Tools

25.0212 (scheduled for initial testing on 02/12/2025)

Author: support 2 Reference Number: AA-02993 Created: 2025-02-24 13:27 Last Updated: 2025-04-03 13:21

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25.0212 (released 02/12/2025)

Date	Task #	======== Type ========	Screen (or Report Name)	Description	Requested by Customer	Links to Additional Info
02/21/25	32192	Bug	Purchase Order	PURCHASE ORDER: When user click Recalculate button weight is not calculated.
02/21/25	30808	Bug	Reports	Exception Report - Sales Order Item Price Changes: Shows error while running.	Quality
02/21/25	32197	New	Printing	Add the time when a document was printed on All Document Print outs.	APS
02/20/25	32193	Bug	Shipping and Receiving	Not showing the correct values based on the status.	Quickfit
02/20/25	32191	Bug	Purchase Order List	PO List - When sorting the column for the Vendor Number an undefined error pops up. PO List - Vendor Number Column should be named as Vendor Name. Vendor number is different.	Quickfit
02/19/25	32062	New	Sales Order	When the Qty Shipped is changed, check to see if the Lot Tracking true/false option on item is checked. If so, then POPUP a screen showing the Receipts in stock and allow the user to select WHICH receipt will be taken out of stock, rather than just taking First In First Out.
2/18/25	32227		Reports	When reports module is clicked , the sales order module is duplicated in the list. Similar issue occured in other companies in other modules.
2/18/25	31873	Bug	Credit Memo	Credit Memo > Payment Info > Give Cash Back or Apply Credit: --Even when the date chosen is greater than the Invoice date, it still gives the date validation error. Example: The Invoice was created on 10/14/2024. Date on the payment date is 10/15/2024. --If the payment date was changed to 10/16/2024, the date on the "Date Paid" field still shows as 10/15/2024. --"Last Synced" field is not showing properly on the Payments Screen --"Give Refund" button is still working even without choosing any Payment Type of Refund. Also, I can still process a refund even after giving a full refund to the order. --Action(x) is not functioning	Quickfit
2/18/25	32224	Bug	Import Wizard	Customer List > Update Wizard > The file was imported successfully, but some data (City) were not updated based on the file.	Express NH
2/18/25	32194	Bug	Settings	User Settings >Edit User >Module Security: Look for Invoices and uncheck the Edit box. >It restricts the user to access the Invoice screen. This should only restrict user to edit any info on the invoice and still show the invoice form. (Same applied to all Edit checkbox settings)	Orlando
02/17/25	32218	Update	Invoice Detail	Receive/Edit Payments > Add new Card Instead of a pop up message, the system should highlight the missing field so the user will know they forgot one of the details and they can properly store and save the credit card on file.
02/17/25	32217	Update	Customer Detail	CREDIT CARD TAB When you add a new credit card and click the SAVE and SYNC button, it makes a copy of the other cards on file. Which shouldn't be happening. Also, remove the space on "Master Card" should be "Mastercard". Automatically add a / symbol when a user types the expiration date on the field. Also, do not allow the user to save the credit card if it is missing any details, I tried adding a card with just 6 digits and it was still saved instead of prompting the user to enter the whole credit card number. (most credit cards has 15-19 digits number)
02/17/25	32216	Bug	Customer Detail	CREDIT CARD TAB and Invoice Screen > PAYMENT SCREEN When I use an existing card added thru the credit card tab on the customer detail screen to pay for an invoice, it does not work and error says invalid card number. Tried adding the same card thru the ADD NEW CARD button on edit/receive payment screen and it worked fine.
02/17/25	32198	Bug	Reports	INVOICES/CREDITS PAYMENT DETAILS --Allow user to Group by = None --Sort by Invoice Number --After report is generated, when user clicks the Invoice Number header, it does not sort the records. Pls fix --Please put in newest branch version 25.0212	APS
02/17/25	32150	Update	Reports	Invoice/CM --Group by = None --Cannot Download to Excel File --Cannot Print when clicking the Print button --Must correctly show all the fields/columns from the report --Must be sorted according to the sort option selected before generating the report. --When user downloads to PDF, the sorting is default to Customer name. Please sort according to the sort option selected before generating the report.	APS
02/17/25	32220	Bug	Import Wizard	Encountered errors uploading files for Item stocks, item vendors and catalog.	Proparts
02/17/25	32192	Bug	Purchase Order	The Recalculate button is not saving the values on the PO even when clicking save. Once the page is refreshed, the values are removed. (WE DID NOT MAKE ANY SAVE FUNCTION RELATED ON THIS.) When the CuSqFeet is selected to show on Line 2, it does not show the correct CuSqFeet based on the Vendor Item #. It only shows 0. If a PO has a lot of line items, the page loads, and will not work properly even when opening a new tab.	Quickfit
02/17/25	32188	Update	Item Catalog	1d. DEFINE how the Item Description will be created. - When choosing option 1: Make Model Year Range - Partslink Description (Name) (Partslink Variables), it still shows the description based on option 2 format. Example: AC1000101 - Front bumper cover (LS; prime) 1993-1994 ACURA VIGOR Some Partslink Items are showing the wrong year range. Instead of 12-17, it shows as 12-14.
02/17/25	32179	Bug	Customer List	Exported file for customers (Express), the discount percentage shows more than 2 decimals	Express NH
02/14/25	32102	Update	Printing	Printing Options: Need to disable Printing Option settings to all transaction forms.
02/14/25	32202	Update	Customer Portal	Customer Portal users should not be able to edit the Transaction info on Quotation Example: Date, Entered By, Payment Terms, Sales Rep, Order Source, Shipped Via and Job ID. Except for Customer PO #, Contact and Email fields. On the Line items table, these fields should also not be editable by users: Expiration Date Warehouse Description Discount
02/14/25	32175	Bug	Reports	Invoices/Credits The following Reports have issues where once you download the file either to PDF/Excel, the webpage would either freeze or send you to a different web page where it will have a webpage error message: INVOICES / CREDITS BY CUSTOMER AND ITEM VENDOR (Excel) INVOICES / CREDITS BY MONTH (TOTALS) (Excel) INVOICES / CREDITS BY TYPE (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (ALPHA) (Excel) SALES HISTORY - 2 YEAR COMPARISON BY ITEM (BEST TO WORST) (PDF)
02/13/25	32201	Bug	Customer Portal	Customer Portal > Find Parts: After adding an item you want to add to your shopping cart using the right arrow button, and then when the user reduce the quantity to buy using the left arrow button to Zero, the shopping cart keeps the item with quantity of 1, even though it should be removed already since the Qty to buy is 0 already.
02/13/25	32122	Bug	Credit Memo	ADDITIONAL COST FOR RETURNED PARTS FROM CREDIT MEMOS >When returning parts from the Credit memo to stocks, the additional costs for the returned part gets wiped out/zeroes out. REPORTS >INVOICE/CREDITS REPORT >When running the report with a CM with unreturned parts, it shows the amount for the additional cost and when the item is returned to stock, the additional cost gets wiped out. Need to double check and update the Returned CM that have additional cost wiped out from Jan 1, 2025 till present date to correct the error.	Orlando
02/13/25	32204	Bug	Shipping and Receiving	PENDING/ FUTURE DELIVERY: The Future delivery screen should have the features we used to have for Quality. We need to restore it back.	Quality
02/13/25	32206	Bug	Sales Order PO	SOPO>PO: When creating PO from the SOPO screen, it only opens a blank tab. When opening POs, it directs to blank tabs.	TipTop
02/12/25	32226	Bug	Receive Payments	Worked in the issue where the Customers are not shown when the open invoices customer is selected.
02/12/25	32225	Update	Settings	In Sales > General Sales Settings > Payment Terms table -only the Payment Term Name, # of Days, # Days for Discount, Discount percent is shown and updated.
02/12/25	32196	Bug	Manifest	Showing duplicate orders on the list.
02/12/25	32187	Update	Receive Payments	--Change the title Payment Reference # to CK#/CC# --Add a new field below called Authorization # this is the same Authorization # field in the Payments Info tab on the Invoice/CM detail screen.

25.0212 Version Releases History

Version #	Date Released
25.0212.03	03/18/2025
25.0212.02	02/26/2025
25.0212.01	02/19/2025

25.0212 (Known Issues Fixed in this Version)

Fixed in Version #	Date	Task #	======== Type ========	Screen (or Report Name)	Description	Requested by Customer	Links to Additional Info


25.0212.04	04/03/25	32370	Bug	Find Parts	GP field incorrect. Always shows 100%	APS
25.0212.04	04/03/25	32368	Bug	Receive Payment	When user enters a CK/CC number and apply the payment to a customer, when the user go to the Invoice Detail>Payment info, the CK/CC number is not showing.	APS
25.0212.04	04/03/25	32350	Bug	Reports	C15043049 appeard 2x on the report as Credit Refund and Credit memo (Credit Memo line is incorrect)	APS
25.0212.04		32348	Update	Credit Memo Detail	Referance # update to Reference # (update spelling)	IPC
25.0212.04	04/02/25	32356	Bug	Import Wizard	BICHUN (25.0212.03) IMPORT WIZARD: Update wizard not working properly. The function is not reflecting the updated information (Customer, Vendor list etc.) Needs to be fixed ASAP as we aim to have them GoLive by April 4.	Bichun
25.0212.04	04/02/25	32354	Bug	User Settings	Security Type > NO ACCESS: Users with No Access as security type have a full access to all settings when they log in in 1place.	Orlando
25.0212.04	04/01/25	32351	Bug	Reports	INVOICES / CREDITS BY DATE (TOTALS) and INVOICES / CREDITS BY MONTH (TOTALS) Same date range, showing the same # of Invoices and credits, but have different %Credits, Net of Invoices/Credits, Total Cost, Profit, and Profit Margin.	Quickfit
25.0212.04	04/01/25	32355	Bug	Settings	General Sales Settings: Undefined Error. Please check all settings if they are having the same issue.	Quickfit
25.0212.04	04/01/25	31861	Bug	Find Parts	When you search up HO1206100 on the find parts screen, HO1206101 comes up also which are 2 different parts.	Tiptop
25.0212.04	03/31/25	32335	Update	Invoice	INVOICE PRINT PREVIEW >Need to adjust the logo and the Bill to address margin.	Orlando
25.0212.04	03/31/25	32339	Bug	Find Parts	When applying a discount on this screen, the Net Price calculation is incorrect. Pressing the ENTER key after entering the discount does not save the value. However, clicking the mouse cursor elsewhere on the screen after entering the discount saves the value.	Quickfit
25.0212.04	03/31/25	32342	Bug	Customer Statements	AR > Customer Statements > Preview not working: Undefined Error.	Quickfit
25.0212.04	03/28/25	32340	Bug	Item Detail	Item detail screen, we can't see the Item vendor tab	Tiptop
25.0212.04	03/28/25	32334	Bug	Customer Detail	Sales History > Not updated. Some deleted transactions are not showing.	Quickfit
25.0212.04	03/28/25	32332	Bug	Quote	When deleting the SO from a quote, the SO number still shows even after refreshing the page. Clicking the SO # results in a bad request.	Quickfit
25.0212.04	03/28/25	32288	Update	Shipping and Receiving	Update on UI and function	Tiptop
25.0212.04	03/27/25	32331	Bug	Item Catalog	Add new items > The page is just loading, or leads to a bad request.	3Q
25.0212.04	03/27/25	32333	Bug	AR	Customer Statements > Page not working.	Quickfit
25.0212.04	03/26/25	32328	Update	Item Catalog	Item Catalog Description - add another option for the description format: YY-Make-Model-Partslink Description, Partslink Variables. Example for Partslink Item #: 1999-2000 HONDA CIVIC-Front bumper cover (2dr coupe/2dr hatchback; prime)
25.0212.04	03/26/25	32274	Update	Reports	REPORTS screen changes: Update the report names for AR - Payments Received to Accounts Receivable - Payments Received. Update the report names for AR - Payments Received (End of Day) to Accounts Receivable - Payment Received (End of Day) In 1place report screen, PDF and Excel downloads. Report Criteria > Group By >Change the Type to Payment Type When invoicing Sales Order with prepayment, the Sales Order should be removed from the report and show the invoice instead. The report should only show UNINVOICED Sales Order Payments	Orlando
25.0212.04	03/25/25	32274	Update	Reports	REPORTS screen changes: Rename the Report called Invoices/Credits Payments Received to: AR - Payments Received (also make it also show the Sales Order deposits on this report as well).	Orlando
25.0212.04	03/19/25	32143	Bug	Import Wizard	File Validation: During the export process, rather than getting the data specifically required for validation, the entire import file is exported.
25.0212.04	03/19/25	32302	Bug	Import Wizard	Customers > Import not working, just stuck on the progress bar.	3Q
25.0212.04	03/19/25	32274	Update	Reports	REPORTS screen changes: Remove the Item Catalog Category and move the single report over to the Items category. Make a new REPORT Category called AR / Collections - not update yet IP Remove 50% of the VERTICAL SPACE between all of the Categorys (to make them more concise), including the All Reports, My Favorites, Frequently Run and Custom Reports. DELETE the new report you created for this task (below). Rename the Report called Invoices/Credits Payments Received to: AR - Payments Received (also make it also show the Sales Order deposits on this report as well). - IP Move the report called: Invoices / Credits Payments Summary (End of Day) to the AR / Collections Report Category. Also rename the report in the list of reports and the actual report name to: AR - Payments Received (End of Day) IP Move the report called Sales Exception: Items Not Sold to the Exception Reports report category. - IP	Orlando
25.0212.03	03/18/25	32296	Update	Import Wizard	IMPORTING CREDIT MEMOS >when we import CMs to 1place, we don't have a field for Qty Returned. the Returned field for these CMs are zero as for invoices we have Qty ordered and Qty Shipped, the Qty Shipped column does not fill in the returned field. >When importing line items to the CM, it recalculates the total line items, payments and subtotal	Proparts
25.0212.04	03/17/25	32298	Bug	Import Wizard	Found an issue wherein if you imported a file for ItemQtyInStock, the warehouse ID/Name does not autofill if you only have 1 Warehouse. The warehouse information will become blank instead once imported in 1place.	Bichun
25.0212.04	03/17/25	32282	New	Reports	CREATE REPORT called 'Invoices / Credits Line Items by Vendor, Invoice Item' This report will look for the Invoice/CM line items. If the line item has no vendor, it will still show on the report Customer (Ship to Filter), Report Period Filter The Item Vendor is the default Vendor of the item. If it has a special order, it will take the vendor where it was ordered.	Plastic
25.0212.03	03/13/25	32290	Bug	Find Parts	Calculate (and maintain) Sales Taxes based on the 'Bill To Address' instead of the (Default) Ship To Address. >When a Ship to customer is linked with a tax exempt Bill to, the Tax setting for the Bill to customer does not auto populate at the Fed Tax ID and Tax Exempt checkbox.	Orlando
25.0212.03	03/12/25	32292	Bug	Invoice	Create Credit Memo: When clicking the create credit memo, it will ask for the reason, but when the Invoice page is refreshed, the pop-up fails to reappear, and it proceeds in creating a credit memo without asking for a reason. Credit Memo - The system is generating duplicate credit memos that contain no line items.	Quickfit
25.0212.03	03/12/25	32291	Bug	Reports	User hirdemarp@orlandobp.com does not show any reports in her account. Tried all settings available.	Orlando
25.0212.03	03/12/25	32288	Update	Shipping and Receiving	DISPATCH SCREEN > SHIPPED VIA FILTER: Change the buttons filters from auto SELECTS all for whichever shipped via is clicked to change that to give a popup that says: ‘Do you want to Auto Select all Sales Orders for Shipped Via [X]?’ Then if the user clicks YES then it can select them all and then put them all up on the top in green. But if they click NO then it can just FILTER for all of those and NOT select them.	TipTop
25.0212.03	03/12/25	32228	Update	Reports	(Branch/Master) Design a better way to keep ALL reports in sync, by making a new master table of reports OR making the existing way we do it stay in sync automatically.
25.0212.03	03/11/25	32197	Update	Printing	Redo: Time should show the USER'S Timezone and not server timezone
25.0212.03	03/11/25	32167	Bug	Reports	Reports>Invoice/Credit Received Payments Downloaded excel does not show the credit memo as negative.	APS
25.0212.03	03/11/25	32146	Bug	Reports	Invoice/Credit Payment Details: DOWNLOADED EXCEL FILE DID NOT HAVE ANY CONTENT	APS
25.0212.03	03/11/25	32232	Update	Import Wizard	ITEM IMPORT WIZARD: On the option to Import Vendor Items Numbers for 1 vendor, add the option to UPDATE any of the fields, so long as the spreadsheet used has a matching Item # (and vendor selected).	Northland
25.0212.03	03/10/25	32256	Bug	Item Detail	REPLACING ITEM PICTURE: When replacing the picture for item GM1000907 and click on Save, an error message popsup.	Quality
25.0212.03	03/10/25	32274	New	Reports	Create report called 'Sales - End of Day Reconciliation' >Group by: Payment Type, Sort by Payment Date, Sort it by Customer >Please refer to the sample format in the dev list spreadsheet. >Scratch pad	Orlando
25.0212.03	03/10/25	32277	Bug	Sales Order	Bill to dropdown: When opted to SEARCH IN OTHER FIELDS, the dropdown data gets mixed up where the address is displayed under the Name column.	Qcap
25.0212.03	03/10/25	32285	Update	ALL	HELP BUTTON POPUP Form. When clicking the HELP button, on any form, it displays a popup screen. Please REMOVE the popup form and just do whatever the code would do when clicking View Knowledge Base article for this screen. In other words, when the user clicks the Help button just have it auto display the table drive help topic for that form. If none exists please default it to http://kb.onesourcesoftware.com/support/kb
25.0212.03	03/06/25	32254	Update	Purchase Order	STATUSES: When all items are received for PO, the status should automatically change to Received Make the PO statuses name change based on the user defined	Quality
25.0212.03	03/06/25	32273	Bug	Sign Up	Clicking the 'Sign Up' button opens a new tab directing users to the OneSource website. However, selecting 'Buy Now' does not open the sign-up page. New customers should be able to open the sign-up page in 1Place without going to the website.
25.0212.03	03/05/25	32185	Update	Credit Memo	On Credit Memo Screen, Show the Credit memo applied amount instead of Invoice amount in Payment Info tab
25.0212.03	03/05/25	32278	Bug	Settings	Users: Alter email function to send an activated email when a new user is created.
25.0212.03	03/05/25	32272	Bug	Integrations	CCC True: Delivery Area Zip Codes, exporting the Zip Code Template shows a blank file.	3Q
25.0212.03	03/05/25	32263	Bug	Integrations	CCC True: FTP Files, exporting FTP files using the Download (Default) option results in empty files.	ADS Tampa
25.0212.03	03/04/25	32185	Bug	Receive Payments	Receive payments --> SO-->When a user makes a payment on a sales order, the payment does not have a receipt number. Receive payments -->When the user checks and unchecks the open credits table, the Previous Amount Applied and Remaining Credit values are showing incorrectly. Receive payments -->When the user changes the payment terms from the default option, the discount percentage and discount amount are not calculated or updated properly.	KSI
25.0212.03	03/04/25	32266	Bug	Reports	In Invoice payment details report ,when group by is set to none and the rows are more than 5000 then excel is downloaded with zero rows.	Andrews
25.0212.03	03/04/25	32249	Bug	Receive Payments	Even if all refunds are deleted, the cost will not revert to the unrefunded cost or the original amount.	Quickfit
25.0212.03	03/04/25	32229	Bug	Sales Order List	When users void an order and zero out items, the sales order total doesn't update in the sales order screen.	Tiptop
25.0212.03	03/04/25	32264	Update	Quotation	Quotation: (24.0122.62) DUPLICATE QUOTE BUTTON >When user clicks on the duplicate quote button, it updates the Entered By field with the user name of the logged in user. We should retain the same information on the original quote. Also, the Created By should be the same person who originally created the Quote.
25.0212.03		32259	Update	All Transactions	When using pricing levels on an item, the Discount % field does not show on the Find Parts screen, Quote line item, or Sales Order line item
25.0212.03	03/03/25	32250	Bug	Shipping and Receiving	When clicking the Refresh button, an error message pops up - AJAX Call Error: parsererror. The same issue occurs when selecting the "Show All" button for the Closed status. If clicking the "Ok" button, the page will become unresponsive. Remove the Moved to Back Order Status.	Quickfit
25.0212.02	02/28/25	32185	Bug	Receive Payments	* Issue : Remaining Credit Calculation * Issue : Amount Applied is accepting more than the Remaining Credit * Add / Remove the amount when changing the invoice amount from Credit memo amount	KSI
25.0212.03	02/28/25	32255	Update	Reports	REPORTS LEFT PANEL MENU > Reduce the space between the report categories on the Reports screen and be equal with the MAIN left nav bar.
25.0212.03	02/28/25	31377	Update	Shipping and Receiving	DISPATCH SCREEN > MANIFEST >Remove extra spaces in the box, or make the customer column wider so we can maximize the space, and or make the font smaller? >Add a new column in between the Your Order # and Amount Previously Received called Total # of Pieces.(The Total # of Pieces will be the total Qty Shipped per order, only the ready to be shipped) >At the bottom table, add Total # of Pieces after the Total No. of Orders and move the other 2 tables to the right. (The Total # of Pieces will be the total Qty Shipped for the entire manifest, only the ready to be shipped) >Change the name Total No. of Orders to Total # Orders.	Orlando
25.0212.02	02/27/25	32062	New	Sales Order	* Right Menu to Open Lot Tracking Screen	Andrews
25.0212.03	02/27/25	32223	Bug	Reports	INVOICES/CREDITS BY SALES REP (TOTALS) >REPORT CRITERIA: SALES REP FILTER >When selecting names aside from Luis and Ana, the other sales reps are not auto populating the report.	Orlando
25.0212.03	02/27/25	32192	Bug	Purchase Order	The Recalculate button is grayed out for some POs.	Quickfit
25.0212.03	02/27/25	32253	Bug	All Transactions	Sales Tax Code - The sales tax code for the city of MARRERO is not calculating the correct tax.	Quickfit
25.0212.02	02/26/25	32062	New	Sales Order	* Lets add a button called: Ship from Different Lot or Bin to the popup form to re-display the change options. * Make the Bin and Lot columns inherit the Label settings for those columns, like on the Item Detail screen. * The Qty will have a - button on the left of the QTY and a + button on the right of the Qty to allow the user to quickly change the Qty UP or DOWN. * Don't allow the user to ship more or less than what is in the Qty Shipped field. Display a standard, editable popup if they try to.	Andrews
25.0212.02	02/26/25	32249	Bug	Credit Memo	Payment Info > Give Cash Back or Apply Credit: --When giving a refund, it creates a duplicate transaction. --If the duplicate is deleted, the refund info will not show in the Payment Info Tab even when the page is refreshed.	Quickfit
25.0212.02	02/26/25	32187	New	Receive Payments	--Change the title Payment Reference # to Check /CC# --Add a new field below called Authorization # this is the same Authorization # field in the Payments Info tab on the Invoice/CM detail screen --handled the tab function in the inputs.	APS
25.0212.02	02/21/25	32192	Bug	Purchase Order	PURCHASE ORDER: When user click Recalculate button weight is not calculated.
25.0212.02	02/21/25	30808	Bug	Reports	Exception Report - Sales Order Item Price Changes: Shows error while running.	Quality
25.0212.02	02/21/25	32197	New	Printing	Add the time when a document was printed on All Document Print outs.	APS
25.0212.01	02/20/25	32193	Bug	Shipping and Receiving	Not showing the correct values based on the status.	Quickfit
25.0212.01	02/20/25	32191	Bug	Purchase Order List	PO List - When sorting the column for the Vendor Number an undefined error pops up. PO List - Vendor Number Column should be named as Vendor Name. Vendor number is different.	Quickfit