Features
Explorer
- Added field on Bill Explorer to search by check number.
Customer and Vendors
- 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.
Pricing Form
- Added a DesignerPanel; this is the new grouping component available in Pricing Form Setup that has the ability to be hidden using a formula.
Divisions
- 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.
Defects Fixed
Customers and Vendors
- 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.
Orders and Estimates
- Fixed an issue where when converting an estimate to an order, the due date was being set far in the future.
A/Ps
- Fixed an issue where attempting to select multiple bills for one vendor resulted in Access Violations.
Other Reports
- 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.
Other
- 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.
Payroll
- 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.
Divisions
- 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.
Backwards Compatibility
These changes are not backwards compatible with the previous version of Control.
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