What’s New in CVO

Status Tracking # Description
8.60.1001.2019

Fixed  4189 Fixed the issue where AutoSet was crashing if a one-line round stamp with a background image was typeset. Also corrected the alignment issue on same.
8.55.0930.2019

Updated  4168 Removed old TransSentry and Payroll integration settings from Add-ons screen.
Updated  4175 Creating a new order while on an existing order no longer carries over attachments to the new order.
Updated  4178 Updated CVW import to grab a local “EPS” version of clip art and layout images uploaded by the admin on web site layouts and recolor the eps file to match the ink color of th stamp.
Fixed  4179 Importing an order with the DataUtility.exe the inventory item is no longer getting multiple 2nd categories assinged to it.
Updated  4180 Fixed the issue causing alignment problems when the AutoSet item has only one text line plus clipart. The text line was not lined up correctly in CorelDraw X7 – 2019.
Updated  4181 Web orders with a handling charge now import handling charge into CVO and a misc line item.
Updated  4182 Fixed the issue causing the CorelDraw “Save As Version” to as x5 when it is set for 2017, 2018, or 2019.
Added  4184 Added a way to skip QA proof by adding an “Approve All” button.
Updated  4185 We now Update the line item status when the item is placed on flat.
Fixed  4186 If a CVW web site is set to carge tax on shipping, that tax is now properly imported intoCustom Vantage Office.
Updated  4187 The positioning buttons for the Corel Draw interface now work properly in Corel versions 2017 and 2019.
8.45.0826.2019

Updated  4160/3116 Updated to bring CorelDraw X8 into compliance with CVO version 8 code.
Updated  4158/3116 Updated to bring CorelDraw 2017 into compliance with CVO version 8 code.
Updated  4159/3116 Updated to bring CorelDraw 2018 into compliance with CVO version 8 code.
Fixed  4166 Fixed tax rate retrieval from CVW. If CVW has more than 1 tax rate setup, then the system was returning ALL tax rates instead of the individual tax rate thus causing issues with the tax totals.
Updated  4162 To avoid import failures, Billing address city name will now be truncated if over 25 characters long when importing web orders into CVO.
Added  4139 New code to cause undeposited funds window to open quickly.
Added  4147 Added new code to prevent shipping price update from shiprush to order or invoice IF shiprush is set to bill the customer’s UPS/FedEx number.
Added  4149 The Salutations field is now visible on the “Ship to” screen from both the customer and on an order or invoice.
Added  4153 Added new button for users “Your Favorite Help Topics”. This new button is on the Help > Hele and Support screen.
Added  4155 If the user edits an order that has a status of “Shipped” the system will show the warning message “This order has been Shipped! Are you sure you want to add this line item?”. The user will be given the option to proceed with the change or not.
Fixed  4154 If an order has a payment applied to it you can no longer change the customer id.
Fixed  4157 Fixed the issue causing failure to connect to sql database versions above 2008.
Fixed  4161 Fixed the issue which, on rare occasions, would cause CVO to throw an “access denied” error on exit.
Fixed  4163 CVO no longer fails to import a web order if there is an invalid character in the phone number of the web order.
Fixed  4164 All line items are now correctly associated with the correct .cdr (CorelDraw) file. This fix ONLY corrects items going forward and will not correct past orders. All past orders would need to be re-typeset to correct this issue..
8.40.0724.2019

***This update requires a Database update to dbv59 ***

Added  914 Added a new “Ready For Pickup” status to the order status dropdowns. Also moved the Status’s from a hard coded list to a database table (tblWFOrderStatus). This is to allow for future aditions of order statuses.
Added  3122 New field added to the Sales Order screen. The new field is labeled “Last Touched By”, and is located on the top right hand side on all order tabs. The FOB field on that screen is now back to the original use. The Last Touched By field is read only on the Order form and is set by going to the Production tab on the start menu and click “Take Order Ownership”
Added  4146 In Company preferences –> Add-Ons tab –> “Shipping and Tracking” (Add on Preferences) form. ShipRush setting tab there is a new check box “Do not update shipping charge on paid Orders / Invoices” Unchecked by default. Checking this checkbox will make the system NOT update the Freight charge on PAID orders / Invoices when you ship a package even if the “Update Freight fields with ShipRush rate box is checked. Unchecking will allow the system to update the freight charges to be what ever ShipRush returns as usual. This is only active if the “Update Freight fields with ShipRush rates” is checked.
Added  4150 Added a new field in the inventory item Setup tab. The new field is under the “Impression Area Information” section. New new “All Items Template Path” will be used for a UNC path to a Corel Draw file which will be loaded evertime that inventory item is typset or autoset. This is useful for stamps which requre a margins or cut lines template such as Xstampers, flash mounts or badge templates.
The field can be populated now but the functioality to take advantage of the new file is not yet in place but is coming soon.
Added  3043 New checkbox in customer record labeled “Not Allowed Combined Invoice”. If this box is checked you will not be allowed to combine multiple orders on to a single invoice for this customer. If unchecked you can add multiple orders to one invoice.
Updated  3131 Increased the size of the Notes field on bills to match the size of the notes field in purchaes orders. This will prevent truncated data when converting a PO receipt to a bill.
Updated  4135 *setupcharge* and *proofcharge* items from CVW based web sites will now import as “Misc” items.
Updated  4138 Added the ability to group and sort the Undeposited Funds” screen. Right click on the column headers and then choose Group By. Once grouped you can now sort within the groups making it easier to find items for deposit.
Updated  4140 On the Undeposited Funds screen, the label showing the total dollar amount of selections now also shows the number of items selected at the bottotm of the screen.
Updated   Updated the following reports and data sources.

    Reports

  • Work Order: Changed to always show regular PO number & Fixed missing discounts display
  • Order Packing Slip Detail/Customization: Added “imported by” name to display on report
    Data Sources

  • Customer List By State: Added Country & web site
  • Voucher Check Detail Split: Fixed the case where no name printed on check if you entered and “on-the-fly” payee
  • Voucher Check Distributed: Fixed the case where no name printed on check if you entered and “on-the-fly” payee
Fixed  3135 Payments are no longer showing up twice on the custoer form.
Fixed  3136 fixed the issue which caused (Multi Vendor) Listing to show Subtotal as still being owed and as a negative number even though fully paid.
Fixed  4144 Fixed the issue where Notes were not showing up when you choose “New with existing shipto” from an order.
Fixed  4145 Fixed the issue which was causing the average cost of assembly items, which contained non-inventory components, to grow everytime an invoice was posted. This was causing inflated costs to be posed to the general ledger. This fixes transactions going forward but will not effect past transactions. If you have out of wack historical costing you should create a general journal entry to bring your numbers back into line.
Fixed  4148 When duplicating an order with more than one customizable item, CDR files for all line items are now properly duplicated to the new order.
Fixed  4151 The QA Image on order line items now displays the correct custom artwork.
Help  HELP This release includes an updated system help file accessible by depressing the F1 key on your keyboard.
8.35.0701.2019
Updated  4136 Changed the Tab order on inventory screen to go from Standard Cost to Last Cost to Fixed Cost.
Added  4135 Added the ability to import *setupcharge* and *proofcharge* items from CVW based web sites.
Fixed  4134 Kit Items now import correctly from CVW based web sites.
8.30.0614.2019
Updated  3134 Do not allow user to add a payment to a voided invoice.
Updated  3130 Added new key to know if “Fit Text to Mount” option was used on CVW based web sites.
Fixed  3133 Fixed issue caused when web importing a Blended kit item with more than one component.
8.25.0603.2019
Updated  3128 Data Import Utility: Will now check each line before it adds it to the OESalesDetail table item to see if the Order Number already exists. If it does, then the system will log this information and NOT add this line item. The information logged can be found in the DataUtility.log file.
Fixed  3129 Fixed the issue where, when the “Automatically save line items when entering orders” box was checked, when changing the item qantity the courser would jump to the top row.
8.20.0530.2019
Fixed  3106 Email displays in the Email Monitor now properly close when an email is marked as completed.
Fixed  3107 Order notes are now appended to rather than overwritten when an order is created from the Email Monitor.
Fixed  3108 Adding additional line items to an order now correctly stays on the new line item as you tab through when the System > Company Preferences> Sales Tab “Automatically save line items when entering orders” box is checked.
Fixed  3109 Fixed the issue causing some e-mails in the Email Monitor were showing up unformatted.
Fixed  3112 Fixed the issue where making a Flat straightens curved text.

The issue was that the “Autoset” functionality was adding arcs and placing them on the Master Page Guide layer. These arcs are used in the “fit the text to path” function. They are needed so that if the cdr files needs to be edited the text will stay on the path. When they are imported to the Flat file CorelDraw was not keeping them with the rest of the group, and this was the root of the problem.

We moved the Arcs to the ActivePage Guide layer when AutoSeting them and named the arcs used for this purpose to end in “ArcGuideLine” (Examples: TopArcGuideLine, InsideTopArcGuideLine, InsideBottomArcGuideLine etc.).

Now if you wish to keep the guide lines on items which you manually typeset simply name them with a name ending in “ArcGuideLine“. The Flat creation will delete them for you so they are not on the finished product!

These updates are on form this point fwd, anything AutoSetted prior to this update will NOT import correctly. These corrections are only on x7 and up.

The create flat functionality is only available on CorelDraw X7 and 2019 for now, but will be ported over to Corel version in between X7 and 2019 and up soon.

Fixed  3114 On the “Flat Layouts” button the ellipsis button at the “Save Batch File to” now properly seaches the local computer.
Fixed  3115 Fixed the issue on the Email Monitor where if 2 or more people checked at the same time it was possible the same e-mail was being read in twice.
Fixed  3118 Fixed the issue where payments made on an invoice form sometimes showed up as payments on random orders or quotes.
Fixed  3120 Corrected the issue where imported orders containing kit or blended kit items were not populating the item category or vendor ID.
Fixed  3127 Email Monitor window no longer steals focus when it check for new emails..
Updated  3097 Merge Custermers utility no pops a completed message when completed.
Updated  3105 Modified the Email Monitor screen so that the grid columns are resizable. Also if the user is set to “Save Grid Layout on Major Forms” then the system will now save / load the last layout of the email monitor grid.
Updated  3113 Added a button on the Inventory item screen’s “Setup” tab next to the Production type drop down. Click the elipsis button to update the production type for ALL line items on ALL orders which have this inventory item. The production type will be updated to the production type indicated for the particular inventory item bing edited.
Updated  3123 Made the Line Item Options screen resizable. This is the screen accessed by clicking the ellipsis next to a line item on an order.
Updated  3125 Modified the Inventory Adjustment screen so that when pressing the keybord down arrow, the cursor moves to the Item Number field of the next line.
Added  3117 Added the ability to mark a web order as Imported. Under the system –> Utilities –> Tools tab, users can now mark an order on the web from the selected site as Imported with out importing it into CVO.
Added  3121 On the “Production” tab there is a new “Take Ownership” button. This button will bring up a screen that will allow a user to type or scan an order ID and will cause the FOB field to show the username of the logged in user that scanned the item.
This will easily let anyone vieing the order to see who is currently working with that order.The use of the FOB field for this purpose is temporary. On the next database update this information will be moved to a new field as its permanent location.
8.05.0423.2019
***This update requires a Database update to dbv58 ***
Updated  829 Added Production Workflow Phase 1 and eliminated payroll support. There will be no further updates to the payroll tax DLL’s.
Production Workflow Phase 1 initial release will only work with CorelDraw versions X7 and 2019.
Added line item statuses to the database structure.

  • Awaiting Production
  • Back Ordered
  • Complete
  • Hold
  • In-Production
  • Ready to batch
  • Ready to mount
  • Ready to Ship
  • Typesetting

Added Production Types below plus the ability to define custom production types.

  • None
  • Engraving (Laser)
  • Engraving (Mechanical)
  • Flash Stamp
  • Laser Rubber
  • Laser Seal (delren)
  • Polymer
  • Xstamper

All new production typeset and batching features will only be supported in Corel Draw version X7 ans higher. No new functionality will be supported on CorelDraw versions prior to X7.

Updated   Updated reports and data sources.
Reports:

  • Customer Contact – [Add email address and web site]
  • Work Order – [Added Imported By info, don’t hide $ on dropship, changed ship by label, fixed code for end user po printing properly]
  • Order Detail/Customization – [Added Imported By info, 2nd Day, changed ship by label, fixed code for end user po printing properly]
  • Order Detail (Cost) – [Fixed Logo Stretching, fixed code for end user po printing properly]
  • Customer Credit History – [miscellaneous changes]
  • Order Details – [fixed code for end user po printing properly]
  • Order – [fixed code for end user po printing properly]
  • Order Packing Slip – [fixed code for end user po printing properly]

Data Sources

  • Customer Contact – [Add email address and web site]
  • Customer Credit History – [Added tblARCustomer.dblCreditLimit & tblARCustomer.dblHighestBalance]
  • vyu_SMRptSalesOrder – [Added strImportedByUserID]
  • vyu_CustomerCreditHistory – [Added posted invoices true for correct current balance]

.

Fixed  3091 Printing multiple orders from the orders seach screen now shows correct totals on all orders.
Fixed  3052 Product admin attachments from CVW are now saved to the clipart url during import of CVW web orders.
Fixed  3075 Duplicating an order no longer duplicates the creation date.
Fixed  2041 Added Non-Clustered Index to speed up Customer Analysis tab slowness.
Fixed  2037 On web imported orders add actual name of person that imported the order in place of “web import”.
Fixed  3092 Eliminated the slowness in saving an order which has a large number of line items.
Fixed  3072 Fixed the issue which prevented the credit card entry pop-up on credit memos and negative dollar amount invoices and orders.
Fixed  3062 Fixed the issue where batch run cut lines were being added as CMYK and not RGB. They are now RGB as they should be.
Fixed  3072 Can now process new credit card from a credit memo.
Fixed  3071 Fixed the issue where periodically, when processing a credit card on an order, the order shows paid but no authorization number captured and the card did not really get charged.
Fixed  2015 No longer get an out of memory error after editing zip/postal codes table with over 70,000 records.
Fixed  3055 In Autoset for Corel Draw 2018 the jpg or png is no longer saving at 2x the height.
Fixed  3056 Fixed the issue where batch run (cdr run) cdr files are not re-coloring.
Fixed  3060 Fixed the issue where AutoSet batch runs more than 1 page, the pages 2+ were being set to 8.5 x 11 no matter what the setting is for page 1.
Fixed  3061 Line items with only 1 character in the line text are now getting imported.
Fixed  3077 If multiple orders are opened at the same time, tracking numbers on the detail tab no longer show all tracking numbners. Only the tracking number fr the appropriate order is now displayed.
Fixed  3081 E-mail monitor Column “Company” is now spelled correctly.
Fixed  3064 When importing an order the cancel date was being set to now (current date). Changed to now + 1 month.
Fixed  3092 If an order has a great many of line items it is no longer slow saving.
Fixed  3096 Fixed the issue where under rare conditions AutoSetting a round stamp system seemed to lock up. Fixed the loop which was runnning the background.
Fixed  3065 Duplicating an order no longer uses OLD Ship Date from original order on line items.
Updated  3085 Shiprush blind ship address now uses actual shipper address but still uses drop-ship name as per US postal regulation and UPS requirements.
Added   Inventory item images can now be added and viewed from within the line item options window (ellipsis button) on orders.
Added   Custom typesetting can now be viewed from within the order line item options window (ellipsis button).
Added  3051 Added suppport for CorelDraw 2018.
Added  3085 Added suppport for CorelDraw 2019.
Added  2027 On the Order form there is a new drop down combo box on the “Detail” tab under the “Other Information” group box. The field has a label of “Reason” This is where you can enter the reason for the Order. Some examples would be “remake”, “Lost in delivery” etc. This field is optional and does not need to be filled in.
Added  3042 Added the ability to save cdr file from autoset as AI file. This is only available on Corel Draw X7 and higher.
Added  829 Added new production flow tracking core. Will get input from CVO users as to next steps.
Added  3063 Added the Production to the “Default Workflow” drop down under User Preferences.
Added  3074 Added a new Statistics tab to the order import screen shoing how many orders are available, imported, shipped etc. from the CVW based web sites in the import settings.
Added  3073 Added the ability for Quantity to have 3 decimal places.
Added  3078 Added more information to the merge customer utility as to how many open orders will be merged.
Added  3079 Added a way to track who shipped an order or invoice.
Added  3094 Add new Indices to database to help speed things up.
Added  3088 Added the ability to view the typeset image to the line item options page. Now you can see the tyset impression image without having to print a report.
Added  3087 Added the ability to have a local image (Photo) of products for inventory items.
Added  3093 When importing an order from the web show better reason for import fail.
Added  3090 Added Production Type to needed forms.
Added  3080 Added the ability to void an order as long as the $$ due is 0. even if there was a CC charge and a reversal.
7.60.0924.2018
Fixed  2042 When importing an order from a CVW based web site the Ship to address now has the correct Sales Tax Code.
Fixed  2033 Fixed the issue where order changes sush as Ship Date were not being saved if order notes were also changed.
Updated  2031 Voided web orders are now being marked as imported, so they don’t display after every import.
Updated  2040 Changed Label in Customer Record from UPS to UPS / FedEx for customer’s shipping account number.
Updated  2030 Web order are now marked as PAID when an order is shipped through the CVO/ShipRush integration. This allows web orders to properly clear payment card information on the normal cycle.
Updated  2043 When shipping from an Invoice via the ShipRush interface, the web order is now updating the status on the web site.
Updated  2032 Added an entry to the audit trail when someone makes an edit to the notes on an order.
Updated  1996 When deleting a tracking number from an invoice we now clear items where the related orders had the tracking number added to them as well.
7.55.0827.2018
Updated  2028 Updated the internal web url for WorldPay payment finished screen.
7.50.0824.2018
Fixed  2029 Fixed the issue which was causing a “no image available” image to be displayed on imported orders which had generic products line items.
7.45.0823.2018
Added  2023 Added the ability to update product pricing from CVO to a CVW web site or multiple CVW web sites in bulk instead of one by one. This feature can be found under the system utilities.
Fixed  2026 Modified the web import system to better handle large sized orders importing. This fixes the “system out of memory” error which occured previously when trying to import very large web orders.
7.40.0813.2018
Fixed  2024 Fixed the issue where order would not save if a note popped up on order creation.
Updated  2020 Created a more meaningful error message when defined blended kit component item does not exist in inventory table when importing orders from web site.
7.35.0808.2018
***This update requires a Database update to dbv57***
Updated  2004 Updated the import from webs function to use the special tax code set up on CVW so that the code is brought into CVO when importing orders.
Added  2017 Added ability to ALWAYS use the CVO product description when importing web orders rather than the web product description. To activate this feature check the Use CVO desc checkbox on the web import settings for any particular site configuration.
Fixed  2018 Fixed the issue where notes were not saving on order open and the notes pop-up was set to show on open order/invoice.
The notes were not being saved unless something else on the order had changed.
Fixed  2019 When updating the notes on an order the notes are no longer being truncated to 76 characters.
7.30.0727.2018
***This update requires a Database update to dbv56***
Added  2011 Added a switch to the user settings to allow each user to set the default for the order lookup screen to either Show All or Show Open orders.
Added  2014 Added the ability to delete zip/postal codes from the Settings > Zip/Postal Codes window.
Added  2012 Added the ability to filter by column on the customer record’s history tab.
Updated  2009 Upgraded to TLS 1.2 for Credit Card processing and to ensure PCI compliance. IMPORTANT: This means that you cannot process credit cards on Windows XP computers. Windows XP does not support TLS 1.2 and is no longer supported by Microsoft.
Updated  2007 When you change the date on an order or invoice the time stamp is no longer lost.
Updated  2005 Added support for email subject line tags [TYPE]] and [[CtrlNum]] in the BATCHPOST signature subject line field.
Updated  2010 When editing a general journal entry, by modifying either the debit or credit column, the total shown as the amount out of balance no longer shows fractional pennies when it shouldn’t.
7.20.0710.2018
Updated  2009 We now force TLS 1.2 for credit cards processing to ensure PCI compliance for all future pci scans.
Fixed  2008 Fixed the issue where credit cards could not be processed unless they were already in a customer’s account. New credit cards can now be processed.
Fixed  2007 When you change the date on an order or invoice the time stamp is no longer lost. Correct time is now saved instead of midnight 00:00:00:000.
7.15.0706.2018
Added  954 On Orders look up screen, changed results window to only show open/pending orders. Added new button to show all orders. By default the search results WILL ONLY SHOW OPEN ORDERS. To find orders which have a status other than pending or in process you must click on the “Show All” button. To return to showing only open orders click the button again.
The new button toggles between showing all orders and showing only open orders.
Updated  2002 Find line items no longer shows duplicate order numbers if more then one line item on a given order falls within the search criteria.
Updated  812 Added new “Open Displayed” button, visibile only when displaying the result of a “Find Line Item” search, which will open all of the orders returned by the search.
Fixed  2003 Fixed the issue where paying with Vantiv/WorldPay sometimes system shows a payment in CVO when it did not go through.
7.10.0622.2018
***This update requires a Database update to dbv55***
Updated  n/a Updated the following reports:

  • Order Detail/Customization: Fixed phone number display. Trim if extension present
  • A/R Aging Summary: Fixed phone number display. Trim if extension present
  • Order Packing Slip: Removed “Blind Ship” label
  • Sales Tax Liability: Fixed total with tax field at bottom and corrrected calculation
  • Minor updates to the Order Details, Order Acknowledgment, Order Description, Order, Work Order, Order Packing Slip Detail/Customization, Invoice Detail Specs, Customer Invoice Detail Specs, Invoice Detail, Customer Invoice Detail, Invoice and Customer Invoice reports.
Updated  n/a Updated the Inventory Value On Hand record source to add category and status to the criteria filter
Added  810 Changed the CorelDraw version to be user based. Also added a global Corel Draw “Save To Version”, so all Corel files generated by Autoset will be saved as this version regardless of the user version.
Added  976 We now update tracking info on orders which were shipped in a combined manor from an invoice. Now when opening an order, we can see the shipping information without having to pop over to the invoice.
Added  1993 When updating the tracking number of a closed order, if there is a matching invoice for the order, we now prompt the user to see if a shipment tracking record for the invoice should also be created.
Added  1997 Added the ability to Autoset flex items from imported web orders.
Updated  1994 Added Audit trail recording when someone hits one of the “Add Payment” buttons on an order or invoice.
Fixed  1988 CRM tasks/scheduling now properly pops notifications.
Fixed  1995 .
Fixed   Fixed the issue wher in some instances when viewing an order or invoice’s Order History orders were showing up twice.
Fixed  1996 When deleting a tracking number from an invoice we now clean out items where the related orders had the tracking number added to them as well.
Fixed  1998 Cloning a security user now clones their Corel settings to the new user.
Fixed  1999 When adding a manual tracking number the date box now validates that the entry is a valid date.
Updated  2000 Data Import Utility – Allow data import utility to import Blended kits from CSV file provied that the blended kit has only included (fixed, non-optional) component items.
7.05.0507.2018
***This update requires a Database update to dbv54***
(contains a payroll update so this must be run on the server)
Updated  1975 When importing orders into CVO from a CVW based web site, we no longer import products if the matching product sku is marked as discontinued. We use the same logic currently in place when the sku is not found and skip it or flag it, etc., based on configuration settings.
Updated  1978 We now properly show cost for items imported from web orders.
Updated  1980 Added to audit trail to show when a payment was deleted.
Updated   .
Fixed  983 Fixed the issue where one could not print orders with Misc products on it.
Fixed  1983 When duplicating a paid bill the new bill is no longer marked as paid.
Fixed  1984 Frieght amount is now being properly carried from Purchase Receipts to Bills.
Fixed  1992 Customer Merge routine no longer crashes if customer name contains an apostrophe.
Fixed  1981 Added code to check if the assigned POS customer exists during login. This prevents the system throwing an Null object if the POS Customer no longer exists.
Added  1991 Added a field to the tblOESales table strImportedByUserID. This field is ONLY updated when an order is imported. at this point it is not exposed on the order screen. This field will need to be added to a report if any one wants to see it.
Added  1990 Modifed CVO so that shipment tracking numbers can be entered on an order even after the order is marked complete. Additionally, if there is a matching invoice for the order, prompt the user to see if a shipment tracking record for the invoice should also be created.
Added  1982 Added ability to have 2 Vantiv/WorldPay accounts for multi-country setups.
Added  1987 Added the ability to create a template customer such that when a new customer was created in CVO as the result of an import from CVWeb, it would use the template to create the customer shell. Some of the things we were thinking about including setting their terms to Credit Card, shipping method to Best Way, default discount to x%, etc.
Updated  Payroll Payroll Updates.

  • New Federal Withholding Tables.
  • Mississippi 2018 table update
  • Pennsylvania local rates updated
  • Rhode Island SDI corrected from 1.2% to 1.1%
  • Missouri has issued interim tables for 2018.
  • Oregon has issued new tables.
7.00.0112.2018
(contains a payroll update so this must be run on the server)
Updated  973 Added ability to add attachments to completed Orders.
Updated  974 Added audit log entry for add and delete attachments.
Fixed  975 When deleting a shipment from an order the ship button now re-activates.
Fixed  978 Fixed the issue where an order with a PO number containing an ampersand (&) CVO no longer thows an error during Vantiv credit card payment.
Fixed  979 When doing a search for Additional info field, no longer has to be an exact match. Will now work properly
Fixed  981 When using QuickShip web site orders now properly update the web site.
Updated  Payroll Payroll Updates:

  • Illinois 2018 table update
  • 2018 California SDI changed from .009 to .01 percent
  • New Federal Withholding Tables. IRS says use as soon as you can but must by Feb 15. We use the new tables for any calculation date on/after January 12, 2018
  • Mississippi 2018 table update
  • Pennsylvania local rates updated
  • Rhode Island SDI corrected from 1.2% to 1.1%
  • Medicare is updated to 2018 contribution maximum
  • Canada tables updated
  • SDI tables updated
  • SUI maximum salary updated
  • New York Yonkers now uses the element ‘resident’ in LOCAL_WITHHOLDING_STRUC. The two options are LOCAL_RESIDENT OR LOCAL_NONRESIDENT
  • New York state now supports employee contribution to family leave insurance. File famleave.h has been modified to rename an existing unused element as special_1 which in the case of New York is pay periods per year.
  • Updated tables for California, Connecticut, District of Columbia, Indiana, Kentucky, Maine, Maryland, Minnesota, New Mexico, New York, North Carolina, Ohio, Rhode Island, South Carolina
6.195.1211.2017
Fixed  971 Fixed the issue causing a crash after shipping a non-imported order.
6.190.1208.2017
***This update requires a Database update to dbv53***
Fixed  960 The ship date no longer changes back to “” when you modify an order.
Fixed  962 Modified the balance sheet data sources so that voided check transactions no longer cause invalid numbers to be on the balance sheet.
Updated  963 Added code that should now save the masked CC number to the table so that the last 4 of the credit card will show in the payments sub-report on orders and invoices.
Added  964 Added the ability to filter on a customer id when doing a line item search.
Updated  965 Made the additional info field read-only instead of disabled so that one can still copy text out of the window on completed orders.
Updated  967 Memory optimization do to make large reports more stable.
Fixed  968 When updating the notes on a completed order the notes are no longer being truncated to 76 characters.
Updated  969 When voiding a shipment through CVO, the tblOESalesDetail.dblQtyShipped field is now being set back to 0.
Added  970 when importing orders from CV Web into CVO, we now set the order status to “On Hold” if the order is for a customer that is on credit hold in CVO. A message will appear in the status area of the CVO import window that lets the user know when an order was imported for a customer that is on hold.
Updated   The following reports have been updated to make notes easier to read:

  • Order Detail/Customization. (also added flag for “ready to pickup”)
  • Order
  • Order Details
  • Order Packing Slip Detail/Customization
  • Work Order
  • Invoice
  • Invoice Detail Specs
6.185.1113.2017
Fixed  961 Fixed the issue causing the value of the strUserCreated field to be made the same for all orders whenever an order or invoice was duplicated. If your data has been adversely affected, you must restore the OESales table strUserCreated field from a backup. If you have a backup but do not know how to restore only the one field, please contact technical support.
6.180.1025.2017
***This update requires a Database update to dbv52***
(contains a payroll update so this must be run on the server)
Fixed  923 If the User enters a ‘ (single quote) in the “Text/Copy” field tduring a line item search, the system no longer errors.
Updated  927 Sped up the creation of batch production runs when there are multiple pages.
Fixed  942 Voiding a credit card charge from an invoice now works properly.
Updated  944 When duplicating an order, the strUserCreated field is now populated with the user who duplicated the order.
Updated  945 Added a check for email address field before sending email. This means that if you’re missing an email address, the content of the email is no longer cleared.
Updated  946 On invoice creation, the system only pops up the “select orders” dialog box if orders for that customer exist.
Fixed  947 (Data Import Utility) Notes from the inventory table now properly register when using the “GetNotes” cmd.
Updated  948 Added a pop-up message to inform user if an order being combined onto an invoice has a shipping amount on the order.
Updated  949 Changed ShipRush USPS to use ShipRush Discount Postage.
Updated  950 Notes now properly save on orders when auto display notes is active.
Updated  955 Added Email (strEmail field) to the Data Import Utility for orders.
Updated  956 Now adding web import action to the audit trail.
Added  957 During order import, we now import the sales rep info from CVW.
Fixed  958 If one deletes an invoice containing a blended kit, we now properly update component commited levels.
Updated   Updated the following reports:

  • Customer Statement Summary [Move remit to address down for window envelope]
  • Sub Tracking Number [Now handles manual shipment tracking numbers]
  • A/R Aging Summary [added phone numbers]
  • Purchase Order Detail [added qty recieved]
  • Order Acknowledgment [Add Ship Date]
  • Order Detail/Customization, Order Details, Order Shipping Detail, Order Description, Order, Work Order, Order Packing Slip Detail/Customization, Invoice Detail Specs, Invoice Detail, Invoice, Invoice Detail (By Bin), Invoice Description and Invoice – 3 Furnish Copies [Now handles manual shipment tracking numbers]
  • Work Order [Made notes/messages easier to read]

Updated the following Data Sources

  • Sales Tax Liability
  • Payment type
  • Quote [Add sales rep name and phone]
  • Orders Open [Look at sales rep from order instead of from customer]
  • Receivables Aging Totals [Added phone number]
6.175.0913.2017
Fixed  923 The system will no longer crash if the User enters a ‘ (single quote) in the “Text/Copy” field then hits the search button.
Fixed  925 Corrected the issue where no billing or shipping addresses show up on new orders.
Updated  926 If using the “display Phone/Fax Number” on order, the numbers are now properly formatted.
Updated  930 Voided web orders are no longer imported into CVO.
Updated  931 Added an ellipsis button on the order and invoice ship date fields to choose “today”.
Updated  932 When importing orders the dblAmountDue field is now updated. (Data Import Utility)
Updated  933 Data Import Utility order import now properly uses and order number instead of an invoice number when using the auto-populate order number option.
Updated  934 Data Import Utility now allows import of data into the order message field (strMessage, row 136) when importing sales orders.
Updated  935 Importing web orders from CVW which were paid using the Vantiv payment integration, will now import he payment token into CVO for future use.
Updated  936 Added a GetDate function to Data Import Utility so we don’t have to select a data manually.
Updated  937 Category field can now be populated from the category field of the Inventory item. Enter “GetCategory” in the Default Value filed to have the system lookup the correct category for the line item.
Updated  938 Added a field for the order general notes in the Data Import Utility so that notes for the order can be imported.
Updated  939 When importing orders, the Data Import Utility now loads the dblOriginalSalesPrice field data.
User can now enter GetSalesPrice, GetRetailPrice, amd GetMSRPrice to have the importer lookup and use these values to fill in the dblOriginalSalesPrice, dblOriginalRetailPrice , dblOriginalMSRPPrice fields
Updated  940 Increased the size of the Additional info box on the inventory form.
Updated  941 Added access to the BIN field from the Data Import Utility.
Fixed  942 Credit card void, from an invoice now works properly (Vantiv integration).
Updated  943 Add the “Ship To” phone number to the Data Import Utility.
6.170.0731.2017
Fixed  925 Corrected the issue where billing and shipping information was not showing on new orders.
6.165.0727.2017
Added  910 Added the ability to change an invoice number.
Updated  912 Added a check to make sure that if the new customer number set under company preferences is set to a number which already exists, don’t import web order.
Updated  916 Added audit trail information when someone changes the Order ID on orders, the Item numbers (sku) in inventory or the Customer ID in CRM.
Updated  920 Added the ability to change the customer number on an order and keep the original order addresses. When changing a customer number on order the user is prompted to see if he desired to NOT update adresses
Fixed  919 Batch posting now honors mapped custom reports for invoices.
Fixed  922 Clicking the print group button on orders now saves the order befor printing so that the order prints correctly.
Fixed  923 If the User enters a ‘ (single quote) in the “Text/Copy” field then hits the search button system no longer crashes.
6.160.0613.2017
***This update requires a Database update to dbv51***
Fixed  892 When a customer is set to use a currency other than the default local currency, the correct amount is now processed in Vantiv/Murcurypay integration.
Updated  902 Change the token frequency to read from the tblARCustomerToken. If no token then read it from the companyPref table like it used to. This update will allow CVO to receive tokens from CVW transactions.
Updated  903 Add new ability to read the payment token during the web import from CVW based web sites. Token will always be a one-time token.
Updated  904 Removed the timer from the Vantiv hosted checkout interface. This will use less memory.
Updated  905 Added the ability to allow manually entered tracking numbers to open the tracking website if the carrier is UPS, FedEx or USPS.
Updated  906 Fixed the error which prevented zero dollar amount orders from being imported from web.
Updated  909 Modified import from CVW so that pricing is NOT overridden on an order from a site marked to “CVO $ overrides Web” if the customer does not already exist in CVO.
Added  908 A notification now pops up on login if the user logging in has any recurring transactions which are due.
6.155.0504.2017
Added  900 Added support for CorelDraw version 2017.
Fixed  901 In some cases when opening “Batch Process Orders” users got an Out of Memory error. This was especially true on computers at the low end of the minimum system memory requirements.
The new code consumes only 10% of the original memory used. We also sped up the initial data retrieval by approximately 700%
6.150.0501.2017
Fixed  893 Fixed the “Out Of Memory” error which was happening when very large numbers of orders are batch processed or batch posted at the same time.
Fixed  896 Corrected the issue where When using the search form and user enters a criteria that returns no items, the user hits the backspace and enters a new search that does show items user can NOT open any items. One can now enter a new search without having to first close the search window.
Updated  898 Now after user views an e-mail from the customers form email tab the email list is not being cleared out.
Added  894 Added a button to email / print invoices based on selection from lookup window. This would function like what happens automatically during the email / print portion of the Batch Posting of invoices routine. This new function is accessed from the Invoice Search screen.

  1. Click the “invoice” icon on the start screen
  2. Select posted invoices you wish to send/print
  3. Click the Print button
  4. On the Print Drop Down menu select the “Send/Print” menu item.
Added  899 Added a method so reports can automatically refresh on a time interval. This is helpful if keeping something like the sales order report on the screen to see changes as they happen.
6.145.0421.2017
(contains a payroll update so this must be run on the server)
Updated  841 Added new PCI compliant Vantiv credit card integration. This new integration adds security and can also be used on Custom Vantage Web, eliminating the need for authorize.net fees.
Fixed  886 Corrected the issue where TranSentry pay was not processing payment from the payment edit screen.
Fixed  887 Merge customer utility now works correctly when you click the “Merge button”. The error “Public member ‘name’ on type ‘SSMBarManager’ not found” was repaired.
Added  889 Added the ability to allow a user to manually enter the ship date for manually added tracking numbers.
Updated  890 CVO does not have the ability to take a discount off of an order total, only a line item discount, so when importing a web order that uses Order total discounting discrepancies sometimes occur. In these cases the CVO order total and the CVW web total are different by pennies. This was caused by an aggregated rounding issue. CVO is now spreading the discounts so as to insure that the totals match exactly. It will now be normal to see some line items have a penny difference in the total as compared to another line item containing the same SKU and discount. This eliminates the problem where imported web orders showed and over or under payment of a few cents.
Updated  891 Added code to address PO numbers longer than 16 characters when processing a credit card via Vantiv integration.
Updated  Payroll Withholding32 2017.03 Update

  • 2017 District of Columbia
  • 2017 Colorado
  • Indiana was incorrectly using 2016 tables.
    Withholding changed from 3.3% to 3.23% January 1 and this has been corrected.
    There also have been county updates including all non-resident
  • Canada bonus calculation fixed
  • Alaska – corrected to new 2017 sdi rate
6.135.0403.2017
***This update requires a Database update to dbv50***
Fixed  878 When creating new company the Conversion from type “DBNull” to type “Decimal” is not valid error no longer appears.
Fixed  879 dblOriginalRetailPrice is now storing correctly for kits.
Updated  881 The ShipRush email flag is now set to NOT send an email if the order being shipped is set to Ship Blind.
Updated  877 If the Hide drop down on key press is selected “User Preference –> System Tab” the customer id box does not lookup but instead allows one to simply type in the customer id number.
Added  882 Importing orders from CVW will now use the External Product ID from the site if available. The order of precedence for item SKU is now:

  1. External Product ID (ExternalProductID). Maintains web product description
  2. Modified Product SKU (SSWDISPLAYSKU)
  3. Product SKU (LineItem.ProductID)
Added  885 Added code to indicate that an attached XML file in the email monitor is from uTypia. This change only affects the email monitor sub-system.
Added  841 Added support for new Vantiv PCI compliant credit card processing using hosted checkout. This will allow you to have the same provider account for both web (CVW) and CVO processing.
6.130.0228.2017
***This update requires a Database update to dbv49***
(contains a payroll update so this must be run on the server)
Added  854 For non-ShipRush shipping methods, one can now manually add a tracking number to an order/invoice.
Added  857 Added the ability to automatically add freight price to an order, invoice, quote, etc. based on shipping method. The Ship Via form has been updated to allow an entry for the price to charge for freight based upon the shipping method selected. The default is zero. When changing the shipping method from within an order, invoice, quote, etc. the freight charge will be overwritten/updated base don the shipping method chosen. This includes customer’s default shipping method will now have a price associated with it because it will have a value in the ship via form.
Added   New A/P report A/P By Vendor.
Updated  Payroll 2017 Payroll Table Updates:

  • US withholding, FICA, Medicare
  • Canada Federal and provinces
  • state sui wage limits
  • state sdi wage limits
  • California
  • Connecticut
  • Indiana Local Update
  • Kentucky
  • Maine
  • Maryland
  • Minnesota
  • Missouri
  • Nebraska
  • New Mexico
  • New York including Yonkers
  • North Carolina
  • Ohio local update
  • Oklahoma
  • Puerto Rico (note: interface in wh32.h changed)
  • South Carolina
  • Vermont
  • District of Columbia
  • Colorado
  • North Dakota
  • Oregon

.

Updated   ***** Updated Reports *****

  • Work Order [Retail price now shows even on blind ship. report intended for In House use only]
  • Invoice Detail Specs [Remove line detail with customization. This is available on the Invoice Detail report]
  • Customer Mailing Labels Avery 5160 [Fixed margins between labels]
  • Ship Via [Now shows the prices associate with the shipping method.]

***** Update Report Data Sources *****

  • Sales Total By Item Category [Add Uncategorized] (Sales Totals by Product Category report, Inventory Section)
  • Physical Inventory [Add Warehouse and Item Type to filters]
  • Physical Inventory Count [Add Warehouse and Item Status to filters]
  • Customer Summary [Added Sales Tax Code to filters]
  • Items Sold By Category [Add Uncategorized] (affects Items Sold by Category Report, A/R section)
  • Payables Aging Detail (added Vendor Invoice Number)
  • Ship Via (Added dblShipRate field)
  • Customer List (added Invoice date filter for customers)
  • Customer Mailing Labels Avery 5160 (added Invoice date filter for customers)
Fixed  872 Fixed the issue which caused an error when duplicating an order which contained a discontinued item and zero inventory in stock. Can no longer duplicate an order when the above is true.
Fixed  873 Fixed the issue where impression images were not printing on Work Order Reports for Orders that had been Duplicated
Fixed  876 Vendor Options/Buttons now work when saving a vendor. Vendors can now be modified, saved or added properly.
6.125.0221.2017
Fixed   Fixed communication failure with web site on using AutoSet feature.
6.115.0216.2017
Added  339 Added importing of kit items to CVO. This requires that feature choices in CVW contain a valid SKU or the SKU of “NONE”. A new SKU field has been added to appropriate features on CVW. Please be sure to populate same with kit component SKUs.
Fixed  874 Fixed the issue causing imported order items to all be imported as a misc. item if the Rule is set to add / use as misc. or always add as misc. and at least one product does not exist, then ALL items on that order after the MISC item are also added as misc..
.
6.110.0208.2017
Fixed  869 If the product being imported was being added as a misc. item and the domain was set to override the web price, then the import would error out and skip the order because it was attempting to get the cost for the item and it could not be found. The system no longer attempts to override the items price if the item is being added as a misc. item.
Fixed  866 Fixed the “Error in retrieving records for batch posting” for modules Credit Card Returns, Credit Card Charges, Vendor Opening Balances, Vendor Opening Credits, Vendor Prepayments, Debit Memos.
Fixed  867 Fixed the sort order in the POS order lookup to talk into account alpha numeric receipt numbers.
Updated  871 Add more of the information in the to order for CVW web imported items. Now indicating if item was designed using the wizard or mobile designer. This new information will be added to the “Additional Info” field displayed on the Line Item Details page. (formally Line Item Options).
This information should help you track how your customers are using your web system.
Added  868 Added support for importing new FLEX items from CVW based web sites. Flex PNG or PDF files are now imported and stored as attachments to the order. 1 attachment per product side.
6.105.0130.2017
Fixed  860 Dater/Logo Color label will now be hidden on Order or Work Order Reports for Items without Dater or Logo.
Fixed  862 Emails sent to customer or vendor contacts now display under the contact’s email tab.
Added  863 Added a notification on the import window to indicate if a “Misc” item was created on an imported order.
Fixed  865 When importing a web order for a domain which is configured in CVO for “CVO Price Overrides Web Price” the balance due at the bottom of Order or Work Order reports is now calculated correctly.
6.100.0117.2017
Updated  851 Added pop-up reminder when the user’s system is more than 2 version out of date.
Updated  852 For multi-color daters, imported from CVW sites, CVO now lists the color of the date in the description in the following format: Dater / Logo color : Red.
Updated  853 On products with SKU Modifier / Replaced SKU CVO will now show the base SKU in the additional info field.
Updated  855 If you select multiple invoices from the search screen and press the Print button, it brings up the Print dialog screen. The Email button is now hidden in this view but is still available after print to screen (preview).
Updated  850 TERMS now has a tab to allow date drive payment terms such as “due end of month”.
6.95.0104.2017
Fixed  847 When importing an order from web sites, if existing customer has Sales Rep associated with it, the rep is now properly associated with the order.
6.90.1222.2016
Updated  845 Eliminated flashing print button on lookup screens. this saves 2.2 seconds on load time.
Added  843 System now better supports Multi-Monitor mode. User Preferences > System tab check box “Allow Multi-Monitors use”. When checked it now allows the user to move child forms (like the order, invoice, customer forms) to different monitors. They are not bound to the CVO main form. If not checked (default setting) all child forms will not be able to move out of the bounds of the CVO main form.
Fixed  844 Main ship date on order will now be blank on an imported order if the check box is not checked for “import ship date” on the import setting screen.
6.80.1219.2016
***This update requires a Database update to bv48***
Updated  842 Changed the function of the PRINT button on the Orders, Invoices, Purchase Orders, Purchase Receipts, Bills, etc. lookup/search screens. Now the print button will allow one to print the selected records as the actual reports. Example: If you select multiple invoices, you will actually print the selected invoice reports.
Updated  840 Additional price and data fields are now being populated for line items when performing a web imports from a CVW based web site. Fields added:

  • strCategory
  • strCommissionSource (Always “Web Agent”)
  • strCommissionSetup
  • dblStandardCost
  • strUPCCode
  • dblOriginalSalesPrice
  • dblOriginalRetailPrice
  • dblOriginalMSRPPrice

**Note: If import domain is set up to override web prices, site price original is taken from CVO dblcost.
Also trimmed leading carriage return on Detail Notes on import.

Updated  826 Added a way to NOT import the Ship date when importing web orders.There is a new switch under the import setup page labeled “Import Ship Date”
Updated  838 Increased the number of characters in the main email field from 75 to 100.
Fixed  836 Corrected the problem which caused a check written to a non-vendor to periodically print with no payee name on the check.
Fixed  828 Fixed the issue where duplicating an Order which contained a misc. item crashed during the printing process.
6.70.1208.2016
Fixed  815 Fixed the problem which was happening when importing new orders from CVW and the domain was set to update prices and there are pricing levels set up on the product. The error occurred even if the user does not have a level and the pricing level does not have a level -0 then the price was not being returned correctly.
Fixed  825 Fixed the issue where if a line item was deleted from an invoice which was originally created from multiple orders, the order from which the line item originated, was being reset to open. The order will now stay completed.
Fixed  831 Running Batch statements will no longer pop a message box saying “Nothing to send”.
Fixed  832 The “LIKE” criteria now works properly when printing inventory reports.
Updated  830 Reports printing criteria changes. The “Hide DropDown on Key Press” option in the user preferences system tab will now prevent the report criteria fields from doing a lookup. Instead the criteria field will simply accept whatever you type.
6.60.1114.2016
Fixed  823 Corrected the issue causing the System.Overflow Exception error to be thrown during displaying of invoice.
Fixed  824 When the web importer adds a new user the system was erroring out if the domain name from which the order was being imported was longer then 25 characters. This is due to update 819, which added the domain name to the Referred By field (strReferredBy). The web site’s friendly name, as set up in the import configuration is now being used for the Referred By field instead of the actual domain name.
6.50.1107.2016
Updated  814 Tax calculation for Ship To addresses has been updated to use the following rules:

  • If ship to has a tax code, use it. If not, use code from billing address.
  • If Ship To and Bill To addresses have no tax code assigned, use the User’s default tax code, which is also used when creating new customers.
Updated  821 The word “Inventory” is now spelled correctly on the web import settings tab.
Updated  820 In order to maintain system integrity, a nag screen will now pop every 15 seconds of inactivity if the user does NOT update when there is a database update.
Updated  818 Existing customer’s General Notes are now being added to the order during order import.
Updated  822 When importing a new web order, the order status of “Pending” is now used in place of “In Process”.
Updated  819 When a new customer is created during a web order import, the “Referred By” field in the customer record is now updated with the URL of the web site the customer was first created by.
Updated  817 Web imported orders now receive the ship date from the new fields in Custom Vantage Web found under the shipping settings in the web admin.
Fixed  815 When importing new orders from a site which is set to use CVO prices, pricing levels are now properly ignored if the user does not have a level configured.
6.40.1101.2016
(contains a payroll update so this must be run on the server)
Updated  806 When AutoSet creates a border in CorelDraw it is now colored Black instead of red.
Updated  Payroll Payroll Update

  • Idaho New tables for 2016. Tables were just issued at end of June and Idaho instructions say they can be used as available with no changes to previous withholding required. We use new tables effective 8/1/2016
  • Ohio General update of local taxes
  • Pennsylvania General update of local taxes
  • Kentucky County and city table update and fixed bug which could cause incorrect state supplemental withholding
  • Canada Federal update for deduction of Provincial Labor Sponsored Corporation from Federal tax effective 7/1/2016. Withhold structure changed for this
  • Canada British Columbia, New Brunswick, Newfoundland, Labrador and Prince Edward Island provincial changes effective July 1, 2016.06
  • Federal FUTA All 2016 versions were returning $0 for employer FUTA amount. This has been fixed. If you store FUTA amounts with each payroll record you may have to correct these records before running your annual 940 report at the end of the year.
Added  805 Added Country of Origin to inventory items.
Added  807 Added a Print button the the inventory analysis tab of the inventory records screen.
Added  809 Added support for CorelDraw X8.
Fixed  808 The Data Utility now properly works with the current version of CVO.
Fixed  813 SKU modifiers from Custom Vantage Web now import properly for color modifiers.
6.31.1004.2016
***This update requires a Database update to dbv47***
Updated  N/A Removed the Volume information from Invoice Detail, Invoice Detail Specs, Customer Invoice Detail, and Customer Invoice Detail Specs reports.
Updated  v801 Added Country of Origin field to inventory table.
Fixed  v800 When importing a new customer from a CVW web site, the customer ship to records now pulls the “Sales Tax Code” and “Ship Via” from the parent customer when creating the ship to address.
Fixed  v583 When registering a new installation, the registration form is now in front of all other forms.
Fixed  v802 When adding multiple orders to an invoice dblOrigianlRetailPrice is now being updated.
Fixed  v804 When selecting the option to not include freight and tax in discounts, the discounting now properly computes the discount on the order subtotal only.
6.26.0919.2016
Fixed  v794 Corrected the problem which required the save button to be clicked before posting could be completed on a New Receive Payment transaction.
Fixed  v795 the dblOriginalRetailPrice field now properly contains the total retail price of a kit and all of its components.
Updated  v797 Added the ability to place the VOID button on the POS screen to the security roles so that administrators can limit users access to the POS VOID button.
Updated  v799 Added the ability to place the IMPORT WEB ORDERS button to the security roles so that administrators can limit users access to the IMPORT WEB ORDERS button.
Updated  v796 Added code to prevent multiple fiscal year periods with the same name.
6.23.0901.2016
***This update requires a Database update to dbv46***
Added  v561 A subject line including static text and invoice, order or quote numbers.
Added  v730 In CVW “Coupons” are not handled as a payment method and therefore will not show up as a payment when imported in to CVO. To this end we created a new payment method in CVW. This coupon style payment method (One time use Coupons or groupon like code) is treated as a payment method and the imported order shows the coupon code as a payment and marks the order as paid if the coupon value made it is paid in full.
Added  v753 Added new tab to vendor record to provide an alternate “Remit To” name and address for a vendor. If Remit To address information is filled in, checks will print with the Remit To information rather than the standard address information for the vendor. If no Remit To Company Name Or Remit To Name is entered and only an address is entered, the payee on the check will be the standard company name in the vendor record and the mailing address printed on the check will be the Remit To Address.
Updated  v775 Added a new display field to the “Item Purchase History” Tab of the customer record. The New field is “Price Per Unit” and is the price for one unit sold. These numbers will only be different if there is a discount applied to the line item.
Updated  v503 When an order has a shipping method which is not tied to a ShipRush method, clicking “Ship” button will now change the status of the order to shipped.
 
Updated  v783 On the customer record there is now a NOTES field for a stored credit card. This allows one to make notes which will make it easier to select a particular customer card for payment when multiple cards are stored in the customer record. Notes are added under the Detail tab.
Updated  v780 If the Order / Invoice Description field is long enough the description field display box will now show scroll bars, making it easier to move through long descriptive texts.
Updated  v786 Added Bing maps as an option to the customer address mapping feature. Choices for maps are now Bing, Google or Yahoo.
Updated  v790 When editing a customer or vendor record, the customer/vendor ID field is now set to read only to prevent the accidental modification of the ID. By clicking on the ellipsis button the ID can be edited when desired.
Updated  v788 Added an admin switch to turn on new paging feature to search windows to allow fewer records to be returned. This is important as the number of records in a database grows. When the number of records has been limited by this feature one can click on the “More” button at the top of the search window to retrieve more records. To activate this feature, uncheck the “Enabled” check box under Company Preferences > System Tab
Updated  v791 Vendor record now shows the header information (VendorID, Company, Phone, Contact, email, etc.) across all tabs.
Updated   Modified report data sources:

  • Orders Open [Added warehouse as a filter option]
  • A/P Cash Requirements [Added bill reference field]
  • Sales Totals by Customer [Added State as a criteria filter]
  • Voucher Detail [added optional remit to information]
  • Voucher Check Detail Split [added optional remit to information]
  • Voucher Check Top [added optional remit to information]
  • Voucher Check Distributed [added optional remit to information]
Updated   Modified print reports. Most of the modifications update the way discounts are calculated from the retail price for display on order and invoice reports. Also added some additional fields to be available on some reports and report criteria.

  • Invoice [calculate discount on report from RetailPrice field and QTY Shipped rather than QTY Ordered]
  • Invoice Detail Specs [QTY Shipped rather than QTY Ordered]
  • Invoice Detail [QTY Shipped rather than QTY Ordered]
  • Invoice – 3 Furnish Copies [calculate discount on report from OriginalRetailPrice field]
  • Order Detail/Customization [calculate discount on report from OriginalRetailPrice field]
  • Order Detail [calculate discount on report from OriginalRetailPrice field]
  • Order Acknowledgment [calculate discount on report from OriginalRetailPrice field]
  • Order [calculate discount on report from OriginalRetailPrice field]
  • Order Description [calculate discount on report from OriginalRetailPrice field]
  • Order (Dot Matrix) [calculate discount on report from OriginalRetailPrice field]
  • Order Detail (Cost) [adjusted width so extra blank page does not print]
  • Work Order [calculate discount on report from OriginalRetailPrice field]
  • Point Of Sales Receipt [Prevent crash in case of empty line item section]
  • Customer List By State [Added fax number to report]
Fixed  v782 Fixed the internal problem where importing orders caused the Line item’s Code field to be set to 0 not “”.
Fixed  v583 Corrected the issue where upon registering a new installation, the registration form was blocked behind the log in form.
Fixed  v761 The “Code” field on an order line item can now be properly edited.
Fixed  v789 Added vendor id check on importing line items for orders. This will eliminate the possibility of human error grabbing the wrong vendor when creating a PO for the first time.
Fixed  v792 Fixed the problem where certain fonts are being typeset with Italic when italic was not selected.
Fixed  v742 Fixed the issue where new install of CVO crashes while displaying the login screen by setting file permissions on the servers.XML file trough the installer.
6.19.0812.2016
Updated v740 Added the category description to the displays of categories in both the Inventory Categories screen and in the Customer Category Pricing tab in the customer record.
Updated v757 Added a display to show that the system is working when computing changes on orders with a very large number of line items.
Updated v760 The drop down for the “Code” column on an order’s line items now sorts alphanumerically.
Added v751 Added a new option under the system utilities to merge two customers together. The new feature can be found under SYSTEM > UTILITIES then the TOOLS tab. After the merger, the customer from which orders were moved will be set to inactive.
Added v766 Audit trail data was added for transactions invoked from Utilities.
Fixed v774 Fixed the error that occurred when a user adds a negative priced line item to an order with only one other line item and the price of the negative priced item is the same number value as the price of the positive priced line item. CVO was throwing a double too big or to small error.
Updated v730 Payments from the new Voucher/Coupon system in CVW will now import as a payment in CVO when importing the web orders.
Fixed v778 Ctrl + F now properly brings up the find window in orders and invoices.
6.16.0628.2016
Updated v743 When entering an order or invoice, the default lookup field is now back to the original of ITEM NO.
6.15.0625.2016
Added  v720 When importing an order from a Custom Vantage Web based web site, CVO can now be set to override the web price and use the price from CVO. This includes CVO based customer discounts for the imported product. The change requires checking the new box under the import settings labeled “CVO Price overrides Web”. This change will effect all orders for all customers imported from the indicated web site.
Fixed  v737 New customer payments can now be posted without having to click the “save” button first.
Updated   When entering an order or invoice, the default lookup field is now DESCRIPTION instead of ITEM NO.
6.09.0517.2016
***This update requires a Database update to dbv45***
Updated  v693 CVO will now prevent changing an inventory item from type of “Inventory Item” to a type of “Non-Inventory” if the item has any quantity in stock.
Updated  v729 When creating new customer “ship To” addresses the ship via field now defaults to the same ship via as the customer record.
6.08.0427.2016
***This update requires a Database update to dbv45***
Fixed  v653 Now storing fractional weights in table tblARShipment.
Fixed  v724 Special pricing Lookup Link from orders now goes to correct tab.
Updated  v726 Customer Record Discount field now supports decimals.
Updated  v725 When combing orders on to an invoice Blended Kits are now adding the components.
Added  v715 Print Multiple Reports from Order screen using the new Print Group button. This will allow you to print, as an example, an order and a picking ticket with a single button click. There is no preview on the group print button. Each report will be sent to the configured printer.

In order to configure which reports print when the button is clicked, go to menu item System then choose Order Report Print Group from the bottom of the list.

Added  v727 Added shortcut to typeset item on order form. Use CTRL + mouse click on the ellipses button to jump straight to the Corel typesetting screen.
6.03.0408.2016
***This update requires a Database update to dbv44***
(contains a payroll update so this must be run on the server)
Updated  v643 Orders which are imported from web sites now populate the strShipID field with the values stored as the ship to Id for each customer’s ship to lists.
Updated  v651 When duplicating an order, the order Notes from the original order are now carried over to the new order.
Updated  v653 In table ARShipment fields dblWeight, dblHeight, dblLength and dblWidth have been changed from integer to double to store more accurate data.
Updated  v688 Report Type for for customers imported from web sites are now set to E-Mail when the customer is first created.
Updated  v708 Add functionality to AutoSet Round daters from CVW.
Updated   Payroll Update

  • Maryland supplemental withholding calculating incorrectly (too low). This has been fixed.
  • Maryland was not adding additional withholding to local withholding. This has been fixed.
  • Pennsylvania local withholding was not adding Additional withholding. This has been fixed.
  • California: Calculations with supplemental payment and whose income was below low income limit were returning $0 for supplemental tax. This is now fixed
  • SDI, Expanded SDI Structure provides pay period element allowing more accurate calculation of SDI for Hawaii, New York. Use of the expanded SDI Structure is optional. If you don’t change your program to use it calculations remain the way they are.
  • New Jersey, Family Leave Withholding updated to return non-zero value for 2016.
  • SUI Withholding structure enlarged to support returning Employee SUI withholding. This affects Alaska and New Jersey currently. This is optional. If you do not update your program calculations will remain the way they are.
5.76.0301.2016
Updated  v668 Modified web order import so that if a web order has a $0.00 total, the $0.00 amount is no longer entered as a payment.
Updated   .
5.75.0229.2016
Updated  v666 Modified quote number field on quote form to be read only and added a button to change quote number when required.
Updated  v665 Now adding border to round stamps when AutoSet feature is used for bordered round stamps ordered on Custom Vantage Web sites.
Updated  v657 Modified the placement of the bottom outer text on imported round stamps for better alignment.
Updated   Updated the help file.
5.72.0224.2016
Fixed  v654 Fixed the problem with AutoSet crashing when typesetting round stamp automatically from web site order.
Fixed  v657 Fixed the issue where the bottom arc text on round stamps was positioned incorrectly when using Corel 13, 14 or 15.
Updated  v656 Updated the password box on the login screen because the password field locked up or acted very funny when using the latest version of Windows 10.
Updated  v658 The login screen now shows the mode if in trial / evaluation mode.
5.68.0218.2016
***This update requires a Database update to dbv43***
Updated   Deposit Ticket Top margins are now properly adjusted for 3-perf. paper which can be found here: Deposit Tickets
Fixed  v649 If you uncheck the “Show” box for a particular warehouse in any given inventory item, the item no longer show when placing orders/invoices.
5.65.0205.2016
***This update requires a Database update to dbv42***
(contains a payroll update so this must be run on the server)
Added  v641 Reorders on Custom Vantage Web based web sites now indicate that they are re-orders in CVO. The original web order is now referenced in the imported order.
Fixed  v644-v645 Arithmetic overflow error during posting for super large dollar amounts has been fixed. The average costing of products was being incorrectly calculated on assembly items. The number was being set to trillions. During this update the average costs will be replaced with the standard cost for all products. Average cost should calculate correctly from that point forward.
Updated   Payroll update to v 2016.04

  • Maryland supplemental withholding calculating incorrectly (too low). This has been fixed.
  • Maryland was not adding additional withholding to local withholding. This has been fixed.
  • Pennsylvania local withholding was not adding Additional withholding. This has been fixed.

.

5.63.0125.2016
***This update requires a Database update to dbv41***
Added  594 Added new Deposit Ticket which prints at the top of the perforated paper. Also added new button when printing deposit tickets to choose between top ticket and middle/center ticket.
Updated  n/a
  • Voided invoices now show VOIDED on printed invoice reports.
  • Trial Balance report now has drill down link on first account id in the list
  • Added “Retail Price” label to Quote and Quote Detail Reports even when no background color option is chosen
  • Made tax code to filter criteria list for Customer List reports
Updated  625 Increase A/P Email Address field size to 100 characters.
Updated  631 Added an Inside Sales Rep to the Detail tab of the customer form. Also moved the customer history on that tab into the sub tab group.
Updated  590 Modified the Inventory Utilities to no longer take into account Blended Kit components in the allocated/committed computations.
Fixed  611 When voiding an Invoice the units allocated is now being set correctly.
Fixed  612 Corrected the issue of: after clicking on the ellipse for Allocated, the wrong number of items showed up on the form. The form now indicated the correct allocation.
Fixed  630 When saving a customer record after editing the Custom Vantage Web email or domain linking information, the screen no longer jumps to the wrong tab.
5.60.0120.2016
(contains a payroll update so this must be run on the server)
Updated  n/a Payroll version 2016.03.
Updates:

  • Canada. Tables updated for 2016. Interface has been expanded to calculate bonus amounts. A new interface has been added to return Claim Codes.
  • US tables updated (FICA/Medicare/FUTA)
  • California tables updated
  • Illinois tables updated
  • Maine tables updated
  • Maryland tables updated
  • Minnesota tables updated
  • New Mexico tables updated
  • New York (including Yonkers and NYC) tables updated
  • North Carolina tables updated
  • Ohio local tables updated. Be sure to use API to get the new calculation numbers as they have changed.
  • Oklahoma tables updated
  • Oregon personal exemption amount changed
  • State sdi and sui limits updated
  • District of Columbia 2016 tables added
  • Kansas 2016 tables added
  • North Dakota 2016 tables added
  • Ohio School district changes
  • Vermont 2016 tables added
  • Oregon 2016 tables
  • Rhode Island 2016 tables
  • Maryland: API was always returning error code 16, though results returned were correct. fixed
  • Michigan: updates to local withholding
Fixed  v622 Leftover fractional pennies on some payments. This was a rounding issue which happened only when:

  1. Tax is being charged on freight
  2. The line item total tax is above $x.xx4
  3. The tax on the freight is above $x.xx4

The system was rounding each one prior to adding them together. Changed so we add the 2 taxes together then round them.

5.58.1218.2015
Updated   Automatically run inventory utilities to verify allocated and committed inventory amounts.
Updated   Miscellaneous changes in preparation for upcoming database update.
5.56.1208.2015
Fixed  v578 When contour lines are chosen for cut lines on the batch run, when an added cdr file contains an image only the contour lines threw an error. Will now check for this and if it is the case then will add the cut lines to the image only object and not the contour lines.
Fixed  v597 When deleting a sales rep group CVO no longer throws an Object Reference not set error.
Fixed  v599 Corrected the issue where Blended Kit main items were storing ZERO in the original sales price data field in the OESalesDetail table.
Fixed  v603 Corrected the problem where Purchase orders with blended kits stored the wrong kit components quantity.
Fixed  v604 Corrected the issue where if users click the “Find” button to open a Purchase Order or Purchase Receipt, the system does not load the associated blended kit components. This was causing the inventory to not track accurately.
Updated  v605 Rewrote AutoSet module to increase speed and efficiency. This should also help with AutoSet occasionally only grabbing a piece of one of the imported objects when there are 10 of the same item.
5.55.1020.2015
Updated  v560 Add new email screen to enable email to tech support in the case of a database update failure.
Updated  v578 If contour cut lines are selected when image files are batched onto a Corel draw file, we now use a standard cut line for that item.
Updated  v581 On orders and invoices, changed the ship to lookup to display all ship to addresses instead of only 300.
Fixed  v580 When changing the SKU of a line item on a purchase order, if the item is a blended kit, the components from the original item no longer remain on the order.
Fixed  v584 Error reporting module now displays the correct OS for windows 10.
5.54.1009.2015
Added  v577 Orders from the web which include items which are set up as Blended Kit or Kit items in CVO, can now be imported with orders provided that the following conditions are true:

  1. The blended kit item is configured with components input type as either Included – Shown or Included – Hidden
  2. The kit item is configured with components input type as either Included – Shown or Included – Hidden

It is important to note that if the kit/blended kit item has components which are set up with input types of Drop Down, Radio Button or Check Box will still import but ALL component selections will be taken and not only the choice made by the customer on the web site.

To avoid this issue and still accommodate/import products with multiple choices, set the items up as Assemblies in CVO and then use the SKU modifiers in the CVW web site to send the appropriate SKU to match the feature chose made by the customer.

Fixed  v578 When batching Corel files for a production run, if “Use contour lines for cut lines” is chosen where bitmap images are present, the page crashed. We have corrected this by using a standard cut line when a bitmap is present.
Updated   Payroll version 2015.14

  • Indiana: County update for Blackford, Greene, Hendricks, Howard, Putnam and Tipton effective Oct 1, 2015
5.53.0928.2015
***This update requires a Database update to dbv40***
Fixed  v523 Fixed the issue where Service items in kits/blended kit didn’t allow allocation ORDERS and INVOICES.
Fixed  v542 Corrected an issue where CorelDraw threw an exception due to scale factor.
Fixed  v546 Fixed issue with bug reports not sending.
Fixed  v558 Fixed the spacing issue in the AutoSet module where is a web customer changed the Line spacing on the stamp text, AutoSet was not using the new spacing.
Updated   Modified reports listed below to show the end user PO number if available AND the order is a blind ship order. Also now checking for blind ship on retail price.

  • Order Details
  • Order Detail/Customization
  • Order
  • Order Description
Updated   Eliminated kit detail components from commissions calculations on the following reports:

  • Salesperson Commission Detail On SubTotal
  • Sales Rep Commission Detail On Profit
  • Sales Rep Commission Summary On Paid Sub
Updated   Added Customer Code to criteria availability for the following reports:

  • Customer List
  • Customer List By State
  • Customer Contact
  • Customer Mailing Labels Avery 5160
  • Customer Mailing Labels Avery 5260
  • Customer Mailing Labels Deluxe 2
  • Customer Mailing Labels Deluxe 3
  • Customer Mailing Labels Avery 5097
  • Customer Mailing Labels Avery 4145
  • Customer Letter
  • Customer Summary
  • Customer History Summary
  • Customer Data
Updated   Modified vyu_SMRptSalesOrder to make End User PO and Rep Order Number available on orders data sources so that those fields could be used on order reports.
5.51.0914.2015
Fixed  v545 Fixed rounding issue when receiving payments which was causing fractional penny balances on some accounts.
Updated   Payroll version 2015.13

  • Maine: All tables except annual were incorrect. If you are doing Maine calculations use version 2015.13.
  • Alberta, Canada: New tables effective October 1, 2015.
Updated  v535 Added warning message when changing item numbers when editing a product.
5.49.0813.2015
(contains a payroll update so this must be run on the server)
Fixed   Fixed “Out of Memory” error on importing web orders with large files.
Fixed  v498 Corrected the Corel issue where the border was brought in at a different color than the text of a stamp.
Fixed  v536 Fixed the System.NullReferenceException – Object reference not set to an instance of an object. This error happened when a user clicked the ellipsis button for an Imported order where the import did not succeed. The CVO order number was N/A
Updated  v530 Import from CVW now brings in (attaches) customer uploaded files from the new “Use Completed Artwork” feature in Custom Vantage Web.
Updated   Payroll version 2015.12

  • Ohio: new state tables effective 8/1/2015.
  • Michigan: Unemployment Wage base lowered from $9500 to $9000 starting July 1
  • Connecticut: On Aug 8 Connecticut release new withholding tables for 2015. These must be implemented by August 31. In our tables any calculation date on/after 8/16/15 will use the new tables
  • Idaho: On July 30 Idaho released new withholding tables for 2015. There was no date set for using the new tables. In our tables any calculation date on/after 8/16/15 will use the new tables.
Updated  v525 Added support for CorelDraw versions X6 and X7.
Updated  v539 The “Typeset” button has been remove on invoices to avoid confusion.
Updated  v537 Can now change Allocated to a lesser number than the qty ordered on blended kits.
Updated  v498 Corrected the border color on daters imported from CVW the .
Updated  v540 Modified the CVW positioning and sizing controls to work with CorelDraw X7.
5.45.0720.2015
(contains a payroll update so this must be run on the server)
Updated  v532 When an attachment is added to an order or invoice and the original file is deleted before the order/invoice has been saved, This results in the file not being saved as an attachment and the order/invoice incorrectly listing an attachment which is not there because it was never saved. Added new warning message to accommodate this and will also delete the false attachment listing. **Note: After making an attachment anywhere within CVO you should save the record BEFORE deleting the original files from your computer.
Updated   Payroll version 2015.09

  • Pennsylvania: Municipal and School changes.
  • Ohio: Municipal and School changes.
  • Canada British Columbia, New Brunswick, Newfoundland, Labrador and Yukon provincial change.
  • Important Note: If you are still using version 2015.02 or earlier you should update to a later version. There was a fix to 24 pay single Federal Tables in 2015.03 which did not get described in the 2015.03 release notes.
5.43.0716.2015
Added  v524 Added five new admin selections to control the way CVO imported orders from CVW. This will allow one to choose what happens when imported orders contain inventory items that don’t exist in the CVO database. This will be helpful for kit/blended kit items on import. These can be found under the new Web Import from the System > Company Preferences menu.
Fixed  v527 Corrected the issue where sometimes when creating a purchase order containing blended kit, the components would default to one instead of the quantity being ordered of the blended kit.
Fixed  v528 Corrected the issue where in a PO if the user hits the “Find” button the Blended kit items do not load.
Fixed  v526 Corrected the issue where, if the “Play sound on save” setting is turned on, multiple sounds were being played under certain circumstances.
5.41.0630.2015
(contains a payroll update so this must be run on the server)
Updated  v361/512 Service items as components of Blended Kits will now allow allocation.
Updated   Payroll version 2015.08

  • North Dakota. North Dakota just released new tables based on recent legislative changes. North Dakota says implementing these new tables is optional but we will use them for all calculations starting July 1, 2015.
  • Family Leave. We have added a new function to support New Jersey Family Leave withholding.
5.40.0629.2015
 
Updated  v361/512 Increased the Notes field size in the Purchase Orders table (tblPOPurchase) so that if an order is converted to a PO the data will not truncate when large notes are on the order.
Updated  v365 Added a user preferences checkbox to turn on or off the sound on saving a record.
Updated  v494 Added attachment present indication to vendors and to bills.
Updated  v504 Added First Name and Last Name to ship to address on invoices.
Updated  v507 When the shipping charge is entered on an order, bill or invoice, it is now rounded to 2 decimal places.
Updated  v508 Now doing cleanup of undisposed objects in the Purchasing module.
Fixed  v505 When entering an order or shipping an order, when the user selects a zip code from the lookup list, the city, state now update properly.
Fixed  v506 On an Invoice if user process to a B/O then the strCategory is now being populated properly.
Fixed  v509 System now displays the # of non-posted items from the date range to be closed when closing a year.
Added  v516 Added new field dblOriginalRetailPrice to the OESalesDetail and ARInvoiceDetail tables to store the original inventory Retail price.
Added  v517 Added new field dblOriginalMSRPPrice to the OESalesDetail and ARInvoiceDetail tables to store the original inventory MSRP price.
Added  v514 Added Original Sales Price to Data Import Utility and strCategory.
Added  v515 Added Original MSRP Price to Data Import Utility.
5.36.0602.2015
 
Fixed   Blended kits and Kits will now price out correctly and allow changes to quantity.
5.35.0601.2015
 
Updated  v491 Now we do not show voided receivables in the batch posting list.
Updated   Updated the discounting display and the logo display on the following reports.

  • Customer Statement Summary
  • Customer Statement Detail
  • Invoice
  • Invoice Detail
  • Invoice Detail (Ship From)
  • Invoice Detail Specs
  • Order Detail/Customization
  • Order Details
  • Order Acknowledgment
  • Order Description
  • Order
  • Work Order
  • Order Shipping Detail
  • Order Picking Ticket
  • Order Packing Slip
  • Customer Proof
  • Customer Proof – Response
5.34.0528.2015
 
Added  v482 A little green paper clip now appears on the attachment tab if there is an attachment on an order, invoice or Customer.
Added  v483 When a customizable line item is imported from the new Custom Vantage Web, if that item has “layout” (Finished Artwork uploaded) in place of Stamp text, we now save the uploaded item as an attachment to the order. The line item notes is also annotated that there is an attachment for the line item.
Fixed  v483 When an inventory item, having an invalid vendor id assigned to it, is on an order which is being converted to a PO, a graceful error message is now given and the order does not crash.
Fixed  v487 The error reporting system now properly reports Windows 8 OS.
Fixed  v488 AutoSetting Round stamps with no center text no longer fails and now typesets correctly.
Fixed  v485 Editing a price on a sales receipt (POS system) now works properly again.
Fixed  v489 Corrected the issue which happened when creating a Credit Memo for a blended kit item which had components for which there was insufficient stock available. The problem was that one could not add any quantity returned. The issue has been fixed.
5.33.0515.2015
 
Added  v478 When invoices do not post during the batch posting process a message box now pops up to display the reasons.
Fixed  v479 Eliminated negative stock error which appeared even when stock was available.
Added  v433 Accounts Payable contact information panel is now available under the detail tab of the customer record. If an email address is in this field, it is the A/P email address to which invoices and statements will be sent when using the batch invoice posting or the batch run statements features.
5.31.0511.2015
 
Fixed  v475 ShipRush no longer drops 2nd and 3rd address lines when it returns to CVO.
Fixed  v477 POS – Corrected the error which occurred when in the sales receipt section and you press the “.” button on the number pad. CVO no longer errors with “Conversion from string “n” to type ‘Double’ is not valid.”.
Fixed  v464 Kits with service items as components no longer fail to allocated or show no stock.
Updated  v459 Moving multiple PAID orders to invoice for shipping no longer allowed to prevent errors. Only unpaid orders can be merged into a single invoice for shipping.
5.28.0427.2015
***This update requires a Database update to dbv38***
 
Fixed  v395 The “entered by” data is now copied to data tables when converting a quote to an order or an order from backorder.
Fixed  v401 Processing a blended kit from an order to an invoice now takes the quantity shipped from allocated on kit details.
Fixed  v443 The issue where units committed was not showing correct in the inventory screen and not correct in the inventory stock total table has been corrected. This was caused by a stored procedure which was incorrectly including voided orders in the totals.
Updated  v442 We now store emails sent to contacts on vendors and customers in customer record.
Updated  v445 Added a refresh button to the Inventory item screen.
5.27.0417.2015
 
Fixed  v400 The dblOriginalSalesPrice now properly populates with the total retail kit price including the original price of the chosen components.
Fixed  v420 E-Mail Monitor system now properly continues reading e-mails if the e-mail has a cc but not a bcc.
Fixed  v381 IMIA Edition – Report Designer active status corrected.
Fixed  v402 Changing MSRP now properly updates discounted pricing for multi-level pricing customers.
Updated  v379 IMIA Edition – If there are 19 out of 20 orders taken for that day, when creating a new invoice and adding multiple existing Orders to the invoice the “Max orders reached” window no longer pops up.
5.19.0327.2015
(contains a payroll update so this must be run on the server)
Fixed  v397 OESalesDetails field dblOriginalSalesPrice now populates with the total kit price of the kit and the components instead of only putting the kit item price.
Updated  v398 If one has a slow Internet connection, when importing orders from Stamp Shop Web which have very many line items, the connection will no longer time out.
Fixed  v387 When creating a new company when logged into an existing company using PCI compliant security, the original company password history table is no longer truncated.
Fixed  v390 Corrected error screen on creating new company finish.
Updated  v396 POS – Added new button to apply a discount to all line items uniformly. Also re-labeled the discount dollar amount field.
Updated  v392 Modified the payroll to update the Social Security Limit table automatically from the payroll every time the 941 is run.
Updated  v394 Customer special pricing now overrides any category discount.
Fixed  v389 Audible alarm now works properly for schedule activities reminder.
5.18.0310.2015
(contains a payroll update so this must be run on the server)
Fixed  v317 Corrected the error in the New Report Designer. when clicking the File > Select Data Source option during the creation of a new report the “Value cannot be null. Parameter name: value ….” error no longer appears.
Fixed  v325 When importing orders from Stamp Shop Web the proper warehouse is now used if a customer has a specific warehouse assigned.
Fixed  v330 When adding an inventory item to an order or an invoice, if the status of the item is “Phase Out”, and quantity available is zero, we now do not show the item in the selection list. If some stock is available we now properly set the qty ordered and allocated.
Fixed  v335 When sending an email campaign, customers with multiple email addresses separated by a semicolon no longer fail.
Fixed  v368 Prospect quotes no longer display in the customer quotes lookup window.
Fixed  v344 When creating a new inventory item the error message “Product ID Cannot be empty” no longer pops up before doing anything.
Fixed  v352 Components on kits are no longer being discounted before being added to the kit, and then discounted again within the kit. Components are now added to the kit first and then the total discounted.
 v370 uTypia web sites can now be deleted from the import web orders settings.
Fixed  v372 If a web site is not selected when importing web orders,and the import button is clicked the wait screen no longer pops up.
Fixed  v376 Email Campaign now properly detect duplicate email addresses.
Fixed  v375 In a bundled kit if one or more of the of the components are out of stock or just not enough stock to cover what is ordered that component an invoice will now allow the entry of the item (just like an order can do) but not ship. This will allow components to be committed.
Fixed  v373 Bundled kit now properly changes the allocated on the kit’s component if the user manually changes the allotted amount.
Fixed  v367 Payments from web orders can now be deleted..
Fixed  v374 Override Password now works properly for new Orders & Invoices when Requires PO is True.
Fixed  v386 When processing an ORDER to an INVOICE which has a kit (blended kit) item with an allocated qty which is less than the qty ordered, the components on the invoice set the shipped qty equal to the ordered qty even though that was not the case on the order. This was only true if the admin switch was set to move items from order to invoice based on quantity ordered instead of allocated. New code was added to ignore the switch in regard to kits/blended kits.
Fixed  v377 IMIA and LITE editions: User Preferences>System Tab “Show Dashboard on Startup now set properly
Fixed  v371 IMIA and LITE editions: Customer/Prospect quotes now honor version settings when attempting to be converted into Purchase Orders and viewed during process.
Fixed  v378 IMIA and LITE editions: Todays order count now updates properly.
Fixed  v382 IMIA and LITE editions: Now honor license settings for point of sale availability.
Fixed  v383 IMIA and LITE editions: Now honor license settings for Batch Process Orders and Batch Run Statements.
Updated  v343 Changed the employee default date in the date drop-down for BIRTH DATE starts in the year 1950 instead of 1900.
Updated  v366 Added a fourth lookup for customer record in matching a customer in Custom Vantage Office to Custom Vantage Web(Stamp Shop Web). When importing an order from CVW if the user, email address or domain, is not found in the web matching field in the detail tab of the customer record (strWebName database field),then look at the main email address field (strEmail database field) of the customer record to try and match the CVW Username. If that does not match then add the user.
5.11.0130.2015
***This update requires a Database update to dbv37***
(contains a payroll update so this must be run on the server)
Fixed  v348 In a blended kit if one or more of the of the components are out of stock or just not enough stock to cover what is ordered that component is now added to the order. Zero allocation on ALL components because the kit can’t be shipped when it is short one of the components.
Fixed  v350 If the system is set to automatically receive all items when processing PO to Purchase Receipt, blended kits now properly receive components.
Fixed  v351 Blended kit components are now properly deleted from the components on order table when a PO containing a Blended kit is deleted or the blended kit is deleted from the PO.
Fixed  v346 When modifying the quantity ordered on an order any discount given on that line item will now remain.
Fixed  v315 If a POS transaction gets returned, the same original can no longer be returned multiple times.
Fixed  v332 Attachments now follow through from quote to order to invoice even when doing batch processing of orders to invoices.
Fixed  v362 The build assembly list box no longer pops up on Batch Process Orders if there are no assembly builds.
Updated  v345 If all of the components of a Blended kit at set to as Included – Hidden then the pop-up will not show when creating an order or invoice.
Updated  v354 Billing First and Last names are now available on the order lookup screens.
Updated  v355 Added an audible success confirmation to all screens.
Updated  v353 POS – Added code to NOT void an order if the payment records are not un-posted.
5.02.0101.2015
(contains a payroll update so this must be run on the server)
This is an unplanned release to correct a serious issue. This release has some of the Custom Vantage Office branding in place.
Fixed  v342 Corrected fractional pennies stored in the database for order and invoice totals.
Updated   Payroll version 2015.02

  • Indiana (local only)
  • North Carolina (returned to rounding to nearest dollar)
4.54.1218.2014-Payroll(12-24-2014)
(contains a payroll update so this must be run on the server)
Updated   Payroll version 2015.01
All Federal tables (withholding, FICA, sui, SDI, Canada and the following states are  changed

  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Idaho
  • Illinois
  • Indiana (local only)
  • Kansas
  • Kentucky
  • Maine
  • Maryland (local only)
  • Massachusetts
  • Minnesota
  • New York
  • Ohio (local only)
  • Oregon
  • Rhode Island
  • Oklahoma
  • North Carolina
  • North Dakota
4.54.1218.2014
Fixed   Corrected issue with Blind Ship verification message popping up incorrectly or too many times.
4.53.1216.2014
Fixed   CorelDraw versions X3 and X4 now work again.
4.51.1215.2014
***This update requires a Database update to dbv36***
Fixed  v311 Vendor part number is now properly placed on a PO when the PO is created from and order.
Fixed  v313 Bank account listing now rounds the display to two decimal places.
Fixed  v312 Statements sent from within a customer record now saves in the email tab.
Fixed  v310 Email can now be sent multiple times without closing the form.
Fixed  v320 Email Campaign editor now works properly.
Fixed  v334 When using the bulk mailing in the CRM, Manager will now continue to send to the rest of the addresses after encountering a bad one.
Fixed  765 Inventory items with the status of Phase Out can now be sold.
Fixed  768 Duplicating an inventory item, now zeros out the average cost.
Fixed  807 Modified the inventory routines to exclude voided/cancelled orders when calculating committed inventories.
Fixed  v329 Under certain circumstances duplicated orders would not update prices on changed items. This has been corrected.
Fixed  v326 Eliminated object reference error when adding a new tax code.
Updated  825 POS – Added fields to database to track amount applied, date and change due for a POS sale.
Updated  851 Changed Stored Procedure to only pull the qty of what is needed to build an assembly to prevent inflated numbers when batch building assemblies.
Updated  v323 User preferences workflow drop down now chooses start menu tab.
Added  v321 Added a new inventory type of Blended Kit. The “Blended Kit” are items that have several components (like selections) that include multiple items numbers under each component. It will follow the components for tracking stock, will NOT modify the Blended Kit price based on the component choices. Blended kit items are ordered on a PO and a kit but received as components.
Added  v331 Added new feature to pop a message if an order is saved for a customer who is marked as Blind Ship = True and the order is not flagged as Blind Ship.
Added   Added WYSIWYG html editor to email campaigns.
Added   New Run Card Report which will print a slip for each line-item on an order. There are 3 items per page.
Added   Added new 3 inch invoice report for printing an invoice to a 3 inch receipt printer.
4.42.1028.2014
(contains a payroll update so this must be run on the server)
Fixed  862 Prospect quotes can now be properly retrieved and the lookup no longer includes customers.
Fixed  795 Searches can now include wild cards.
Updated  791 Modified the audit trail logging to record when someone duplicates a record (order, invoice, inventory, etc.).
Updated   Withholding32 2014.10 Update – Indiana Local updates for DeKalb, Hancock, and Monroe counties.
4.41.1027.2014
Fixed  860 POS – Not storing tax correctly when item was a service item.
Fixed  854 Object reference error no longer thrown when editing an inventory item after opening an invoice.
Fixed  782 When voiding a shipment through an order, the order now reverts back to pending status.
Updated  857 POS – Sales receipts can now be voided.
4.39.1016.2014
Fixed  832 POS – Corrected the decimal position of numbers entered after the “.” on the screen keypad.
Fixed  783 Corrected the object reference error when editing a vendor from a deleted bill.
Fixed  834 POS – Correct zero dollar entry on multi-payment method payments.
Updated  835 Modified Manager to wok with Connectweb’s new internal security model for importing web site orders.
Updated  843 Prospect quotes now include db field strClass.
Updated  845 POS – Services are now not taxed.
4.37.0924.2014
Updated  828 POS – Now when you add a new line item, the cursor focus is on the new line item row in the description field, making it easier to edit.
Updated  829 POS – Now the Receive Payment screen will stay up until the cash drawer is closed.
Updated  830 POS – Users can no longer sort columns on the cash register screen.
Updated  831 POS – Within the cash register screen, the ENTER key now acts like the TAB key.
4.35.0915.2014
Fixed  826 When AutoSet is invoked on a round stamp with artwork but no text, Manager now works properly.
4.33.0905.2014
Updated   Changed POS SalesRecipt grid order and made it so that after you update the qty it jumps to the price field without having to hit tab again.
Updated  823 Printing the receipt in POS now opens the cash draw.
Also added a new button under the POS tools menu to pop the draw without a sale.
Updated  791 Modified the audit trail logging to log when someone duplicates
an order, invoice, inventory, etc.
4.28.0828.2014
(contains a payroll update so this must be run on the server)
Updated  818 Changed tab order of POS interface to make entering items quicker.
Updated   Withholding32 2014.09 Update

  • Ontario – New tables effective 9/1/2014
4.27.0826.2014
Updated  811 Now allow tabbing through the POS line item fields after clicking on the QTY field.
Updated  812 When doing a return in POS, line items default to zero quantity allowing the easier return of only desired items from original sales receipt.
Updated  809 When saving a cash register receipt for later use, cashier can now assign a name to the receipt so it can be searched for later.
Updated  792 In the invoice and order look up screens, the Total column no longer rounds off the dollar amount, making it easier to find an invoice/order by dollar amount.
4.24.0821.2014
Updated  799 POS / cash register updates to allow item description modifications by POS users.
Updated  803 Allow POS to save checkout session and create a new one.
Fixed   Fixed password case sensitivity issue on POS password box.
4.17.0731.2014
Updated  789 Modified USPS tracking on orders and invoices to work under USPS new tracking tools URL.
4.16.0724.2014
***This update requires a Database update to dbv35***
(contains a payroll update so this must be run on the server)
Fixed  702 Can now print emails from customer history tab.
Fixed  623 Search for data sources no longer throws object reference error.
Fixed  642 When changing an order’s number, any associated payments now properly carry over to the new order number.
Fixed  706 You can now have 2-line addresses on the ship to field of a purchase order.
Fixed  716 When creating a new employee, miscellaneous customer emails no longer appear under the “email” tab.
Fixed  638 “Deleted row information cannot be accessed through the row” error no longer happens when deleting a line item from orders or invoices.
Fixed  737 When importing stencil orders from Stamp Shop Web, the order details are now properly formatted.
Fixed  644 All “Ship To” addresses show on creation of new order regardless of how many there are.
Fixed  340 Customer search can now contain a single quote (apostrophe).
Fixed  693 If a vendor and customer share the same code, they no longer share an email history.
Fixed  588 Create PO from Order now works properly if large amount of data is in Additional Info field.
Fixed  634 Re-Wrote the delete routine to remove the report layout if it is not still in use by another report. Layouts can be used by more then one report.
Fixed  690 Eliminated object reference error on updating inventory item prices.
Fixed  643 Multi Color Daters typeset correctly when imported from web sites.
Fixed  717 Manually entering a termination date for an employee no longer resets the hire date and birth date.
Fixed  304 Stamps with background images now properly import and typeset.
Fixed  517 Sales tax is now properly computed on purchase orders, purchase receipts and bills.
Fixed  728 When converting orders to invoices and there is sales tax the dblSalesTaxrate is now carried over on converting.
Updated  468 Added customer PO field to the customer history and sales transaction history tabs in the customer record.
Updated  356 Increased Ship To Address field sizes in database from 100 to 250.
Updated  647 Increased the Notes field size from 255 to 500 in Orders and Invoices to match the notes field size in the customer record.
Updated  711 Added the Vendor Item Number to the item lookup from within a purchase order.
Updated  775 “Entered By” field data is now carried from an order to a back-order.
Updated  709 Adding multiple orders to a single invoice now takes into account varied shipping methods which may be on the individual orders.
Updated Reports:

  • Order Detail/Customization removed additional header fields for blind ship & Corrected Payment display
  • Order Details removed additional header fields for blind ship & Corrected Payment display
  • Order removed additional header fields for blind ship & Corrected Payment display
  • Order Description Corrected Payment display
  • Customer Balance Summary added company name to listing
  • Invoice modify payment section to show only payment applicable to this invoice rather than total payment when receivable payment total was applied to more that one invoice.
  • Invoice Detail Same as Invoice
  • Invoice Detail Specs Same as Invoice
  • Invoice Detail (Ship From) Same as Invoice
  • Invoice Detail (By Bin) Same as Invoice
  • Commercial Invoice Same as Invoice
  • Invoice – 3 Furnish Copies Same as Invoice
  • Work Order Corrected Payment display
  • Order Acknowledgment Corrected Payment display
  • Customer Statement Summary Fixed totals for multi-page
Updated Payroll Withholding 2014.08

  • Ohio New tables effective for calculation dates on/after 7/1/2014
  • Idaho Released 2014 tables on 6/19/2014. We have used the new tables with calculation dates for all of 2014. Here is quote from “A Guide to Idaho Income Tax Withholding”, June 2014 edition “Updated the figures for the different computation methods for 2014. Although the figures are effective for 2014, you don’t need to adjust the withholding for the months prior to receiving these tables.”
  • Yonkers (New York) has new withholding rate effective 8/1/2014
  • Pennsylvania local withholding updates
Added  535 Added ability to AutoSet an order that was imported from uTypia based web sites.
3.61.0523.2014
Fixed  717 Employee hire and birth date no longer changed when typing in a termination date.
Fixed  735 Direct deposit file creation now allows the file creation with as many employees as required. Previously errored out when checksum value rose too high. This was manifested as not being able to run too many employees at once.
Fixed  740 Contact planner now properly filters contact names based on contact type drop down.
Updated  709 Manager now displays a warning prompt when combining multiple orders, with different ship via methods, onto a single invoice. The warning will call attention to the situation so that you can manually choose the method you desire.
3.57.0424.2014  
Updated Miscellaneous minor bug fixes.
3.55.0410.2014  
Fixed  680 Payroll functions are now available in all menus.
3.54.0403.2014  
(contains a payroll update so this must be run on the server)
Fixed  680 Rare occurrence where payments from invoices created from multiple order had the payment applied incorrectly to a new order has been corrected.
Updated   Payroll tax update.

  • All Federal tables (withholding, FICA, SUI, SDI)
  • Canada
  • California, Delaware, Indiana(local only), Kansas, Kentucky, Maine, Maryland(local only), Minnesota, New Mexico, New York, North Carolina, Ohio(local only), Rhode Island, Connecticut, District of Columbia, Missouri, North Dakota, Oklahoma, Vermont, Oregon, Puerto Rico
  • Alabama – local change
  • Illinois – exemption change
  • Kentucky – local change
  • Michigan – exemption change
  • Ohio – local change
  • Pennsylvania – local change
  • Wisconsin – table changes effective with calculations on/after April 1, 2014
  • Massachusetts, general rate reduced from 5.25% to 5.20%
  • Corrected Oregon bug which used incorrect Federal Withholding limit when calculating state tax for pay periods other than annual. Result of bug would be slightly over withholding
Updated   With the aid of a certified auditor, we have harmonized 15 financial reports. Also modified:
***** Report Layouts *****

165 Order

166 Order Detail

167 Order Packing Slip

168 Order Picking Ticket

171 Order Description

481 Order Shipping Detail

482 Order Acknowledgment

733 Order Detail/Customization

758 Work Order

440 Quote Detail (now shows item typeset/customization)

164 Quote

375 Sales Tax Liability (added total with tax)

258 Customer Statement Summary (corrected Aging and Added Remittance)

271 Customer Statement Detail (corrected aging)

406 Inventory Items (modify report title)

27 Inventory List By Item No (Added sub category )

404 Tax Codes (properly formatted percentage)

405 Tax Components (properly formatted percentage)

93 Purchase Totals By Item No (added line item cost)

***** Data Sources *****

528 Open Orders Batch Shipping (include Backorder transaction type)

376 Accounts Receivable Payment (added “customer Payment” type to report)

206 Receivables Aging Statement

241 Order Totals (no longer includes quotes)

219 Customer Statement (fixed aging line item)

218 Monthly Sales Totals

205 Receivables Aging Detail (Eliminated paid invoices)

207 Receivables Aging Summary (Eliminated paid invoices)

208 Receivables Aging Totals (Eliminated paid invoices)

36 Inventory List By Item No (added Subcategories)

******* DELETE Reports *******

Sales Tax Revenue Summary

Sales Summary

Updated   Modified dozens of stored procedures,vues and report data sources for the report updates.
Added   Deposit ticket report has been added to the bank deposits form, allowing one to print a deposit ticket to accompany checks taken to the bank.
3.50.0314.2014
Fixed  666 Can now properly import items with curved text from web site.
3.49.0312.2014
Fixed  568 Updated stored procedure to add the usp_OEProcessToBackOrder.sql ,strCategory field to corrected a discrepancy between grand total and the product category totals.
Fixed  625 Fixed the penny rounding issue introduced 9 August 2012 in bug fix 201 and was caused by rounding the Tax detail and detail rate prior to adding all the tax amounts.
Fixed  655 Order attachments now come over when duplicating an order.
Fixed  664 New customer wizard now properly finds phone number or full company name when clicking the Find Match button.
Fixed  659 On importing web orders, if a customer PO is over 20 characters long, the PO number is truncated on import rather than failing the import.
Updated  663 When importing web orders we now pull the chart of accounts info from the inventory stock totals table for the product instead of the default account id.
Updated  609 Now able to switch an inventory item type from Inventory Item to Manufacturing Item or vice versa without having to zero out the inventory first.
Updated  610 Now able to make inventory adjustments to inventory items that are type Manufacturing Item.
Updated  662 When a vendor has a minimum purchase order amount set, Manager now informs via popup message that the PO amount is under vendor’s minimum when saving but not processing or printing and also prompts user to proceed (Y/N) when trying to print or process.
3.44.0211.2014
Fixed  638 Manager longer throws an object error when deleting the first line item on an order.
Fixed  625 The one penny difference between order and invoice conversion has been corrected.
Fixed  635 Terminal name error when order numbers are too big for Mercury processing has been corrected.
3.40.0203.2014
Fixed  633 Quick ship no longer throws an object error and now properly marks orders as shipped.
Fixed  613 Receiving payments through the New Receive Payments screen no longer throws an object error.
Fixed  628 Editing shipping information on an order no longer throws an object error.
Fixed  616 The find customer button no longer throws an object error when the user is a member of a sales rep group.
Fixed  624 When changing the ship date on a new order, the calendar now defaults to the current date.
Fixed  619 Deleting a line item from an order no longer throws an object error.
Fixed  632 When clicking Receive Payments from the Start Menu no longer shows object reference error.
Updated  608 Added the credit card response approval info to the “Payment Info” field on the “New Receive Payments” form when using Mercury.
Added  629 Added level II credit card info (PO number and total tax amount) to the MercuryPay credit card payment interface.
3.37.0127.2014
Fixed   Can now properly create new company.
Fixed  516 No longer get error when adding kit products.
3.35.0123.2014
Fixed  611 Orders created by duplicating can now properly be edited.
Updated  522 Moved shipping tax drop down so that it can be read.
Updated  641 Shipping price is now rounded to 2 decimal places on orders.
3.33.0117.2014
Added  113 Added spell checking to email forms.
Added  455 Added ability to search recurring transactions by transaction number or by reference.
Added  514 Added read receipt ability to emails sent through Stamp Shop Manager.
Added   Now marking invoices and “Printed/Emailed” after auto emailing during batch posting.
Added   You can now order an assembly item from a PO and have Manager receive the components of the assemble. This required checking the new box on the assembly tab labeled “Rcv Inventory to Components”.
Added  579 From batch processing and batch posting windows, added the ability to open up each order for reviewing before processing it. In order to see the ellipsis button to view the transaction, you simply click on the transaction number.
Added  587 Stamp Shop Manager now runs under Windows 8.1
Updated  506 When opening an existing order / invoice there is now message telling that the customer is overdue.
Updated  522 Daters can now be configured to automatically add the date insert cut line in Corel Draw.
Updated  546 The order status being displayed by default when opening the Batch Process Order window is now set to “Shipped” instead of “Pending”.
Updated   Moved the drop down for tax on freight to the left of the freight field so that the tax code can be seen can be seen.
Updated  512 Added new field to order and invoice tables. This will be used to store the inventory item “e;sales price”e; at time of order. Requested so that reports printed in the future will show the correct discount if the price changes in the inventory table..
Updated  489 When duplicating an order, the user who duplicated the order is added as the “created by” user.
Updated  491 When Adding orders to an invoice the line items category was not being copied over to the invoice line item. The category is now being stored in the invoice line item.
Updated  515 When the ship from name or the ship to name fields are blank, we now pass over the default strings so one does not have to type it each time.
Fixed  516 When you create a PO from an order the discount G/L account is now properly set so that the bill pay discount now is properly displayed.
Fixed  507 When you duplicate an order, the new order created by field is now set to the person that duplicated the order.
Fixed  573 Customer PO numbers can now contain apostrophe.
Fixed  575 Sales tax rates now properly display 3 decimal places.
Fixed  577 Inventory lookup screen now properly sizes on purchase orders.
Reports Updated many reports. Some highlights are:

  • Corrected mis-match between sales totals reports
  • Standardized Trial Balance report
  • Invoice reports (Made layout improvements, fixed tracking number label, added “PAID” image at bottom and added “Printed/Email Flag”).
  • Purchase Order (fixed rounding)
    Purchase Order Detail (fixed rounding)
    Purchase Order Description (fixed rounding)
    Multi-Purpose Purchase Order (fixed rounding and added fax number)
    Multi-Purpose Purchase Order Detail (fixed rounding and added fax number)
  • Order (layout Also added paid at bottom, added ship to & Bill To phone number above Hide policy on Blind Ship)
    Order Detail (layout Also added paid at bottom, added ship to phone number above Hide policy on Blind Ship)
    Order Packing Slip (corrected backorder/shipped data to work from allocated on order)
    Order Picking Ticket (fix backorder quantity based on allocated for order)
    Order Description (added paid at bottom, added ship to & Bill To phone number above Hide policy on Blind Ship)
    Order Shipping Detail (corrected backorder/shipped data to work from allocated on order)
    Order Acknowledgment (modified to always show pricing)
    Order Detail/Customization (layout Also added paid at bottom, added ship to phone number above. Hide policy on Blind Ship, added allocated column)
    Work Order (added ship to phone number above address box Added Blind Ship indicator – Remove Company Name)

Payroll Updates

  • Connecticut (table F)
  • District of Columbia (all tables)
  • Missouri (all tables)
  • North Dakota (all tables)
  • Oklahoma (all tables)
  • Vermont (all tables)
  • Oregon
  • Puerto Rico
Misc   Corrected various object reference errors and improved memory handling throughout Manager.
3.21.1111.2013
Fixed Orders being imported from Stamp Shop Web are now properly marked as imported on the web site.
Fixed Object reference error fixed on editing import sites.
3.19.1107.2013
Fixed  516 In rare circumstances the discount was not given when trying to pay a bill.
Fixed  525 When typesetting a dater (non-imported) the insert cut line does not appear on the Corel file when it is created.
Fixed  526 Inventory items set with a CorelDraw template were not copying the template file into the new typeset Corel file.
Fixed   AutoSet functionality was not working properly for certain products
3.17.1009.2013
Added  507 Email screens now have spell check!
Updated  508 Checks can now be un posted after they have been printed.
Updated  509 Can now import Sunrise punch out products from Stamp Shop Web sites
Updated  502 You can now save a batchstatement and batchpost email signature per user.
Fixed  522 Border on daters ordered from SSW web sites is now properly typeset.
Fixed   The “waiting” screen now properly disappears after processing a live credit card refund.
3.12.0905.2013
Added  470 When using the Email Monitor, The Customer ID field can now be changed. This will allow an email that is received from one customer or user to be assigned to a different customer ID when desired.
NOTE: When the E-mail is marked COMPLETE it will update the database. THERE IS NO CHECKING FOR CORRECT CUSTOMER ID.
Updated  475 When using the Email Monitor, attachments from an email are now attached to the order. Note: THIS ONLY HAPPENS AFTER THE “MARK COMPLETE” BUTTON IS PRESSED, Not when the order is created!
Fixed  500 Administrators can now use the Log off menu item.
Fixed  497 When using the integrated credit card processing, if a card declines on the payment tab of an order, the order is properly marked as not paid.
Fixed  498 When checks are created but not printed, they now properly display when choosing the “print Checks” menu option.
3.11.0812.2013  (contains a payroll update so this must be run on the server)
***This update requires a Database update to dbv33***
Added   The Email Monitor now allows the creation of quotes in addition to the ability to create orders from incoming emails.
Added   Orders created via the Email Monitor will now save email attachments (if present) to the order AFTER the “Mark Complete” button is clicked to clear the email from the list.
NOTE: If the email has an attachment, the user preference screen for email setup must have shared path (available to all users and computers) assigned in the path with the “Save attachments to folder” box checked.
Added   Email Monitor now allows the monitoring of an unlimited number of email accounts. The new feature is configured under the Company Preferences Email tab. From there click on the “Settings” button under the “Email Monitor Settings” section at the bottom of the tab.
Added   Added the Ship Date to the available search criteria in the Add Order screen when combining orders into an invoice.
Updated   Invoice reports now have boxes around heading titles to make them easier to read and more organized.
Updated   Order Totals report/data source modified to no longer include voided or cancelled orders.
Updated   Quote Totals report/data source modified to no longer include voided or cancelled quotes.
Updated   Added the number of items on an order to the bottom of packing slips.
Updated   Payroll tax update.

  1. Pennsylvania local taxes updated
  2. Ohio local taxes updated
  3. Kentucky local taxes updated
  4. Michigan local taxes updated
Updated   Added the ability to filter the Email Monitor based on the “Group” setting configured for each email address in the Email Monitor settings.
Updated   The customer associated with an email in the Email Monitor can now be changed by a user. The Customer ID field is now editable.
This will allow an email assigned by the system to one customer id to be changed to a different customer id when needed. When the E-mail is marked COMPLETE it will update the database.
NOTE: there is no checking for correct customer id! (issue 474)
Updated   When orders are imported via the universal order import utility the Amount Due is now being properly set to the amount of the order.
Updated   When adding multiple orders to an invoice, you can now filter by “Ship Date” as well as “Order Date”.
Updated   If an order has a status of “Shipped” the shipping button is now disabled.
Fixed   Declining credit cards now terminate correctly when using the built-in credit card processing.
Fixed   Sales tax liability report will now properly display the tax components even after a tax rate change.
Fixed   Sales Totals by Line Items report no longer throws the strCategory error.
3.08.0725.2013
Updated   When receiving emails through the email monitor in Stamp Shop Manager customers are now found by matching the field labeled “Stamp Shop Web Email or Domain”. This is similar to how the import function works. This field can be found when editing a customer then selecting the “Detail Tab”. The customer identification process is as follows:

  1. The full email email address from the senders email is matched to the “Email or Domain” field mentioned above.
  2. If user is not found in step 1, then the senders domain from the email address is matched to the “Email or Domain” field mentioned in step 1.
  3. If user is not found in step 2, then the senders email addressed is matched to the default email address for the account (prior to this release this is how this feature worked).
  4. If used not found in step 3, then this email is considered to be from a new user.

(Feature #467)

Added   Added new field to the database that is used for tracking the person who created the order. This field will not update when the order is modified. This field will only be accessible through reports.

(Feature #465)

Fixed   You can now add new Stamp Shop Web site information for importing orders. This was broken in the last update.

(Issue #466)

Fixed   Memory optimization when dealing with customers and payments.

(Issue #462)

Fixed   On order import the default sales rep and sales group are now being set to nothing.

(Issue #461)

 
3.06.0709.2013
Fixed   Web site configuration screen fields now display properly.
Fixed   Manager no longer throws an object reference error if when adding an attachment the attachment failed due to the user not being an admin or does not have permissions to the registry.
Updated   On the Select database screen you can now double click to choose a server.
Updated   Email address is now part of the customer record on uTypia order imports.
Updated   Modified the auto-generated .png file to insure the full size of the item for sending proofs even if the content does not fill the entire imprint area.
3.04.0702.2013  (contains a payroll update so this must be run on the server)
***This update requires a Database update to dbv32***
Updated   Added semi-colon to the attachment line of an email to facilitate multiple attachments.
Updated   You can now delete an invoice if there is a shipment record associated with it because when it was converted from an order which was shipped.

  1. If there are an equal or less number of shipping records attached to the invoice as compared to the order it came from then you can now delete the invoice and it will automatically delete the shipment record for the invoice NOT the order.
  2. After the invoice is deleted the order status is not set to shipped if there is at least 1 shipment record attached to the order. It will be set to pending.
Updated   Modified the pricing level list in the edit product screen to display pricing levels in numerical order instead of the order they were added to the list.
Updated   Payroll updates. Updates for table version 2013.08

  • Canada, New Brunswick update effective 7/1/2013
  • California, ETT calculation interface added
  • Minnesota new high income rate effective 6/20/2013
  • Idaho table change effective 7/1/2013
  • Oregon Transportation Tax interface added
Updated   Modified several reports to work with standard number 10 window envelopes.

  • Invoice
  • Invoice Detail
  • Invoice Detail Specs
  • Customer Statement Summary
  • Customer Statement Detail
  • Order Acknowledgment
Updated   Open Orders for Batch Shipping report now compares shipping address instead of just the customer ID in determining if orders should be shipped together.
Updated   Added the “Ship To” phone number to the in-house Work Order report.
Updated   Modified reports to make them easier to read and to accommodate a much larger customer PO number.

  • Invoice
  • Invoice Detail
  • Invoice Detail/Customization
  • Order
  • Order Details
  • Order Detail/Customization
Updated   Added “Status” as a selectable criteria to the Quote Totals report.
Added   Background images from rectangular stamps on Stamp Shop Web sites are now imported into Manager via an .eps matching file located in the shared eps folder.
Added   Service items can now be assigned as kit component items.
Added   uTypia orders can now be imported into Manager. Typesetting will follow in a future release.
Added   Added the ability to retrieve a modified SKU from Stamp Shop Web based on color choice on customizable products.
Added   Added the ability to retrieve a modified SKU from Stamp Shop Web based on product feature choices.
Added   Added rulers on the customer proof report to show size of imprint/customization when emailing or faxing proofs.
Added   PCI Compliant credit card processing. You can now process credit cards directly within Manager through our new PCI compliant integration with Mercury Payment Processors. Click here for more details.
 
Fixed   Sales Totals Detail report no longer invades voided sales in the totals.
Fixed   Corrected discrepancies in some financial and tax reports by correcting their data sources.
3.03.0628.2013  (contains a payroll update so this must be run on the server)
***This update requires a Database update to dbv32***
Updated   Added semi-colon to the attachment line of an email to facilitate multiple attachments.
Updated   You can now delete an invoice if there is a shipment record associated with it because when it was converted from an order which was shipped.

  1. If there are an equal or less number of shipping records attached to the invoice as compared to the order it came from then you can now delete the invoice and it will automatically delete the shipment record for the invoice NOT the order.
  2. After the invoice is deleted the order status is not set to shipped if there is at least 1 shipment record attached to the order. It will be set to pending.
Updated   Modified the pricing level list in the edit product screen to display pricing levels in numerical order instead of the order they were added to the list.
Updated   Payroll updates. Updates for table version 2013.08

  • Canada, New Brunswick update effective 7/1/2013
  • California, ETT calculation interface added
  • Minnesota new high income rate effective 6/20/2013
  • Idaho table change effective 7/1/2013
  • Oregon Transportation Tax interface added
Updated   Modified several reports to work with standard number 10 window envelopes.

  • Invoice
  • Invoice Detail
  • Invoice Detail Specs
  • Customer Statement Summary
  • Customer Statement Detail
  • Order Acknowledgment
Updated   Open Orders for Batch Shipping report now compares shipping address instead of just the customer ID in determining if orders should be shipped together.
Updated   Added the “Ship To” phone number to the in-house Work Order report.
Updated   Modified reports to make them easier to read and to accommodate a much larger customer PO number.

  • Invoice
  • Invoice Detail
  • Invoice Detail/Customization
  • Order
  • Order Details
  • Order Detail/Customization
Updated   Added “Status” as a selectable criteria to the Quote Totals report.
Added   Background images from rectangular stamps on Stamp Shop Web sites are now imported into Manager via an .eps matching file located in the shared eps folder.
Added   Service items can now be assigned as kit component items.
Added   uTypia orders can now be imported into Manager. Typesetting will follow in a future release.
Added   Added the ability to retrieve a modified SKU from Stamp Shop Web based on color choice on customizable products.
Added   Added the ability to retrieve a modified SKU from Stamp Shop Web based on product feature choices.
Added   Added rulers on the customer proof report to show size of imprint/customization when emailing or faxing proofs.
Fixed   Sales Totals Detail report no longer invades voided sales in the totals.
Fixed   Corrected discrepancies in some financial and tax reports by correcting their data sources.
2.52.0510.2013
Updated   Sped up the printing functions by 300% for cloud based database customers.
Updated   Customer special prices of 0.00 are now allowed and the system will not update it to the regular sales price on orders/invoices.
Updated   Increased the customer PO field on order reports to match the data field size of 30 characters.
Updated   Added a new button at the bottom of the Help/About Stamp Shop Manager window to show version history / what’s new page.
Added   Added a new column for line items in quotes, orders and invoices to allow one to specify a cost per line item other than the default item cost. To see the new field on a given quote, order or invoice right click on the column names and select the “Column Chooser”. Next double click on the new “cost” column. The cost of the particular line item on the particular order can now be added/modified.
Added   Added a new “save as” feature when editing stock or custom reports.
Fixed   Double clicking the line item price on an order now properly shows the item cost.
Fixed   Orders imported from Stamp Shop Web are now storing the SSM User id instead of the SSW user id in the tblARCustomerPayment table.
Fixed   Deleting shipments in Manager now properly deletes shipment in FedEx module.
Fixed   If the Data Utility is running when the update process is started the update now completes successfully.
2.48.0430.2013  (contains a payroll update so this must be run on the server)
***This update requires a Database update to dbv31***
Updated   Inventory kits feature has been enhanced to automatically choose hidden components assigned to kits.
Updated   Payroll updates. Updates for table version 2013.05

  • Illinois, correct personal exemption which went from 100 this year
  • Hawaii, SUI wage base change
Updated   Moved the trigger for the Email Monitor to run from the monitor window instead of the core application. This will free up some resources on workstations not running the Email Monitor.
2.47.0423.2013
***This update requires a Database update to dbv30***
Fixed   Fixed issue object reference error when a report had no data to display.
Fixed   Fixed issue where If you checked an item then unchecked it in the add orders to invoice screen, the status was being re-set to “Pending” even if that was not the original status.
Fixed   Fixed issue where duplicate Order did not clear out the ysnInvoiced when coping.
Fixed   Fixed the tool tip labels on the buttons on the email window screen.
Fixed   Phone numbers added through the new customer wizard are now formatted correctly.
Updated   Updated the Stamp Shop Web orders import to support the new “Free shipment” method from the web site.
Updated   Updated the data import utility to handle shipping company names that were too long.
Updated   Updated the Data Import Utility to support multi-line ship-to addresses.
Updated   Reports opened from the customer record now allow emailing and also update the customer record with the email being sent.
Updated   When typesetting is linked to a quote it is now properly carried over to an order or invoice created from that quote.
Updated   Creation of new reports now allows flagging a report as an invoice report.
Updated   Emails sent through the vendor record now update the email tab without refreshing.
Added   Added text on the status bar of the Add Orders to Invoices screen to show the count of displayed records and a count of selected orders.
Added   Added a new button under the Update tab on the About Stamp Shop Manager help screen to show the “What’s New” version information.
2.44.0405.2013  
Fixed   Fixed issue where object reference errors appeared on posting transactions.
Added   Added an email field to the order shipping address window. If this field contains data ShipRush will send shipping notifications to the email address specified in the field.
2.43.0328.2013  
Fixed   Fixed issue with not printing invoices in batch posting process if the user was not an administrator.
Fixed   Email button now works properly on the print report screen.
Added   When creating a new invoice and adding existing orders to it, Filtering tools have been added on the “Add Orders” look up window.
Added   When adding more than one order to an invoice, the original order number and customer PO reference is now added to each line item for continuity of billing and order tracking. The invoice number also shows in the order history.
Added   New inventory report to show sales by product category. (dbv29a)
Updated   Updated the following reports and db functions.(dbv29a)

  • 3 purchase order reports to add vendor fax number to report.
  • Open orders for batch shipping to limit data returned
    to only unshipped orders
  • Data source for open backorders to not select voided orders
  • Customer Info, Orders bill To & Ship To, Invoice Bill To &
    Ship To, to eliminate extra space in address
  • Added pricing information back into Order Acknowledgement report
2.40.0325.2013  
Fixed   Varied memory errors have been fixed
Fixed   Object reference errors have been corrected in posting processes such as General Journal, Payments, and Deposit posting.
Updated   Changed the order entry process to not set a ship date on new orders. The ship date is updated when the order is marked as shipped and now properly stored in the ARShipment table.
Fixed   Customer Statement Summary displays properly from within the customer record.
Fixed   ShipRush now properly updates the full shipping addresses in an order at the time of shipment.
Updated   When adding a new customer, the default “Send Report Type” is now set to Print instead of None.
Fixed   Fixed the display issue with the Orders Bill To block. Under certain conditions an extra line was being added after the company name.
Fixed   Customer phone number now properly updates/saves with the phone extension.
Updated   No longer prompted to save customer record when closing the record after it has already been saved.
Added   Added a means to delete saved searches. To delete on click the “x” delete button to the right of the search.
2.34.26.2013 (contains a payroll update so this must be run on the server)
Added   Exposed the SMTP port number in user and company preferences screen so that the port number could be changed if needed.
Updated   When a new invoice is created for a customer that requires a PO number, PO number must be added in order to save.
Fixed   Under certain conditions, when closing an invoice or order screen after shipping, users were getting an “Access violation” or an “Assertion failure” error when using ShipRush.
Added   When you are AutoSetting a dater, Stamp Shop Manager now adds the date cut out. You will need to edit all inventory items that are daters to add the cut out dimensions.
Fixed   Invoices that have line items that need to be back ordered are no longer posted during a batch post. This will allow you to manually post the invoice which will prompt you to create the back order.
Fixed   Invoices will now not allow saving without a PO number if the customer flag is set for “Requires PO.”
Updated   Sped up Batch post send mail process.
Added   When the system e-mails an Invoice to the customer via batch posting or you manually email an invoice to a customer Manager will now mark the Invoice as printed, if the invoice report chosen is flagged as “Invoice Report” in the report settings screen.
Fixed   When pressing the “OK” button on the Company Preferences screen, the user was incorrectly prompted with “You must set a value for Import Terms” and “You must set a value for CorelDraw Version” even if there is a value there.
Added   If a customer is set up in Stamp Shop Manager as having “Blind Ship” then imported web orders will also be flagged as blind ship.
Fixed   “Object Reference Error” on converting quote to order, convert purchase receipt to a bill, process order to invoice, and batch process order to invoice.
Added   1. The Description of the BATCHSTATEMENT Email Signature is used as the Subject on the Batch post sending of statement Emails.
The Description of the BATCHPOST Email Signature is used as the Subject on the Batch post sending of invoices Emails.
Fixed   Under certain conditions when batch processing the qty shipped was not being carried over in to the Invoice.
Fixed   on purchase receipt, update the “Total” field now properly updates when you enter the qty received.
Added   Statements can now be batched emailed, printed or Both e-mail and with the new Batch Run Statements feature under the sales menu.
Fixed   When batch posting $0.00 invoices they are now marked as printed.
Added   The customer PO number is now passed to the label reference field in ShipRush.
Fixed   Items on order and on back order are now correctly being displayed in the inventory items record.
Updated   Payroll updates. Updates for table version 2013.04

  • Georgia Married allowance change for 2013
  • New Mexico table update for 2013
  • North Carolina returns supplemental withholding rounded to nearest dollar
  • Vermont updated 2013 tables
  • Missouri 2013 table update
  • Oklahoma, revised married tables issued January 2013
2.28.0207.2013
Fixed   Fixes that nasty “Object reference not set to …” bug when closing the print preview screen.
2.26.0206.2013 (contains a payroll update so this must be run on the server)
***This update requires a Database update to dbv28***
Added   When you are AutoSetting a dater, Stamp Shop Manager now adds the date cut out. You will need to edit all inventory items that are daters to add the cut out dimensions.
Added   Ability to add a CorelDraw template to customizable inventory items. When typesetting these items the template is automatically added when you click the typeset button.
Fixed   Under certain conditions when batch processing the qty shipped was not being carried over to the Invoice.
Updated   When importing an order, if the customer is set to blind ship in Manager the imported order will be set to blind ship as well.
Updated   Updates for table version 2013.04
– Georgia Married allowance change for 2013
– New Mexico table update for 2013
– North Carolina returns supplemental withholding rounded to nearest dollar
– Vermont updated 2013 tables
– Missouri 2013 table update
– Oklahoma, revised married tables issued January 2013
2.24.0124.2013
Updated   Modified Invoices, Orders and Work Order reports to reflect Retail Prices and discount percent in addition to the sales price for line items.
Updated   Modified stamp images on order reports to show smaller image representation when the image would otherwise be too big for the report.
Added   New report to show orders in house for the same customer so that they can be shipped together.
Updated   Modified purchase order reports to add more space between the item SKU and the item description.
2.22.0123.2013
Updated   When a new invoice is created for a customer that requires a PO number, PO number must be added in order to save.
Fixed   Under certain conditions, when closing an Invoice or Order Screen after Shipping, users were getting an “Access Violation” or an “Assertion Failure” error when using ShipRush.
Updated   Invoices that have line items that need to be back ordered are no longer posted during a batch post. This will allow you to manually post the invoice which will prompt you to create the back order.
Added   When the system e-mails an Invoice to the customer via Batch Posting or you manually e-mail an Invoice to a customer, Manager will now mark the Invoice as printed, if the Invoice Report chosen is flagged as “Invoice Report” in the report settings screen.
Fixed   When pressing the “OK” button on the Company Preferences screen, the user was incorrectly prompted with “You must set a value for Import Terms” and “You must set a value for CorelDraw Version” even if there is a value there.
2.17.0110.2013
Fixed   The wrong state was being passed to the “ship from” address in ShipRush on blind ship orders. Manager now passes the correct State.
Fixed   An error which prevented an order or quote form from being closed after the order or quote was deleted.
Fixed   Fixed issue where If the “ship to” address and the “bill to” address had a different number of lines in the address field and the order was set to blind ship then the user would receive an index out of range error.
2.13.0109.2013 (contains a payroll update so this must be run on the server)
Added   ShipRush now automatically chooses the “Freight Collect” option in the ShipRush payment option drop down when a FedEx or ups account number is available in the customer record.
Fixed   The shipping cost is now be passed from stamps.com shipments to Manager when that option is selected in the company preferences.
Added   A new Reports button has been added to the Customer screen. The button contains a drop down menu with the following options; Customer Special Pricing. Customer Analysis, Customer Credit History, and Customer Statement Detail.
Fixed   A minor spacing error was corrected on the Check Number List error message.
Fixed   An out of memory message was fixed when searching for new customers.
Updated   When AutoSet function is in progress and the font cannot be found a message now displays and automatically replaces the missing font with a default font.
Fixed   A correction has been made to fix tax calculation errors when changing the shipping amount on an order imported from Stamp Shop Web.
Added   A modification has been made to the Data Import Utility where you are now able to add a Stamp Shop Web matching for CUSTOMER import.
Added   The ‘Address Other’ fields from Stamp Shop Web are now imported to the address fields and will use the web site’s corresponding site terms to get the correct label/title.
Updated   An update has been made to the Payroll DLL. It is now Table 2012.10 and will change Indiana to Carroll, Hancock, Perry and Starke counties. Update to Payroll version 2013.01

  • Colorado table change
  • Federal 2013 tables as released by IRS 1/3/2013

Updates also to table version 2013.00 (previously released)

  • Medicare has two rates 1.45% for ytd 00,000. Employer rate is constant at 1.45%.
  • Social Security rate set to 6.2% for both employee and employer.
  • Canada Federal and all Provinces
  • US States
  • California
  • Hawaii
  • Indiana county updates
  • Kansas
  • Kentucky
  • Maine
  • Maryland county updates
  • Minnesota
  • Nebraska
  • New York State and Yonkers
  • North Dakota
  • Oregon
  • Puerto Rico
  • Rhode Island

New SUI/SDI calculations are described in attached documentation.

  • SUI maximum wage base check performed for all states.
  • SDI maximum wage base check performed for California, Hawaii, New Jersey, New York, Puerto Rico and Rhode Island.
Fixed   The AutoSet feature now typesets rectangle stamps properly.
Added   A notification has been added to the Company Preferences > Add-Ons tab > Corel Version displaying the successful change of the current CorelDraw version.
Added   An addition of re-order point has been made to the Inventory table within the Data Import Utility.
Fixed   The Data Utility Export now works properly for Inventory.
Added   Now able to check box within the Batch feature screen to allow the user to NOT re-color the imported items.
Fixed   During AutoSet utility Hairlines will no longer automatically re-color.
Fixed   A correction has been made to the Purchase Orders feature. When entering a new PO the line item now displays correct cost.
 
Fixed   A bug was fixed which prevented the creation of inventory price lists.
 
Fixed   A correction has been made to the Blind Ship feature to pass the Bill To information to the Ship From field on the ShipRush label.
 
Updated   Reminder ‘Customer requires a Purchase Order Number!’ no longer shows when initiating an order. only shows when saving an order. Order will not be saved if customer requires a PO and this field is left blank.
 
2.07.1204.2012 (contains a payroll update so this must be run on the server)
***This update requires a Database update to dbv28***
Added   Added support for CorelDraw 16 (X6). A Corel Draw Bug in version 16.1 will cause CorelDraw to fail to work properly with Stamp Shop Manager. Corel is aware this issue. DO NOT upgrade to 16.1. Stay on 16.0 until Corel releases the fix.
Added   Added the ability to link multiple Stamp Shop Web users to a single billing customer in Stamp Shop Manager based on the email address domain. This will allow all web users who’s email address has a particular domain to be linked to the same billing account automatically without having to set up the external customer ID in advance in the web site.
Added   Added a second default terms field to allow imported web users to have a different default terms than manually entered customers.
Added   Added the ability for the Data import Utility to import height and width of the imprint area for customized products such as stamps, signs, etc.
Added   Added the ability for the Data Import Utility to import the Stamp Shop Web customer linking field.
Fixed   Wrong Chart of Account number was being added to imported orders. Was being imported with code 4110 now properly set to 1200.
Fixed   Change De-active button so non-Admin users can click it.
Updated   New payroll tax table date 2012.1
MUST BE RUN on the Server

  • Indiana changes to Carroll, Hancock, Perry and Starke counties
2.0.1106.2012
1. Added   New Licensing structure to allow for more features in the future.
2. Added   Ability to run on Apple desktop and laptop computers.
3. Added   New remote structure that allows Stamp Shop Manager client to run remotely through Connectweb’s data center.
4. Added   Stamp Shop Manager now compatible with Windows 8.
1.58.1030.2012
***This update requires a Database update to dbv27***
1. Added   Ability automatically receive email message into Stamp Shop Manager and have them automatically assigned to customers. Search for Email Monitor in the help system for set up instructions.
2. Added   Work Order report for In-House use. The text in the notes field, which normally is only visible on the order screen, print on the Work Order allowing you to give instructions for in-house use that do not print on invoices or other order reports.
1. Added   Customer Proof report. This report makes it easy to send a proof of customized products such as stamps or badges to a customer via email.
2. Fixed   Duplicate customers no longer being created on web import if external customer Id was present in Stamp Shop Web but no matching id was found in Manager.
1.50.1002.2012
***This update requires a Database update to dbv26***
1. Added   Ability to select a different signature when composing an e-mail message to a customer. This works when sending an order or invoice to a customer. Click the “Signature” button on the e-mail and select or create a new signature. When you close the signature edit window the selected signature is placed on the current e-mail. We recommend changing your signature prior to entering any text. All text is replaced when you select a new signature!
2. Fixed   In an Order, when you click the “New” button the cursor now jumps to the Line Item Input field and not the Order ID field.
3. Updated   New payroll tax table date 2012.09 version 3.47

  • Michigan – new withholding rate and allowance which calculations will use for dates on/after October 1, 2012
  • Pennsylvania: An incorrect calculation number was being returned for approximately 1/3 of school districts. This has been fixed.
4. Updated   Bundle ability modified, now add non-inventory and inventory items.
5. Updated   Changed the order in which billing address information displays on order and invoice reports to comply with U.S. Post Office criteria.
6. Updated   Changed the billing address to display first and last name information even if company name is present on order and invoice reports.
7. Updated   Changed the Order Detail/Customization report to only print the header on the first page and only the order number in the header of subsequent pages.
8. Added   Ability to have multiple Stamp Shop Web customers associated with one “bill to” customer in Stamp Shop Manager. This allows you to have many users from a given company place orders on the web site and when imported into manager to all be associated with one customer ID instead of the email address typically used for web to Manager association.
1.42.0829.2012
***This update requires a Database update to dbv25***
1. Added   Now added the ability to set the customer record to determine how a customer gets his invoices delivered during Batch Post operation as either E-mail, Print (for snail mail), or None.
2. Added   Now added the ability to set the customer to automatically set new orders and invoices as a blind ship orders and invoices.
3. Fixed   Terminal Service users can now see the Stamp Shop Manager Theme Background.
4. Updated   13 reports have been updated.

  • Invoice
  • Invoice Detail
  • Invoice Detail Specs
  • Order
  • Order Details
  • Order Detail/Customization
  • Order Description
  • Order Picking Ticket
  • Order Shipping Detail
  • Customer Invoice
  • Customer Invoice Detail
  • Customer Invoice Detail Specs
  • Sales Tax Liability
5. Updated   Payroll tax update to version 2012.08. Update contains the following changes:

  • Pennsylvania: Many local changes.
  • Ohio: Local changes.
1.37.0821.2012
***This update does a Database upgrade to dbv24***
1. Fixed   Issue with F1 key going to wrong topic on the User Security form.
2. Fixed   Issue with editing an order and choosing a ship to address, the email address of the associated with the selected Ship To was not getting sent to ShipRush
3. Fixed   In CorelDraw X4 and higher whenever SSM creates a new cdr file the file is set to RGB for the color management mode.
4. Fixed   Corrected spelling mistake on the Add inventory form.
5. Fixed   Issue with rounding totals when your store is set to use more than 2 decimal places for the currency
6. Fixed   Issue with text not displaying correctly on the Vendors form when you mouse over the “initiate” button.
7. Added   If a customer is set to “Require Purchase Order” you will NOT be allowed to save an order or invoice unless you enter a PO number on the order / invoice form.
8. Added   You can now load Templates / Layouts and apply them to the current customizable products.
9. Added   The first time you run Stamp Shop Manager after an update the system will open a web browser and display a page telling what was updated… This test right here!!
10. Updated   Updated 3 Reports: Quote, Quote Detail, Estimate
11. Fixed   Issue with CorelDraw Interface form not closing correctly when the user does not have the Default CorelDraw save and / or the EPS file paths entered in their profile
1.33.0731.2012
1. Fixed   Issue with CorelDraw X3 not accepting the RGB mode command.
1.32.0724.2012
1. Added   You can now update any products on any of your Stamp Shop Web, web sites from the Inventory screen.
2. Added   Allow Admin to change user password without knowing old password
3.Updated   the following 7 reports
Invoice
Invoice Detail
Order
Order Detail
Order Shipping Detail
Invoice Detail Specs
Order Detail Specs
4. Fixed   Issue with cleaning up phone numbers
5. Fixed   Issue with duplicating orders does not duplicate the CorelDraw file.
6. Fixed   Refresh issue on the print employee paycheck screen.
7. Fixed   Admin users can now change the password of non-admin users with out having to know the users password.
8. Fixed   Users can now see the customization text of posted orders without printing it to the screen
9. Added   Ability to import Millennium Digital Services punch-out products
10. Fixed   When shipping to an address other than the bill to address, we are now passing the address associated with the shipping address to the ShipRush system
11. Added   Any newly created CorelDraw file is now created in RGB color management mode.
12. Fixed   Issue with the “Important Advisory” screen wrongly showing.
13. Fixed   Issue user is unable to edit imported Ship To address.
14. Added   A new report named “Customer Invoice Detail Specs”
15. Added   A new button on the import order form to open any of the newly imported orders.
1.23.0605.2012
1. Fixed   Issue with not allowing products to be customized. Sorry about that!
1.22.0604.2012
1. Fixed   Issue with round stamps not importing.
2. Fixed   Issue with the vendor screens fields not displaying correctly.
1.21.522.2012
1. Fixed   issue with Conversion to string when using the AutoSet from the Line item interface
2. Added   the ability to De-activate the license on a computer so you can re-use the license on a new computer.
3. Fixed   issue with the Invoice report error if you tried to e-mail it.
4. Updated   5 other reports
5. Fixed   issue with clip art, non-eps files being completely filled in to a black square.
6. Added   all information to the import report that would be needed to make the customizable product. (Font, font size, justification, color, style).
7. Added   two new reports that will bulk print customer invoices. You can find these reports under the Reports (CTRL+R) menu then Accounts Receivable, Customer Invoice and Customer Invoice Detail.
1.19.508.2012
1. Fixed   Issue where Payroll did not update if the system is using MS Sql Express server.
— PAYROLL TAX TABLE UPDATE : You must run this update on the Database server to update the Payroll tax tables. For real this time… I forgot to include it in the last update!!

a) This will update your payroll tax tables to version 2012.06.
b) Idaho: new withholding tables issued by Idaho on 4/20/2012 are included and effective for calculations from 4/20/2012 through end of year.
c) Ohio: school district changes for Amanda-Clearcreek LSD, Miami East LSD and Willard CSD

2. Fixed   issue with Conversion to string when using the Quick AutoSet module
1.16.419.2012
1. Added   Quick AutoSet line item functions.
2. Fixed   Spelling issues
3. Updated   Orders report
4. Fixed   Default search field did not work correctly on search form
5. Fixed   issue with the tab order on the invoice and Order forms when editing the qty field it did not go to the next column but when to the order id field.
6. Fixed   issue with CorelDraw interface.
7. Updated   Update controller