Changes
Avalara / Shipping
- #264125 - Shipments - Add Tax Class as part of Shipping Address Import (8071)
Explorers
- Add Tax Class as a column for the Order/Estimate explorers (8373)
Imports
- Import process (of any kind) will now prompt with a message about making a backup (8903)
Orders
- Miscellaneous - Add a “Suggested Unit Price” column for the Parts tab on an Estimate/Order/Service Ticket (8044)
Products, Parts, Pricing
- Add the Division and Warehouse columns to the Activities tab of a Part in Part Setup (8689)
Reports
- Add the Quick Email option to the Print Option selection for Word Reports (8635)
Miscellaneous
- Add the ability to sort the Payment Entry screen by each of the columns available besides Amount (8626)
- Add a Refresh button to the A/P Vendor Summary instrument, or have it auto refresh when new items should appear (8707)
Defect Fixes
Access Violations
- #269751 - User gets Access Violation error when opening any pricing form in Control (8576)
Activity Manager
- Unable to change the Line Item, Part, and Instance of a Recurring Activity (8906)
Avalara / Shipping
- #269945 - Cannot Copy Tracking Number Without Being in Edit Mode (8606)
- Taxes for the entire Order are being determined by the first shipping item on the Order (8871)
Company & Contacts
- Postal Codes that start with a 0 are not working properly (8823)
- #272142 - “(Vendor Name) has been set as Vendor” when saving new vendor credit memo's (8709)
- Notes area on an Employee record is not selectable if you have previously tried to Edit a system account (ex Administrator) (8899)
Dashboards
- #269540 - Cash Position instrument displays more accounts than it should (8530)
- #193537 - Sorting is not being saved on Marketing Search Results instrument (3083)
- The Post Deposit button on the Make Deposit Instrument never loses focus (8589)
Explorers
- #269603 - Advanced Explorer Query not filtering on criteria selected (8550)
- #272672 - Purchase Order Explorer is sorting by the first number when sorting by total instead of the total price (8772)
Imports
- Invalid pointer operation when working with the Import screen (8519)
Inventory
- Incorrect InventoryID, WarehouseID being applied during upgrade of Control. (8553)
- #269745 - Check Reserved Inventory - Adjust to include WIP & Built orders (8548)
- Balance stays in Received Only when a Rec Doc is created for a quantity more than was ordered on the PO (8572)
- Received Only goes negative when cancelling PO if Bill was created for the same part. (8710)
- Parts tab of Orders are not using correct colors for parts with Inventory Tracking on/off (8717)
Macros
- Right Click | Run Macro - Doesn't Work from the Company Explorer - Macros (8508)
- Run Macro on single Estimate using Full Query (not individual estimate) (8640)
- In Macro Setup - Run Query and View Query Buttons should always be enabled (8645)
- Changes from Macros are now causing Company UDFs to update. (8934)
Orders
- Error when going between records while on the Production tab of Orders (8605)
- #272677 - Orders based from Recurring Orders with a product's Production Time set to 0 are not adjusting the Due Date properly (8776)
- Taxes are not being split up in the Tax Class Selection pop up when using multiple tax classes (8886)
- Company name showing as (none) upon initial Save of the Order (8310)
Part Usage Cards
- #271820 - Voided column of Usage Cards section on Parts tab of Orders does not register right clicks properly (8700)
Payment Entry
- #272527 - Out of Balance error when posting a payment on an order where the Company Tax Status was changed to Exempt (8764)
Products, Parts, Pricing
- Top row of the various templates need to have the height increased (8747)
Production Terminal
- #264230 - Production Terminal is showing the last few line items when switching between orders. (8080)
Purchase Orders & Bills
- A/V when changing the Default Division and Shipping Address of a Purchase Order (8509)
- #271798 - Remove the ability to create a bill for one vendor but write the check for another (8647)
- #271798 - Payable To field should be linked to the address available on a bill payment screen (8649)
Reports
- #269758 - Standard Invoice is not pulling billing contacts address when set to use APContact (8575)
- #269520 - “Show off balance sheet entries?” parameter on the report is not working (8585)
- #272008 - Some reports are causing an external exception due to the length of the part description (8702)
- #272530 - International date format does not work with certain reports (8765)
- Two Closeouts in a Report Group cause Closeouts to get arranged incorrectly (8609)
- Credit memo doesn't show the Address at all if Address line 2 isn't filled in
- #272698 - Orders Placed Between report is not picking up orders that were created inside the date range that do not have any GL (8779)
SSLIP
- #272621 - User gets invalid login when logging in with a username that contains an apostrophe (8771)
System Setup
- #267140 - Conversion of a varchar data type to smalldatetime data type resulted in a out-of-range value (8270)
- Unable to Save error message in Accounting Setup when Postal isn't filled in correctly in System Setup (8574)
- Unable to Save error message when Postal isn't filled in correctly in System Setup (8574)
Miscellaneous
- Invalid floating point operation when going between orders while on the Parts tab (8658)
- Expand the selection lists in the Lookup Tables > Setup Table area to match longest entry (8627)
- #266097 - Control times out when updating Inventory table after upgrading to Control 5.5 (8177)
- #272077 - User get the message “Total of matching accounts does not match receipt amount.” when editing a non-order receipt (8705)
- #270207 - Domain login not working for users when Chapi is running as a local user (8708)
- #272252 - When creating a custom date range, the Fixed or Relative Date/Time is displaying the date incorrectly (8714)
- #269686 - Alphabetize the variable list by variable name on the Parameter Grid pricing form object (8558)
- Make the email message text be selectable (copyable) from a Journal entry (8785)
- Pop-up Pricing Forms open in Center of Display, not Center of Screen (8584)
- Selection lists on Parameter Grid pricing form object need to auto expand to match their largest entry (8767)
- Control Pop-ups open on different screen (8657)
- “Unable to update the service item” if editing a order and close a Service Activity (8848)
- #273620 - Recalculate button is not acting as expected to determine Overhead Labor (8890)
- Able to Save a Bill after you clear the Payment Due Date on an Edit (8832)
- Subsidiaries will lock up Control when going to the Documents tab (8915)
- Visual issue in the address field in the Chart of Accounts (8919)
Backwards Compatibility
These changes are backwards compatible with the previous version of Control.
You could leave a comment if you were logged in.