fixed a few different issues with the A/R and Statement reports not working correctly with Progressive Billing - (112800.002, 115013.001, 116997.002)
The Sales - Yearly Sales By Salesperson report no longer combines the sales numbers of salepeople with the same last name. (147103.001)
Fixed an issue where users were receiving the error “This field name is not known” when attempting to preview an invoice or purchase order report. (147204.001)

Production Terminal - Fixed inability to close out of the Part display screen due to text overlapping the “X” button. (146858.002)
Production Terminal - Fixed an issue where Parts were not linked properly to their line items in Production Terminal. (146858.003)
Production Terminal - Fixed an issue where a long Product Description would fill the entire box and did not have any scroll bars. (146858.004)

Fixed an issue where Macros failed to email with proper mail-merge fields. (147236.001)
Macros no longer fail to email with proper mail-merge fields with UDFs for the Run in the background on server option. (147236.002)
Email options now allow merged fields for the CC and BCC fields. (147236.003)
Text/Email UDF's now working correctly with report macros. (146284.001)

The auto-calculation on the edit boxes are now properly handling the units conversion when a unit is entered in the formula. (144521.001)
Reworked security rights to disallow viewing of bill activities throughout the program. (141175.002)
Part description not refreshing when edited. (106736.001)
UDF changes now refresh without having to restart Control. (146297.001)
No longer receiving Invalid or Unrecognized Account message when posting payments to pre-update orders. (146386.001)
Issue with fractional OOB's relating to tax accounts is now fixed. (146901.001)
Fixed an issue where running multiple C3SHost may conflict with each other for requests. (124740.002)
Creating a Vendor Credit Memo for items not billed yet will no longer throw off inventory numbers. (146147.007)
Converting a R.D. to a Bill now creates Part Usage Cards for the actual usage. (146147.008)
Payroll Workers Comp Hours are now adding up correctly. (146857.001)
Payroll checks are no longer consolidated in the reconciliation screen. (146865.001)

Increased the maximum error log file size for Control and the SSLIP. (145258.001)
Suggested wording changes on Part Setup Accounting tab have been implemented to help lessen potential confusion. (146775.001, 143207.001)
Added Windows Home detection message to inform users that Cyrious does not support or recommend using any Home version operating system. (146781.001)
Avalara - Removed ping before each request, and added an option that changes the Address Validation behavior. Now the default behavior is to not validate addresses on an order level, it will just use the address that is entered. The new option can be found in Setup>Accounting Setup>Online Tax Options. (146898.001)

These changes are backwards compatible with the previous version of Control.

113510.001 - Fixed the Activity report to account for divisions.
113625.001 - Fixed the Sales - Yearly Sales by Salesperson report to show accurate numbers. Also added an option to the report to group by months to produce the Sales - Yearly Sales by Month report.
116078.002 - Fixed the default report options for the Voided Order reports so that the QueryDateTime uses the voided date.
109516.001 - Added the Activity Log Sales report to the main Reports menu.
109516.002 - The Activity Log Sales report now displays the correct Lost amounts.
115448.002 - Added a Bill of Materials report to the Order Action Toolbar.
122571.002 - Fixed Signs By Tomorrow's Invoice so that customer credits now show as payments.
143584.002 - Fixed the Inventory Status report so that it takes warehouses into consideration.

146147.001 - Editing Vendor Credit Memos no longer reverse GL entries.
146147.002 - No longer receiving Index Out Of Bounds error when changing a Bill's Vendor.
146147.003 - Converting a RD to a Bill properly creates an activity for the RD.
146147.004 - Converting a R.D. to a Bill now properly sets the R.D. Quantity Billed.
146147.005 - Purchase Orders, Bills, and Receiving Documents no longer group items with the same parts together in on Inventory Adjustment.
146147.006 - Control no longer zeros out item quantity when changing the vendor of a bill.

120116.001 - Added a Purchase Order subexplorer to the Order explorer so that users can more easily see purchase orders attached to orders.
133939.001 - Floating dashboard no longer disappears after hitting Enter to execute a search.
144843.001 - Fixed an issue in Order explorer where having the Orders column open caused explorer to lock up.
145193.001 - Fixed an issue where the Contact Activity Sub-Type was not saving in activities.
142426.002 - Fixed 'Attempting a add an invalid son type “TInvTransPartHeader_Entity” in a collection: TWorkAssignment_CollEntity' when creating a new work assignment for a part on an order.
131327.001 - Refresh problem with alternate consumption units not showing up on the Vendors tab of a part has been fixed.
146172.001 - Added a security right to allow users to move vendors up/down in priority on a part.
125887.001 - Updated the TaxItemTable function with a query to fix an issue caused by commas in the tax rates.

95624.001 - Added Box and Package as Base Stocking Unit options.
120116.002 - Added Vendor Credit Memo to the Quick Lookup instrument.
139233.002 - Made some changes to the Packing Slip report print options.
141462.001 - Added several contact merge fields to the work order.
114314.001 - Added a Write Offs Applied report to the main Reports menu.

These changes are backwards compatible with the previous version of Control.

Fixed a rounding issue that was causing out of balance errors in the GL. (145337.002)

These changes are backwards compatible with the previous version of Control.

Enabled Employee Contribution for Workers Compensation feature. (144959.001)

Fixed 'SSLIP failed to create IDs' error when printing the Daily Closeout quick reports. (142878.001)
Re-added ability to export entire product list. (140647.001)
Fixed an issue with marking a paid order from WIP to Sale that resulted in out-of-balance entries with taxes. (143022.001)
Fixed the Commission Report to exclude a product's cost when the product's price is excluded. (141651.001)
Fixed the PartUsageReportMaster01.rpt file to show the correct actual quantity, actual cost, and modified the report to work with Warehouses. (113011.002)
Removed the user license limit for Gold and Silver level Control users. (143426.001)
No longer get Invalid GLAccount when turning on Track Inventory. (144895.001)
Variables used as dependent list are no longer allowed to be deleted. (144502.011)
Fixed an issue with access violation errors while adding Actual Cost to a newly added part. (143590.001)
Fixed an issue with credit numbers unmasking incorrectly. (142863.001)
Can now delete and reassign GL Accounts. (142767.001)
The Last Modified Date column is now updated when updating a Part's cost from the Part tab in an Order. (140558.001)
Increased the timeout for C3S from 1 minute to 5 minutes. (140488.001)
Unable to edit part category names. (133716.001)
Date Warnings in System Setup are not saving correctly. (112932.001)
Users are no longer prompted about not having a due date even when the option Do Not Warn about Due Date and Proof Date is checked. (126472.001)
“Cancelled Reasons” and “Rejected Reasons” in System Setup changed to “Lost Reasons” and “Voided Reasons”. (106878.001)
Estimate Analysis Report now reporting accurate data. (138510.002)
In WebView, the user is now redirected to the welcome screen after the session times out due to inactivity. (143587.002)
Fixed an issue in WebView with the password change feature. (143587.003)
WebView no longer allows duplicate user names. (143587.004)
Webview is no longer duplicating the first line item information for all subsequent line items. (143587.005)
The write-off GL account has been changed from an income account to an expense account. (144183.001)
Fixed an issue where finance charges were not being sent to Avalara. (144183.002)
Control is no longer doubling some GL entries when a taxable order is marked paid and sale at the same time. (144183.003)

These changes are backwards compatible with the previous version of Control.

144183.001 - The write-off account was incorrectly classified as an income account; it is now correctly classified as an expense.
144183.002 - Finance charges are now being reported to Avalara.
144183.003 - Cyrious is no longer doubling some GL entries when a taxable order is marked paid and sale at the same time.

These changes are backwards compatible with the previous version of Control.

142329.002 - Fixed an issue with usage cards created multiple times for the same time card when the time card is adjusted without closing the adjustment screen after running the Create Time Cards from Usage Cards tool.
141693.003 - De-attaching a part from PO now detaches it from the Order as well.
140135.004 - Selection list on overridden variables are now set when importing an existing product.
143357.002 - Fixed an issue on the standard invoice where the Percent Complete was zero when child totals were rolled into the parent.
131530.002 - Fixed the SBT Estimate report to sort by Variation.SortIndex instead of Variation.ID.
127187.002 - Fixed the Sales report so that it now correctly groups by 'Sales Date'.
116084.001 - Fixed the Word Envelope report to show a space between the first and last name, a space between the state and ZIP code, and removed the accounting contact's name and replaced it with the primary contact's name.
140640.011 - Report parameters now carry over to dashboards and you no longer get errors when you try to run them.
140640.012 - Using the Shipping Address option on the Items tab of a PO now saves a new address.
141269.002 - Inventory Listing report now shows correct totals.
142594.002 - Users should no longer get the error “Can't execute action with no target” while in Receiving Documents.
142681.002 - Fixed an issue where an error was received when attempting to save a bill.
142995.002 - Vendor credit memos that are attached to orders no longer reverse thier GL entries.
143062.001 - Browse button in report save dialog now works properly.
143236.001 - Voided orders are no longer showing a balance due in the order and in the payments receipts section.
139396.003 - Fixed an issue in the STCC utility with Warehouses.
143452.001 - Fixed an issue with “Attempting to improperly set object New” while updating a part's cost after the initial edit.

142998.001 - Added the 'Reference Number' from a bill to the Payments to Vendor report.
142970.001 - Added the ability to run the Sales reports for a specific company or group of companies.
142885.002 - Added a Discount row at the bottom of the standard Service Ticket Invoice report. Also added an option to show the Service Ticket stub.
140998.002 - Changed the Standard Estimate report to show discounts on the line item level like the Standard Invoice shows discounts.
140749.001 - Added Purchase Order information to each line item on the WIP report.
137353.002 - Renamed the “Aged” parameter to “Days Late” on the All Accounts Statement report.
130316.003 - Added the TransPart.Description field to the Time Clock Labor report.
129196.002 - Added the ability to run the Sales reports for a specific product or group of products.
127152.001 - Added order labor totals to the Time Clock Labor report.
115361.002 - Added option to show the shipping address at the bottom of the InvoiceDoubleWindow01.rpt.
143062.002 - When deleting a line item, focus does not jump up to the first item.

These changes are backwards compatible with the previous version of Control.

142893.002 - Fixed “unable to save” errors when the a child line item is attached to a Purchase Order, Bill, or Receiving Document.
140631.001 - In Production Terminal, the note entry field on the Order Information and Line Item information popups now appears correctly when you have permission to edit production notes.

These changes are backwards compatible with the previous version of Control.

Added a Crystal and SQL report parameter that allows the user to choose a warehouse. (140840.001)

Updated Control to use new Avalara adapter that allows up to 1000 line items. (142369.001)
Updated the Alternate Estimate report to remove extra characters before the estimate number. (108048.001)
Added the following options to the Purchase Order report: Order Number and Line Item Number it's linked to, Warehouse, and Expense Account. (109464.005)

Fixed 'Unable to save without an ID' error when creating a new PO that is attached to an order. (141693.001)
Removed ability to delete a part from an order that is attached to a Purchase Order, Bill, or Receiving Document. (141693.002)
Fixed issue with part usage cards posting straight time that differs from the time card. (141572.001)
Added 1000 line item restriction to orders with Avalara. (139208.001)
Expanded the date field in the “As of this date” section on the A/R Detail report to correctly display double digit months. (107979.001)
The customer's address no longer appears on the packing slip when local pickup has been chosen. (108914.001)
Fixed the following in the Canadian Estimate: when the option to Show Total Tax Breakdown is chosen, the taxes are displayed correctly, and when the option Use the 1st 3 letters of Tax Account is chosen, that is what displays for the Tax Account name. If it isn't chosen, the full name is displayed. Also, the option to Show Line Item Tax Totals was removed since it was a duplicate of the Show Line Item Taxes option. (108975.001)
The Service Work Order standard report now shows the Service Address when the “Show Service Location” is selected in the Options. (110724.002)
The Packing Slip reports now point to the correct reports. (111472.002)
The Activity Report has been fixed to show the correct duration times. (114953.002)
The option “Show Tax Exemption ID” on Standard Estimates is now working. (118127.001)
Fixed the Order Status report to only show the Grand Total when the option to Show Totals is selected. (118527.002)
Fixed the Customer A/R Statement to display invoice numbers instead of order numbers. (119960.001)
Fixed the Alternate and Simple invoices so users no longer receive “Cannot determine the queries needed to display the report” message or the “No data found or some data is missing” message. (120851.001)
Fixed the Inventory Listing Report so that the option “Show PO's with parts on Order?” works correctly. (132706.004)
Expanded the Order Number field on the A/R Detail report. (136644.002)
The Line Item Report (Internal) action toolbar option has been changed to point to the correct report. (140640.008)

These changes are backwards compatible with the previous version of Control.

Added a Backordered status to Purchase Orders. (134036.001)
Added a customer filter to the Credit Applied report. (122054.001)

Non-default inventory warehouse records are now being created when editing a part. (138897.002)
Fixed issue with some inventory adjustments not saving. (140727.001)
Fixed the Change Order Station macro to save the selected station and execute correctly. (136662.002)
The Expected Date on a PO can now be changed if a vendor is not selected. (123512.001)
Fixed issue with changing the Expected Date on a PO causes the Payment Term field to be reset to (none). (123512.002)
When requiring a reason for Estimate edits, you are no longer asked for a reason when converting an Estimate. (134016.001)
When importing parts, the user is no longer prompted for the reason for edit. (139061.001)
Access Violation when you close an order after clicking on an email macro activity on the Activities tab. (137605.001)
Catalog Items from Purchase Orders are added and attached to their corresponding orders. (139156.001)
The package size defaults to 1 instead of 0 for new catalog items. (102012.001)
Fixed issue cloning Purchase Order items. (140835.001)
Fixed an issue where duplicate variables were being inserted into the database when converting data using the STCC utility. (109058.002)
Fixed an issue where users were unable to delete recurring activities. (121854.001)
Fixed an issue where deleting a macro was not removing the macro from recurring activities. (121854.002)
Fixed an issue where marking a Received PO back to Ordered was not adjusting the Qty Received. (134036.002)
Fixed an issue where % Complete was incorrect when child totals were rolled into the parent's totals on progressive invoices. (138596.001)
The Estimated Usage is now taking alternate consumption units into account when parts are ordered on a PO. (139378.001)
Cancelled PO line items are no longer showing on orders. (139378.002)
The Order to PO link is now being dropped when an order is cloned that has a part that is linked to a PO. (139378.003)
Fixed an issue in the STCC utility where data was not being converted from the SMS database into the Control database. (139396.002)
Order's estimated usage is no longer increasing when a PO is saved as Requested. Estimate usage now changes when the PO is changed to Ordered. (139432.002)
An order's estimated usage is now updating correctly when a part is on backorder. (139432.003)
Added security rights to allow users to open Orders and Companies using the right click menu on the Scheduled Payments screen. (140393.001)
Fixed an issue in the Activity Report where the Notes field was being cut off. (140640.015)
LookupTableValue now works with Parent values. (140743.001)
Added a security right to allow users to modify parts and save the changes in the Adjust Part Inventory and Cost screen. (141095.001)
Saving POs no longer give TCustTransHeader_ColLEntity Son Index out of bounds. (141377.001)
Added a security right to allow users to right click on a PO in Explorer and change the due date. (141415.001)
Child item numbers no longer disappear if Show Child Item and Roll Totals into Parent is selected in Estimates. (126045.001)
Fixed an issue where the Unit Price and Subtotal for each line item was displaying as $0 when using the Double Window invoice. (126333.002)
Manual journal entries are now showing in the Check Register report. (136951.001)
On the Alternate Digital Work Order, the shipping contact is now displaying the name as well as the address. (134942.001)

These changes are backwards compatible with the previous version of Control.

SMS to Control Conversion
1. Default payment term are now set appropriately when converting from SMS to Control. (93566.001)
2. The promotions from SMS are now converting correctly into Control. (98952.001)
3. Conversion queries now use the StoreID. (109058.001)
4. No longer receive this warning when running the STCC utility in IDE mode and clicking Advanced Settings then Save: IDE Warning: Accessing a session of a property by the Session is not set. Class: TSMSConverterApp_BR. (109058.003)
5. Fixed an issue where running the STCC utility in IDE mode would not display the version number. (109058.004)
6. The SMS to Control Converter has been updated to handle a conversion into a Control 4.5 database. (139396.001)
Reports
1. No longer receive an External Exception when running reports after Control 4.4 upgrade. (139199.002)
Part Usage Cards
1. Fixed an issue with the station is not saving when posting usage cards from time cards with no TransPart IDs. (139311.001)
2. Fixed an issue when posting a usage card using Production Batch dashboard, the StationID was not saved in the PartUsageCard table when adding a new part to the order. (139311.002)
Parts, Warehouse and Inventory
1. Warehouse summary records now have the correct UnitType and UnitID in the database. (138897.004)
2. The Yellow Notification Point, Red Notification Point, Reorder Point, and Reorder Quantity numbers are now stored on the individual inventory records as well as the warehouse summary records in the database. (138897.006)
3. Adjust Inventory/Cost screen prompts to close when saved. Changing inventory numbers on the Adjust Inventory/Costs screen saves correctly. (138897.007)
4. You can now reopen the Adjust Part Inventory & Cost screen and modify part information without getting an error. (138897.008)
5. Inventory updates correctly when moved via Transfer Inventory. (138897.009)
6. Fixed issue with current quantities on the Transfer Inventory screens changing when line items are removed. (138897.010)
7. The Inventory History report now takes warehouses into consideration when grouping by the Part Type or Part Category. (138897.011)
8. Inventory edit pop up no longer shows when a new part is created. (138897.012)
9. When you select and type in the Part column on line item #1 of a Transfer Document, the first letter that you enter is now recognized. (138897.013)
10. Fixed issue with the Transfer Inventory screen showing current quantities that were not for the selected part. (138897.014)
11. Blank rows no longer prevent Transfer Inventory from saving. (138897.016)
12. Reversing a Transfer Inventory entry now says 'Reversal of Transfer Entry #' instead of 'Cloned from Transfer Entry'. (138897.017)
13. Fixed an issue with the value for date UDFs in Parts was returning 0 rather than the actual date. (140372.001)
14. Catalog item costs are now being updated when prompted to update the cost from the latest Bill cost. (140545.001)
15. The inventory value for parts with catalog costs that differ from the unit cost are now distributing the expenses properly. (140545.002)
Other Fixes
1. Fixed an issue where a circular loop error was occurring when editing an order. (139429.002)
2. Fixed an issue with viewing Purchase Order Items sub-explorer while viewing Purchase Orders. (118263.002)
3. When importing products, selection lists on overridden variables are now being set. (140135.002)
4. Fixed an issue where taxes were rounding to the nearest thousandth and causing an out of balance on orders. (140578.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where the subtotal was being cut off on the Pending-By Primary Salesperson report. (138597.001)
The filter combo for the Part Category column in the Adjust Part Information screen has been moved back to the correct location and is functional again. (137458.001)
Avalara is now receiving orders that are marked closed automatically from wip/built when they are fully paid. (139065.001)
Production Terminal now correctly filters line items that are not on the first page of an order. (139139.001)
No longer get an access violation when you enter * in the Company name of the Company Explorer. (137605.002)
No longer getting excessive address validations in Control. (138671.001)
Production Terminal now allows you to log in correctly if you have an invalid transaction number saved to your filters. (138732.004)
No longer receive an “out of memory” error when running the Create Usage Cards from Timeclock Entries utility. (137619.001)

Production Terminal will no longer trigger a refresh if you pause while typing an order number. You may still hit enter in this field to trigger a refresh. (138732.001)
Production Terminal will no longer auto-refresh if you have the option disabled from System Setup in Control. (138732.002)
Added “Reset Filters” option to Production Terminal login screen. This resets the Columns and Filters to their default values. This does not reset Display options. (138732.003)
Added an option to make Finance Charges taxable (located in System Setup>Order Options). (139001.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where when two machines are running Control, if they have different times, this would cause issues when trying to process credit card payments. (130214.002)
Paying a bill with a discount no longer reposts the inventory amounts. (138566.001)
Paying a bill with a discount no longer gives an access violation for Other Material. (138566.002)
Fixed an issue where Control was no longer giving the warning that a customer had an outstanding balance when creating new orders (not related to Credit Limits). (135191.001)
Added a total progress status when using the Create Usage Cards from Time Cards tool. (137619.002)
Fixed an issue where the Check Register screen was displaying duplicate items. (137768.002)
Adding a new part to a vendor saves the correct ID in the CatalogItem table now and does not generate an access violation on the Vendor tab. (137778.001)
The SQL Report “Browse” button to select file location is now working correctly. (137788.001)
The All Parts Listing report no longers shows some parts multiple times. (137802.001)
Products that use numeric default values with units now price correctly. (138456.001)
Create Usage Cards from Time Cards no longer posts duplicate Reserved amounts. (138487.001)
Fixed an issue where GL entries were not being created when posting usage cards. (137816.002)
Fixed an issue where “Unable to save without an ID” error was being given when trying to save certain estimates or orders. (137619.003)

Added the ability to sort the Order Status report by Order Origin. (138614.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where users received errors when recalculating Sales Tax for existing Estimates and Orders. (137330.002)
The reserved quantity for a part is now removed when the option to create usage cards for materials is set to Never. (137564.001)
Production Terminal: Added loading indicator to artwork thumbnails and corrected issue with child item artwork not loading. (137580.001)
Production Terminal: Fixed an issue where line items would appear in the list multiple times. (137580.001)

Production Terminal: You can now filter on line item number by entering - into the order field. Example: 7067-1.A (137287.002)
When editing a Part's inventory, users are now prompted to enter a reason for the edit. (136887.002)

These changes are backwards compatible with the previous version of Control.

NonInventoried parts that track costs now show in Adjust Part Inventory & Cost screen (136805.002).
Part costs are saving in the adjust part information screen (136805.001).
Fixed an issue where manual journal entries were not appearing in the Check Register report. (136951.001)
Payments can now be processed through C3S regardless of the culture settings. (136873.002)
Parts are now being grouped correctly on the Parts tab on an order. (133405.001)
The part description can now be changed in the new Part grid. (135900.003)
The Warehouse OV column will no longer show in the Parts Grid even when it's unchecked. (135900.002)
Fixed an issue where the wrong part description was displayed for products with multiple links to the same part. (136552.001)
Fixed an issue with inconsistencies with variables and pricing. (136719.002)
Fixed an issue where Received Only values for parts were increasing when a PO was marked “Ordered”. (136887.003)
SSLIP no longer gives “Invalid character in XML” error when saving an order using Avalara that has been edited many times. (137038.002)
Access violation no longer occurs when editing orders with transparts that have null PartIDs. (137044.002)
Part usage cards created for Vendor Credit Memos are now showing the correct quantity and amount instead of reversing them. (137136.001)
Fixed an issue where Activity descriptions said “Order Voided” when voiding PO's, Bills, and Vendor Credit Memos. (137154.001)
The Due Date field on the Update Order Progress instrument is now set to the Order's current Due Date instead of 'None' (133397.001)
Line Item Stations can now be set correctly from the Update Order Progress instrument. (123684.001)
Added Due Time field to Update Order Progress instrument and filtered available stations based on the status of the selected Order. (116748.001)
The warehouse list is now populated correctly in Production Terminal. (137497.001)
Fixed an issue where canceling a new part caused an error. (137497.001)
You can now select a Warehouse when posting usage in Production Terminal. (137497.003)

Reworded a message popup so customers understand that they may need to start the SSLIP. (136936.001)
Production Terminal: Changed the “Station” column to “Line Item Station” (135897.001)
Production Terminal: Changed the “Station” label on the Line Item Detail view to “Line Item Station” (135897.002)
Production Terminal: Added Title Text to the following popups: Parts, Production Layout, Line Item Notes, Order Notes. (135897.003)
Production Terminal: Widened parts popup. (135897.004)
Production Terminal: If you filter on an Order/Estimate/Ticket # that does not exist, you will receive a popup informing you that the transaction does not exist. (135897.005)
Production Terminal: Changed text on Production Terminal Security screen to read “Production Terminal” instead of “WebPro” (86792.001)
Added the ability to Edit Company UDF's when you right-click on an activity in Activity Manager List View. Select Company>Edit Company UDF's to access this. (125728.001)
When you click on the Contact Details button in an activity, if that contact has a 3rd phone number in their record, it will now be displayed. (125728.002)
The popup when selecting a different Shipping Address in an Order's Company tab is now resizable. (137497.002)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where when migrating to online tax lookup there are some instances where an out of balance of $0.01 occurs due to the conversion of an old estimate that were not set to use online lookup. (134007.001)
Control is no longer treating the request as an adjustment instead of a new transaction for Avalara when changing tax classes to Online Tax for the first time. (134007.002)
Vendor Credit Memos now update Order activities. (135742.001)
All Parts now appear on the Adjust Inventory and Cost screen instead of just Inventory Parts. (135901.002)
Applying credit to a new order saves without giving an access violation. (136577.001)
Fixed an issue in Production Terminal where Line Item Notes were not updating. (136709.001)
Fixed an issue in Production Terminal where the Artwork was not appearing in the Detail Panel. (135752.001)

These changes are backwards compatible with the previous version of Control.

Order Analysis report when grouped by product now calculates properly. (131835.001)
Added Grand totals to the OrderAnalysisMaster report. (131835.002 and 131835.003)
Fixed an issue where items in the bank account reconciliation screen were disappearing after being checked and saved as postponed. (134071.002 and 135370.003)
Fixed an issue where converting only the last line item of a Receiving Document to a Bill was not working correctly. (135593.001)
Fixed an issue in the Part Cost tab where the Fixed Cost option was not selectable. (135651.001)
Parts can now be cloned with Employee UDFs set to Clear on Clone. (135652.002)
Fixed an issue with scrolling in the Adjust Part Information Setup screen. (135668.002)
Fixed a GUI issue where whenever arrowing up and down in the UDF value cells it displayed zero for the value but when you arrow down it displayed the correct value. (135668.003)
Fixed an issue where Parts were not saving information the second time they were edited in the Adjust Part Information screen. (135668.004)
Fixed an issue where when converting Purchase Orders to multiple Receiving Documents, the first Receiving Document contain inventory but the rest of them didn't. (135718.002)
Fixed an issue where changing the status on an Order took much longer. (135737.002)
Fixed an issue in Production Terminal where Artwork was not loading. (135752.001)
Vendor Credit Memos are now creating reverse GL entries. (135824.001)
The Parts grid on Orders now changes the color of the Quantity cell based on notification points. (135901.001)
Missing GL Classification types for Assigned Expense accounts restored. (136306.001)

Added link attributes to the WebView style sheet. (135251.002)
Added merge field for day of the week to display in the Time Stamp Format. (135556.001)

These changes are backwards compatible with the previous version of Control.

Fixed an issue where users did not have permission to open the Adjust Part Inventory & Cost screen. (135370.005)
Fixed an issue where viewing a Part's Inventory tab, then selecting another Part, would not display any information on the second Part. (135370.007)

These changes are backwards compatible with the previous version of Control.

Swiped credit cards will now be correctly submitted to C3S. (135408.001)
Overriding a tax class to a taxable tax class on an order now allows the taxes to be calculated even if the company is tax exempt. (128447.002)
Scroll bars have been added to the “Taxes are changing” box. This will allow users to see each line item's tax changes on orders with many line items. (134057.003)
No longer receive External Exception error message whenever attempting to run the Commission Report Based On Sales by Price. (135328.002)

These changes are backwards compatible with the previous version of Control.

Changing the appearance of WebView with Style Sheets (CSS) (135251)
- Users can now alter the appearance of WebView by making changes to the CSS file. See changing_webviews_appearance for instructions on altering the CSS file.
Added the ability to have Part and Product UDF's load from and save to an XML. This will allow for a much larger number of UDF's to be created for Parts and Products. (134787)

Fixed an issue in WebView where images were not showing. (113110.001)
Fixed an issue in WebView where info on the Contact Us screen was not displaying. (126323.002)
Users can no longer delete a query that is being used by a macro. (132711.001)
Unoverridden GL Departments are now being saved in the TransDetail table. (134953.001)
Part Usage Activities are now showing correctly in the Order Activities Tab. (135170.001)
No longer receive Access Violations when creating a new part and setting the cost in the Inventory tab without activating the Cost tab. (135170.002)
Fixed an issue where Access Violations were given when trying to clone a Part. (135221.002)
Quantity in Vendor Credit Memos is no longer reversed. (135247.001)
While updating to 4.5.xx, a message should always show stating “Do not close Control; Updating Product UDF's”. (135237.001)

Widened the Account field on the View Account Register screen to display longer account names. (135313.001)

These changes are not backwards compatible with the previous version of Control.

Warehouse Feature (132910)
- The ability to have multiple warehouses to hold inventory was added in this version. Each Division has a default warehouse, with the option to add additional warehouses. Inventory is distributed to each warehouse through Inventory Transfers.
- Warehouse and Division grouping options were added to the Inventory Listing and Inventory History reports.
Added the ability to send email through Control using GMail. (133655.001)
- How to Configure Control to send E-mail with GMail

Fixed an issue where Options were not all saving for reports that were automatically included based on the folder structure. (134074.001)
Fixed an issue where users were getting “attempting to add nil” errors when entering Purchase Orders. (134049.002)
Fixed an issue where Order Entry Part Descriptions were not being displayed. (133145.001)
Fixed an issue in the A/R Detail report where the balance due was displaying in the 90+ column instead of the Balance Due column. (133259.002)
Previewing crystal reports in Control releases sql connections and are freed when the report is closed. (133259.003)
Product Expense Templates are no longer reverting to (Use Parent Expense) in Order Entry. (133259.004)

These changes are backwards compatible with the previous version of Control.

Inventory for parts in a Purchase Order now changes correctly if the converted PO has different quantities from the bill. (132706.004 and 132706.005)
Totals field has been expanded to allow display of numbers in the ten millions. (132799.001)
Stations that are entered on Time Cards are now being carried over to the usage cards that are created. (132925.001)
Can no longer clock into parts that are setup with units other than time. (132862.001)
Created an action to invoke the creation of usage cards manually; this is only available in IDE mode. (132974.001)
Fixed an issue where using a Vendor Credit Memo as a return document was not crediting the billed amount in part inventory correctly. (133027.001)

Added the Unit Cost to the All Parts Listing report. (81457.001)

These changes are backwards compatible with the previous version of Control.

WebView Shipping Information (131036.001)
- Customers who have WebView and UPS or FedEx interface will now be able to access shipping information for their orders where applicable.
- The tracking number will be displayed as a link that goes to the tracking information on UPS or FedEx respectively.
Part Usage Tracking (131376)
- There is now a description field in the database for TransPart. (131376.001)
- The description for the TransPart is now displayed. (131376.002)
- In the Parts Grid, Purchase Order and Bill column displays have been simplified to display only the number. (131376.003)
- The way Time Cards are posted to jobs when Part Usage Cards are created has been simplified to use at most one TransPart per Employee per Station. (131376.005)

Fixed an issue where searching for Contacts by phone number in Advanced Explorer did not work correctly. (103333.002)
Fixed an issue where the Pay Period Detail Report displayed #### for large numbers in the YTD column; it will now display totals up to $99,999,999.99. (121734.001)
Added Entered By phone number and Payment Terms to the Purchase Order report. (123512.004)
Voiding a Bill attached to an Order will now reverse the Part Usage on the Order. (127782.001)
Viewing historical Account Reconciliations in Activity Explorer now includes the service charge. (128023.002)
Fixed an issue where payments were double posted when using the Payments tab on an Order. (129633.001)
No longer getting the “INVLD DATA5623” error when swiping credit cards. (129911.002)
Added rounding options up to 8 decimal places for products. (129930.001)
Fixed an issue where the Contact Listing Report was not working correctly. (130239.001)
Control can now send email through Outlook without getting the error “RPC Server Unavailable”. (130239.002)
Changing the value of a local CFL variable in a formula now works correctly. (130247.001)
Fixed an issue where editing or changing the status of an order with the Screen Print product would give an error. (130326.002)
Fixed an issue where large GL entries were appearing when processing payroll. (131176.002)
Fixed an issue where when processing payroll, “To Print” appeared in the Check Number column even when the employee was set to direct deposit in Payroll Information. (131177.001)
Modified a number of reports to be able to display up to $99,999,999.99 in the Totals field. (131412.001)
Fixed an issue where voiding Orders with Actual Part Usage caused the “Reserved on Orders” inventory balance to become negative. (131580.001)
Added a SSLIP option to speed up the auto-creation of recurring activities and the frequency in which it rechecks. (131590.001)
When you create a bill for a part or catalog item that is accruing inventroy, Control will no longer allow you to override the expense account. (131592.001)
Control no longer allows you to change the GL Account on a Bill or PO for a part that is accruing inventory. (131592.002)
Fixed an issue where automatically deducted lunch time was being added into payroll as straight time. (131746.001)
Fixed an issue where deleting a recurring activity did not remove all open associated activities. (131774.001)
Removed Actual Price and List Price columns in WebView. (131788.001)
Fixed an issue in the Time Clock Detail report where time off for lunch was being displayed at paid time. (131912.001)
Increased the size of the Account Description field and the size of the balance field to allow totals up to $99,999,999.99. (132053.001)
Making changes that cause a part to be removed from an order will now reverse any reserved amount. (132113.001)
When editing an order that contains parts with usage, you will no longer be allowed to remove parts with usage. (132113.002)

Removed the Bar Code option and information from several default reports. (131037.001)

These changes are backwards compatible with the previous version of Control.

Option to use Assumed hours worked per year for hourly employees when calculating vacation and sick time implemented, instead of actual hours worked. This option can be found on the Payroll Setup Options screen. (118312.017)

Most users will calculate vacation and sick time based on assumed hours worked for salary employees and actual hours worked for hourly employees. This option was added for users who may want to calculate these using assumed hours for hourly employees.

Added the ability to void a single paycheck from a processed payroll. (80615.001)

how-to_void_individual_paychecks_on_payroll

Processing a payroll will now include closed timecards from the same day. (118312.001)
Hours are no longer being duplicated from voided payrolls. (118312.003)
Payroll IDs corrected in Payment table. (118646.001)
1099 report added to Control Reports Menu, under Vendors & Payables. (118999.001)
Part activities are now showing more GL information. (120231.009)
Removed the Send Error Report button from the main toolbar. (120231.013)
Trial Balance is now showing accounts in the same order as the Chart of Accounts in Control. (120314.001)
Income Statement is now shoing accounts in the same order as the Chart of Accounts in Control. (120314.004)
Reconciliation report now works correctly. (121631.001)
Address formatting on check has been corrected. (123626.002)
Scheduled Payments report now displays the correct information. (124036.001)
Date fields on Financial Summary report are not truncated. (128347.001)
Balance Sheet displays accounts as they are listed in the Chart of Accounts, and the Net Income account has been renamed to YTD Net Income. (128347.002)
Statement of Cash Flows, A/R Summary and A/R Detail reports work correctly with divisions. (128347.007)
Pricing form has been widened to remove the scrollbar that appears on the Advanced tab. (130243.001)
Refresh issues have been corrected in Explorer instruments. (130259.001)
Fixed an issue where canceling after creating a new Product Accounting Template caused a 'cannot release control 'error. (130965.001)
Fixed an issue where C3S gave an 'array length too short' error for databases on SQL2000. (131030.001)
Converting POs with Inventoried parts to a Bill no longer produces 'Could Not Load Record' entries. (131284.001)
Active Part list no longer only shows one part. (131353.001)
Fixed an issue where attempting to edit or change the status of an order with the Screen Print product gave an “Attempting to add nil as a dependent of TCustTransPart_Entity” error. (130326.002)
Time Card Summary is including time clock statuses that are blank with the paid time, resulting in a duplicated paid time. (127930.001)
Increased the size of the dollar field on the order's Totals tab. (110912.001)
Fixed an issue where voiding payroll no longer doubles the bank account and wages payable accounts in the Ledger. (131423.001)
Payroll SUTA Report can now be printed by division. (122602.001)
Show Zero Balance Account option now works correctly on Balance Sheet and Comparative Balance Sheet reports. (131415.001)

Users are not able to post manual journal entries to certain accounts. (118483.001)
SQL Report to pull the full GL for a given payroll added. (118830.003)
Income Statement and Comparative Income Statement reports have been reworked and are now easier to read. (128347.004)
Removed the Export Name and Export Number columns from the Comparative Balance Sheet. (128347.005)
Reconciled Transactions report is now the Bank Reconciliation report. (128347.006)
Trial Balance Export report has been added to the standard menu. (128347.008)
Sales Tax Detail by Order and Sales Tax Detail by Line Item reports now display the Grand Totals in the Tax Code Totals section. (128347.009)
GL Changes Summary now groups accounts for easier reading. (128347.010)
Account Register report has been reworked to display the Beginning Balance at the top and sorts from oldest to newest; an Ending Balance has also been added. The db/cr notations have been removed, and a Grand Total has been added at the bottom of the GL Accounts selected. (128347.011)
Account Code Listing report has been renamed to Chart of Accounts Listing. (128347.012)
The Chart of Accounts Changes report has been removed from the menu, and the System Report Info report has been disabled in the menu. (128347.013)
Added an A/P Aging Detail report to the standard menu. (128347.014)
View Account Register screen now shows items in correct order with matching running balances. (128347.015)

These changes are backwards compatible with the previous version of Control.

Part lists popup no longer shows just one part after editing part setup. (131353.001)
Converting POs with Inventoried parts to Bill or creating orders no longer produce 'Could Not Load Record' entries in the error log. (131284.001)

These changes are backwards compatible with the previous version of Control.

product_driven_part_expenses
- Users will now have the ability to define on a product level which GL Accounts are used for expenses. Previously most expense accounts used would come straight from the part that was selected. More information on this new feature can be found here: http://control.cyrious.wikispaces.net/Product+Driven+Part+Expenses

Fixed an issue where payments were sometimes appearing on two different closeouts.
Fixed an issue where removing equipment calendars from a work assignment would give an access violation.
Editing an order with existing Other Labor usage cards no longer removes the entries from being On the balance sheet to off.
Reworked the Estimated vs Actual By Product Category Report.
Fixed an issue where one single inventory item was used per part, even when the part does not track inventory.
Fixed an issue where the Trial Balance report rows with a current period amount of $0 were not showing up even if the ending balance was not zero.
Fixed the PO Listing by Order Report.
The Finance Charge/Balance due amount of an order is no longer incorrectly adjusted when you edit the activity for it.
The security right “TimeClock > Employee Right Click Options → Clock In/Out” now applies when right clicking on Parts.
Email attachments now show in Mac Mail.
Fixed an issue in the Estimated Order Profitability Report where it was showing 100% throughout the entire report instead of actually calculating.
Users no longer have to close and reopen Control after changing a default part station for it to take effect in the Order, or the default part station did not get set when the part was brought in by linking from another part.
When creating a PO from an Order or Estimate, a list of parts is brought up that is unchecked by default instead of all being checked.
When importing an Order or Estimate's parts into a PO. the Order and Line Item are set on the Bill's Line Item.
Fixed an issue where the pricing level was calculating discounts based on the calculated base price instead of the overridden (actual) base price.
When searching for an Order by PO number, Control now correctly uses the PO criteria for Orders instead of Companies.
Fixed an issue where the Rounding method (Product rounding vs. System Setup rounding) changes on line items when variables are refreshed.
Fixed an issue where attempting to run a payment through Merchant Warehouse in Control 4.4 gave an access violation.
Fixed an issue where Estimates could be converted to Orders for customers who were over their credit limit.
Fixed an issue where swiping a credit card gave an error.
Added a third Custom Recurring Order type, and the description of the recurring type now displays instead of “Custom1, Custom2, …”.
Added .001 and .0001 to product level rounding options.
Voiding processed credit cards in Merchant Warehouse no longer generates “HTTP Header SOAPAction error”.
Security rights were added to insert picture for Contacts in a Company record.

Added an Inventory History report to the Standard Reports menu.
When attaching a cost to a bill, there is now a way to set the Part's Station.
Added a C3S-based Payments report that pulls payment information based on the C3S tables instead of the journal table.

These changes are backwards compatible with the previous version of Control.

Automatic refresh no longer causes issues while parts screen is open.
Modifiers now show correctly in Production Terminal.
All parts on a line item with a part having a base stocking unit of “(none)” correctly appear in Production Terminal.
You can no longer delete parts from a line item that have a time card associated with them without first removing the time card.

Make All Deposits now defaults to Yes.
Part Name shows on Part Usage Cards instead of the Part Description.
When you post a usage card, the second card's part no longer replaces the first card's part and adds usage to the second part.

Users can now select an employee to clock in/out from the clock on the line item detail popup.

Added a warning message to the Consumption Tab to let users know there are potential issues with changing information on this screen.

These changes is/is not backwards compatible with the previous version of Control.

On the Parts tab for Orders and Estimates, a subdetail grid was added to display any usage cards associated with a selected part.
On the Production - Batch dashboard, the Create Part Usage Card instrument will now display the Fill section by default, and the Part Usage Card List instrument has been added to the dashboard by default.
In Macro Setup, increased the field lengths for Macro Name and Action Name.
In Macro Setup, added the Sub Type drop down to the Contact Activity Action.
Added Company Stage triggers to Macro Setup.
On the Parts tab when viewing Usage Cards for Parts, the Part column was moved to display after the Employee Column by default.
Added the Work In Process Trial Balance report to the standard reports.
Added the option on Product Setup to “Hide on Order Entry”. If checked, the product will not display on the Order product menu, but will still show on the Adjust Product Information screen.

Fixed an issue in the Financial Summary report where the totals for Income, COGS and Expenses were $0 if the option to show Income and Expense Details was checked.
Fixed an issue where Liability totals were not displaying on the Financial Summary.
Fixed an issue in the GL Account Register report was not allowing users to select multiple accounts.
Open P.O. summary pulls the correct status when only one status is selected instead of all statuses. Open P.O. Detail was also affected and now works correctly.
Trial Balance report now displays GL Accounts in the same order they are listed in the GL. It also displays accounts with a starting or ending balance of zero, even if no changes were made.

Part Usage Cards now correctly create new Inventory records with the correct data if they do not already exist.
Inventory value is now reduced properly when disabling track costs.
Parts that are not set to track inventory no longer appear in the inventory adjustment grid.

Fixed an issue in the Process Payroll screen where adjusting hours would cause an Access Violation.

Off Balance sheet entries are now posting during initial order creation.
Fixed an issue where voiding an Order with a payment but not voiding the payment would cause an OOB (out of balance).
Fixed an issue where processing Online Credit Cards for Companys with & in the name gives whitespace error.
On New Vendor Credit Memo screen, removed the Default for Order and Line fields.
Fixed an issue where sending an Estimate or Order out of Control to a Gmail address (and certain other mail servers) caused the text in the body of the email to duplicate.
Marking an order sale that exceeds the customer's credit limit no longer says “ReOrder” in the activity notes.
Fixed an issue where changing a Vendor on a PO caused Access Violation.
Fixed an issue where creating usage cards caused Access Violations.
The Part List ComboBox in Part Setup selects the correct part when first used.
The following columns are now shown by default on the Confirm Labor Time and Confirm Material screens: Make New Total, Use Estimated.
Fixed an issue in the Payments screen where selecting a different payment method was not refreshing on the bottom part of the screen. Also removed the Force Transaction and Auth Number fields from non-processed online credit card payment methods.
Macros with date ranges that are run on the server now execute correctly.
Some calculations that might have incorrectly involved off balance entries have been corrected.

These changes are backwards compatible with the previous version of Control.

Computed cost/Assigned expense accounts removed via a table update. These glaccounts are deprecated and are no longer used.
GL Table has been renamed to Ledger and a SQL View named “GL” has been created to display the same information from the old GL table. This change will minimize the amount of report changes needed. Unless off balance sheet/computed costs are specifically needed, reports should use the GL View instead of the Ledger Table.
Added OffBalanceSheet Field to Ledger table. OffBalanceSheet serves as filter for View GL where OffBalanceSheet = 0
New OffBalanceSheet Field set retroactively to 1 in the Ledger table for computed cost entries.
Asset Account for parts set to use the Unclassified Inventory account as default account if the part tracks costs but does not have an asset/accrual account set.
DefaultAssetAccountID and DefaultAssetAccountClassTypeID Fields added to PricingElement Table. These fields used now by Part Categories instead of DefaultIncomeAccountID, DefaultIncomeClassTypeID
DefaultAssetAccoundID set for part categories being marked with income accounts instead of asset accounts.
Part Category Tab was added to replace the existing Part Category Frame. New screen acts more like the part and product tabs to simplify setup process. This will move relevant information to a tab instead of having to expand a collapsed section to see the information.
Part Category Accounting Tab was created, which consolidates and explains the accounting features as they relate to parts and part categories.
Created Part Category Tags Tab. This will consolidate the tag based information on the part category into one tab. This will be accessible on it's own tab without having other information to clutter or hide it.
Part/Sub-Categories Tab has been created. This tab was added in as the previous location of this data was on the “1st” tab of the previous implementation. Leaving this on its own tab saves load time, as the data doesn't load until a user wishes to see the Part/Sub Categories info.
Removed GL Account information from the costs tab of the part setup.
Removed GL Account information from the part tab of the part setup.
Advanced Tab in the Part Frame has added buttons and checkboxes for Accounting and Tag tags.
Part Info Adjustment screen has part accounting columns added. Having the additional accounting fields on the part info adjustment grid will allow users to see which accounts are tied to which parts. Additionally, the user will be able to see if the part uses the category defaults or if it is an overridden value.
Removed The Assigned Expenses frame.
Replaced the Part Category frame with a new tabbed frame to standardize setup frames with part and product frames. The data on the Part Category Frame is now contained on the new tabs.
Save process changed to set OffBalanceSheet field in Ledger table when using parts that do not accrue costs.
Save Process for parts now sets the asset account to the unclassified inventory account by default if the part tracks costs, but does not accrue costs.
Part Category Save procedure has been adjusted to default the unclassified Inventory account when the category is set to track costs but not set to accrue costs.
Updated the Order Analysis Report to use the Ledger table instead of the GL table.
Verified that the Chart of Accounts report and the GL Export reports are not including Off Balance Sheet entries.

Added Company Stages to help classify Prospects and Clients according to the life-cycle buying stage they are currently in. There is a list of System Stages, however, users can add additional stages for Prospects and Clients.
Added Stage field and column to Company Explorer. The ability to right-click and Change Stage was also added.
On the Contact Activity screen, the Call Type field has been moved and is now named Sub Type, and the Contact Type has been converted to a drop down.
Company Stages can now be imported.
When changing company stages, an activity is created.
Stage has been added to the completed activity popup.
Added an option to limit the Sub Type to list on Contact activities.

Added a signature line and default text for credit card payments to all standard invoice reports.
Added options to purge credit card information after a selected period of time (this is required for PCI compliance). The options can be found on the Credit Card setup screen.
For Payroll users, added the ability to print checks for Direct Deposit employees.
Added an option to use Vendor Credit Memos as return documents for inventory; this can be found on the Bills screen in System Setup.
On Purchase Order entry, if the PO balance is negative, an option is displayed to “Treat as Return Document and reduce inventory”.

Added the Vendor Payment Terms column to the Company/Vendor explorer.
Added an option to convert a negative Purchase Order to Vendor Credit.
Added the CFL property reference Part.SuggestedMultiplier which returns the “suggested” multiplier as set up in the part. However, as was the case previously the Product may overrride this value and not use this multiplier.
Added the CFL property reference Part.SuggestedPrice which returns the “suggested” price for this part (= Cost * SuggestedMultiplier). However, as was the case previously the Product may or may not use this value in the calculation of the products price.
Added a sub-explorer to the Parts tab on Orders that will display any part usage cards associated with the selected part.

Added the Parts Listing subreport to the Alternate Design Work Order.
Fixed an issue where the Signature Block was not appearing on the standard Invoice when the option to display it was checked.
Fixed an issue where the YTD/Pay History popup on the Employee Setup screen was not including Bonuses and Commissions.
Fixed an issue where the Voided Reports were not generating any data.
Fixed an issue where the Trial Balance was not listing accounts in the same order as the Chart of Accounts.
Fixed an issue where the Income Statement was not listing accounts in the same order as the Chart of Accounts.
Fixed an issue where errors were occurring when attempting to run the Financial Summary report.
Expanded columns in several Payroll reports so they display the correct totals instead of ### symbols.
Fixed an issue where credit card numbers were not saving with spaces between numbers.
Fixed an issue in Payroll where employer paid deductions were not calculated correctly.
Fixed an issue where Bills were appearing on the Sales Tax Detail report.
Fixed some issues in Bills where when entering a part description for “Other Materials” it was not clear which part they were on the Parts tab in an associated/linked Order. Also added Bill, PO, and Receiving Document columns to the Parts tab column chooser, and the ability to Open Bill, Open PO, or Open RD from the Order's Parts tab. The Estimated v. Actual Cost report was also modified to show the Bill number and description.
Removed GL Account Groups from the Account drop down in the Misc. Receipt screen.
Fixed an issue where “Export to Grid” was only exporting the visible grid of records instead of all selected records.
Fixed an issue where manually entered FL entries were being reversed when editing the Order.
Line Items with actual cost or part usage cards can not be deleted.
Fixed an issue where Discounts applied to Bills were not displaying on the check stubs.
Fixed an issue where cloning a Bill with a Discount would bring the Discount over to the new Bill.
Fixed an issue on the Pay Bills screen where Early Payment Discount would be applied even when choosing not to apply it.
Fixed an issue in Receiving Document Explorer where an error was given when unchecking Closed and Voided then refreshing.
Fixed an issue where voiding a part usage would generate a “could not release control” error.
Fixed an issue where the Order Analysis report was not correctly displaying the actual cost for outsourced part types.
Fixed an issue where deleting a part from an order would reverse the GL entries created from usage cards.

Fixed an issue where the Line Item quantity was not displaying correctly.
Fixed an issue where the Order Description was being displayed on line items instead of the Line Item Description.
When logging into Production Terminal, users can hit the Enter key instead of having to click the Login button.
Fixed an issue where the Clock On Detail popup was keeping the previously selected Part even if changing Line Items.
Employee changes are now updated between instances of Production Terminal.
Users are now only allowed to clock onto parts that are measured in time.

These changes are backwards compatible with the previous version of Control.

Added Vendor Payment Terms column to Company Explorer.
Added an option to create a negative Purchase Order and convert it to a Vendor Credit.

Fixed an issue where voiding a Bill payment for multiple bills would not apply the correct amounts back to each bill.
Fixed an issue with the Estimate vs. Actual report displaying costs from Bills as negative numbers.
Line items with actual costs assigned can no longer be deleted.

These changes are backwards compatible with the previous version of Control.

Added an option in System Setup>Estimate Options>Accrue Costs on Estimates to Accrue Estimate Costs while Estimates are Pending.

Fixed an issue where the wrong address was being used to calculate taxes online.
Fixed an issue where occasionally after processing a credit card, a warning message would be returned with a repeated phrase.
When processing Payroll, the Bill for for FUTA has been created separately from the Bill for Federal Withholding, FICA, and Medicare.
Increased the width of the Totals columns in the A/P Aging report so large numbers are displayed properly.
Fixed an issue in the A/R Summary Aging and A/R Detail reports so that Divisions now work correctly.
Fixed an issue in the Payments Screen where it was not allowing default payment information to be changed.
Fixed an issue in the Balance Sheet report where the account group balance was the same as the first account's balance.
Added subtotals by account group to the Balance Sheet.
Added account group subtotals on the Income Statement.
Fixed an issue where running multiple reconciliations from the same screen did not post the Service Charge for each account after the first.
Fixed an issue where Bills with a due date of today were appearing in two columns on the A/P report, which caused the totals to be incorrect.
Fixed an issue where posting a payment immediately after closing the day was causing payments from the previous day to appear on the export report.
Fixed an issue where Parts were not accruing properly on WIP orders when posted from a Bill.
Fixed an issue where Subsidiary companies did not have the option to “Use Parent Company address”.
Fixed an issue where FUTA bills were created for each employee instead of one for all employees.
Fixed an issue where creating lots of usage cards would cause the system to run out of memory.
Fixed an issue where a Bill attached to an Order in Sale was not creating the appropriate GL entries.
Fixed an issue where when posting usage to a part comsumed by minutes, the amount was multiplied by 60.
Fixed an issue where when paying Bills in the Pay Bills screen, applying a credit or a discount amount was not automatically recalculating the payment total.
Fixed an issue where the Time Clock Detail report was not showing Order numbers.
Fixed an issue where viewing the Parts tab on an Order with many parts took over two minutes to open.
Fixed an issue where overriding the early payment discount in a Bill was doubling the discount.
Fixed an issue in the Estimated vs Actual report where some parts were not displaying the correct quantities.

These changes are backwards compatible with the previous version of Control.

Concerning Password Changes …
- Immediately after upgrading, the administrator will need to login and will be prompted to enter the credit card encryption phrase for the business.
- Logins with a blank password will be disabled during the upgrade. The administrator will have to enable the login and reset the password before they can login.
- All other users will have to reset their password up on first login.
Concerning The Time To Upgrade
- The conversion of existing credit card numbers to their more secure format will begin as soon as the first person logs in to Control. However, this process is run in the background and will not prevent the use of the system.
- Depending on the amount of credit card information in your system, this part of the upgrade may take minutes to hours.

Control 4.4 introduces many new details necessary for it (and you) to receive PCI compliance. From the user perspective, most of these changes are in the area of passwords.

Added the ability to force password changes every 90 days; when a user attempts to login after their password has expired, they will be forced to change their password.
Added the ability to track past passwords so they can't be re-used. To comply with PCI standards, users may not use the previous 4 passwords.
There are new password standards that are being enforced. Password standards are as follows:
- Password must be at least seven characters long.
- Password must contain at least one number.
- Password must contain at least one uppercase character.
- Password must contain at least one lowercase character.
If a user has 6 unsuccessful login attempts, they are locked out for 30 minutes. These attempts are logged in the system.
When a user resets a password for another user, they will now be required to confirm their own password.

A second area of change, hidden to most users, is the change in the internal workings of Credit Card security in Control. These include:

Changed all credit card encryption used in Control to be strong encryption as required by PCI.
Created a separate credit card service (C3S) that actually handles all credit card processing and access. Control (via the SSLIP) communicates with C3S for all credit card transactions or to access any credit card information.

For more information on these changes, refer to

Added an option (in System Setup | Orders) to keep all actual costs accrued until the order is completely in Sale when using Progress Billing. Income is still realized based on the percentage complete setting even when this option is set.
Added an option (in System Setup | Estimate) to accrue all actual costs assigned to an estimate. If this option is set, the costs are not expensed when the estimate is converted, voided, or marked lost. These expenses are accumulated in the Cost of WIP/Built until then.
Added an option to automatically preview (open) a SQL report after it is saved. The Windows default program for that file extention is used to open the file.
Added the ability to run the “Refresh GL On These Transactions” action on Estimates in IDE mode. (It formerly could only be run on Orders and Bills.)

The default security group no longer has Credit Card Processing enabled.

Added a Report showing open Purchase Orders for an Order.
Added the Order Number to the Open PO Report.
Added the Order Number to the Time Clock Report, and added Grand Total Hours to the report.
Added the Order Number to the PO Report.
Fixed an issue where the Lost Estimate Report was not printing Mark Lost Reason Notes even when that option is checked.
Added an option to A/P reports to show Vendor Credits.

Fixed an issue where usage cards were not always posting to the GL correctly.
Fixed an issue where “Other Labor” was not accruing correctly.
Fixed an issue where posting usage cards would give an “Invalid Account” error.
Fixed an issue where Other Materials, Freight, Equipment, etc., were not accruing properly on WIP orders when posted from a Bill.
Fixed an issue where creating multiple receiving documents (partially receiving items) from the same PO would give an error.
Fixed an issue where no Activity was created when marking an Estimate as Lost.
Fixed an issue in Production Terminal where Time Clock Employees were not sorted in a particular order; they now sort alphabetically by last name.
Fixed an issue where part usage from Production Terminal was not always posting labor usage correctly.
Fixed an issue where items in the AP report were displaying in both the Current and the 0 to 30 columns.
Fixed an issue where creating many part usage cards would cause the system to run out of memory.
Fixed an issue where a FUTA bill was created for each employee instead of one for all employees.
Fixed an issue where FUTA and SUTA bills were not being created when processing Payroll even when setup to do so.
Fixed an issue in Estimates where checking the option to print Mark Lost Reason Notes was not working.

These changes are not backwards compatible with the previous version of Control. Once a customer upgrades to Control 4.4 they can not go back to Control 4.3.

Reordered Adjust Part Information Setup to appear before Adjust Product Information Setup in the Pricing Setup menu.

Fixed an issue where the Account Reconciliation screen would lock up.
Fixed an issue where occasionally the SaveDateTime would get set and not get unset, so subsequent entries would have the same date and time.
Fixed an issue in the User Time Clock Instrument where the user was not being prompted for a password even when one was required to clock in.
Fixed an issue where setting actual usage was not creating the correct GL entries for Estimates or for Orders.
Fixed an issue where actual usage for labor parts was always posting in hours; it will now post in the correct units.
Fixed an issue in the Process Payroll screen where when using the Adjust Hours popup, time entered was being doubled.
Added the right-click menu back to the Parts grid in Orders; options added are Open Part and Adjust Part Cost.
Added security rights for opening activities in the Account Register screen.
Fixed an issue in the Default A/P Dashboard where the “Open Bills” Bill Explorer instrument was not linked as a sub-explorer of the A/P Vendor Summary instrument.
Fixed an issue where after processing payroll, the Adjust Labor window would appear again.
Fixed an issue where a SQL error was given when using the Marketing Basic Dashboard.
Fixed an issue in the Marketing Basic Dashboard where the Search Criteria instrument would not display a scrollbar.
Fixed an issue where users were not able to sort by the Sales Total column in Company Explorer Advanced mode.
Fixed an issue where a SQL error was given when using the Advanced Order Explorer.
Fixed an issue where a SQL error was given when pulling orders where the total is not zero.

These changes are backwards compatible with the previous version of Control.

Added the W2 report to the main Reports menu (under Payroll). This report was reworked to show the W2 name fields in the Payroll Information tab on Employee Setup instead of the employee name fields.
Modified the Sales By Customer (Volume) Simple report to include contact name, phone number, and changed the layout from landscape format to portrait to reduce paper consumption when printing.
Added a field for the SUTA number in SUTA setup, and reworked the SUTA report to display this number.

Fixed an issue where users were unable to clock onto labor parts.
Fixed an issue where catalog parts could not be selected in a Purchase Order if the part name and the vendor part name were different.
Fixed an issue in online credit card processing where a warning message would popup after a refund was given.
Fixed an issue where posting taxes to Avalara was using the current date instead of the Order's sale date.
Added a dropdown in Employee Payroll Setup to select the state to be used for SUTA.
Fixed an issue in the Financial Throughput Instrument where it was not displaying the correct Daily sales number.
Added a security right, which when enabled, will allow users to execute a macro to email items out of Control to their customers.
Fixed an issue with the Process Payroll screen where it would sometimes display the design state.
Fixed an issue where a payment that didn't go to a bank account was causing a GL issue.
Fixed an issue where a popup stating taxes changed to $0.00 no longer shows when storing the taxable amount in a variable.
Fixed an issue where when editing UDF's from the right-click menu, a warning would display saying the division was changing.
Fixed an issue where the Adjust Part Information screen was locking records when editing.
Fixed an issue where the default catalog item was invalid in catalog item setup.
Added security rights to enable users to add images to Contacts in a Company record.
Fixed an issue where images were not displaying in Estimates.
Fixed an issue with the auto-importer where it would only import the first file if several files were simulatneously created.
Fixed the way the auto-importer checks files so that it will wait until the file can be exclusively opened. This makes sure the creating application is done before attempting to process the file.

These changes are backwards compatible with the previous version of Control.

Streamlined the clocking-in process from 3 pop-ups to 1.
Added a display for the amount of vacation/sick time taken below the current vacation/sick time balance.
Added a W-2 Name section to the Payroll Information tab in Employee Setup with First, Middle, and Last Name fields; these correspond to the same fields on the W-2 Report.
Added the ability to attribute time to a station in the Adjust Timecard Entry popup in the Process Payroll screen.
Added a Paycheck template that matches the Canadian check layout.

Changed the way the Clone feature works in the Adjust Part Info screen; instead of cloning the part and opening it in a pop-up window, an edit box is displayed with the part name and (cloned), so that the user need only put in the new part name and save; the Adjust Part Info screen is then refreshed to show the newly cloned part.

Added a warning when processing payroll if the pay period end date is before the start date.
Fixed an issue where Double Time and Shift Diff Time were showing on the Part Usage Card List instrument even when those were not enabled in the Payroll Setup.
Fixed an issue where time attributed to the Holiday-Paid station was displaying as unpaid time.
Fixed an issue where the time clock was not looking in the correct table for the paid status of a station.
Fixed an issue in the Worker's Comp Report where after changing the Worker's Comp Code for an employee, all wages were being attributed to the new Worker's Comp Code. Also widened the wage fields so they will display the totals instead of ####.
Fixed an issue where if the option to have a minimum clock-in time is turned on and you attempt to clock in before that time, the master time card would be clocked in at the minimum clock-in time but the detail time card would be set at the current time.
Fixed an issue where Deductions that were FICA exempt were not calculating correctly.
Payroll checks now print in this order: sorted by Last Name then First Name.
Fixed an issue where Sick Time was appearing on the Paycheck stub even when not enabled in Employee Setup.
Paychecks now correctly print the employee address on the check.
Reworked reports that display the SSN so it is now masked except for the last 4 digits.
The SUTA Report is now calculating correctly.
Added a Gross Pay column to the Process Payroll screen.
Fixed an issue where the GL's associated with an employee's wages were not being honored in the Payroll GL entries.

Users other than Administrators are now able to add parts and set alternative units in the Advanced consumption form.
Fixed an issue where you could not add part calendars to an activity.
Fixed an issue where the calendar tree would duplicate itself after editing a part.
Fixed an issue where Control would hang in Activity Manager after leaving Part Setup.
Fixed an issue where users could create an Order using a Product that requires a Work Assignment, then delete the Work Assignment.
Fixed an issue where product triggers and save formulas were not working correctly.
Added the ability to show Other and Location parts in Activity Manager, and also the ability to create calendars for Other and Location part types.
Fixed an issue where the Scheduling tab was not refreshing when changing the part type while editing a part.
The Inventory Adjustment Expenses were reworked to use the Part's expense account.

Fixed an issue where A/P Discounts were not being automatically calculated on Bills.
Fixed an issue where the Orders Placed Between Report was not including edits for orders in a prior time period.
Fixed some issues with the Cost Analysis Report:
- Now shows usage cards not clocked into an order.
- Now shows usage cards clocked into line items but not parts.
- Now shows usage cards clocked into an Order but not a line item.
- Now shows usage cards clocked into an Estimate.
Fixed an issue where Purchase Orders and Receiving Documents were not being properly linked or calculating inventory correctly.
Fixed an issue where income was totalling incorrectly on any Orders in WIP with deposits on the Cost Analysis by Order report.
Fixed an issue where the Bill GL was not compressing correctly when editing Bills with financially inventoried parts.
Fixed an issue where a Bill for a Part at a new price was not posting correctly into the GL.
Fixed an issue where no GL entry was being made when setting a part to be inventoried.
There is now a GL entry made with the description “Inventory Unit Cost changed from $x.xx to $y.yy per ” when adjusting inventory value.
Fixed an issue where voiding a Bill would move the parts to On Order.
Fixed an issue where editing a Bill would create Part Usage Cards even when there were no Part Usage changes.
Fixed an issue where the Balance Sheet was not balancing correctly.

Fixed an issue with the Auto-Importer where it would not work correctly if data being imported had an apostrophe in the name or commas in the field inside of quotes.
Fixed an issue where a customer's credit card number would blank out if a user chose “Update Contact Payment Information” while in the payment screen.
Fixed an issue where posting taxes to Avalara was using the current date instead of the sale date.

These changes are backwards compatible with the previous version of Control.

Fixed issues in the Adjust Product Information screen that could cause access violations and refresh issues when redrawing the screen after saving or canceling changes.

This change is backwards compatible with the previous version of Control.

Added field on Bill Explorer to search by check number.

Added Credit Approval feature:
- If a customer is over their credit limit, no new orders will be created for them; there will be an option to Save as Estimate. Note: Administrators and Owner/Managers will still be able to save new orders for those customers.
- There is now an option in System Setup>Orders, Estimates, and Service Tickets>Orders to show the age of the oldest receivable.
- On the company's financial tab, there is a grid displaying the outstanding orders and the total outstanding balance.

Added a DesignerPanel; this is the new grouping component available in Pricing Form Setup that has the ability to be hidden using a formula.

Moved the Division field to the main screen on Estimates, Orders, Service Tickets, Purchase Orders, Bills, and Receiving Documents; previously this field was located on the Totals tab.
Added a Division filter to the Pay Bills screen, and the ability to sort by Division.

Customer Credit Balance report now works with divisions.
Vendor Credit Balance report now works with divisions.
Fixed an issue with the All Account Statement where it was not showing past payments correctly.

Fixed an issue where when converting an estimate to an order, the due date was being set far in the future.

Fixed an issue where attempting to select multiple bills for one vendor resulted in Access Violations.

Fixed an issue where the Financial Summary and the Sales Monitor were not matching.
A/P Discounts are now being calculated automatically on Bills.
Fixed an issue with the All Account Statement where it was not showing past payments correctly.

Fixed an issue where Adding/Removing calendars in Activity Manager gave Access Violations.
Fixed an issue where the Make Deposits instrument was not showing the correct total when filtering.

When viewing a previous Payroll that has not had checks printed yet, there is now a Print Checks button in the Action Toolbar.
Fixed an issue in Process Payroll where checks were printing blank.

Interdivision Changes:
- Created InterDivision Customer Credit as a system liability account and InterDivision Vendor Credit as a system asset account.
- Customer Credits given are always credited in the GL under the customer's default division using the InterDivision Customer Credit liability account.
- Customer Credits applied are always deducted from the GL under the customer's default division using the InterDivision Customer Credit liability account.
- If the Division changes during a customer edit, any customer credit they have is transferred to the new division.
- Vendor Credits given are always credited in the GL under the vendor's default division using the InterDivision Vendor Credit asset account.
- Vendor Credits applied are always deducted from the GL under the vendor's default division using the InterDivision Vendor Credit asset account.
- If the Division changes during a vendor edit, any vendor credit they have is transferred to the new division.
Change Returns now have the division set correctly.

These changes are not backwards compatible with the previous version of Control.

Fixed an issue where editing a part and changing the fixed cost was not saving the change. This was also occurring when cloning a part and changing the cost.

This change is backwards compatible with the previous version of Control.

Added the ability to override the payment due date in a bill; instead of using a fixed payment type like Net 30, there now exists the possibility to choose a custom payment date.
Added a “Yes to All” option to continue running scheduled payments when the credit card address does not match.
Added the Inventory Status report to standard reports; this report allows a user to easily see which parts they need to order.
Product triggers for Orders now also work for Recurring Orders (allows a product to set an order UDF when a recurring order is saved just like in an order.)
Added the ability to put negative numbers in the process payroll screen for vacation and sick time.
Added a Division filter to the Pay Bills screen.
Changed the “Division For” filter to read “Division Applied To” on the Make Deposits screen. Added a “Division Received” filter. Made the default “all” in the drop-down for the Division Received and Division Applied To filters.
Added an option in System Setup where the Division field in a new Bills will default to (none), forcing the user to select a division.

Added the Authorization box and the Force the credit card transaction checkbox to the Payments (Receipts) screen (multiple payments screen).

Fixed a stack overflow issue when demoting line items while the parts subwindow is open.
Fixed an issue where an invalid card number error was received when updating the expiration date.
Fixed an issue with custom rounding not calculating correctly.
Fixed an issue where double clicking in the Make Deposit grid would post the deposits.
Fixed an issue where manually added parts in estimates and orders were not appearing when that line item was being cloned, the order was cloned, or an estimate was converted to an order.
Fixed an issue where when saving a SQL report as an Excel file would incorrectly append .Microsoft Excel instead of .xls to the file name.
Fixed an issue where only administrators could use Speed Notes.
Fixed an issue where the Shipping Address was not showing in the service location in the Service Work Order report.
Fixed an issue where the Adjust Part Cost calculation of historic cost was not accurate.
Fixed an issue where Average Costing when Inventory is negative produced unusual results.
Fixed an issue where the Balance Sheet by Division was splitting equity into two pages, and therefore not displaying accurate totals.
Fixed an issue where the CalculateLayout CFL functions were not working properly.
Fixed an issue with converting po's to bills, where when checking for duplicate po numbers, it displayed the message “Bill # for company already contains a bill with this reference number”; now correctly reads “Purchase Order # for company already contains a bill with this reference number
Fixed an issue where writing off the total on an order in Sale status was not closing the order.
Fixed an issue where a user could still login to Control even when the option to login to Control was unchecked in Employee Setup.
Fixed an issue where Company Link UDF's are now working in UDF Designer Forms.
Fixed an issue where the 1099 report was not including all payments.
Fixed an issue where the asterisks that appeared after the written amount were not displaying. Also, if the cent amount was zero, it was displaying as xx instead of 00; users now have the option to display either.
Fixed an issue where the Income Statement report was not filtering on divisions correctly.
Fixed an issue where Vendor Credits were not being displayed on the Vendor tab.
Fixed an issue where when receiving items on a po, the expected value was being doubled.
Fixed an issue where the security right to prevent users from seeing a Company's activity tab was not working correctly.
When printing checks for paid bills, they now print in alphabetical order.
Fixed an issue where the Quantity Billed was not displaying correctly when the Quantity Billed was greater than the Quantity.
Removed the option to have a Purchase Order sub-explorer on an Order Explorer.
Fixed an issue where the credit card expiration date was not being saved when editing and updating.
Fixed an issue where in the Chart of Accounts, the GL Account Group Material Expenses was not appearing.
Fixed an issue where catalog items were not using the appropriate cost for the units selected.

GL Detail by Order Report
- Completely Reworked. Much Faster.
- Fixed several issues with actual costs not pulling correctly
- Added new options to display.
Actual v Estimated Cost Report
- Deleted from the system.
- Replace by GL Detail By Order
GL Detail Report
- Completely Reworked. Much Faster.
- Fixed several issues with actual costs not pulling correctly
- Date Range now limiting based on Built Date
Account Register Report
- Completely Reworked. Much Faster.
- No longer times out.
Trial Balance Report Rewritten
- No longer hangs / times-out the system with large GLs.
- Sorts in the order accounts are defined in the Chart of Accounts.
- Hierachical format.
- Verified/Adjusted for multi-divisional functionality.
Financial Summary Report
- Fixed issue with values in the Balance column not showing.
- Verified/Adjusted for multi-divisional functionality.
When printing checks to vendors, the checks now sort by Vendor Name.
Orders Placed Between Report is now correctly displays values created during the timeframe regardless of current status.
Orders Built Between Report is now correctly displays values marked built during the timeframe regardless of current status.
Added the ability to print checks directly from the View Payroll screen.

Part Usage Card Changes
- For usage cards not clocked into an order, costs are immediately expensed.
- For usage cards clocked into line items but not parts, costs are accrued while the order is in WIP and Built.
- For usage cards clocked into an order but not a line item, costs are accrued while the order is in WIP and Built.
- For usage cards clocked into an estimate, costs are immediately expensed.
Progress Billing is now implemented in costs.
Added a field to the GL to indicate whether an entry is from an order, payment, etc.
Vendors now have the option to require a reason when being edited.
GL Entries are created even when not clocking on a part.
Cost report shows usage cards not clocked into a part.
Recurring Orders
- Added a start date.
- Now displays a message with the period for which recurring orders were created (i.e., monthly).
- Added Start Date, End Date, and Recurring to the Advanced Explorer for Recurring Orders.
- Added Start Date, End Date, and Recurring to the Column Chooser for Recurring Orders.
Adjust Part Inventory screen is color coded to help see what to replenish.

Added the ability to post negative labor and other parts.
Other
- Company Link UDF's now work in UDF Designer Forms.
- Payment button is enabled even when the balance is $0.
- Product triggers for orders now work for Recurring Orders.

These changes should be backwards compatible with the previous version of Control

Credit Card Enhancements
- Added Voided Transactions to Processed Credit Card report.
- Added an option to “Allow Overpayment to be applied to Customer Credit” on Customer Payment Methods
- Added a check list of processed payment types to Credit Card Options screen
Removed the option “Can give cash back in change” from Customer Payment Methods unless the payment type is cash, check, or other.
Added a signature block with text as an option to the Standard Invoice.
Added the ability to wrap text and adjust row height in the Adjust Part Info screen.
Changed the selection color of rows in Adjust Part Info so that highlighted text is easier to see.
Changed the default time frame on Order Explorer to show closed and voided orders from This Month to This Year.
Changed the default date to Today on pricing forms with no previously set date.
Removed the footnote “* means amount overridden” from work orders if the parts field is otherwise blank.
Added a signature line for credit card charges to the standard invoice.
Changed logo dimensions on reports to 1.69” x 1.27“.
Changed Adjust Part Info screen to show when a UDF is a dropdown, even when not in Edit mode.
Changed alignment of the second header row in Adjust Part Info to be bottom aligned.
Removed Open and Clone columns from being printed and/or exported on the Adjust Part Info screen, as well as any columns that are set to not show.
Increased the resolution of the store image to 300 x 400 pixels (new artwork must be uploaded for this to take effect). Also added a link to a pop-up that provides information about the optimal resolution for importing the store image.

Fixed an issue in Adjust Part Info screen where UDF dropdowns were not working properly.
Fixed an issue with the logic used to determine whether or not to rotate unless the item size caused paneling.
Fixed an issue where the Location address was not always being shown.
Fixed an issue where the Template Options button on the Adjust Part Info screen would sometimes not reposition after resizing the screen.
Removed “Paid in Full” stamp from work orders.
Removed the “Location” part type from several places where it was not applicable.
Fixed the advanced popup dialog on the pricing tab in product setup so that the first tab is shown first.
Fixed a bug where the list of variables names did not display when setting the “Unit Variable” in advanced product setup.

These changes should be backwards compatible with the previous version of Control

Journal Entry Editing - Lookup as you type is now implemented more consistently through out the program.
Changed “View Account Register” to display times of entry as well as date.
Changed Make Deposits to deposit amounts manually entered into those accounts, not just payments received.
Deleting a Vendor now prompts the user for another vendor and reassigns all Bills, POs, and other history to that vendor.
Check dates can no longer predate Bills.
When an account group has the “Consolidate Subaccounts” option checked, export information will no longer be editable in those subaccounts.
Added the ability to delete a GL Account that is not being used.
Added running totals to the Account Register.
Added the ability to add a check number directly to a GL entry, using the Notes field. Anything entered in these fields will now show up on the reconciliation screens.
Added the ability for Workers Compensation Codes to be used on Stations without having the Payroll Module enabled.

Fixed an issue where the View Account Register did not always display the last day selected.
Fixed an issue where Part Usage Cards were not properly recording actual costs when created for Labor Parts.
Fixed an issue where companies that were setup as both a client and a vendor used the customer payment terms for bills instead of the vendor payment terms.
Fixed an issue with cloning and renaming GL Accounts.

Converting a Purchase Order to a Receiving Document and then converting the Receiving Document to a Bill will now automatically close the Purchase Order.
The Save button on a New Bill now displays a drop-down, allowing you to save the transaction as a Receiving Document, a Bill, or a Purchase Order.
When using a Vendor's Catalog Item in a PO or Bill, the catalog item text now displays instead of the Part Name.
Added a warning message when a Reference Number is reused in a bill.
Added the ability to create a bill to pay from when refunding a customer credit. This option only applies when the Accounting Module is enabled.
Added a “remaining quantity” column to the purchase order items.
Selecting a part for a PO or Bill by importing them from an order will automatically link the PO to the Order.
Selecting a vendor catalog item in a Bill or Purchase Order will automatically fill in the vendor for that transaction.
Added a “Discount” field has been added to bills for early payment discounts. This field can be overridden, but it NEVER reduces the total. Only when the actual discount (during payment) is taken, that number is used to reduce the total.
Added a column for the reference number on a Bill under the activity tab.
Added the Bill Reference number to the Pay Bills screen.

Fixed an issue with the status drop-down for Purchase Order line items.
The Quantity Billed for a Purchase Order number is now displaying the correct number when it is greater than the original Quantity of the PO.
The first Bill from the second Receiving Document that was converted from a Purchase Order now links to the Purchase Order
The Save button on the Purchase Order explorer now properly saves all the default search information.
Fixed an issue where Voiding a Receiving Document did not recalculate inventory correctly.
Fixed an issue where the line items in a Bill would not keep their order.
Fixed an issue where the line items in a Purchase Order would not keep their order.

Added the option to easily update a Vendor's catalog item price from within a Purchase Order or Bill.

Changing units in a purchase order will now recalculate the unit price.
Fixed an issue where the Average Cost for inventory parts weren't being adjusted properly when new bills with different costs were entered for parts with the “Adjust Average Cost” option enabled.
Fixed an issue where consumption units were not being properly used to calculate received inventory amounts

Control now prompts you for a PO number when converting an estimate to order if a PO is required.
Added an option to warn of duplicate customer Purchase Order numbers on multiple orders.

Fixed an issue with the Batch Address Verification using Avalara.

Added the ability to select a single GL Account for the GL Changes Detail report .
Added a Vendor Statement report that shows payments and vendor credits used and applied
Added the invoice date to the A/P Aging report.
Changed the terminology of the “PrintAs” field for products to “Display Name”.
Changed the default invoice and estimate to use the Display Name for a product rather than the Product Code.
Added a “Parts on Order” report.
Added a “Discounts Available” report for uses with the Accounting module
Added a “Customer Quick Statement” report, similar to Vendor Quick Report.

Fixed an issue where printed checks used the bill created date instead of the invoice date.

These changes should be backwards compatible with the previous version of Control.

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Control Release Notes - Next Version

Defect Fixes

Reports

Shipments

Banking, Bills, GL

Products, Parts, Pricing

Miscellaneous

Changes

Features

Backwards Compatibility

Control Release Notes 4.6.1210.0101

Defect Fixes

Banking, Bills, GL

Security Rights

Backwards Compatibility

Control Release Notes 4.6.1208.0201

Defect Fixes

Banking, Bills, GL

Backwards Compatibility

Control Release Notes 4.6.1207.0201

Features

Defect Fixes

Security Rights

Orders and Estimates

Reports

Bills and Purchase Oorders

Miscellaneous

Changes

Backwards Compatibility

Control Release Notes 4.6.1204.2001

Defect Fixes

Changes

Backwards Compatibility

Control Release Notes 4.6.1203.3001

Defect Fixes

Changes

Backwards Compatibility

Control Release Notes 4.6.1203.1601

Defect Fixes

Changes

Backwards Compatibility

Control Release Notes 4.6.1202.1601

Defect Fixes

Changes

Backwards Compatibility

Control Release Notes 4.6.1202.0301

Defect Fixes

Accounting and Payroll

Orders and Estimates

Miscellaneous

Parts

Changes

Backwards Compatibility

Control Release Notes 4.6.1201.0401

Defect Fixes

Changes

Features

Backwards Compatibility

Control Release Notes 4.5.1112.2003

Defect Fixes

Parts in Orders/Estimates and Parts in Purchase Orders

Reports

Production Terminal

Miscellaneous

Changes

Features

Backwards Compatibility

Control Release Notes 4.5.1110.2901

Features

Defect Fixes

Production Terminal

Avalara and other Tax Issues

Parts

Miscellaneous

Changes

Backwards Compatibility

Control Release Notes 4.5.1110.0601

Defect Fixes

Changes

Backwards Compatibility